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.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership227,548 shares
Latest Disclosed Value $ 20,504,373
AE Wealth Management LLC reports 27.38% increase in ownership of 1PFG / Principal Financial Group, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 227,548 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $20,504,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 178,641 shares of Principal Financial Group, Inc.. This represents a change in shares of 27.38% during the quarter. The current value of the position is $16,724,778 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)
2026-05-13 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 227,548 48,907 27.38 20,504 30.12 0.1109
2026-01-26 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 178,641 7,946 4.66 15,758 11.35 0.0904
2025-11-03 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 170,695 13,795 8.79 14,152 13.56 0.0902
2025-08-06 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 156,900 19,644 14.31 12,462 7.62 0.0911
2025-05-06 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 137,256 13,683 11.07 11,580 21.07 0.0974
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 123,573 9,540 8.37 9,566 -2.35 0.0811
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 114,033 -3,758 -3.19 9,796 6.01 0.0889
2024-08-12 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 117,791 -33,271 -22.02 9,241 -29.13 0.0924
2024-05-15 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 151,062 -35,271 -18.93 13,038 -13.09 0.1474
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 186,333 -23,746 -11.30 15,002 -0.92 0.0766
2023-10-11 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 210,079 -19,245 -8.39 15,140 -12.94 0.0905
2023-07-10 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 229,324 -9,814 -4.10 17,392 -2.14 0.1046
2023-04-14 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 239,138 15,830 7.09 17,773 -5.17 0.1144
2023-01-31 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 223,308 70,659 46.29 18,740 70.15 0.1355
2022-10-25 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 152,649 -31,192 -16.97 11,014 -10.30 0.0873
2022-08-03 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 183,841 65,655 55.55 12,279 41.53 0.0982
2022-04-18 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 118,186 18,033 18.01 8,676 19.77 0.0595
2022-01-20 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100,153 6,913 7.41 7,244 20.63 0.0505
2021-11-01 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 93,240 15,520 19.97 6,005 22.28 0.0495
2021-07-21 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 77,720 33,318 75.04 4,911 84.49 0.0429
2021-04-27 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 44,402 5,574 14.36 2,662 38.21 0.0269
2021-02-01 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 38,828 5,273 15.71 1,926 42.56 0.0218
2020-11-06 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 33,555 10 0.03 1,351 -3.02 0.0193
2020-08-05 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 33,545 14,056 72.12 1,393 127.99 0.0215
2020-05-07 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 19,489 7,475 62.22 611 -7.56 0.0140
2020-01-15 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 12,014 4,922 69.40 661 63.21 0.0143
2019-11-05 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,092 53 0.75 405 -0.74 0.0117
2019-07-22 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,039 7,039 408 0.0123
2019-05-14 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -5,920 -100.00 0 -100.00
2019-02-14 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,920 -1,496 -20.17 261 -39.86 0.0447
2018-11-13 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,416 7,416 434 0.0239
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.