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.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership555,487 shares
Latest Disclosed Value $ 50,054,895
First Trust Advisors Lp reports 19.26% decrease in ownership of 1PFG / Principal Financial Group, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 555,487 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $50,054,895 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 688,028 shares of Principal Financial Group, Inc.. This represents a change in shares of -19.26% during the quarter. The current value of the position is $40,828,294 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 555,487 -132,541 -19.26 50,055 -17.53 0.0358
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 688,028 107,981 18.62 60,691 26.20 0.0441
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 580,047 -110,481 -16.00 48,092 -12.32 0.0357
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 690,528 466,786 208.63 54,849 190.55 0.0441
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 223,742 32,650 17.09 18,877 27.62 0.0167
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 191,092 88,656 86.55 14,792 68.11 0.0130
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 102,436 42,549 71.05 8,799 87.29 0.0084
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 59,887 -102,680 -63.16 4,698 -66.52 0.0048
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 162,567 -2,621,011 -94.16 14,031 -93.59 0.0142
2024-02-13 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,783,578 144,262 5.47 218,984 15.12 0.2390
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,639,316 -22,676 -0.85 190,216 -5.78 0.2254
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,661,992 -2,240,032 -45.70 201,885 -44.59 0.2296
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,902,024 2,063,939 72.72 364,318 52.92 0.4207
2023-02-09 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,838,085 2,255,366 387.04 238,239 466.65 0.2833
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 582,719 -38,162 -6.15 42,043 1.38 0.0545
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 620,881 58,365 10.38 41,469 0.42 0.0512
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 562,516 201,144 55.66 41,294 57.98 0.0422
2022-02-08 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 361,372 -123,560 -25.48 26,138 -16.30 0.0254
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 484,932 -92,061 -15.96 31,230 -14.34 0.0336
2021-10-12 2021-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 576,993 60,313 11.67 36,460 17.69 0.0395
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 576,993 60,313 36,460 0.0376
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 516,680 31,871 6.57 30,980 28.81 0.0375
2021-02-02 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 484,809 99,457 25.81 24,051 54.99 0.0319
2020-11-05 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 385,352 -52,821 -12.05 15,518 -14.75 0.0249
2020-07-22 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 438,173 -413,645 -48.56 18,202 -31.82 0.0316
2020-05-06 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 851,818 -176,136 -17.13 26,696 -52.78 0.0605
2020-02-03 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,027,954 225,502 28.10 56,537 23.30 0.0965
2019-11-04 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 802,452 -3,118 -0.39 45,852 -1.73 0.0863
2019-07-30 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 805,570 -883,237 -52.30 46,659 -44.95 0.0880
2019-06-19 2019-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 1,688,807 785,974 87.06 84,761 112.55 0.1686
2019-05-09 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,688,807 785,974 84,761
2019-02-07 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 902,833 -396,429 -30.51 39,878 -47.61 0.0946
2018-10-25 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,299,262 600,798 86.02 76,124 105.83 0.1417
2018-08-02 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 698,464 42,884 6.54 36,984 -7.38 0.0767
2018-04-23 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 655,580 347,188 112.58 39,931 83.51 0.0917
2018-02-08 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 308,392 46,484 17.75 21,760 29.13 0.0518
2017-10-24 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 261,908 -33,922 -11.47 16,851 -11.10 0.0433
2017-08-02 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 295,830 -162,247 -35.42 18,954 -34.44 0.0506
2017-05-02 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 458,077 24,247 5.59 28,909 15.17 0.0801
2017-02-06 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 433,830 -66,439 -13.28 25,101 -2.59 0.0747
2016-11-01 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 500,269 -84,195 -14.41 25,769 7.25 0.0769
2016-08-04 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 584,464 254,835 77.31 24,027 84.77 0.0757
2016-05-10 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 329,629 144,930 78.47 13,004 56.52 0.0418
2016-05-04 2015-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 184,699 -100,024 -35.13 8,308 -38.36 0.0216
2016-02-03 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 184,699 8,308
2015-11-05 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 284,723 107,021 60.22 13,479 47.89 0.0390
2015-08-04 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 177,702 31,154 21.26 9,114 21.07 0.0237
2015-05-04 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 146,548 -143,069 -49.40 7,528 -49.96 0.0221
2015-02-13 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 289,617 88,588 44.07 15,043 42.61 0.0507
2014-11-12 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 201,029 66,821 49.79 10,548 55.69 0.0415
2014-08-11 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 134,208 -58,121 -30.22 6,775 -23.40 0.0281
2014-05-12 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 192,329 96,216 100.11 8,845 86.64 0.0389
2014-08-08 2013-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 96,113 -16,699 -14.80 4,739 -1.90 0.0230
2014-02-13 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 96,113 4,739
2013-11-12 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 112,812 -33,642 -22.97 4,831 -11.92 0.0262
2013-08-12 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 146,454 146,454 5,485 0.0357
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.