Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionRhumbline Advisers
Latest Disclosed Ownership445,252 shares
Latest Disclosed Value $ 40,121,564
Rhumbline Advisers reports 1.38% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 12, 2026 - Rhumbline Advisers filed a 13F-HR form disclosing ownership of 445,252 shares of Principal Financial Group, Inc. (DE:PG4) valued at $34,284,404 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 451,478 shares of Principal Financial Group, Inc.. This represents a change in shares of -1.38% during the quarter. The current value of the position is $39,404,802 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)
2026-05-12 2026-03-31 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 445,252 -6,226 -1.38 40,122 0.75 0.0343
2026-02-13 2025-12-31 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 451,478 -41,326 -8.39 39,825 -2.53 0.0322
2025-11-06 2025-09-30 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 492,804 8,347 1.72 40,858 6.18 0.0328
2025-08-12 2025-06-30 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 484,457 9,501 2.00 38,480 -3.97 0.0330
2025-05-29 2025-03-31 13F/A-1 PRINCIPAL FINL GROUP INC COM STK COM 74251V102 474,956 36,309 8.28 40,072 18.01 0.0375
2025-04-08 2025-03-31 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 474,956 36,309 40,072 0.0375
2025-05-29 2024-12-31 13F/A-1 PRINCIPAL FINL GROUP INC COM STK COM 74251V102 438,647 -25,776 -5.55 33,956 -14.88 0.0304
2025-01-30 2024-12-31 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 438,647 -25,776 33,956 0.0304
2024-11-12 2024-09-30 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 464,423 -13,706 -2.87 39,894 6.36 0.0360
2024-08-01 2024-06-30 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 478,129 2,487 0.52 37,509 -8.63 0.0353
2024-05-09 2024-03-31 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 475,642 -14,886 -3.03 41,053 6.38 0.0394
2024-02-08 2023-12-31 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 490,528 -10,060 -2.01 38,590 6.96 0.0404
2023-11-09 2023-09-30 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 500,588 -32,775 -6.14 36,077 -10.81 0.0419
2023-08-08 2023-06-30 13F PRINCIPAL FINL GROUP INC COM STK COM 74251V102 533,363 12,533 2.41 40,450 106,347.37 0.0453
2023-05-11 2023-03-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 520,830 20,865 4.17 39 -99.91 0.0478
2023-02-14 2022-12-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 499,965 12,999 2.67 41,957 19.42 0.0564
2022-11-10 2022-09-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 486,966 23,342 5.03 35,135 13.47 0.0523
2022-08-11 2022-06-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 463,624 30,169 6.96 30,965 -2.69 0.0452
2022-05-12 2022-03-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 433,455 714 0.16 31,820 1.66 0.0410
2022-02-10 2021-12-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 432,741 3,750 0.87 31,300 13.29 0.0384
2021-11-12 2021-09-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 428,991 -42,876 -9.09 27,627 -7.34 0.0374
2021-08-05 2021-06-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 471,867 -21,805 -4.42 29,817 0.73 0.0391
2021-05-06 2021-03-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 493,672 -22,247 -4.31 29,601 15.65 0.0402
2021-02-10 2020-12-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 515,919 4,538 0.89 25,595 24.29 0.0353
2020-11-12 2020-09-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 511,381 11,822 2.37 20,593 -0.77 0.0323
2020-08-13 2020-06-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 499,559 -16,128 -3.13 20,752 28.40 0.0347
2020-05-06 2020-03-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 515,687 43,345 9.18 16,162 -37.79 0.0339
2020-02-05 2019-12-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 472,342 15,047 3.29 25,979 -0.58 0.0434
2019-10-23 2019-09-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 457,295 798 0.17 26,130 -1.17 0.0477
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 456,497 4,078 0.90 26,440 16.44 0.0496
2019-05-01 2019-03-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 452,419 -53,881 -10.64 22,707 1.54 0.0440
2019-01-31 2018-12-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 506,300 -335 -0.07 22,363 -24.66 0.0487
2018-11-07 2018-09-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 506,635 -49,019 -8.82 29,684 0.89 0.0573
2018-08-06 2018-06-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 555,654 -4,705 -0.84 29,422 -13.80 0.0593
2018-05-02 2018-03-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 560,359 45,254 8.79 34,131 -6.09 0.0713
2018-02-09 2017-12-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 515,105 5,388 1.06 36,346 10.83 0.0738
2017-11-06 2017-09-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 509,717 26,519 5.49 32,795 5.93 0.0713
2017-08-02 2017-06-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 483,198 3,736 0.78 30,958 2.31 0.0707
2017-05-02 2017-03-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 479,462 -16,842 -3.39 30,259 5.37 0.0707
2017-01-27 2016-12-31 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 496,304 44,641 9.88 28,716 23.43 0.0728
2016-11-08 2016-09-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 451,663 20,248 4.69 23,265 31.18 0.0641
2016-08-11 2016-06-30 13F PRINCIPAL FINL GROUP INC COM S COM 74251V102 431,415 18,195 4.40 17,735 8.79 0.0525
2016-05-02 2016-03-31 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 413,220 46,104 12.56 16,302 -1.28 0.0506
2016-02-03 2015-12-31 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 367,116 -1,673 -0.45 16,513 -5.41 0.0531
2015-11-04 2015-09-30 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 368,789 4,591 1.26 17,458 -6.54 0.0594
2015-08-04 2015-06-30 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 364,198 13,699 3.91 18,680 3.75 0.0595
2015-05-12 2015-03-31 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 350,499 -4,520 -1.27 18,005 -2.36 0.0519
2015-02-06 2014-12-31 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 355,019 -3,662 -1.02 18,440 -2.02 0.0536
2014-11-12 2014-09-30 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 358,681 -7,624 -2.08 18,820 1.78 0.0565
2014-08-06 2014-06-30 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 366,305 -13,363 -3.52 18,491 5.90 0.0543
2014-05-06 2014-03-31 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 379,668 -6,325 -1.64 17,461 -8.26 0.0518
2014-02-03 2013-12-31 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 385,993 -25,515 -6.20 19,033 8.01 0.0561
2013-11-05 2013-09-30 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 411,508 531 0.13 17,621 14.49 0.0546
2013-08-07 2013-06-30 13F PRINCIPAL FINANCIAL GROUP COMM COM 74251V102 410,977 410,977 15,391 0.0495
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.