Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionNicolet Bankshares Inc
Latest Disclosed Ownership3,183 shares
Latest Disclosed Value $ 286,820
Nicolet Bankshares Inc reports 11.88% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 14, 2026 - Nicolet Bankshares Inc filed a 13F-HR form disclosing ownership of 3,183 shares of Principal Financial Group, Inc. (DE:PG4) valued at $245,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,845 shares of Principal Financial Group, Inc.. This represents a change in shares of 11.88% during the quarter. The current value of the position is $281,696 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)
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,183 338 11.88 287 14.40 0.0106
2026-02-09 2025-12-31 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 2,845 0 0.00 251 6.38 0.0402
2025-11-13 2025-09-30 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 2,845 0 0.00 236 4.44 0.0379
2025-08-13 2025-06-30 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 2,845 0 0.00 226 -6.25 0.0390
2025-05-14 2025-03-31 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 2,845 -50 -1.73 240 7.14 0.0482
2025-02-13 2024-12-31 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 2,895 -848 -22.66 224 -30.22 0.0529
2024-11-12 2024-09-30 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 3,743 -1,400 -27.22 322 -20.35 0.0779
2024-08-14 2024-06-30 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 5,143 -275 -5.08 403 -13.70 0.1000
2024-05-09 2024-03-31 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 5,418 -200 -3.56 468 5.90 0.1155
2024-02-13 2023-12-31 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 5,618 -190 -3.27 442 5.50 0.1190
2023-11-09 2023-09-30 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 5,808 -190 -3.17 419 -7.93 0.1284
2023-08-09 2023-06-30 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 5,998 -50 -0.83 455 1.11 0.1292
2023-05-09 2023-03-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 6,048 -215 -3.43 449 -14.48 0.1459
2023-02-09 2022-12-31 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 6,263 -155 -2.42 526 13.39 0.1809
2022-11-10 2022-09-30 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 6,418 0 0.00 463 7.93 0.1322
2022-08-08 2022-06-30 13F PRINCIPAL FINL GROUP COMMON STOCK 74251V102 6,418 -25 -0.39 429 -9.30 0.1118
2022-05-10 2022-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 6,443 -208 -3.13 473 -1.66 0.0881
2022-02-09 2021-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 6,651 -117 -1.73 481 10.32 0.1061
2021-11-16 2021-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 6,768 0 0.00 436 1.87 0.1124
2021-08-11 2021-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 6,768 -75 -1.10 428 4.39 0.1125
2021-05-03 2021-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 6,843 -905 -11.68 410 6.77 0.1132
2021-02-02 2020-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 7,748 -100 -1.27 384 21.52 0.1184
2020-10-27 2020-09-30 13F PRINCIPAL FINANCIAL GROUP Common Stock 74251V102 7,848 -950 -10.80 316 -13.42 0.1096
2020-07-22 2020-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 8,798 -25 -0.28 365 31.77 0.1377
2020-04-22 2020-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 8,823 470 5.63 277 -39.65 0.1249
2020-01-24 2019-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 8,353 80 0.97 459 -2.96 0.1697
2019-10-22 2019-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 8,273 -165 -1.96 473 -3.27 0.1893
2019-07-30 2019-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 8,438 50 0.60 489 16.15 0.2042
2019-04-26 2019-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 8,388 -200 -2.33 421 11.08 0.1741
2019-02-06 2018-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 8,588 440 5.40 379 -20.55 0.1823
2018-10-29 2018-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 8,148 -70 -0.85 477 9.66 0.1928
2018-07-31 2018-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 8,218 -23 -0.28 435 -13.35 0.1828
2018-05-03 2018-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 8,241 -827 -9.12 502 -21.56 0.2135
2018-02-02 2017-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 9,068 -700 -7.17 640 1.91 0.2749
2017-11-02 2017-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 9,768 -200 -2.01 628 -1.72 0.2798
2017-07-27 2017-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 9,968 -150 -1.48 639 0.00 0.3009
2017-04-21 2017-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 10,118 -525 -4.93 639 3.73 0.3358
2017-02-06 2016-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 10,643 -500 -4.49 616 7.32 0.3358
2016-11-04 2016-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 11,143 -225 -1.98 574 22.91 0.3342
2016-07-28 2016-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 11,368 240 2.16 467 6.38 0.3060
2016-04-15 2016-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 11,128 2,160 24.09 439 28.74 0.3121
2016-02-16 2015-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 8,968 8,968 341 0.3385
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.