BlackRock, Inc. ownership in 1PFG / Principal Financial Group, Inc.

Principal Financial Group, Inc.

IT ˙ BIT ˙ US74251V1026

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73,50 € ↑2,00 (2,80%)

2025-11-20
DEL PRIS

Security	IT:1PFG / Principal Financial Group, Inc.
Institution	BlackRock, Inc.
Latest Disclosed Ownership	18,885,042 shares
Ownership	7.90%

2024-01-26 - BlackRock, Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 18,885,042 shares of Principal Financial Group, Inc. (IT:1PFG). This represents 7.9 percent ownership of the company. In their previous filing dated 2023-01-24 , BlackRock, Inc. had reported owning 23,502,359 shares, indicating a decrease of -19.65 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-01-26	2024-01-26	13G/A	23,502,359	18,885,042	-19.65	7.90	-17.71
2023-01-24	2023-01-24	13G/A	22,496,639	23,502,359	4.47	9.60	12.94
2022-02-03	2022-02-03	13G/A	22,253,822	22,496,639	1.09	8.50	4.94
2021-01-29	2021-01-29	13G/A	23,276,309	22,253,822	-4.39	8.10	-3.57
2020-02-05	2020-02-05	13G/A	18,920,630	23,276,309	23.02	8.40	25.37
2019-02-06	2019-02-06	13G/A	19,698,655	18,920,630	-3.95	6.70	-1.47
2018-01-29	2018-01-29	13G/A	17,557,963	19,698,655	12.19	6.80	11.48
2017-01-25	2017-01-25	13G/A	15,747,569	17,557,963	11.50	6.10	12.96
2016-02-10	2016-02-10	13G/A		15,747,569		5.40
2015-02-06	2015-02-06	13G		15,161,002		5.20

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	20,322,358	-91,763	-0.45	1,831,248	1.69	0.0320
2026-02-12	2025-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	20,414,121	387,417	1.93	1,800,730	8.45	0.0304
2025-11-12	2025-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	20,026,704	-176,640	-0.87	1,660,414	3.47	0.0291
2025-08-12	2025-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	20,203,344	615,027	3.14	1,604,752	-2.90	0.0305
2025-05-02	2025-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	19,588,317	-267,737	-1.35	1,652,666	7.52	0.0347
2025-02-07	2024-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	19,856,054	-38,318	-0.19	1,537,057	-10.06	0.0311
2024-11-13	2024-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	19,894,372	131,316	0.66	1,708,927	10.22	0.0359
2024-08-13	2024-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	19,763,056	331,151	1.70	1,550,412	-7.56	0.0351
2024-05-10	2024-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	19,431,905	546,863	2.90	1,677,168	12.89	0.0390
2024-02-13	2023-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	18,885,042	-653,175	-3.34	1,485,686	5.51	0.0379
2023-11-13	2023-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	19,538,217	-379,690	-1.91	1,408,119	-6.78	0.0405
2023-08-11	2023-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	19,917,907	-1,530,026	-7.13	1,510,574	-5.23	0.0416
2023-05-12	2023-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	21,447,933	-2,054,834	-8.74	1,594,010	-19.18	0.0470
2023-02-13	2022-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	23,502,767	1,650,094	7.55	1,972,352	25.10	0.0618
2022-11-14	2022-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	21,852,673	-636,893	-2.83	1,576,672	4.97	0.0536
2022-08-12	2022-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	22,489,566	-763,581	-3.28	1,502,076	-12.01	0.0482
2022-05-12	2022-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	23,253,147	756,508	3.36	1,707,017	4.91	0.0460
2022-02-10	2021-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	22,496,639	511,634	2.33	1,627,183	14.93	0.0414
2021-11-09	2021-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	21,985,005	-131,945	-0.60	1,415,834	1.31	0.0396
2021-08-11	2021-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	22,116,950	8,407	0.04	1,397,573	5.43	0.0389
2021-05-07	2021-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	22,108,543	-145,279	-0.65	1,325,630	20.07	0.0390
2021-02-05	2020-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	22,253,822	-655,638	-2.86	1,104,011	19.67	0.0352
2020-11-06	2020-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	22,909,460	-110,736	-0.48	922,565	-3.52	0.0340
2020-08-14	2020-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	23,020,196	-562,149	-2.38	956,260	29.39	0.0382
2020-05-01	2020-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	23,582,345	306,036	1.31	739,072	-42.27	0.0362
2020-02-13	2019-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	23,276,309	1,026,068	4.61	1,280,196	0.69	0.0491
2019-11-08	2019-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	22,250,241	275,913	1.26	1,271,381	-0.11	0.0534
2019-08-22	2019-06-30	13F/A-1	PRINCIPAL FINL GROUP	COM	74251V102	21,974,328	-1,494,776	-6.37	1,272,753	8.05	0.0544
2019-08-13	2019-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	21,974,328	-1,494,776		1,272,753
2019-05-09	2019-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	23,469,104	4,548,474	24.04	1,177,913	40.95	0.0526
2019-02-08	2018-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	18,920,630	-1,373	-0.01	835,724	-24.62	0.0422
2018-11-09	2018-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	18,922,003	-956,911	-4.81	1,108,641	5.33	0.0480
2018-08-09	2018-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	19,878,914	102,234	0.52	1,052,588	-12.62	0.0485
2018-05-09	2018-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	19,776,680	78,025	0.40	1,204,596	-13.33	0.0576
2018-02-09	2017-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	19,698,655	24,235	0.12	1,389,938	9.80	0.0661
2017-11-14	2017-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	19,674,420	1,367,630	7.47	1,265,853	7.92	0.0639
2017-08-10	2017-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	18,306,790	592,172	3.34	1,172,916	4.91	0.0622
2017-05-12	2017-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	17,714,618	16,969,140	2,276.28	1,117,969	2,491.91	0.0614
2017-02-10	2016-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	745,478	-53,532	-6.70	43,133	4.80	0.0610
2016-11-08	2016-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	799,010	165,462	26.12	41,157	58.03	0.0591
2016-08-10	2016-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	633,548	106,774	20.27	26,044	25.33	0.0392
2016-05-10	2016-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	526,774	-122,467	-18.86	20,781	-28.84	0.0334
2016-02-11	2015-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	649,241	-2,622	-0.40	29,203	-5.37	0.0428
2015-11-13	2015-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	651,863	64,938	11.06	30,859	2.51	0.0484
2015-08-07	2015-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	586,925	-48,403	-7.62	30,103	-7.76	0.0446
2015-05-13	2015-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	635,328	26,215	4.30	32,637	3.16	0.0451
2015-02-09	2014-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	609,113	41,724	7.35	31,638	6.27	0.0452
2014-10-29	2014-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	567,389	1,062	0.19	29,771	4.13	0.0435
2014-08-06	2014-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	566,327	17,901	3.26	28,589	13.35	0.0425
2014-05-02	2014-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	548,426	-623	-0.11	25,222	-6.84	0.0407
2014-02-12	2013-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	549,049	19,019	3.59	27,073	19.29	0.0442
2013-11-12	2013-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	530,030	10,178	1.96	22,696	16.58	0.0428
2013-08-13	2013-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	519,852	519,852		19,468		0.0386

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.