Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionPnc Financial Services Group, Inc.
Latest Disclosed Ownership137,401 shares
Latest Disclosed Value $ 12,381,223
Pnc Financial Services Group, Inc. reports 1.73% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 8, 2026 - Pnc Financial Services Group, Inc. filed a 13F-HR form disclosing ownership of 137,401 shares of Principal Financial Group, Inc. (DE:PG4) valued at $10,579,877 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 135,067 shares of Principal Financial Group, Inc.. This represents a change in shares of 1.73% during the quarter. The current value of the position is $12,159,988 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)
2026-05-08 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 137,401 2,334 1.73 12,381 3.92 0.0012
2026-02-06 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 135,067 -83 -0.06 11,914 6.33 0.0065
2025-11-07 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 135,150 -2,424 -1.76 11,205 2.54 0.0068
2025-08-08 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 137,574 -14,460 -9.51 10,928 -14.81 0.0070
2025-05-09 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 152,034 -1,648 -1.07 12,827 7.83 0.0067
2025-02-07 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 153,682 -2,503 -1.60 11,897 -11.33 0.0080
2024-11-08 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 156,185 -7,633 -4.66 13,416 4.40 0.0086
2024-08-09 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 163,818 -37,537 -18.64 12,852 -26.05 0.0086
2024-05-10 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 201,355 -9,259 -4.40 17,379 4.88 0.0121
2024-03-22 2023-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 210,614 -3,796 -1.77 16,569 7.23 0.0130
2024-02-09 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 210,614 -3,796 16,569 0.0130
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 214,410 -6,438 -2.92 15,453 -7.74 0.0132
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 220,848 -13,895 -5.92 16,749 -4.00 0.0143
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 234,743 -3,535 -1.48 17,446 -12.75 0.0153
2023-02-10 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 238,278 -5,567 -2.28 19,996 13.66 0.0192
2022-11-10 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 243,845 -7,485 -2.98 17,593 4.80 0.0184
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 251,330 -1,608 -0.64 16,788 -9.59 0.0165
2022-05-12 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 252,938 -13,619 -5.11 18,569 -3.68 0.0163
2022-02-11 2021-12-31 13F PRINCIPAL Common Stock 74251V102 266,557 -4,590 -1.69 19,279 10.41 0.0159
2021-11-05 2021-09-30 13F PRINCIPAL Common Stock 74251V102 271,147 -3,176 -1.16 17,462 0.74 0.0162
2021-08-06 2021-06-30 13F PRINCIPAL Common Stock 74251V102 274,323 -12,646 -4.41 17,333 0.74 0.0157
2021-05-07 2021-03-31 13F PRINCIPAL Common Stock 74251V102 286,969 -69,311 -19.45 17,206 -2.65 0.0167
2021-02-12 2020-12-31 13F PRINCIPAL Common Stock 74251V102 356,280 -6,697 -1.85 17,674 20.91 0.0178
2020-11-06 2020-09-30 13F PRINCIPAL Common Stock 74251V102 362,977 -56,461 -13.46 14,618 -16.11 0.0180
2020-08-28 2020-06-30 13F/A-1 PRINCIPAL Common Stock 74251V102 419,438 -19,680 -4.48 17,425 26.63 0.0232
2020-08-07 2020-06-30 13F PRINCIPAL Common Stock 74251V102 419,438 -19,680 17,425 3,618.0992
2020-05-08 2020-03-31 13F PRINCIPAL Common Stock 74251V102 439,118 -7,003 -1.57 13,761 -43.92 0.0173
2020-02-07 2019-12-31 13F PRINCIPAL Common Stock 74251V102 446,121 -90,570 -16.88 24,536 -19.99 0.0242
2019-11-08 2019-09-30 13F PRINCIPAL Common Stock 74251V102 536,691 -28,120 -4.98 30,666 -6.26 0.0306
2019-08-09 2019-06-30 13F PRINCIPAL Common Stock 74251V102 564,811 -114,983 -16.91 32,713 -4.12 0.0321
2019-05-10 2019-03-31 13F PRINCIPAL Common Stock 74251V102 679,794 -69,168 -9.24 34,119 3.13 0.0342
2019-02-08 2018-12-31 13F PRINCIPAL Common Stock 74251V102 748,962 -618,030 -45.21 33,083 -58.69 0.0368
2018-11-09 2018-09-30 13F PRINCIPAL Common Stock 74251V102 1,366,992 -731 -0.05 80,093 10.60 0.0760
2018-08-10 2018-06-30 13F PRINCIPAL Common Stock 74251V102 1,367,723 -59,596 -4.18 72,420 -16.70 0.0715
2018-05-11 2018-03-31 13F PRINCIPAL Common Stock 74251V102 1,427,319 -21,147 -1.46 86,939 -14.94 0.0857
2018-02-09 2017-12-31 13F PRINCIPAL Common Stock 74251V102 1,448,466 -1,204 -0.08 102,204 9.58 0.0992
2017-11-13 2017-09-30 13F PRINCIPAL Common Stock 74251V102 1,449,670 -19,249 -1.31 93,270 -0.90 0.0969
2017-08-11 2017-06-30 13F PRINCIPAL 74251V102 1,468,919 -31,049 -2.07 94,114 -0.58 0.1011
2017-05-12 2017-03-31 13F PRINCIPAL Common Stock 74251V102 1,499,968 349,372 30.36 94,663 42.19 0.1048
2017-02-10 2016-12-31 13F PRINCIPAL Common Stock 74251V102 1,150,596 85,233 8.00 66,573 21.32 0.0759
2016-11-04 2016-09-30 13F PRINCIPAL Common Stock 74251V102 1,065,363 -67,835 -5.99 54,876 17.80 0.0639
2016-08-05 2016-06-30 13F PRINCIPAL Common Stock 74251V102 1,133,198 -2,176,482 -65.76 46,585 -64.32 0.0546
2016-05-06 2016-03-31 13F PRINCIPAL Common Stock 74251V102 3,309,680 -22,318 -0.67 130,566 -12.88 0.1525
2016-02-05 2015-12-31 13F PRINCIPAL Common Stock 74251V102 3,331,998 -77,008 -2.26 149,872 -7.13 0.1765
2015-11-06 2015-09-30 13F PRINCIPAL Common Stock 74251V102 3,409,006 527,955 18.33 161,383 9.21 0.1928
2015-08-05 2015-06-30 13F PRINCIPAL Common Stock 74251V102 2,881,051 2,880,401 443,138.62 147,770 923,462.50 0.1653
2015-05-08 2015-03-31 13F PRINCIPAL Preferred Stock 74251V300 650 -2,563,411 -99.97 16 -99.99 0.0000
2015-05-08 2015-03-31 13F PRINCIPAL Common Stock 74251V102 2,772,368 208,307 142,417 0.1564
2015-02-06 2014-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 2,564,061 471,076 22.51 133,177 21.27 0.1463
2015-02-06 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 2,564,061 133,177
2014-11-07 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 2,092,985 1,972,171 1,632.40 109,818 1,700.59 0.1293
2014-08-08 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 120,814 4,514 3.88 6,099 14.02 0.0078
2014-05-09 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 116,300 -308 -0.26 5,349 -6.96 0.0070
2014-02-07 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 116,608 201 0.17 5,749 15.33 0.0076
2013-11-01 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 116,407 -541 -0.46 4,985 13.81 0.0073
2013-08-02 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 116,948 116,948 4,380 0.0064
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.