Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
87,50 € 0,00 (0,00%)
2026-06-01
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionMotco
Latest Disclosed Ownership535 shares
Latest Disclosed Value $ 48,209
Motco ownership in PG4 / Principal Financial Group, Inc.

On April 22, 2026 - Motco filed a 13F-HR form disclosing ownership of 535 shares of Principal Financial Group, Inc. (DE:PG4) valued at $41,195 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 535 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 $46,812 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)
2026-04-22 2026-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 535 0 0.00 48 2.13 0.0024
2026-02-06 2025-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 535 -46 -7.92 47 -2.08 0.0043
2025-10-22 2025-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 581 0 0.00 48 6.67 0.0044
2025-08-01 2025-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 581 -25 -4.13 45 -11.76 0.0043
2025-05-07 2025-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 606 312 106.12 51 131.82 0.0054
2025-02-05 2024-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 294 -84 -22.22 23 -31.25 0.0023
2024-11-05 2024-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 378 -116 -23.48 32 -15.79 0.0032
2024-08-07 2024-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 494 0 0.00 39 -9.52 0.0023
2024-05-09 2024-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 494 0 0.00 43 10.53 0.0025
2024-02-09 2023-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 494 0 0.00 39 8.57 0.0025
2023-11-07 2023-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 494 0 0.00 36 -5.41 0.0024
2023-08-04 2023-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 494 -642 -56.51 37 -55.95 0.0025
2023-05-09 2023-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 1,136 142 14.29 84 1.20 0.0057
2023-02-10 2022-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 994 0 0.00 83 15.28 0.0062
2022-11-03 2022-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 994 0 0.00 72 9.09 0.0057
2022-08-05 2022-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 994 0 0.00 66 -9.59 0.0050
2022-05-06 2022-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 994 0 0.00 73 1.39 0.0030
2022-02-08 2021-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 994 -515 -34.13 72 -25.77 0.0044
2021-10-29 2021-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 1,509 1,015 205.47 97 212.90 0.0063
2021-08-04 2021-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 494 0 0.00 31 3.33 0.0020
2021-04-16 2021-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 494 -357 -41.95 30 -28.57 0.0021
2021-02-05 2020-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 851 -100 -10.52 42 10.53 0.0031
2020-11-10 2020-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 951 166 21.15 38 15.15 0.0030
2020-07-15 2020-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 785 0 0.00 33 32.00 0.0028
2020-05-06 2020-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 785 -47 -5.65 25 -45.65 0.0025
2020-02-06 2019-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 832 -103 -11.02 46 -13.21 0.0039
2019-11-05 2019-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 935 -19 -1.99 53 -3.64 0.0048
2019-08-07 2019-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 954 -9 -0.93 55 14.58 0.0051
2019-05-02 2019-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 963 0 0.00 48 11.63 0.0048
2019-02-08 2018-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 963 -100 -9.41 43 -30.65 0.0048
2018-11-07 2018-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 1,063 0 0.00 62 10.71 0.0062
2018-08-08 2018-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 1,063 0 0.00 56 -13.85 0.0058
2018-05-08 2018-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 1,063 0 0.00 65 -13.33 0.0067
2018-02-06 2017-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 1,063 0 0.00 75 10.29 0.0076
2017-11-07 2017-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 1,063 100 10.38 68 9.68 0.0070
2017-08-08 2017-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 963 0 0.00 62 1.64 0.0065
2017-04-20 2017-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 963 0 0.00 61 8.93 0.0066
2017-02-10 2016-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 963 0 0.00 56 12.00 0.0062
2016-11-08 2016-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 963 0 0.00 50 25.00 0.0056
2016-08-05 2016-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 963 100 11.59 40 17.65 0.0044
2016-05-03 2016-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 863 256 42.17 34 25.93 0.0038
2016-02-04 2015-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 607 0 0.00 27 -6.90 0.0032
2015-11-04 2015-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 607 0 0.00 29 -6.45 0.0035
2015-07-28 2015-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 607 0 0.00 31 0.00 0.0035
2015-05-05 2015-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 607 0 0.00 31 -3.12 0.0035
2015-02-05 2014-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 607 423 229.89 32 220.00 0.0034
2014-11-06 2014-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 184 0 0.00 10 11.11 0.0011
2014-07-30 2014-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 184 0 0.00 9 12.50 0.0010
2014-05-05 2014-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 184 0 0.00 8 -11.11 0.0009
2014-01-27 2013-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 184 0 0.00 9 12.50 0.0010
2013-10-29 2013-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 184 0 0.00 8 14.29 0.0010
2013-08-13 2013-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 184 184 7 0.0009
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.