Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionKinneret Advisory, LLC
Latest Disclosed Ownership45,133 shares
Latest Disclosed Value $ 4,066,935
Kinneret Advisory, LLC reports 4.25% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 14, 2026 - Kinneret Advisory, LLC filed a 13F-HR form disclosing ownership of 45,133 shares of Principal Financial Group, Inc. (DE:PG4) valued at $3,475,241 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 47,134 shares of Principal Financial Group, Inc.. This represents a change in shares of -4.25% during the quarter. The current value of the position is $3,994,270 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 45,133 -2,001 -4.25 4,067 -2.19 0.3855
2026-02-12 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 47,134 -1,290 -2.66 4,158 3.56 0.3521
2025-11-05 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 48,424 -217 -0.45 4,015 3.91 0.3417
2025-07-25 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 48,641 -73 -0.15 3,864 -6.01 0.3518
2025-07-21 2025-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 48,714 -163 -0.33 4,110 8.64 0.4143
2025-04-29 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 32,794 -16,083 2,767 0.4143
2025-02-03 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 48,877 -2,277 -4.45 3,784 -13.91 0.3572
2024-11-04 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 51,154 -670 -1.29 4,394 8.09 0.4032
2024-07-26 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 51,824 47,365 1,062.23 4,066 958.59 0.3900
2024-04-25 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,459 -14 -0.31 385 9.40 0.0385
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,473 -28 -0.62 352 8.33 0.0390
2023-10-12 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,501 -3 -0.07 324 -4.99 0.0401
2023-08-02 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,504 0 0.00 342 2.10 0.0405
2023-04-27 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,504 -242 -5.10 335 -16.08 0.0432
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,746 -3,813 -44.55 398 -35.60 0.0526
2022-11-02 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,559 0 0.00 618 8.04 0.0857
2022-08-04 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,559 182 2.17 572 -6.99 0.0742
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,377 187 2.28 615 3.89 0.0675
2022-02-08 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,190 0 0.00 592 12.33 0.0613
2021-11-09 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,190 0 0.00 527 1.74 0.0618
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,190 0 0.00 518 5.50 0.0612
2021-05-13 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,190 0 0.00 491 20.94 0.0630
2021-02-11 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,190 0 0.00 406 23.03 0.0551
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,190 -264 -3.12 330 -5.98 0.0500
2020-08-12 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,454 0 0.00 351 32.45 0.0565
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,454 945 12.58 265 -35.84 0.0516
2020-02-10 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 7,509 0 0.00 413 -3.73 0.0751
2019-11-13 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,509 0 0.00 429 -1.38 0.0854
2019-08-13 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,509 0 0.00 435 15.38 0.0882
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 7,509 4,231 129.07 377 160.00 0.0793
2019-02-13 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,278 3,278 145 0.0429
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.