Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
87,50 € 0,00 (0,00%)
2026-06-01
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionUs Bancorp \de\
Latest Disclosed Ownership18,819 shares
Latest Disclosed Value $ 1,695,782
Us Bancorp \de\ reports 1.18% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 14, 2026 - Us Bancorp \de\ filed a 13F-HR form disclosing ownership of 18,819 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,449,063 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 18,600 shares of Principal Financial Group, Inc.. This represents a change in shares of 1.18% during the quarter. The current value of the position is $1,646,662 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)
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,819 219 1.18 1,696 3.35 0.0006
2026-01-30 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,600 -465 -2.44 1,641 3.80 0.0019
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,065 -2,246 -10.54 1,581 -6.62 0.0019
2025-07-24 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21,311 -3,126 -12.79 1,693 -17.90 0.0021
2025-05-08 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,437 1,264 5.45 2,062 14.95 0.0028
2025-02-05 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,173 -506 -2.14 1,794 -11.85 0.0023
2024-10-28 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,679 -155 -0.65 2,034 8.83 0.0026
2024-08-07 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,834 -323 -1.34 1,870 -10.32 0.0025
2024-05-08 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,157 -283 -1.16 2,085 8.43 0.0029
2024-02-09 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,440 -5,100 -17.26 1,923 -9.68 0.0028
2023-11-03 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 29,540 -3,835 -11.49 2,129 -15.92 0.0035
2023-08-10 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 33,375 -731 -2.14 2,531 -0.12 0.0041
2023-05-09 2023-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 34,106 3,399 11.07 2,535 -1.63 0.0043
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 30,707 -267 -0.86 2,577 15.26 0.0046
2022-10-27 2022-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 30,974 -7,513 -19.52 2,235 -13.04 0.0046
2022-08-01 2022-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 38,487 -4,037 -9.49 2,570 -17.68 0.0050
2022-05-11 2022-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 42,524 1,446 3.52 3,122 5.05 0.0052
2022-02-11 2021-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 41,078 -2,696 -6.16 2,972 5.43 0.0047
2021-11-10 2021-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 43,774 -1,191 -2.65 2,819 -0.74 0.0053
2021-08-05 2021-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 44,965 3,032 7.23 2,840 12.97 0.0053
2021-04-28 2021-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 41,933 -5,759 -12.08 2,514 6.26 0.0051
2021-02-04 2020-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 47,692 -2,585 -5.14 2,366 16.84 0.0051
2020-11-10 2020-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 50,277 -8,983 -15.16 2,025 -17.75 0.0049
2020-08-07 2020-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 59,260 -3,920 -6.20 2,462 24.28 0.0065
2020-05-13 2020-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 63,180 -15,283 -19.48 1,981 -54.09 0.0062
2020-02-04 2019-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 78,463 -136 -0.17 4,315 -3.92 0.0110
2019-11-08 2019-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 78,599 -4,784 -5.74 4,491 -7.00 0.0122
2019-08-13 2019-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 83,383 9,324 12.59 4,829 29.92 0.0135
2019-05-08 2019-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 74,059 5,266 7.65 3,717 22.31 0.0107
2019-02-13 2018-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 68,793 -9,655 -12.31 3,039 -33.88 0.0098
2018-10-31 2018-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 78,448 18,521 30.91 4,596 44.85 0.0133
2018-08-08 2018-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 59,927 -905 -1.49 3,173 -14.36 0.0097
2018-05-08 2018-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 60,832 -2,707 -4.26 3,705 -17.35 0.0114
2018-02-02 2017-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 63,539 -8,528 -11.83 4,483 -3.32 0.0137
2017-11-13 2017-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 72,067 1,961 2.80 4,637 3.23 0.0149
2017-07-19 2017-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 70,106 -464 -0.66 4,492 0.85 0.0150
2017-05-03 2017-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 70,570 -3,330 -4.51 4,454 4.16 0.0153
2017-02-08 2016-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 73,900 689 0.94 4,276 13.36 0.0154
2016-11-04 2016-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 73,211 4,099 5.93 3,772 32.77 0.0140
2016-08-10 2016-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 69,112 1,972 2.94 2,841 7.29 0.0108
2016-05-13 2016-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 67,140 -2,253 -3.25 2,648 -15.16 0.0104
2016-02-10 2015-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 69,393 1,164 1.71 3,121 -3.34 0.0126
2015-11-16 2015-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 68,229 6,769 11.01 3,229 2.44 0.0135
2015-08-10 2015-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 61,460 1,144 1.90 3,152 1.74 0.0122
2015-05-08 2015-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 60,316 959 1.62 3,098 0.49 0.0119
2015-02-13 2014-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 59,357 -9,784 -14.15 3,083 -15.00 0.0119
2014-11-14 2014-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 69,141 12,415 21.89 3,627 26.69 0.0147
2014-08-14 2014-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 56,726 1,626 2.95 2,863 12.98 0.0114
2014-05-14 2014-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 55,100 3,627 7.05 2,534 -0.16 0.0104
2014-02-13 2013-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 51,473 -8,749 -14.53 2,538 -1.55 0.0103
2013-11-07 2013-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 60,222 -131 -0.22 2,578 14.07 0.0114
2013-08-09 2013-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 60,353 60,353 2,260 0.0103
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.