Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionMokosak Advisory Group, LLC
Latest Disclosed Ownership7,001 shares
Latest Disclosed Value $ 630,966
Mokosak Advisory Group, LLC reports 2.89% decrease in ownership of PG4 / Principal Financial Group, Inc.

On April 28, 2026 - Mokosak Advisory Group, LLC filed a 13F-HR form disclosing ownership of 7,001 shares of Principal Financial Group, Inc. (DE:PG4) valued at $539,077 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 7,209 shares of Principal Financial Group, Inc.. This represents a change in shares of -2.89% during the quarter. The current value of the position is $619,588 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,001 -208 -2.89 631 -0.79 0.1579
2026-02-03 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,209 58 0.81 636 7.26 0.1596
2025-10-21 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,151 62 0.87 593 5.15 0.1551
2025-07-17 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,089 63 0.90 563 -4.90 0.1592
2025-04-23 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,026 -13 -0.18 593 8.82 0.1830
2025-01-24 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,039 19 0.27 545 -9.63 0.1634
2024-10-16 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,020 -131 -1.83 603 7.50 0.1808
2024-07-25 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,151 0 0.00 561 -9.24 0.1854
2024-04-30 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,151 275 4.00 617 14.26 0.2037
2024-01-31 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,876 116 1.72 541 10.88 0.1940
2023-10-19 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,760 -43 -0.63 487 -5.44 0.1981
2023-08-03 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,803 18 0.27 516 2.18 0.2039
2023-04-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,785 4 0.06 504 -11.42 0.2148
2023-02-02 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,781 102 1.53 569 18.05 0.2547
2022-11-09 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,679 -318 -4.54 482 3.21 0.2373
2022-08-02 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,997 65 0.94 467 -8.43 0.2229
2022-05-05 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,932 57 0.83 510 2.62 0.2067
2022-02-02 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,875 276 4.18 497 16.39 0.1906
2021-10-21 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,599 9 0.14 427 2.89 0.1771
2021-07-21 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,590 411 6.65 415 12.16 0.1744
2021-04-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,179 55 0.90 370 21.71 0.1660
2021-01-28 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,124 19 0.31 304 23.08 0.1453
2020-10-16 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,105 -153 -2.44 247 -5.00 0.1412
2020-07-10 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,258 6,258 260 0.1587
2020-04-09 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -6,237 -100.00 0 -100.00
2020-01-21 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,237 522 9.13 343 4.89 0.2074
2019-10-15 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,715 5,715 327 0.2160
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.