Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership14,183 shares
Latest Disclosed Value $ 1,278,004
Savant Capital, LLC reports 13.53% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 14,183 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,092,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 12,493 shares of Principal Financial Group, Inc.. This represents a change in shares of 13.53% during the quarter. The current value of the position is $1,255,196 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)
2026-05-04 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14,183 1,690 13.53 1,278 16.08 0.0062
2026-02-10 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,493 -227 -1.78 1,102 4.46 0.0063
2026-03-04 2025-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,720 352 2.85 1,055 7.33 0.0064
2025-11-05 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,955 629 1,406 0.0074
2026-03-04 2025-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,368 -685 -5.25 982 -10.81 0.0071
2025-08-06 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,326 2,529 1,297 0.0080
2026-03-04 2025-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,053 -351 -2.62 1,101 6.17 0.0093
2025-05-08 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,797 393 1,164 0.0084
2025-01-29 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,404 -29 -0.22 1,038 -10.06 0.0082
2024-11-04 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,433 697 5.47 1,154 15.42 0.0096
2024-08-05 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,736 -504 -3.81 999 -12.52 0.0100
2024-05-06 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,240 276 2.13 1,143 12.07 0.0131
2024-02-05 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,964 346 2.74 1,020 12.10 0.0131
2023-11-07 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,618 -270 -2.09 909 -6.96 0.0136
2023-08-04 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,888 555 4.50 977 6.66 0.0153
2023-05-03 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,333 607 5.18 917 11.17 0.0171
2023-02-13 2022-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,726 3,156 36.83 825 33.33 0.0201
2023-02-07 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,726 3,156 825 0.0201
2022-10-31 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,570 -244 -2.77 618 4.92 0.0193
2022-07-22 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,814 26 0.30 589 -8.68 0.0179
2022-05-05 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,788 206 2.40 645 3.86 0.0211
2022-02-08 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,582 311 3.76 621 16.51 0.0201
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,271 287 3.59 533 5.75 0.0194
2021-08-04 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,984 34 0.43 504 5.66 0.0203
2021-05-04 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,950 63 0.80 477 21.99 0.0256
2021-02-03 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,887 249 3.26 391 26.95 0.0228
2020-11-04 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,638 29 0.38 308 -2.53 0.0211
2020-08-11 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,609 7,609 316 0.0239
2020-04-30 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -5,089 -100.00 0 -100.00
2020-01-31 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,089 89 1.78 280 -2.10 0.0343
2019-11-12 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,000 31 0.62 286 -0.69 0.0397
2019-08-06 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,969 -39 -0.78 288 14.74 0.0406
2019-05-02 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,008 471 10.38 251 25.50 0.0471
2019-02-05 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,537 -388 -7.88 200 -30.80 0.0419
2018-10-22 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,925 1 0.02 289 10.73 0.0519
2018-08-07 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,924 1 0.02 261 -13.00 0.0557
2018-04-27 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,923 1 0.02 300 -13.54 0.0633
2018-01-30 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,922 -139 -2.75 347 6.44 0.0730
2017-10-31 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,061 0 0.00 326 0.62 0.0731
2017-08-03 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,061 1 0.02 324 1.57 0.0765
2017-05-09 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,060 1 0.02 319 8.87 0.0789
2017-01-11 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,059 194 3.99 293 16.73 0.0787
2016-10-28 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,865 -499 -9.30 251 13.57 0.0690
2016-07-28 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,364 5,364 0.00 221 0.0632
2016-02-02 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -4,341 -100.00 0 -100.00
2015-11-06 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,341 1 0.02 206 -7.62 0.0738
2015-08-11 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,340 1 0.02 223 0.00 0.0750
2015-05-13 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,339 -52 -1.18 223 -2.19 0.0790
2015-02-09 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,391 -45 -1.01 228 -2.15 0.0864
2014-10-28 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,436 119 2.76 233 6.88 0.0991
2014-08-05 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,317 -290 -6.29 218 2.83 0.0943
2014-05-13 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,607 -149 -3.13 212 -9.79 0.0982
2014-01-28 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,756 4,756 235 0.1152
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.