Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership727,924 shares
Latest Disclosed Value $ 65,593,232
Victory Capital Management Inc reports 22.99% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 727,924 shares of Principal Financial Group, Inc. (DE:PG4) valued at $56,050,148 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 591,838 shares of Principal Financial Group, Inc.. This represents a change in shares of 22.99% during the quarter. The current value of the position is $64,421,274 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 727,924 136,086 22.99 65,593 25.64 0.0315
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 591,838 -3,314,910 -84.85 52,206 -83.88 0.0295
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,906,748 -387,937 -9.03 323,908 -5.05 0.1894
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,294,685 587,151 15.84 341,127 9.05 0.2200
2025-05-02 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,707,534 3,296,608 802.24 312,805 883.38 0.3201
2025-02-06 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 410,926 11,187 2.80 31,810 -7.36 0.0313
2024-11-05 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 399,739 -34,958 -8.04 34,338 0.69 0.0331
2024-08-05 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 434,697 -5,240 -1.19 34,102 -10.19 0.0342
2024-05-03 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 439,937 113,749 34.87 37,971 47.97 0.0371
2024-02-05 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 326,188 27,887 9.35 25,661 19.36 0.0270
2023-11-06 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 298,301 -157,748 -34.59 21,499 -37.84 0.0247
2023-07-27 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 456,049 -257,947 -36.13 34,587 -34.82 0.0380
2023-05-02 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 713,996 -167,508 -19.00 53,064 -28.27 0.0596
2023-04-25 2022-12-31 13F/A-3 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 881,504 -17,237 -1.92 73,976 14.08 0.0851
2023-03-10 2022-12-31 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 881,504 -17,237 73,976 0.0808
2023-02-10 2022-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 881,504 -17,237 73,976 0.0510
2023-02-09 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 854,799 -43,942 79,112 0.0537
2022-11-02 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 898,741 27,568 3.16 64,844 11.44 0.0757
2022-08-01 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 871,173 64,605 8.01 58,186 5.87 0.0663
2022-05-04 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 806,568 33,152 4.29 54,960 -1.75 0.0550
2022-02-07 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 773,416 215,528 38.63 55,941 55.70 0.0515
2021-11-02 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 557,888 123,889 28.55 35,928 31.01 0.0352
2021-08-03 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 433,999 100,053 29.96 27,424 36.96 0.0263
2021-05-04 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 333,946 -39,269 -10.52 20,023 8.14 0.0205
2021-02-01 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 373,215 12,988 3.61 18,515 27.64 0.0206
2020-11-09 2020-09-30 13F Principal Financial Group COM 74251V102 360,227 -64,392 -15.16 14,506 -17.76 0.0186
2020-08-07 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 424,619 50,336 13.45 17,639 50.38 0.0239
2020-05-12 2020-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 374,283 -65,932 -14.98 11,730 -51.55 0.0197
2020-05-04 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 374,283 -65,932 11,730 12,837.2930
2020-02-06 2019-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 440,215 27,357 6.63 24,212 2.63 0.0294
2020-02-04 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 498,415 85,557 26,391 31,634.6448
2019-11-12 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 412,858 115,421 38.81 23,591 36.93 0.0304
2019-08-15 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 297,437 61,825 26.24 17,228 45.69 0.0347
2019-05-03 2019-03-31 13F PRINCIPAL FINL GROUP CS 74251V102 235,612 -17,773 -7.01 11,825 5.66 0.0269
2019-05-02 2018-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 253,385 12,287 5.10 11,192 -20.77 0.0281
2019-02-05 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 253,385 12,287 11,192
2018-11-01 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 241,098 38,352 18.92 14,126 31.59 0.0291
2018-08-02 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 202,746 664 0.33 10,735 -12.79 0.0228
2018-05-04 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 202,082 36,949 22.38 12,309 5.64 0.0268
2018-02-01 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 165,133 15,799 10.58 11,652 21.27 0.0245
2017-10-27 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 149,334 42,875 40.27 9,608 40.86 0.0216
2017-08-07 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 106,459 13,389 14.39 6,821 16.12 0.0160
2017-05-10 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 93,070 18,729 25.19 5,874 36.57 0.0140
2017-02-09 2016-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 74,341 11,372 18.06 4,301 32.58 0.0109
2016-11-02 2016-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 62,969 4,690 8.05 3,244 35.39 0.0091
2016-08-09 2016-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 58,279 11,661 25.01 2,396 30.29 0.0096
2016-05-17 2016-03-31 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 46,618 -927,148 -95.21 1,839 -95.80 0.0076
2016-05-12 2016-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 46,618 0 1,839 0.0075
2016-05-12 2016-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 46,618 1,839
2016-02-10 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 973,766 -384,397 -28.30 43,799 -31.88 0.1819
2015-11-06 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,358,163 338,822 33.24 64,295 22.96 0.2649
2015-08-14 2015-06-30 13F/A-01 PRINCIPAL FINL GROUP COM 74251V102 1,019,341 1,019,341 52,288 0.1935
2015-08-07 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,019,341 52,288
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.