Principal Financial Group, Inc.
IT ˙ BIT ˙ US74251V1026
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
73,50 € ↑2,00 (2,80%)
2025-11-20
DEL PRIS
SecurityIT:1PFG / Principal Financial Group, Inc.
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership4,263 shares
Latest Disclosed Value $ 384,157
Advisory Services Network, LLC reports 59.72% increase in ownership of 1PFG / Principal Financial Group, Inc.

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 4,263 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $384,157 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,669 shares of Principal Financial Group, Inc.. This represents a change in shares of 59.72% during the quarter. The current value of the position is $313,330 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)
2026-05-15 2026-03-31 13F PRINCIPAL FINANCIAL GROUP Stock 74251V102 4,263 1,594 59.72 384 63.40 0.0035
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP Stock 74251V102 2,669 -51 -1.88 235 4.44 0.0033
2025-11-18 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 2,720 2,720 226 0.0033
2025-08-19 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 0 -3,211 -100.00 0 -100.00
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 3,211 -357 -10.01 271 -2.17 0.0052
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 3,568 868 32.15 276 30.81 0.0051
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 2,700 0 0.00 212 0.00 0.0044
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 2,700 -57 -2.07 212 -10.97 0.0044
2024-05-06 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 2,757 -371 -11.86 238 -3.66 0.0053
2024-02-09 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 3,128 -2,422 -43.64 246 -38.35 0.0060
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 5,550 2,278 69.62 400 60.89 0.0107
2023-08-09 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 3,272 -3,048 -48.23 248 -47.12 0.0066
2023-05-17 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 6,320 3,202 102.69 470 79.69 0.0130
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 3,118 -657 -17.40 262 -4.40 0.0080
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 3,775 70 1.89 273 10.53 0.0096
2022-08-02 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 3,705 -873 -19.07 247 -26.49 0.0084
2022-05-23 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 4,578 75 1.67 336 3.07 0.0099
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 4,503 1,033 29.77 326 45.54 0.0094
2021-11-05 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 3,470 -871 -20.06 224 -18.25 0.0071
2021-08-12 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 4,341 4,341 274 0.0086
2021-05-24 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 0 -3,050 -100.00 0 -100.00
2021-02-09 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 3,050 -1,037 -25.37 151 -8.48 0.0061
2020-11-16 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN Stock 74251V102 4,087 4,087 34.00 165 9.27 0.0078
2020-08-10 2020-06-30 13F PRINCIPAL FINL GROUP Stock 74251V102 0 -1,691 -100.00 0 -100.00
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP Stock 74251V102 1,691 569 50.71 53 -14.52 0.0035
2020-02-04 2019-12-31 13F PRINCIPAL FINL GROUP Stock 74251V102 1,122 -3,092 -73.37 62 -74.59 0.0033
2019-11-04 2019-09-30 13F PRINCIPAL FINL GROUP Stock 74251V102 4,214 0 0.00 244 0.00 0.0149
2019-08-01 2019-06-30 13F PRINCIPAL FINL GROUP Stock 74251V102 4,214 2,897 219.97 244 269.70 0.0150
2019-05-20 2019-03-31 13F PRINCIPAL FINL GROUP Stock 74251V102 1,317 -105 -7.38 66 4.76 0.0046
2019-02-15 2018-12-31 13F PRINCIPAL FINL GROUP Stock 74251V102 1,422 -9,879 -87.42 63 -90.48 0.0055
2018-11-02 2018-09-30 13F PRINCIPAL FINL GROUP Stock 74251V102 11,301 217 1.96 662 7.64 0.0483
2018-07-27 2018-06-30 13F PRINCIPAL FINL GROUP Stock 74251V102 11,084 -5,890 -34.70 615 -40.52 0.0469
2018-04-23 2018-03-31 13F PRINCIPAL FINL GROUP Stock 74251V102 16,974 500 3.04 1,034 -11.02 0.0826
2018-02-08 2017-12-31 13F PRINCIPAL FINL GROUP Stock 74251V102 16,474 4,225 34.49 1,162 47.46 0.1013
2017-10-12 2017-09-30 13F PRINCIPAL FINL GROUP Stock 74251V102 12,249 786 6.86 788 7.36 0.0902
2017-08-17 2017-06-30 13F PRINCIPAL FINL GROUP INC COM Stock 74251V102 11,463 2,635 29.85 734 31.78 0.0957
2017-04-28 2017-03-31 13F PRINCIPAL FINL GROUP INC COM Stock 74251V102 8,828 8,828 557 0.0809
2016-10-07 2016-09-30 13F PRINCIPAL FINL GROUP Stock 74251V102 0 -53 -100.00 0 -100.00
2016-07-27 2016-06-30 13F PRINCIPAL FINL GROUP Stock 74251V102 53 0 0.00 2 0.00 0.0005
2016-04-21 2016-03-31 13F PRINCIPAL FINL GROUP Stock 74251V102 53 53 0.00 2 0.00 0.0005
2015-04-08 2015-03-31 13F PRINCIPAL FINL GROUP INC COM Stock 74251V102 0 -256 -100.00 0 -100.00
2015-01-23 2014-12-31 13F PRINCIPAL FINL GROUP INC COM Stock 74251V102 256 256 12 0.0038
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.