Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership728,464 shares
Latest Disclosed Value $ 65,641,868
LPL Financial LLC reports 39.73% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 728,464 shares of Principal Financial Group, Inc. (DE:PG4) valued at $56,091,728 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 521,319 shares of Principal Financial Group, Inc.. This represents a change in shares of 39.73% during the quarter. The current value of the position is $64,469,064 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)
2026-05-06 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 728,464 207,145 39.73 65,642 42.74 0.0174
2026-02-11 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 521,319 402,535 338.88 45,986 366.95 0.0126
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 118,784 6,794 6.07 9,848 10.71 0.0029
2025-08-12 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 111,990 -3,821 -3.30 8,895 -8.96 0.0030
2025-05-07 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 115,811 9,064 8.49 9,771 18.24 0.0038
2025-02-11 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 106,747 4,478 4.38 8,263 -5.93 0.0034
2024-11-08 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 102,269 2,491 2.50 8,785 12.23 0.0039
2024-08-07 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 99,778 4,315 4.52 7,828 -5.00 0.0039
2024-05-10 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 95,463 -23,521 -19.77 8,239 -11.98 0.0044
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 118,984 4,670 4.09 9,360 13.62 0.0057
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 114,314 -9,946 -8.00 8,239 -12.58 0.0058
2023-07-31 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 124,260 5,617 4.73 9,424 6.87 0.0067
2023-05-10 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 118,643 18,006 17.89 8,818 4.40 0.0069
2023-02-07 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100,637 5,067 5.30 8,445 22.48 0.0072
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 95,570 9,016 10.42 6,895 19.27 0.0067
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 86,554 1,446 1.70 5,781 -7.47 0.0055
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 85,108 -8,085 -8.68 6,248 -7.31 0.0054
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 93,193 3,654 4.08 6,741 16.91 0.0057
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 89,539 -10,898 -10.85 5,766 -9.15 0.0054
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100,437 1,270 1.28 6,347 6.74 0.0064
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 99,167 -8,499 -7.89 5,946 11.33 0.0068
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 107,666 33,910 45.98 5,341 79.83 0.0069
2020-11-09 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 73,756 16,905 29.74 2,970 25.74 0.0046
2020-08-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 56,851 19,678 52.94 2,362 102.75 0.0041
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 37,173 -13,360 -26.44 1,165 -58.08 0.0025
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 50,533 -2,043 -3.89 2,779 -7.49 0.0051
2019-11-13 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 52,576 4,561 9.50 3,004 8.02 0.0061
2019-08-09 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 48,015 -6,053 -11.20 2,781 2.47 0.0059
2019-05-08 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 54,068 17,834 49.22 2,714 69.63 0.0062
2019-02-07 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 36,234 3,871 11.96 1,600 -15.61 0.0043
2018-11-14 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 32,363 8,237 34.14 1,896 48.47 0.0045
2018-08-14 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 24,126 4,935 25.72 1,277 9.24 0.0034
2018-05-15 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 19,191 -16 -0.08 1,169 -13.73 0.0032
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 19,207 735 3.98 1,355 14.06 0.0041
2017-11-14 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 18,472 -6,283 -25.38 1,188 -25.09 0.0042
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 24,755 -4,962 -16.70 1,586 -15.41 0.0060
2017-05-15 2017-03-31 13F PRINCIPAL FINANCIAL COM 74251V102 29,717 8,148 37.78 1,875 48.34 0.0128
2017-02-13 2016-12-31 13F PRINCIPAL FINANCIAL COM 74251V102 21,569 997 4.85 1,264 20.04 0.0096
2016-11-16 2016-09-30 13F PRINCIPAL FINANCIAL COM 74251V102 20,572 3,827 22.85 1,053 57.63 0.0100
2016-08-15 2016-06-30 13F PRINCIPAL FINANCIAL COM 74251V102 16,745 -14,342 -46.14 668 -44.33 0.0056
2016-05-16 2016-03-31 13F PRINCIPAL FINANCIAL COM 74251V102 31,087 -19,467 -38.51 1,200 -46.21 0.0033
2016-02-12 2015-12-31 13F PRINCIPAL FINANCIAL COM 74251V102 50,554 25,245 99.75 2,231 79.63 0.0062
2015-11-13 2015-09-30 13F PRINCIPAL FINANCIAL COM 74251V102 25,309 -2,526 -9.07 1,242 -12.72 0.0068
2015-08-14 2015-06-30 13F PRINCIPAL FINANCIAL COM 74251V102 27,835 3,868 16.14 1,423 16.35 0.0072
2015-05-14 2015-03-31 13F PRINCIPAL FINANCIAL COM 74251V102 23,967 10,198 74.06 1,223 71.05 0.0062
2015-02-13 2014-12-31 13F PRINCIPAL FINANCIAL GRP COM 74251V102 13,769 -2,410 -14.90 715 -13.23 0.0039
2014-11-10 2014-09-30 13F PRINCIPAL FINANCIAL GRP COM 74251V102 16,179 170 1.06 824 1.98 0.0049
2014-08-05 2014-06-30 13F/A-1 PRINCIPAL FINANCIAL GRP COM 74251V102 16,009 877 5.80 808 16.09 0.0047
2014-08-05 2014-06-30 13F PRINCIPAL FINANCIAL GRP COM 74251V102 16,009 1,693
2014-05-12 2014-03-31 13F PRINCIPAL FINANCIAL GRP COM 74251V102 15,132 -5,289 -25.90 696 -30.88 0.0043
2014-02-13 2013-12-31 13F PRINCIPAL FINANCIAL GRP COM 74251V102 20,421 7,804 61.85 1,007 80.79 0.0063
2013-11-04 2013-09-30 13F PRINCIPAL FINANCIAL GRP COM 74251V102 12,617 4,725 59.87 557 88.18 0.0037
2013-08-15 2013-06-30 13F PRINCIPAL FINANCIAL GRP COM 74251V102 7,892 7,892 296 0.0021
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.