Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership1,694,596 shares
Latest Disclosed Value $ 152,700,048
Legal & General Group Plc reports 3.37% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 1,694,596 shares of Principal Financial Group, Inc. (DE:PG4) valued at $130,483,892 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,639,302 shares of Principal Financial Group, Inc.. This represents a change in shares of 3.37% during the quarter. The current value of the position is $149,971,746 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)
2026-05-08 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,694,596 55,294 3.37 152,700 5.60 0.0189
2026-02-09 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,639,302 23,686 1.47 144,603 7.95 0.0321
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,615,616 33,490 2.12 133,951 6.59 0.0300
2025-08-12 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,582,126 -68,220 -4.13 125,668 -9.75 0.0312
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,650,346 23,226 1.43 139,240 10.55 0.0379
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,627,120 -111,740 -6.43 125,955 -15.67 0.0333
2025-02-28 2024-09-30 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,738,860 2,177 0.13 149,368 9.63 0.0393
2024-11-14 2024-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,075,781 -2,807 178,310 0.0372
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,075,781 -2,807 178,310 0.0188
2025-05-29 2024-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,736,683 -101,962 -5.55 136,243 -14.15 0.0385
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,078,588 -86,194 163,066 0.0365
2025-05-29 2024-03-31 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,838,645 -50,827 -2.69 158,693 6.76 0.0457
2024-07-01 2024-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,164,782 -59,304 186,842 0.0436
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,164,782 -59,304 186,842 0.0225
2025-05-29 2023-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,889,472 -116,800 -5.82 148,645 2.80 0.0462
2024-02-15 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,224,086 217,814 174,969 0.0449
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,006,272 -88,615 -4.23 144,592 -8.99 0.0504
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,094,887 277,588 15.27 158,876 17.63 0.0517
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,817,299 -8,599 -0.47 135,062 -11.86 0.0483
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,825,898 -74,008 -3.90 153,229 11.78 0.0588
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,899,906 -112,496 -5.59 137,078 1.99 0.0536
2022-08-22 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,012,402 80,219 4.15 134,409 -5.24 0.0476
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,932,183 32,183 1.69 141,842 3.21 0.0431
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,900,000 -55,550 -2.84 137,427 9.12 0.0416
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,955,550 83,491 4.46 125,937 6.46 0.0409
2021-08-12 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,872,059 75,143 4.18 118,295 9.79 0.0396
2021-05-17 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,796,916 29,088 1.65 107,743 22.85 0.0401
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,767,828 24,670 1.42 87,703 24.94 0.0343
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,743,158 -45,725 -2.56 70,197 -5.54 0.0314
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,788,883 14,430 0.81 74,311 33.17 0.0359
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,774,453 44,099 2.55 55,802 -41.37 0.0326
2020-02-13 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,730,354 23,654 1.39 95,169 -3.73 0.0453
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,706,700 -33,540 -1.93 98,852 13.18 0.0532
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,740,240 285,304 19.61 87,342 35.91 0.0499
2019-02-15 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,454,936 107,571 7.98 64,264 -18.59 0.0498
2018-11-20 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,347,365 45,611 3.50 78,942 14.53 0.0565
2018-08-10 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,301,754 -74,695 -5.43 68,928 -17.77 0.0532
2018-05-17 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,376,449 -51,941 -3.64 83,821 -16.84 0.0640
2018-02-13 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,428,390 -77,786 -5.16 100,795 4.01 0.0729
2017-11-09 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,506,176 31,107 2.11 96,908 2.53 0.0729
2017-08-03 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,475,069 17,889 1.23 94,514 2.78 0.0764
2017-05-12 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,457,180 44,647 3.16 91,960 12.52 0.0780
2017-02-13 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,412,533 16,349 1.17 81,729 13.65 0.0762
2016-10-12 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,396,184 10,486 0.76 71,910 26.26 0.0729
2016-08-16 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,385,698 108,090 8.46 56,956 13.00 0.0600
2016-05-16 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,277,608 29,201 2.34 50,404 -10.25 0.0558
2016-02-16 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,248,407 10,934 0.88 56,158 -4.14 0.0635
2015-11-13 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,237,473 41,564 3.48 58,581 -4.49 0.0714
2015-07-31 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,195,909 44,927 3.90 61,338 3.76 0.0720
2015-05-14 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,150,982 -38,007 -3.20 59,118 -4.29 0.0707
2015-02-20 2014-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 1,188,989 6,730 0.57 61,765 -0.44 0.0727
2015-02-17 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,188,989 6,730 61,765 0.0761
2014-11-14 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,182,259 -146,480 -11.02 62,035 -7.51 0.0744
2014-08-13 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,328,739 -22,021 -1.63 67,074 7.97 0.0782
2014-05-14 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,350,760 -25,081 -1.82 62,121 -8.43 0.0754
2014-02-07 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,375,841 -10,776 -0.78 67,843 14.26 0.0821
2013-11-12 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,386,617 -112,034 -7.48 59,375 5.79 0.0782
2013-08-01 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,498,651 1,498,651 56,124 0.0775
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.