Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership17,015 shares
Latest Disclosed Value $ 1,533,216
Rsm Us Wealth Management Llc reports 2.32% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 17,015 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,310,155 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 16,630 shares of Principal Financial Group, Inc.. This represents a change in shares of 2.32% during the quarter. The current value of the position is $1,505,828 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 FINANCIAL GROUP IN COM 74251V102 17,015 385 2.32 1,533 3.72 0.0188
2026-01-23 2025-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 16,630 512 3.18 1,478 10.63 0.0188
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,118 -1,481 -8.42 1,336 -4.37 0.0174
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,599 -1,264 -6.70 1,398 -12.19 0.0195
2025-05-06 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,863 -935 -4.72 1,591 3.92 0.0247
2025-01-27 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,798 -740 -3.60 1,532 -12.41 0.0220
2024-11-07 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,538 5,441 36.04 1,749 48.39 0.0257
2024-08-07 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,097 6,571 77.07 1,178 60.27 0.0198
2024-05-02 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,526 1,261 17.36 736 28.72 0.0189
2024-02-05 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,265 1,961 36.97 572 49.48 0.0155
2023-11-08 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,304 -22 -0.41 382 -5.21 0.0135
2023-08-04 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,326 257 5.07 404 7.18 0.0138
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,069 36 0.72 377 -10.90 0.0133
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,033 3 0.06 422 16.25 0.0209
2022-10-21 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,030 90 1.82 363 10.00 0.0209
2022-08-11 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,940 -1,236 -20.01 330 -27.15 0.0185
2022-05-02 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,176 1 0.02 453 1.34 0.0229
2022-02-08 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,175 -129 -2.05 447 10.10 0.0218
2021-11-08 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,304 -1,860 -22.78 406 -21.32 0.0217
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,164 279 3.54 516 9.09 0.0279
2021-04-29 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,885 131 1.69 473 22.86 0.0302
2021-02-04 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,754 2 0.03 385 23.40 0.0273
2020-11-03 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,752 2,075 36.55 312 32.20 0.0261
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,677 5,677 236 0.0228
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -5,420 -100.00 0 -100.00
2020-06-04 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,420 -375 -6.47 298 -9.97 0.0296
2020-06-04 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,795 -388 -6.28 331 -7.54 0.0382
2020-06-04 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,183 209 3.50 358 19.33 0.0418
2020-06-04 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,974 393 7.04 300 21.46 0.0367
2020-06-04 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,581 -3,392 -37.80 247 -53.04 0.0353
2020-06-04 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,973 -422 -4.49 526 5.84 0.0688
2020-06-04 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 9,395 -1,200 -11.33 497 -22.95 0.0666
2020-06-04 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 10,595 -15 -0.14 645 -13.89 0.0769
2020-06-04 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 10,610 2 0.02 749 9.82 0.0906
2020-06-04 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,608 2,807 35.98 682 36.40 0.0895
2020-06-04 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,801 -199 -2.49 500 -0.99 0.0705
2020-06-04 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,000 -120 -1.48 505 7.45 0.0734
2020-06-04 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,120 452 5.89 470 18.99 0.0747
2020-06-04 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,668 294 3.99 395 30.36 0.0689
2020-06-04 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,374 35 0.48 303 4.48 0.0582
2020-06-04 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 7,339 -263 -3.46 290 -15.20 0.0585
2020-06-04 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 7,602 420 5.85 342 0.59 0.0806
2020-06-04 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,182 156 2.22 340 -5.56 0.0891
2020-06-04 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,026 7,026 360 0.0899
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.