Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionMeeder Asset Management Inc
Latest Disclosed Ownership68 shares
Latest Disclosed Value $ 6,127
Meeder Asset Management Inc reports 45.16% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 7, 2026 - Meeder Asset Management Inc filed a 13F-HR form disclosing ownership of 68 shares of Principal Financial Group, Inc. (DE:PG4) valued at $5,236 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 124 shares of Principal Financial Group, Inc.. This represents a change in shares of -45.16% during the quarter. The current value of the position is $6,018 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)
2026-05-07 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 68 -56 -45.16 6 -40.00 0.0004
2026-02-11 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 124 -2 -1.59 11 0.00 0.0006
2025-10-24 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 126 -180 -58.82 10 -58.33 0.0006
2025-08-07 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 306 68 28.57 24 20.00 0.0015
2025-05-07 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 238 98 70.00 20 100.00 0.0014
2025-02-12 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 140 8 6.06 11 -9.09 0.0008
2024-11-07 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 132 132 11 0.0008
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -2,232 -100.00 0 -100.00
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,232 -185 -7.65 161 0.00 0.0093
2022-08-08 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,417 58 2.46 161 -6.94 0.0093
2022-05-10 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,359 -168 -6.65 173 -5.46 0.0064
2022-02-11 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN Common Stock 74251V102 2,527 336 15.34 183 29.79 0.0184
2021-11-08 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,191 543 32.95 141 35.58 0.0074
2021-08-09 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,648 309 23.08 104 30.00 0.0049
2021-04-28 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,339 634 89.93 80 128.57 0.0041
2021-02-09 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 705 52 7.96 35 34.62 0.0077
2020-11-02 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 653 227 53.29 26 44.44 0.0017
2020-08-11 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 426 154 56.62 18 100.00 0.0012
2020-05-15 2020-03-31 13F Principal Financial Group Common Stock 74251V102 272 68 33.33 9 -18.18 0.0007
2020-02-13 2019-12-31 13F Principal Financial Group Common Stock 74251V102 204 13 6.81 11 0.00 0.0007
2019-10-17 2019-09-30 13F Principal Financial Group Common Stock 74251V102 191 22 13.02 11 10.00 0.0007
2019-08-05 2019-06-30 13F Principal Financial Group Common Stock 74251V102 169 169 10 0.0007
2017-10-20 2017-09-30 13F Principal Financial Group Common Stock 74251V102 0 -7,671 -100.00 0 -100.00
2017-07-13 2017-06-30 13F Principal Financial Group Common Stock 74251V102 7,671 -43,848 -85.11 491 -84.90 0.0468
2017-05-12 2017-03-31 13F Principal Financial Group Common Stock 74251V102 51,519 1,274 2.54 3,251 11.80 0.2910
2017-01-11 2016-12-31 13F Principal Financial Group Common Stock 74251V102 50,245 34,858 226.54 2,908 267.17 0.2785
2016-10-19 2016-09-30 13F Principal Financial Group Common Stock 74251V102 15,387 15,387 0.00 792 0.0672
2015-01-27 2014-12-31 13F Principal Financial Group Common Stock 74251V102 0 -31,800 -100.00 0 -100.00
2014-10-15 2014-09-30 13F Principal Financial Group Common Stock 74251V102 31,800 -97,290 -75.37 1,669 -74.39 0.2446
2014-07-18 2014-06-30 13F Principal Financial Group Common Stock 74251V102 129,090 0 0.00 6,517 9.77 0.9660
2014-04-22 2014-03-31 13F Principal Financial Group Common Stock 74251V102 129,090 -92,015 -41.62 5,937 -45.55 0.9753
2014-01-28 2013-12-31 13F Principal Financial Group Common Stock 74251V102 221,105 221,105 10,903 1.8623
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.