Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionSignaturefd, Llc
Latest Disclosed Ownership2,582 shares
Latest Disclosed Value $ 232,703
Signaturefd, Llc reports 6.26% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 7, 2026 - Signaturefd, Llc filed a 13F-HR form disclosing ownership of 2,582 shares of Principal Financial Group, Inc. (DE:PG4) valued at $198,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,430 shares of Principal Financial Group, Inc.. This represents a change in shares of 6.26% during the quarter. The current value of the position is $228,507 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)
2026-04-07 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,582 152 6.26 233 8.41 0.0036
2026-01-20 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,430 31 1.29 214 8.08 0.0033
2025-10-21 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,399 -44 -1.80 199 2.06 0.0031
2025-07-16 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,443 -102 -4.01 194 -9.35 0.0033
2025-05-02 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,545 -10 -0.39 215 8.63 0.0041
2025-02-10 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,555 98 3.99 198 -6.64 0.0037
2024-10-21 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,457 -324 -11.65 211 -3.21 0.0040
2024-07-29 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,781 5 0.18 218 -8.79 0.0044
2024-05-03 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,776 29 1.06 240 10.65 0.0051
2024-02-01 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,747 -263 -8.74 216 0.00 0.0050
2023-11-03 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,010 600 24.90 217 18.68 0.0056
2023-08-01 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,410 -33 -1.35 183 0.55 0.0047
2023-04-28 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,443 -102 -4.01 182 -15.02 0.0050
2023-01-30 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,545 -14 -0.55 214 15.14 0.0062
2022-11-08 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,559 -763 -22.97 185 -16.67 0.0063
2022-08-10 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,322 -455 -12.05 222 -19.86 0.0076
2022-05-02 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,777 69 1.86 277 3.36 0.0083
2022-01-25 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,708 658 21.57 268 36.73 0.0082
2021-10-28 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,050 568 22.88 196 24.84 0.0068
2021-07-26 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,482 190 8.29 157 14.60 0.0063
2021-04-30 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,292 128 5.91 137 28.04 0.0061
2021-02-11 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,164 239 12.42 107 37.18 0.0050
2020-11-03 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,925 -31 -1.58 78 -3.70 0.0042
2020-07-30 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,956 -77 -3.79 81 26.56 0.0049
2020-04-23 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 2,033 -477 -19.00 64 -53.62 0.0055
2020-02-05 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 2,510 -136 -5.14 138 -8.61 0.0102
2019-10-16 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 2,646 -855 -24.42 151 -25.62 0.0124
2019-07-31 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,501 452 14.82 203 32.68 0.0176
2019-05-09 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,049 -117 -3.70 153 9.29 0.0130
2019-02-13 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,166 1,798 131.43 140 75.00 0.0130
2018-11-14 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,368 -838 -37.99 80 -31.62 0.0081
2018-08-14 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 2,206 736 50.07 117 30.00 0.0131
2018-05-08 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,470 -5,081 -77.56 90 -80.52 0.0106
2018-02-13 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,551 36 0.55 462 10.26 0.0557
2017-11-14 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,515 41 0.63 419 0.96 0.0556
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,474 171 2.71 415 4.27 0.0603
2017-05-15 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,303 -21 -0.33 398 8.74 0.0590
2017-02-14 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,324 20 0.32 366 12.62 0.0615
2016-11-14 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,304 107 1.73 325 27.45 0.0475
2016-07-29 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,197 50 0.81 255 5.37 0.0373
2016-05-12 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,147 254 4.31 242 -8.68 0.0413
2016-01-22 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,893 -4,320 -42.30 265 -45.13 0.0513
2015-10-23 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,213 -14 -0.14 483 -8.00 0.1101
2015-07-15 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,227 153 1.52 525 1.35 0.1138
2015-04-15 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 10,074 -97 -0.95 518 -1.89 0.1256
2015-02-13 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 10,171 871 9.37 528 8.20 0.1313
2014-11-13 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 9,300 0 0.00 488 4.05 0.1590
2014-08-14 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 9,300 0 0.00 469 9.58 0.1633
2014-05-16 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 9,300 0 0.00 428 -6.75 0.1723
2014-02-11 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 9,300 0 0.00 459 15.33 0.1672
2013-11-13 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 9,300 0 0.00 398 14.37 0.1703
2013-08-14 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 9,300 9,300 348 0.1797
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.