Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionNorthwestern Mutual Wealth Management Co
Latest Disclosed Ownership21,524 shares
Latest Disclosed Value $ 1,939,556
Northwestern Mutual Wealth Management Co reports 2.99% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 7, 2026 - Northwestern Mutual Wealth Management Co filed a 13F-HR form disclosing ownership of 21,524 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,657,348 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 20,900 shares of Principal Financial Group, Inc.. This represents a change in shares of 2.99% during the quarter. The current value of the position is $1,904,874 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)
2026-05-07 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21,524 624 2.99 1,940 5.21 0.0012
2026-02-10 2025-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,900 1,471 7.57 1,844 14.47 0.0012
2026-02-05 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,803 -7,626 937 0.0006
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,429 365 1.91 1,611 6.34 0.0011
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,064 67 0.35 1,514 -5.49 0.0011
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,997 873 4.82 1,603 14.27 0.0013
2025-02-11 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,124 -2,081 -10.30 1,403 -19.19 0.0012
2024-11-12 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,205 -1,539 -7.08 1,736 1.76 0.0015
2024-08-16 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21,744 6,735 44.87 1,706 31.66 0.0017
2024-05-15 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,009 -1,923 -11.36 1,295 -2.70 0.0013
2024-02-13 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,932 -2,133 -11.19 1,332 -3.06 0.0015
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,065 -1,366 -6.69 1,374 -11.36 0.0018
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,431 -295 -1.42 1,549 0.58 0.0020
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,726 328 1.61 1,540 -9.99 0.0022
2023-02-21 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,398 2,203 12.11 1,712 30.21 0.0026
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,195 -1,010 -5.26 1,314 2.42 0.0023
2022-08-04 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,205 2,663 16.10 1,283 5.68 0.0022
2022-05-09 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,542 822 5.23 1,214 6.77 0.0019
2022-02-03 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,720 3,795 31.82 1,137 47.85 0.0019
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,925 236 2.02 769 4.20 0.0014
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,689 -4,920 -29.62 738 -25.90 0.0014
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,609 -2,553 -13.32 996 4.73 0.0021
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,162 -5,682 -22.87 951 -4.90 0.0022
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,844 2,324 10.32 1,000 6.84 0.0027
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 22,520 -329 -1.44 936 30.73 0.0029
2020-05-08 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 22,849 -1,272 -5.27 716 -46.04 0.0028
2020-02-13 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 24,121 13,383 124.63 1,327 116.12 0.0045
2019-11-12 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,738 -4 -0.04 614 -1.29 0.0023
2019-08-12 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,742 647 6.41 622 22.68 0.0025
2019-05-10 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 10,095 -251 -2.43 507 10.94 0.0022
2019-02-12 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 10,346 -969 -8.56 457 -30.97 0.0023
2018-11-01 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 11,315 3,024 36.47 662 50.45 0.0033
2018-08-10 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,291 106 1.30 440 -11.82 0.0025
2018-05-14 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,185 1,164 16.58 499 0.60 0.0030
2018-01-31 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 7,021 626 9.79 496 20.68 0.0032
2017-11-07 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,395 -2,188 -25.49 411 -25.27 0.0029
2017-08-10 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,583 1,635 23.53 550 25.57 0.0044
2017-05-09 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,948 844 13.83 438 24.43 0.0040
2017-02-15 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,104 1,209 24.70 352 40.24 0.0038
2016-11-14 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,895 1,647 50.71 251 88.72 0.0038
2016-08-29 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,248 488 17.68 133 22.02 0.0019
2016-05-16 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 2,760 114 4.31 109 -8.40 0.0018
2016-02-16 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 2,646 466 21.38 119 15.53 0.0024
2015-11-16 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 2,180 315 16.89 103 7.29 0.0025
2015-09-30 2015-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 1,865 516 38.25 96 39.13 0.0025
2015-08-14 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,349 69
2015-05-15 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,349 503 59.46 69 56.82 0.0019
2015-02-13 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 846 317 59.92 44 57.14 0.0014
2014-11-14 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 529 0 0.00 28 3.70 0.0010
2014-08-05 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 529 228 75.75 27 92.86 0.0011
2014-05-15 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 301 0 0.00 14 -6.67 0.0006
2014-02-14 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 301 38 14.45 15 36.36 0.0007
2013-11-14 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 263 78 42.16 11 57.14 0.0006
2013-08-21 2013-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 185 185 7 0.0004
2013-08-14 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 58,210 2,180 0.0240
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.