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.
InstitutionAustralianSuper Pty Ltd
Latest Disclosed Ownership937,473 shares
Latest Disclosed Value $ 84,475,692
AustralianSuper Pty Ltd reports 4.55% increase in ownership of 1PFG / Principal Financial Group, Inc.

On May 7, 2026 - AustralianSuper Pty Ltd filed a 13F-HR form disclosing ownership of 937,473 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $84,475,692 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 896,710 shares of Principal Financial Group, Inc.. This represents a change in shares of 4.55% during the quarter. The current value of the position is $68,904,266 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)
2026-05-07 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 937,473 40,763 4.55 84,476 6.80 0.4403
2026-02-05 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 896,710 78,751 9.63 79,099 16.64 0.3677
2025-11-12 2025-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 817,959 -175,684 -17.68 67,817 -14.08 0.3204
2025-11-03 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 817,959 -175,684 67,817 0.3111
2025-08-01 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 993,643 100,397 11.24 78,925 4.73 0.3996
2025-05-05 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 893,246 227,836 34.24 75,363 46.31 0.4260
2025-01-30 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 665,410 125,198 23.18 51,509 11.00 0.2430
2024-10-28 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 540,212 115,569 27.22 46,404 39.30 0.2313
2024-07-26 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 424,643 49,377 13.16 33,313 3.21 0.1920
2024-04-26 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 375,266 98,109 35.40 32,277 48.03 0.1889
2024-01-16 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 277,157 37,836 15.81 21,804 26.42 0.1309
2023-10-27 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 239,321 0 0.00 17,248 -4.98 0.1117
2023-07-28 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 239,321 -80,596 -25.19 18,150 -23.66 0.1151
2023-04-21 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 319,917 168,900 111.84 23,776 87.95 0.1448
2023-02-01 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 151,017 151,017 12,651 0.0841
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 0 -81,651 -100.00 0 -100.00
2020-08-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 81,651 -36,166 -30.70 3,392 -8.13 0.0329
2020-05-13 2020-03-31 13F PRINCIPAL FINANCIAL COM 74251V102 117,817 -217,751 -64.89 3,692 -80.00 0.0473
2020-02-10 2019-12-31 13F PRINCIPAL FINANCIAL COM 74251V102 335,568 -92,384 -21.59 18,456 -24.52 0.1557
2019-11-08 2019-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 427,952 -37,119 -7.98 24,453 -9.22 0.2313
2019-08-13 2019-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 465,071 -15,284 -3.18 26,937 11.73 0.2589
2019-05-14 2019-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 480,355 406,957 554.45 24,109 643.65 0.2518
2019-02-06 2018-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 73,398 73,398 3,242 0.0504
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.