Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionPenserra Capital Management LLC
Latest Disclosed Ownership15 shares
Latest Disclosed Value $ 1
Penserra Capital Management LLC ownership in PG4 / Principal Financial Group, Inc.

On May 11, 2026 - Penserra Capital Management LLC filed a 13F-HR form disclosing ownership of 15 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,155 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15 shares of Principal Financial Group, Inc.. The current value of the position is $1,328 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 15 0 0.00 0 0.0000
2026-02-12 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15 0 0.00 0 0.0000
2025-11-04 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15 -6 -28.57 0 0.0000
2025-08-06 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21 0 0.00 0 0.0000
2025-04-29 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21 -532 -96.20 0 0.0000
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 553 532 2,533.33 0 0.0008
2024-11-12 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21 3 16.67 0 0.0000
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18 0 0.00 0 0.0000
2024-05-15 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18 -999 -98.23 0 0.0000
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,017 -232 -18.57 0 0.0015
2023-11-15 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,249 -219 -14.92 0 0.0018
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,468 1,454 10,385.71 0 0.0022
2023-04-24 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14 0 0.00 0 0.0000
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14 14 0 0.0000
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -2,257 -100.00 0 -100.00
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,257 -19,577 -89.66 90 -90.07 0.0034
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21,834 -3,831 -14.93 906 -7.46 0.0467
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 25,665 25,371 8,629.59 979 6,426.67 0.0666
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 294 99 50.77 15 50.00 0.0010
2019-11-15 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 195 -2,094 -91.48 10 -92.42 0.0008
2019-08-13 2019-06-30 13F PRINCIPAL FINL GROUP INC COM 74251V102 2,289 -384 -14.37 132 -13.16 0.0103
2019-05-08 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 2,673 -87 -3.15 152 25.62 0.0122
2019-02-06 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 2,760 2,072 301.16 121 202.50 0.0118
2018-11-05 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 688 -863 -55.64 40 -50.62 0.0025
2018-08-13 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,551 791 104.08 81 76.09 0.0051
2018-05-08 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 760 405 114.08 46 84.00 0.0043
2018-02-07 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 355 142 66.67 25 92.31 0.0033
2017-10-26 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 213 51 31.48 13 30.00 0.0031
2017-08-21 2017-06-30 13F/A-2 PRINCIPAL FINL GROUP COM 74251V102 162 162 10 0.0036
2017-08-21 2017-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 162 0 10 0.0041
2017-08-07 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 162 10
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.