Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionTd Private Client Wealth Llc
Latest Disclosed Ownership15,238 shares
Latest Disclosed Value $ 1,373,096
Td Private Client Wealth Llc reports 4,304.05% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 27, 2026 - Td Private Client Wealth Llc filed a 13F-HR form disclosing ownership of 15,238 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,173,326 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 346 shares of Principal Financial Group, Inc.. This represents a change in shares of 4,304.05% during the quarter. The current value of the position is $1,348,563 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)
2026-04-27 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COMMON STOCK 74251V102 15,238 14,892 4,304.05 1,373 4,476.67 0.0285
2026-02-05 2025-12-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 346 -10 -2.81 31 3.45 0.0007
2025-10-27 2025-09-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 356 47 15.21 30 20.83 0.0007
2025-07-15 2025-06-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 309 3 0.98 25 -4.00 0.0006
2025-04-29 2025-03-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 306 -41 -11.82 26 -3.85 0.0007
2025-02-11 2024-12-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 347 -11 -3.07 27 -13.33 0.0008
2024-11-18 2024-09-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 358 2 0.56 31 11.11 0.0009
2024-08-14 2024-06-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 356 41 13.02 28 0.00 0.0009
2024-08-16 2024-03-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 315 -1,173 -78.83 27 -76.92 0.0009
2024-08-16 2023-12-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 1,488 111 8.06 117 18.18 0.0042
2024-08-16 2023-09-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 1,377 422 44.19 99 37.50 0.0043
2024-08-16 2023-06-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 955 18 1.92 72 4.35 0.0031
2024-08-16 2023-03-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 937 -22 -2.29 70 -13.75 0.0031
2024-08-16 2022-12-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 959 504 110.77 80 150.00 0.0038
2024-08-16 2022-09-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 455 72 18.80 33 28.00 0.0017
2024-08-16 2022-06-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 383 -103 -21.19 26 -28.57 0.0012
2024-08-16 2022-03-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 486 25 5.42 36 6.06 0.0015
2024-08-16 2021-12-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 461 -79 -14.63 33 -2.94 0.0014
2024-08-16 2021-09-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 540 -35 -6.09 35 -5.56 0.0015
2024-08-16 2021-06-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 575 10 1.77 36 9.09 0.0016
2024-08-16 2021-03-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 565 -110 -16.30 34 0.00 0.0016
2024-08-16 2020-12-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 675 -127 -15.84 33 3.13 0.0017
2024-08-16 2020-09-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 802 -691 -46.28 32 -48.39 0.0018
2024-08-16 2020-06-30 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 1,493 -298 -16.64 62 10.71 0.0036
2024-08-16 2020-03-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 1,791 854 91.14 56 9.80 0.0040
2024-08-16 2019-12-31 13F PRINCIPAL FINL GROUP INC COM COMMON STOCK 74251V102 937 937 52 0.0031
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.