Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership1,900 shares
Latest Disclosed Value $ 171,209
Mv Capital Management, Inc. reports 123.00% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 1,900 shares of Principal Financial Group, Inc. (DE:PG4) valued at $146,300 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 852 shares of Principal Financial Group, Inc.. This represents a change in shares of 123.00% during the quarter. The current value of the position is $168,150 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)
2026-04-30 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,900 1,048 123.00 171 128.00 0.0168
2026-02-23 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 852 173 25.48 75 33.93 0.0072
2026-02-23 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 679 0 0.00 56 5.66 0.0054
2025-08-08 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 679 473 229.61 54 211.76 0.0055
2025-04-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 206 -6 -2.83 17 6.25 0.0019
2025-02-12 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 212 5 2.42 16 -5.88 0.0018
2024-11-04 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 207 -8 -3.72 18 6.25 0.0019
2024-08-01 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 215 -759 -77.93 17 -80.95 0.0019
2024-04-18 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 974 1 0.10 84 10.53 0.0096
2024-01-29 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 973 27 2.85 77 11.76 0.0097
2023-11-07 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 946 13 1.39 68 -2.86 0.0091
2023-08-03 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 933 195 26.42 71 29.63 0.0094
2023-04-26 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 738 588 392.00 55 350.00 0.0077
2023-01-27 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 150 0 0.00 13 9.09 0.0019
2022-10-24 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 150 29 23.97 11 37.50 0.0019
2022-07-19 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 121 2 1.68 8 -11.11 0.0014
2022-05-09 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 119 0 0.00 9 0.00 0.0014
2022-02-02 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 119 18 17.82 9 28.57 0.0013
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 101 29 40.28 7 40.00 0.0012
2021-08-03 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 72 60 500.00 5 400.00 0.0008
2021-05-12 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12 12 1 0.0002
2018-03-05 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -38 -100.00 0 -100.00
2017-11-15 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 38 0 0.00 2 0.00 0.0006
2017-08-01 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 38 0 0.00 2 0.00 0.0006
2017-05-15 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 38 0 0.00 2 0.00 0.0006
2017-02-14 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 38 38 2 0.0007
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.