Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership4,842 shares
Latest Disclosed Value $ 436,342
Stratos Wealth Partners, LTD. reports 2.87% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 4,842 shares of Principal Financial Group, Inc. (DE:PG4) valued at $372,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 4,707 shares of Principal Financial Group, Inc.. This represents a change in shares of 2.87% during the quarter. The current value of the position is $428,517 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)
2026-04-28 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,842 135 2.87 436 5.06 0.0050
2026-01-20 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,707 441 10.34 415 17.56 0.0047
2025-11-06 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,266 405 10.49 354 15.36 0.0042
2025-07-29 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,861 35 0.91 307 -4.97 0.0041
2025-04-30 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,826 144 3.91 323 12.98 0.0049
2025-01-27 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,682 -916 -19.92 285 -27.85 0.0040
2024-10-17 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,598 799 21.03 395 32.55 0.0057
2024-07-24 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,799 47 1.25 298 -7.74 0.0048
2024-04-16 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,752 -48 -1.26 324 8.39 0.0054
2024-01-24 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,800 -584 -13.32 299 -5.40 0.0056
2023-10-24 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,384 789 21.95 316 15.81 0.0068
2023-07-18 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,595 242 7.22 273 9.24 0.0062
2023-04-27 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,353 -62 -1.82 249 -12.94 0.0066
2023-01-19 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,415 -127 -3.59 287 11.72 0.0073
2022-10-24 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,542 -267 -7.01 256 0.79 0.0071
2022-07-22 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,809 115 3.11 254 -6.27 0.0064
2022-04-26 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,694 457 14.12 271 15.81 0.0061
2022-01-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,237 87 2.76 234 15.27 0.0052
2021-10-19 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,150 3,150 203 0.0052
2019-02-08 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -1,389 -100.00 0 -100.00
2018-11-02 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,389 1,389 81 0.0036
2018-08-13 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -1,144 -100.00 0 -100.00
2018-05-10 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,144 155 15.67 70 0.00 0.0029
2018-02-09 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 989 989 70 0.0031
2015-05-13 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -1,120 -100.00 0 -100.00
2015-02-09 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,120 1,120 58 0.0093
2014-11-06 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -2,097 -100.00 0 -100.00
2014-07-16 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 2,097 2,097 384 0.1101
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.