Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionToroso Investments, LLC
Latest Disclosed Ownership24,784 shares
Latest Disclosed Value $ 2,233,286
Toroso Investments, LLC ownership in PG4 / Principal Financial Group, Inc.

On May 15, 2026 - Toroso Investments, LLC filed a 13F-HR form disclosing ownership of 24,784 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,908,368 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 0 shares of Principal Financial Group, Inc.. The current value of the position is $2,193,384 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)
2026-05-15 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,784 24,784 2,233 0.0035
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -15,234 -100.00 0 -100.00
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,234 -558 -3.53 1,263 0.72 0.0025
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,792 20 0.13 1,254 -5.71 0.0075
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,772 -1,085 -6.44 1,331 1.99 0.0108
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,857 1,058 6.70 1,305 -3.91 0.0103
2024-11-25 2024-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,799 -417 -2.57 1,357 6.68 0.0143
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,799 -417 1,357 0.0093
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,216 -10,631 -39.60 1,272 -45.10 0.0171
2024-05-16 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,847 9,432 54.16 2,317 69.12 0.0382
2024-02-15 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,415 -2,339 -11.84 1,370 -3.72 0.0319
2023-11-15 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,754 -3,587 -15.37 1,424 142,200.00 0.0433
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,341 2,930 14.36 2 0.00 0.0520
2023-05-23 2023-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,411 6,480 46.51 2 -99.91 0.0499
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP INC COM COM 74251V102 20,411 6,480 2 0.0538
2023-02-15 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,931 -3,916 -21.94 1,169 -9.24 0.0449
2022-11-23 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,847 1,139 6.82 1,288 15.41 0.0535
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,708 1,114 7.14 1,116 -2.53 0.0409
2022-05-20 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,594 1,434 10.13 1,145 11.82 0.0341
2022-02-16 2021-12-31 13F PRINCIPAL FINANCIAL GROUP INC COM COM 74251V102 14,160 3,000 26.88 1,024 42.42 0.0314
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 11,160 2,314 26.16 719 28.62 0.0269
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 8,846 1,026 13.12 559 19.19 0.0218
2021-05-17 2021-03-31 13F PRINCIPAL FINANCIAL GROUP INC COM COM 74251V102 7,820 7,820 469 0.0219
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.