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.
InstitutionD.a. Davidson & Co.
Latest Disclosed Ownership14,955 shares
Latest Disclosed Value $ 1,347,610
D.a. Davidson & Co. reports 6.61% increase in ownership of 1PFG / Principal Financial Group, Inc.

On May 5, 2026 - D.a. Davidson & Co. filed a 13F-HR form disclosing ownership of 14,955 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $1,347,610 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 14,028 shares of Principal Financial Group, Inc.. This represents a change in shares of 6.61% during the quarter. The current value of the position is $1,099,192 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)
2026-05-05 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14,955 927 6.61 1,348 8.89 0.0082
2026-01-29 2025-12-31 13F PRINCIPAL FINANCIAL GROUP I IN COM 74251V102 14,028 312 2.27 1,237 8.80 0.0076
2025-10-22 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,716 478 3.61 1,137 8.18 0.0073
2025-07-30 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,238 10 0.08 1,052 -5.82 0.0074
2025-04-28 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,228 -367 -2.70 1,116 6.08 0.0090
2025-01-31 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,595 11 0.08 1,052 -9.78 0.0086
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,584 10 0.07 1,167 9.59 0.0096
2024-08-01 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,574 1,539 12.79 1,065 2.50 0.0094
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,035 -2,759 -18.65 1,039 -10.75 0.0094
2024-02-09 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14,794 -861 -5.50 1,164 3.10 0.0114
2023-11-08 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,655 -101 -0.64 1,128 -5.61 0.0122
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,756 635 4.20 1,195 6.41 0.0126
2023-04-25 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,121 373 2.53 1,124 -9.22 0.0126
2023-02-03 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14,748 -433 -2.85 1,238 12.97 0.0146
2022-11-07 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,181 -402 -2.58 1,095 5.19 0.0143
2022-07-28 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,583 -88 -0.56 1,041 -9.48 0.0131
2022-05-12 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,671 -171 -1.08 1,150 0.35 0.0125
2022-01-31 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,842 -1,905 -10.73 1,146 0.26 0.0122
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,747 -516 -2.83 1,143 -0.95 0.0133
2021-08-10 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,263 -4,860 -21.02 1,154 -16.74 0.0135
2021-05-07 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,123 3,006 14.94 1,386 38.88 0.0177
2021-02-10 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,117 -4,180 -17.20 998 2.04 0.0153
2020-11-02 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,297 -1,920 -7.32 978 -10.19 0.0170
2020-08-10 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,217 4,157 18.84 1,089 57.60 0.0203
2020-05-05 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 22,060 -1,999 -8.31 691 -47.77 0.0135
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 24,059 -16,951 -41.33 1,323 -43.53 0.0214
2019-11-05 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 41,010 624 1.55 2,343 0.17 0.0420
2019-08-13 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 40,386 652 1.64 2,339 29.01 0.0436
2019-05-13 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 39,734 -585 -1.45 1,813 1.80 0.0312
2019-01-29 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 40,319 5,277 15.06 1,781 -13.25 0.0347
2018-11-13 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 35,042 -1,674 -4.56 2,053 5.61 0.0365
2018-08-02 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 36,716 2,094 6.05 1,944 -7.82 0.0381
2018-05-04 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 34,622 -428 -1.22 2,109 -14.72 0.0436
2018-02-08 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 35,050 -516 -1.45 2,473 8.09 0.0519
2017-11-08 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 35,566 -3,093 -8.00 2,288 -7.59 0.0449
2017-08-11 2017-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 38,659 -1,744 -4.32 2,476 -2.86 0.0559
2017-05-12 2017-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 40,403 -67,345 -62.50 2,549 -59.10 0.0618
2017-02-15 2016-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 107,748 -1,511 -1.38 6,233 10.77 0.1414
2016-11-18 2016-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP COM 74251V102 109,259 40,197 58.20 5,627 98.27 0.1400
2016-11-14 2016-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 109,259 5,627
2016-08-13 2016-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 69,062 1,891 2.82 2,838 7.13 0.0835
2016-05-13 2016-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 67,171 -3,811 -5.37 2,649 -16.99 0.0825
2016-02-12 2015-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 70,982 -1,081 -1.50 3,191 -6.45 0.1039
2015-11-13 2015-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 72,063 -4,231 -5.55 3,411 -12.76 0.1194
2015-08-14 2015-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 76,294 -1,013 -1.31 3,910 -1.49 0.1285
2015-05-06 2015-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 77,307 924 1.21 3,969 0.08 0.1303
2015-02-12 2014-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 76,383 -2,850 -3.60 3,966 -4.57 0.1297
2014-11-12 2014-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 79,233 5,790 7.88 4,156 12.14 0.1408
2014-07-29 2014-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 73,443 -323 -0.44 3,706 9.29 0.1255
2014-05-05 2014-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 73,766 -965 -1.29 3,391 -7.93 0.1212
2014-02-13 2013-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP COM 74251V102 74,731 -807 -1.07 3,683 13.92 0.1376
2014-02-12 2013-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 74,731 3,683
2013-11-14 2013-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 75,538 1,308 1.76 3,233 16.34 0.1454
2013-08-16 2013-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 74,230 74,230 2,779 0.1342
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.