Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionMount Lucas Management LP
Latest Disclosed Ownership9,836 shares
Latest Disclosed Value $ 886,322
Mount Lucas Management LP ownership in PG4 / Principal Financial Group, Inc.

On May 5, 2026 - Mount Lucas Management LP filed a 13F-HR form disclosing ownership of 9,836 shares of Principal Financial Group, Inc. (DE:PG4) valued at $757,372 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 7, 2024 disclosing 0 shares of Principal Financial Group, Inc.. The current value of the position is $870,486 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)
2026-05-05 2026-03-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 9,836 9,836 886 0.3245
2024-02-07 2023-12-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 0 -25,916 -100.00 0 -100.00
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 25,916 -879 -3.28 1,868 -8.12 0.6597
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 26,795 -5,243 -16.36 2,032 -14.66 0.6795
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 32,038 1,668 5.49 2,381 -6.55 0.6286
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 30,370 -16,777 -35.58 2,549 -25.10 0.8351
2022-11-14 2022-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 47,147 -570 -1.19 3,402 6.75 1.1716
2022-11-10 2022-09-30 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 47,147 -570 3,402 1.1716
2022-08-10 2022-06-30 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 47,717 -2,823 -5.59 3,187 -14.10 1.0673
2022-05-12 2022-03-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 50,540 -5,920 -10.49 3,710 -9.16 1.0806
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 56,460 56,460 4,084 1.1671
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 0 -185,152 -100.00 0 -100.00
2021-05-17 2021-03-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 185,152 19,114 11.51 11,102 34.78 3.2683
2021-02-16 2020-12-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 166,038 2,383 1.46 8,237 24.99 1.7332
2020-11-16 2020-09-30 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 163,655 -10,056 -5.79 6,590 -8.68 1.3739
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 173,711 173,711 6.14 7,216 9.50 1.4286
2018-05-15 2018-03-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 0 -141,862 -100.00 0 -100.00
2018-02-14 2017-12-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 141,862 -6,698 -4.51 10,010 4.72 1.7299
2017-11-14 2017-09-30 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 148,560 -190,306 -56.16 9,559 -55.97 1.7244
2017-08-14 2017-06-30 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 338,866 3,509 1.05 21,711 2.58 4.0869
2017-05-15 2017-03-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 335,357 133,530 66.16 21,165 81.24 4.2155
2017-02-14 2016-12-31 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 201,827 -36,987 -15.49 11,678 -5.06 2.2153
2016-11-14 2016-09-30 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 238,814 238,814 12,301 2.1892
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.