Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionNissay Asset Management Corp /japan/ /adv
Latest Disclosed Ownership28,847 shares
Latest Disclosed Value $ 2,599,403
Nissay Asset Management Corp /japan/ /adv reports 0.17% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 15, 2026 - Nissay Asset Management Corp /japan/ /adv filed a 13F-HR form disclosing ownership of 28,847 shares of Principal Financial Group, Inc. (DE:PG4) valued at $2,221,219 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 28,799 shares of Principal Financial Group, Inc.. This represents a change in shares of 0.17% during the quarter. The current value of the position is $2,552,960 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)
2026-05-15 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,847 48 0.17 2,599 2.32 0.0138
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,799 483 1.71 2,540 8.22 0.0132
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,316 -92 -0.32 2,348 4.03 0.0130
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,408 433 1.55 2,256 -4.41 0.0132
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,975 -25 -0.09 2,360 8.51 0.0153
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,000 -124 -0.44 2,176 -9.94 0.0133
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,124 754 2.75 2,416 12.48 0.0153
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,370 366 1.36 2,147 -7.85 0.0142
2024-05-15 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,004 155 0.58 2,331 10.32 0.0161
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,849 280 1.05 2,112 10.34 0.0170
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,569 816 3.17 1,915 -2.00 0.0170
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,753 -1,094 -4.07 1,953 -2.11 0.0168
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,847 -1,262 -4.49 1,995 -15.39 0.0178
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,109 596 2.17 2,359 18.79 0.0225
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,513 142 0.52 1,985 8.59 0.0208
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,371 -1,027 -3.62 1,828 -12.33 0.0182
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,398 271 0.96 2,085 2.51 0.0182
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,127 371 1.34 2,034 13.82 0.0156
2021-11-10 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,756 1,017 3.80 1,787 5.74 0.0151
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,739 -691 -2.52 1,690 2.74 0.0148
2021-05-11 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,430 -667 -2.37 1,645 18.01 0.0162
2021-02-08 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,097 -168 -0.59 1,394 22.50 0.0210
2020-10-20 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,265 532 1.92 1,138 -1.22 0.0192
2020-07-27 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,733 3,946 16.59 1,152 54.63 0.0224
2020-05-05 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 23,787 791 3.44 745 -41.11 0.0190
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 22,996 341 1.51 1,265 -2.32 0.0281
2019-11-14 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 22,655 1,116 5.18 1,295 3.77 0.0320
2019-08-07 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 21,539 -1,155 -5.09 1,248 9.57 0.0315
2019-05-03 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 22,694 1,181 5.49 1,139 19.89 0.0301
2019-02-06 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 21,513 911 4.42 950 -21.29 0.0289
2018-10-30 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 20,602 508 2.53 1,207 13.44 0.0325
2018-08-08 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 20,094 1,269 6.74 1,064 -7.24 0.0311
2018-05-14 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 18,825 162 0.87 1,147 -12.97 0.0358
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 18,663 18,663 1,318 0.0401
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.