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.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership36,532 shares
Latest Disclosed Value $ 3,291,898
Baird Financial Group, Inc. reports 0.25% decrease in ownership of 1PFG / Principal Financial Group, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 36,532 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $3,291,898 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 36,622 shares of Principal Financial Group, Inc.. This represents a change in shares of -0.25% during the quarter. The current value of the position is $2,685,102 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)
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,532 -90 -0.25 3,292 1.89 0.0051
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM COMMON 74251V102 36,622 43 0.12 3,230 6.53 0.0050
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM COMMON 74251V102 36,579 202 0.56 3,033 4.95 0.0049
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM COMMON 74251V102 36,377 -1,821 -4.77 2,889 -10.34 0.0051
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM COMMON 74251V102 38,198 -5,462 -12.51 3,223 -4.65 0.0062
2025-02-14 2024-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 43,660 -73 -0.17 3,380 -10.04 0.0065
2024-11-14 2024-09-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 43,733 -805 -1.81 3,757 7.50 0.0073
2024-08-14 2024-06-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 44,538 -158 -0.35 3,494 -9.41 0.0072
2024-05-14 2024-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 44,696 -847 -1.86 3,858 7.68 0.0081
2024-02-14 2023-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 45,543 -24,820 -35.27 3,583 -29.36 0.0082
2023-11-13 2023-09-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 70,363 1,909 2.79 5,071 -2.31 0.0138
2023-08-11 2023-06-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 68,454 371 0.54 5,192 2.61 0.0137
2023-05-15 2023-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 68,083 -41,019 -37.60 5,060 56,111.11 0.0125
2023-02-13 2022-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 109,102 -2,316 -2.08 9 -99.89 0.0241
2022-11-15 2022-09-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 111,418 -5,182 -4.44 8,039 3.22 0.0237
2022-08-08 2022-06-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 116,600 991 0.86 7,788 -8.24 0.0216
2022-05-13 2022-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 115,609 -8,513 -6.86 8,487 -5.47 0.0210
2022-02-09 2021-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 124,122 3,630 3.01 8,978 15.70 0.0210
2021-11-12 2021-09-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 120,492 -13,271 -9.92 7,760 -8.20 0.0198
2021-08-11 2021-06-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 133,763 751 0.56 8,453 5.99 0.0220
2021-05-13 2021-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 133,012 15,933 13.61 7,975 37.31 0.0224
2021-02-11 2020-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 117,079 4,768 4.25 5,808 28.41 0.0174
2020-11-12 2020-09-30 13F PRINCIPAL FINL GROUP INC COM COMMON 74251V102 112,311 13,676 13.87 4,523 10.40 0.0155
2020-10-22 2020-06-30 13F/A-1 PRINCIPAL FINL GROUP COMMON 74251V102 98,635 4,883 5.21 4,097 39.45 0.0154
2020-08-14 2020-06-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 94,400 648 5,192 10,289.3644
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 93,752 90 0.10 2,938 -42.96 0.0134
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 93,662 -43 -0.05 5,151 -3.79 0.0185
2019-11-14 2019-09-30 13F PRINCIPAL FINANCIAL Common 74251V102 93,705 12,610 15.55 5,354 13.99 0.0211
2019-08-14 2019-06-30 13F PRINCIPAL FINANCIAL COMMON 74251V102 81,095 2,323 2.95 4,697 18.79 0.0183
2019-05-14 2019-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 78,772 -1,186 -1.48 3,954 11.95 0.0231
2019-02-14 2018-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 79,958 -22,460 -21.93 3,532 -41.14 0.0240
2018-11-13 2018-09-30 13F Principal Financial Group COMMON 74251V102 102,418 40,367 65.05 6,001 82.62 0.0376
2018-08-13 2018-06-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 62,051 35,679 135.29 3,286 104.61 0.0223
2018-05-14 2018-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 26,372 11,321 75.22 1,606 51.22 0.0113
2018-02-09 2017-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 15,051 -822 -5.18 1,062 4.02 0.0075
2017-11-14 2017-09-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 15,873 2,455 18.30 1,021 18.72 0.0077
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COMMON 74251V102 13,418 653 5.12 860 6.70 0.0067
2017-06-19 2017-03-31 13F/A-1 PRINCIPAL FINL GROUP COMMON 74251V102 12,765 3,894 43.90 806 57.12 0.0065
2017-05-09 2017-03-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 12,765 806
2017-02-10 2016-12-31 13F PRINCIPAL FINL GROUP COMMON 74251V102 8,871 8,871 513 0.0045
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.