Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionRobeco Institutional Asset Management B.V.
Latest Disclosed Ownership128,905 shares
Latest Disclosed Value $ 11,615,630
Robeco Institutional Asset Management B.V. reports 82.61% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 21, 2026 - Robeco Institutional Asset Management B.V. filed a 13F-HR form disclosing ownership of 128,905 shares of Principal Financial Group, Inc. (DE:PG4) valued at $9,925,685 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 70,591 shares of Principal Financial Group, Inc.. This represents a change in shares of 82.61% during the quarter. The current value of the position is $11,408,092 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)
2026-04-21 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 128,905 58,314 82.61 11,616 86.56 0.0166
2026-01-23 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 70,591 17,651 33.34 6,227 41.85 0.0089
2025-10-22 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,940 104 0.20 4,389 4.60 0.0064
2025-07-18 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,836 -4,493 -7.84 4,197 -13.23 0.0068
2025-04-23 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 57,329 8,054 16.35 4,837 26.80 0.0094
2025-01-23 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 49,275 -4,427 -8.24 3,814 -17.32 0.0072
2024-10-29 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 53,702 -7,222 -11.85 4,613 -3.47 0.0092
2024-07-23 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 60,924 -882 -1.43 4,779 -10.40 0.0103
2024-04-24 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 61,806 238 0.39 5,334 10.14 0.0116
2024-02-14 2023-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 61,568 36,058 141.35 4,844 163.49 0.0117
2024-02-08 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 40,787 15,277 62 0.0115
2023-10-24 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,510 -107,585 -80.83 1,839 -81.79 0.0049
2023-07-24 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 133,095 4,522 3.52 10,094 5.63 0.0265
2023-05-04 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 128,573 16,480 14.70 9,556 1.58 0.0260
2023-02-07 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 112,093 9,721 9.50 9,407 27.33 0.0271
2022-12-01 2022-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 102,372 8,591 9.16 7,387 17.98 0.0239
2022-10-27 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 102,372 8,591 7,387 0.0236
2022-12-01 2022-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 93,781 25,404 37.15 6,261 24.72 0.0195
2022-07-27 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 93,781 25,404 6,261 0.0192
2022-12-01 2022-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 68,377 -25,658 -27.29 5,020 -26.19 0.0118
2022-04-26 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 68,377 -25,658 5,020 0.0117
2022-12-01 2021-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 94,035 -43,907 -31.83 6,801 -23.45 0.0145
2022-01-31 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 94,035 -43,907 6,801 0.0143
2022-12-01 2021-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 137,942 47,522 52.56 8,884 55.50 0.0197
2021-10-20 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 137,942 47,522 8,884 0.0194
2022-12-01 2021-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 90,420 3,738 4.31 5,713 9.91 0.0127
2021-07-28 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 90,420 3,738 5,713 0.0125
2022-12-01 2021-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 86,682 -39,391 -31.24 5,198 -16.89 0.0128
2021-04-23 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 86,682 -39,391 5,198 0.0126
2022-12-01 2020-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 126,073 -355,828 -73.84 6,254 -67.77 0.0164
2021-01-28 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 126,073 -355,828 6,254 0.0162
2021-01-19 2020-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 481,901 370,177 331.33 19,405 318.21 0.0600
2020-10-29 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 481,901 370,177 19,405 59,928.9555
2021-01-19 2020-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 111,724 -22,644 -16.85 4,640 10.08 0.0158
2020-07-20 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 111,724 -22,644 4,640 15,744.3476
2021-01-19 2020-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 134,368 1,031 0.77 4,215 -42.52 0.0169
2020-04-30 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 134,368 1,031 4,215 16,894.6706
2021-01-19 2019-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 133,337 -20,784 -13.49 7,333 -16.76 0.0235
2020-02-06 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 133,337 -20,784 7,333 23,454.0366
2021-01-19 2019-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 154,121 -99,002 -39.11 8,809 -39.92 0.0311
2019-10-17 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 154,121 -99,002 8,809 31,055.3477
2021-01-19 2019-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 253,123 2,880 1.15 14,663 16.73 0.0518
2019-07-19 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 253,123 2,880 14,663 51,705.5734
2021-01-19 2019-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 250,243 -79,775 -24.17 12,562 -13.38 0.0462
2019-05-02 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 250,243 -79,775 12,562 46,123.1953
2021-01-19 2018-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 330,018 35,054 11.88 14,503 -16.09 0.0651
2019-02-08 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 330,018 35,054 14,503 65,008.9788
2021-01-19 2018-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 294,964 110,517 59.92 17,285 76.96 0.0685
2018-10-25 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 294,964 110,517 17,285
2021-01-19 2018-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 184,447 -107,376 -36.79 9,768 -45.04 0.0445
2018-08-03 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 184,447 -107,376 9,768
2021-01-19 2018-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 291,823 -244,001 -45.54 17,772 -53.00 0.0834
2018-05-07 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 291,823 -244,001 17,772 83,111.3306
2021-01-19 2017-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 535,824 -52,895 -8.98 37,809 -0.18 0.1959
2018-01-25 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 535,824 -52,895 37,809
2021-01-19 2017-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 588,719 92,391 18.61 37,877 19.12 0.2352
2017-10-17 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 588,719 92,391 37,877 234,661.3026
2021-01-19 2017-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 496,328 14,586 3.03 31,798 4.59 0.2048
2017-08-07 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 496,328 14,586 31,798 207,030.5890
2021-01-19 2017-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 481,742 -14,576 -2.94 30,403 5.87 0.2024
2017-05-15 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 481,742 -14,576 30,403 201,934.8900
2017-02-09 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 496,318 128,587 34.97 28,717 51.61 0.2247
2016-11-07 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 367,731 6,406 1.77 18,941 27.51 0.1400
2016-07-22 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 361,325 81,200 28.99 14,854 34.41 0.1126
2016-05-16 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 280,125 0 0.00 11,051 -12.29 0.0887
2016-02-08 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 280,125 -18,385 -6.16 12,600 -10.84 0.1078
2015-11-12 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 298,510 -17,800 -5.63 14,132 -12.89 0.1077
2015-08-17 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 316,310 57,500 22.22 16,224 22.02 0.1232
2015-04-24 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 258,810 -500 -0.19 13,296 -1.28 0.1000
2015-02-12 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 259,310 -20,952 -7.48 13,469 -8.41 0.0966
2014-11-10 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 280,262 -61,535 -18.00 14,705 -14.77 0.1050
2014-08-13 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 341,797 -10,033 -2.85 17,253 6.62 0.1235
2014-05-07 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 351,830 -65,500 -15.70 16,182 -21.37 0.1241
2014-02-04 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 417,330 345,000 476.98 20,579 564.48 0.1710
2013-11-12 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 72,330 535 0.75 3,097 15.17 0.0301
2013-08-27 2013-06-30 13F Principal Financial Group COM 74251V102 71,795 71,795 2,689 0.0272
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.