Principal Financial Group, Inc.
GB ˙ LSE ˙ US74251V1026
102,46 $ ↑0,54 (0,53%)
2026-06-04
DEL PRIS
SecurityGB:0KO5 / Principal Financial Group, Inc.
InstitutionAllstate Corp
Latest Disclosed Ownership24,849 shares
Latest Disclosed Value $ 2,239,143
Allstate Corp reports 77.32% increase in ownership of 0KO5 / Principal Financial Group, Inc.

On May 11, 2026 - Allstate Corp filed a 13F-HR form disclosing ownership of 24,849 shares of Principal Financial Group, Inc. (GB:0KO5) valued at $2,239,143 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 14,014 shares of Principal Financial Group, Inc.. This represents a change in shares of 77.32% during the quarter. The current value of the position is $2,546,029 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F PRINCIPAL FINANCIAL GROUP ORD Equity 74251V102 24,849 10,835 77.32 2,239 81.15 0.0239
2026-02-09 2025-12-31 13F PRINCIPAL FINANCIAL GROUP ORD Equity 74251V102 14,014 6,823 94.88 1,236 107.38 0.0169
2025-10-29 2025-09-30 13F PRINCIPAL FINANCIAL GROUP ORD Equity 74251V102 7,191 7,191 596 0.0136
2025-08-05 2025-06-30 13F PRINCIPAL FINANCIAL GROUP ORD Equity 74251V102 0 -8,140 -100.00 0 -100.00
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP ORD Equity 74251V102 8,140 1,426 21.24 687 32.18 0.0202
2025-02-12 2024-12-31 13F PRINCIPAL FINANCIAL GROUP ORD Equity 74251V102 6,714 6,714 520 0.0153
2023-05-10 2023-03-31 13F PRINCIPAL FINANCIAL GROUP EQU 74251V102 0 -8,335 -100.00 0 -100.00
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP EQU 74251V102 8,335 0 0.00 699 16.31 0.0213
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP EQU 74251V102 8,335 0 0.00 601 7.90 0.0173
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP EQU 74251V102 8,335 -220 -2.57 557 -11.31 0.0171
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP EQU 74251V102 8,555 -20,456 -70.51 628 -70.07 0.0168
2022-02-15 2021-12-31 13F PRINCIPAL FINANCIAL GROUP EQU 74251V102 29,011 20,676 248.06 2,098 290.69 0.0401
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP EQU 74251V102 8,335 -1,215 -12.72 537 -10.95 0.0222
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP EQU 74251V102 9,550 -1,079 -10.15 603 -5.34 0.0202
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN EQU 74251V102 10,629 326 3.16 637 24.66 0.0200
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN EQU 74251V102 10,303 0 0.00 511 23.13 0.0159
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN EQU 74251V102 10,303 0 0.00 415 -3.04 0.0135
2020-08-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN EQU 74251V102 10,303 2,325 29.14 428 71.20 0.0147
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 7,978 -47,629 -85.65 250 -91.82 0.0098
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 55,607 0 0.00 3,058 -3.75 0.0555
2019-11-14 2019-09-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 55,607 8,089 17.02 3,177 15.44 0.0547
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 47,518 0 0.00 2,752 15.39 0.0492
2019-05-20 2019-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 47,518 4,837 11.33 2,385 26.53 0.0643
2019-02-13 2018-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 42,681 42,681 1,885 0.0619
2016-05-16 2016-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 0 -19,366 -100.00 0 -100.00
2016-02-16 2015-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 19,366 1,323 7.33 871 1.99 0.0829
2015-11-16 2015-09-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 18,043 -20,355 -53.01 854 -56.63 0.0879
2015-08-13 2015-06-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 38,398 16,261 73.46 1,969 73.18 0.1755
2015-05-15 2015-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 22,137 -8,477 -27.69 1,137 -28.49 0.0952
2015-02-13 2014-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 30,614 0 0.00 1,590 -1.00 0.1218
2014-11-14 2014-09-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 30,614 30,614 1,606 0.0731
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.