Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionNomura Asset Management Co Ltd
Latest Disclosed Ownership92,592 shares
Latest Disclosed Value $ 8,343,465
Nomura Asset Management Co Ltd reports 6.03% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 11, 2026 - Nomura Asset Management Co Ltd filed a 13F-HR form disclosing ownership of 92,592 shares of Principal Financial Group, Inc. (DE:PG4) valued at $7,129,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 87,328 shares of Principal Financial Group, Inc.. This represents a change in shares of 6.03% during the quarter. The current value of the position is $8,194,392 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)
2026-05-11 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 92,592 5,264 6.03 8,343 8.31 0.0215
2026-02-10 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 87,328 260 0.30 7,703 6.72 0.0195
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 87,068 -21,948 -20.13 7,219 -16.64 0.0188
2025-08-11 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 109,016 409 0.38 8,659 -5.50 0.0237
2025-05-12 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 108,607 7,153 7.05 9,163 16.68 0.0280
2025-02-12 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 101,454 519 0.51 7,854 -9.42 0.0236
2024-11-15 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100,935 598 0.60 8,670 10.15 0.0267
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100,337 3,400 3.51 7,871 -5.92 0.0268
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 96,937 412 0.43 8,367 10.18 0.0304
2024-02-09 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 96,525 2,762 2.95 7,594 12.37 0.0314
2023-11-03 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 93,763 -1,301 -1.37 6,757 -6.27 0.0317
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 95,064 31,139 48.71 7,210 51.77 0.0332
2025-01-10 2023-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,925 -4,181 -6.14 4,751 -16.89 0.0250
2023-05-11 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,925 -4,181 4,751 0.0250
2025-01-10 2022-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 68,106 211 0.31 5,715 16.68 0.0332
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 68,106 211 5,715 0.0332
2025-01-10 2022-09-30 13F/A-3 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 67,895 2,567 3.93 4,899 12.26 0.0312
2022-11-14 2022-09-30 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 67,895 2,567 4,899 0.0312
2022-11-10 2022-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 67,895 2,567 4,899 0.0312
2022-11-10 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 67,895 2,567 4,899 0.0197
2025-01-10 2022-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 65,328 -566 -0.86 4,363 -9.80 0.0273
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 65,328 -566 4,363 0.0269
2025-01-10 2022-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 65,894 3,338 5.34 4,837 6.92 0.0263
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 65,894 3,338 4,837 0.0263
2025-01-10 2021-12-31 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 62,556 143 0.23 4,525 12.57 0.0229
2022-02-01 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 62,556 143 4,525 0.0229
2025-01-10 2021-09-30 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 62,413 -847 -1.34 4,019 0.55 0.0227
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 62,413 -847 4,019 0.0227
2025-01-10 2021-06-30 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,260 5,997 10.47 3,997 16.43 0.0231
2021-08-06 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,260 5,997 3,997 0.0231
2025-01-10 2021-03-31 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 57,263 2,161 3.92 3,433 25.61 0.0219
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 57,263 2,161 3,433 0.0219
2025-01-10 2020-12-31 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,102 -220 -0.40 2,734 22.67 0.0184
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,102 -220 2,734 0.0184
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,322 35 0.06 2,228 -2.96 0.0171
2020-08-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,287 -1,663 -2.92 2,296 28.63 0.0194
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 56,950 311 0.55 1,785 -42.72 0.0184
2020-02-13 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 56,639 -7,520 -11.72 3,116 -15.00 0.0279
2019-11-13 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 64,159 -22,668 -26.11 3,666 -27.10 0.0350
2019-08-13 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 86,827 -14,571 -14.37 5,029 -1.18 0.0497
2019-05-10 2019-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 101,398 -12,890 -11.28 5,089 0.83 0.0500
2019-05-10 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 101,398 -12,890 5,089
2019-02-12 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 114,288 630 0.55 5,047 -24.22 0.0564
2018-11-07 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 113,658 -4,850 -4.09 6,660 6.12 0.0646
2018-08-03 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 118,508 14,726 14.19 6,276 -0.73 0.0652
2018-05-14 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 103,782 28,212 37.33 6,322 18.57 0.0690
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 75,570 -720 -0.94 5,332 8.62 0.0617
2017-11-13 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 76,290 -5,151 -6.32 4,909 -5.92 0.0634
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 81,441 -14,647 -15.24 5,218 -13.95 0.0702
2017-06-28 2017-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 96,088 -166,464 -63.40 6,064 -60.11 0.0854
2017-05-12 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 96,088 6,064
2017-02-14 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 262,552 -182,130 -40.96 15,201 -33.64 0.2738
2016-11-10 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 444,682 -8,800 -1.94 22,906 22.87 0.4109
2016-08-12 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 453,482 33,000 7.85 18,643 12.39 0.3487
2016-05-13 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 420,482 36,470 9.50 16,588 -3.97 0.3160
2016-02-12 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 384,012 38,800 11.24 17,273 5.69 0.3341
2015-11-13 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 345,212 19,422 5.96 16,343 -2.19 0.3274
2015-08-14 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 325,790 21,900 7.21 16,709 7.03 0.3092
2015-05-13 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 303,890 225,820 289.25 15,611 293.72 0.2782
2015-02-13 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 78,070 35,080 81.60 3,965 75.75 0.0693
2014-11-14 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 42,990 -1,200 -2.72 2,256 1.12 0.0399
2014-08-14 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 44,190 -1,000 -2.21 2,231 7.36 0.0412
2014-05-14 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 45,190 -3,450 -7.09 2,078 -13.34 0.0380
2014-02-14 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 48,640 350 0.72 2,398 15.96 0.0431
2013-11-13 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 48,290 -20,954 -30.26 2,068 -20.25 0.0392
2013-08-13 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 69,244 69,244 2,593 0.0514
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.