Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionVenture Visionary Partners LLC
Latest Disclosed Ownership6,287 shares
Latest Disclosed Value $ 566,556
Venture Visionary Partners LLC reports 0.03% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 14, 2026 - Venture Visionary Partners LLC filed a 13F-HR form disclosing ownership of 6,287 shares of Principal Financial Group, Inc. (DE:PG4) valued at $484,099 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,285 shares of Principal Financial Group, Inc.. This represents a change in shares of 0.03% during the quarter. The current value of the position is $556,400 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 6,287 2 0.03 567 2.17 0.0189
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,285 57 0.92 554 7.36 0.0181
2025-10-06 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,228 3 0.05 516 4.45 0.0177
2025-07-17 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,225 -12 -0.19 495 -6.08 0.0186
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,237 -23 -0.37 526 8.68 0.0220
2025-07-14 2024-12-31 13F/A-01 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,260 2 0.03 485 -9.87 0.0205
2025-02-12 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,260 2 485 0.0145
2024-10-21 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,258 2 0.03 538 9.59 0.0233
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,256 2 0.03 491 -9.09 0.0226
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,254 2 0.03 540 9.78 0.0256
2024-02-15 2023-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,252 -559 -8.21 492 0.20 0.0259
2024-01-24 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,252 -559 492 0.0266
2023-10-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,811 -656 -8.79 491 -13.43 0.0295
2023-07-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,467 -1,178 -13.63 566 -11.84 0.0333
2023-04-13 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,645 -10,000 -53.63 642 -58.95 0.0407
2023-02-09 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,645 2,248 13.71 1,565 32.21 0.1132
2022-11-14 2022-09-30 13F PRINCIPAL FINL COM 74251V102 16,397 4,801 41.40 1,183 52.84 0.0960
2022-07-26 2022-06-30 13F PRINCIPAL FINL COM 74251V102 11,596 1,742 17.68 775 7.05 0.0589
2022-05-03 2022-03-31 13F PRINCIPAL FINL COM 74251V102 9,854 296 3.10 723 4.63 0.0482
2022-02-08 2021-12-31 13F PRINCIPAL FINL COM 74251V102 9,558 1,221 14.65 691 28.92 0.0449
2021-10-20 2021-09-30 13F PRINCIPAL FINL COM 74251V102 8,337 1,202 16.85 536 19.11 0.0381
2021-08-05 2021-06-30 13F PRINCIPAL FINL COM 74251V102 7,135 299 4.37 450 10.02 0.0361
2021-04-27 2021-03-31 13F PRINCIPAL FINL COM 74251V102 6,836 6,836 409 0.0341
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.