Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionSG Americas Securities, LLC
Latest Disclosed Ownership327,360 shares
Latest Disclosed Value $ 29,498
SG Americas Securities, LLC reports 33.77% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 16, 2026 - SG Americas Securities, LLC filed a 13F-HR form disclosing ownership of 327,360 shares of Principal Financial Group, Inc. (DE:PG4) valued at $25,206,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 244,711 shares of Principal Financial Group, Inc.. This represents a change in shares of 33.77% during the quarter. The current value of the position is $28,971,360 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-16 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 327,360 82,649 33.77 29 38.10 0.0317
2026-01-09 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 244,711 236,494 2,878.11 22 0.0276
2025-10-23 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 8,217 -4,087 -33.22 1 0.0023
2025-08-08 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 12,304 1,130 10.11 1 0.0041
2025-04-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 11,174 11,174 1 0.0031
2025-01-17 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 0 -9,864 -100.00 0 0.0000
2024-10-03 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 9,864 -168,771 -94.48 1 -100.00 0.0031
2024-07-12 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 178,635 65,070 57.30 14 55.56 0.0817
2024-05-06 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 113,565 96,063 548.87 10 800.00 0.0472
2024-01-12 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 17,502 10,859 163.47 1 0.0128
2023-10-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 6,643 -19,032 -74.13 0 -100.00 0.0055
2023-07-10 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 25,675 15,966 164.45 2 0.0147
2023-04-28 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 9,709 3,910 67.43 1 0.0084
2023-02-02 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 5,799 -10,924 -65.32 0 -100.00 0.0059
2022-10-31 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 16,723 -4,051 -19.50 1,207 -12.98 0.0149
2022-07-29 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 20,774 7,089 51.80 1,387 38.01 0.0148
2022-04-29 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 13,685 -202,274 -93.66 1,005 -93.57 0.0074
2022-02-07 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 215,959 127,228 143.39 15,620 173.36 0.0850
2021-11-01 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 88,731 85,539 2,679.79 5,714 2,728.71 0.0268
2021-08-12 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 3,192 -10,773 -77.14 202 -75.87 0.0009
2021-05-13 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 13,965 -39,336 -73.80 837 -68.34 0.0044
2021-02-04 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 53,301 36,459 216.48 2,644 289.97 0.0141
2020-11-09 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 16,842 10,141 151.34 678 143.88 0.0043
2020-07-20 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 6,701 -62,440 -90.31 278 -87.17 0.0023
2020-04-30 2020-03-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 69,141 49,369 249.69 2,167 99.36 0.0203
2020-01-28 2019-12-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 19,772 -11,871 -37.52 1,087 -39.88 0.0099
2019-11-04 2019-09-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 31,643 1,689 5.64 1,808 4.21 0.0148
2019-07-29 2019-06-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 29,954 -43,281 -59.10 1,735 -52.80 0.0119
2019-04-29 2019-03-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 73,235 17,492 31.38 3,676 49.31 0.0338
2019-01-31 2018-12-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 55,743 -8,236 -12.87 2,462 -34.33 0.0215
2018-11-06 2018-09-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 63,979 39,953 166.29 3,749 194.73 0.0278
2018-08-07 2018-06-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 24,026 -28,021 -53.84 1,272 -59.87 0.0115
2018-05-03 2018-03-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 52,047 -3,426 -6.18 3,170 -19.01 0.0254
2018-01-24 2017-12-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 55,473 13,428 31.94 3,914 44.70 0.0365
2017-11-07 2017-09-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 42,045 -22,305 -34.66 2,705 -34.39 0.0237
2017-08-03 2017-06-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 64,350 12,814 24.86 4,123 26.78 0.0371
2017-05-10 2017-03-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 51,536 -21,722 -29.65 3,252 -23.28 0.0288
2017-02-08 2016-12-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 73,258 43,219 143.88 4,239 174.01 0.0356
2017-02-08 2016-09-30 13F/A-1 PRINCIPAL FINL GROUP INC COM COM 74251V102 30,039 25,304 534.40 1,547 693.33 0.0162
2016-11-08 2016-09-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 30,039 1,547
2016-08-03 2016-06-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 4,735 -17,248 -78.46 195 -77.51 0.0014
2016-05-12 2016-03-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 21,983 19,013 640.17 867 547.01 0.0063
2016-02-12 2015-12-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 2,970 -14,890 -83.37 134 -84.14 0.0010
2015-11-09 2015-09-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 17,860 -8,072 -31.13 845 -36.47 0.0051
2015-08-06 2015-06-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 25,932 -26,052 -50.12 1,330 -50.19 0.0088
2015-05-13 2015-03-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 51,984 -101,475 -66.13 2,670 -66.50 0.0159
2015-02-12 2014-12-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 153,459 121,299 377.17 7,971 372.50 0.0392
2014-11-13 2014-09-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 32,160 372 1.17 1,687 5.11 0.0099
2014-08-13 2014-06-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 31,788 -92,719 -74.47 1,605 -71.97 0.0093
2014-05-14 2014-03-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 124,507 26,231 26.69 5,726 18.16 0.0248
2014-02-12 2013-12-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 98,276 -37,418 -27.58 4,846 -16.59 0.0202
2013-11-12 2013-09-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 135,694 -5,938 -4.19 5,810 9.54 0.0238
2013-08-13 2013-06-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 141,632 141,632 5,304 0.0259
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.