Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionMCF Advisors LLC
Latest Disclosed Ownership394 shares
Latest Disclosed Value $ 35,504
MCF Advisors LLC ownership in PG4 / Principal Financial Group, Inc.

On May 11, 2026 - MCF Advisors LLC filed a 13F-HR form disclosing ownership of 394 shares of Principal Financial Group, Inc. (DE:PG4) valued at $30,338 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 394 shares of Principal Financial Group, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $34,869 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)
2026-05-11 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 0 0.00 36 2.94 0.0016
2026-02-11 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 0 0.00 35 6.25 0.0019
2025-11-05 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 0 0.00 33 3.23 0.0020
2025-07-15 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 0 0.00 31 -6.06 0.0021
2025-05-06 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 -106 -21.20 33 -13.16 0.0024
2025-01-17 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 500 -113 -18.43 39 -26.92 0.0027
2024-10-24 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 613 0 0.00 53 8.33 0.0037
2024-08-05 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 613 219 55.58 48 41.18 0.0036
2024-04-16 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 0 0.00 34 13.33 0.0026
2024-02-01 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 0 0.00 31 7.14 0.0025
2023-10-19 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 0 0.00 28 -3.45 0.0026
2023-07-24 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 0 0.00 30 0.00 0.0027
2023-04-18 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 0 0.00 29 -12.12 0.0027
2023-01-31 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 0 0.00 33 17.86 0.0034
2022-11-09 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 0 0.00 28 7.69 0.0031
2022-08-11 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 -40 -9.22 26 -18.75 0.0027
2022-05-05 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 434 434 32 0.0030
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -394 -100.00 0 -100.00
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 394 110 38.73 25 38.89 0.0025
2021-08-10 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 284 0 0.00 18 5.88 0.0019
2021-05-13 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 284 0 0.00 17 21.43 0.0019
2021-02-09 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 284 0 0.00 14 27.27 0.0017
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 284 0 0.00 11 -8.33 0.0015
2020-08-11 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 284 0 0.00 12 33.33 0.0017
2020-04-24 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 284 0 0.00 9 -43.75 0.0015
2020-02-07 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 284 284 16 0.0024
2018-10-24 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -877 -100.00 0 -100.00
2018-07-20 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 877 0 0.00 46 -13.21 0.0088
2018-05-10 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 877 0 0.00 53 -14.52 0.0104
2018-02-06 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 877 0 0.00 62 10.71 0.0115
2017-10-30 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 877 0 0.00 56 0.00 0.0110
2017-07-25 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 877 0 0.00 56 1.82 0.0111
2017-05-02 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 877 0 0.00 55 7.84 0.0115
2017-01-20 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 877 0 0.00 51 13.33 0.0112
2016-11-10 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 877 0 0.00 45 25.00 0.0107
2016-08-11 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 877 877 36 0.0088
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.