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.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership5,660,667 shares
Latest Disclosed Value $ 508,160,285
Geode Capital Management, Llc reports 1.52% increase in ownership of 1PFG / Principal Financial Group, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 5,660,667 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $508,160,285 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,575,729 shares of Principal Financial Group, Inc.. This represents a change in shares of 1.52% during the quarter. The current value of the position is $416,059,024 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)
2026-05-15 2026-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,660,667 84,938 1.52 508,160 3.72 0.0169
2026-02-09 2025-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,575,729 -41,714 -0.74 489,925 5.62 0.0302
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,617,443 130,761 2.38 463,864 6.89 0.0296
2025-08-08 2025-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,486,682 5,840 0.11 433,955 -5.85 0.0304
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,480,842 14,255 0.26 460,936 9.21 0.0362
2025-02-12 2024-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,466,587 52,410 0.97 422,074 -8.94 0.0327
2024-11-12 2024-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,414,177 -15,277 -0.28 463,518 9.11 0.0375
2024-08-09 2024-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,429,454 26,087 0.48 424,820 -8.68 0.0373
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,403,367 220,538 4.26 465,191 14.30 0.0430
2024-02-13 2023-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,182,829 19,679 0.38 406,992 9.52 0.0426
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,163,150 -440,294 -7.86 371,618 -12.39 0.0443
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,603,444 87,605 1.59 424,188 3.63 0.0498
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,515,839 -78,891 -1.41 409,318 87,361.11 0.0532
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,594,730 -2,359 -0.04 469 -99.88 0.0658
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,597,089 656,094 13.28 403,420 22.47 0.0612
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,940,995 -178,747 -3.49 329,416 -12.15 0.0483
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 5,119,742 127,222 2.55 374,983 4.10 0.0468
2022-02-11 2021-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,992,520 57,389 1.16 360,225 13.64 0.0434
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,935,131 74,731 1.54 316,997 3.49 0.0427
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,860,400 104,349 2.19 306,316 7.69 0.0422
2021-05-12 2021-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,756,051 145,998 3.17 284,455 24.68 0.0435
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,610,053 80,941 1.79 228,142 25.32 0.0383
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,529,112 -5,171 -0.11 182,048 -3.18 0.0357
2020-08-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,534,283 -67,086 -1.46 188,028 30.63 0.0402
2020-05-14 2020-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,601,369 94,280 2.09 143,938 -41.83 0.0375
2020-02-20 2019-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP COM 74251V102 4,507,089 165,588 3.81 247,426 -0.12 0.0517
2020-02-13 2019-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,507,089 165,588 247,426 31,532.2742
2019-11-12 2019-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,341,501 158,643 3.79 247,718 2.41 0.0578
2019-08-14 2019-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,182,858 123,393 3.04 241,889 18.91 0.0585
2019-05-14 2019-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,059,465 -90,133 -2.17 203,419 11.15 0.0527
2019-03-06 2018-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP COM 74251V102 4,149,598 550,835 15.31 183,017 -13.05 0.0566
2019-02-13 2018-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,149,598 550,835 183,017
2018-11-13 2018-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 3,598,763 150,865 4.38 210,487 15.51 0.0593
2018-08-14 2018-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 3,447,898 129,072 3.89 182,219 -9.65 0.0560
2018-05-15 2018-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 3,318,826 264,629 8.66 201,677 -6.23 0.0657
2018-02-13 2017-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 3,054,197 236,694 8.40 215,072 18.87 0.0730
2017-11-14 2017-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 2,817,503 88,331 3.24 180,930 3.65 0.0668
2017-08-14 2017-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 2,729,172 25,039 0.93 174,556 2.43 0.0686
2017-06-21 2017-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,704,133 240,899 9.78 170,420 19.72 0.0699
2017-05-12 2017-03-31 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,704,133 170,420
2017-02-14 2016-12-31 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,463,234 112,801 4.80 142,352 17.77 0.0662
2016-11-10 2016-09-30 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,350,433 76,561 3.37 120,877 29.53 0.0609
2016-08-12 2016-06-30 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,273,872 48,134 2.16 93,317 6.50 0.0508
2016-05-13 2016-03-31 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,225,738 25,529 1.16 87,625 -11.27 0.0465
2016-02-12 2015-12-31 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,200,209 -1,231 -0.06 98,758 -5.05 0.0563
2015-11-13 2015-09-30 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,201,440 24,649 1.13 104,009 -6.66 0.0631
2015-08-14 2015-06-30 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,176,791 14,081 0.65 111,426 0.45 0.0636
2015-05-14 2015-03-31 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,162,710 82,557 3.97 110,924 2.80 0.0634
2015-02-12 2014-12-31 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,080,153 64,408 3.20 107,901 2.15 0.0642
2014-11-14 2014-09-30 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,015,745 -19,751 -0.97 105,629 2.86 0.0685
2014-08-13 2014-06-30 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,035,496 -13,742 -0.67 102,689 9.01 0.0664
2014-05-14 2014-03-31 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,049,238 30,063 1.49 94,203 -5.36 0.0632
2014-02-14 2013-12-31 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 2,019,175 109,515 5.73 99,536 21.76 0.0690
2013-11-14 2013-09-30 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 1,909,660 66,766 3.62 81,751 18.48 0.0655
2013-08-14 2013-06-30 13F PRINCIPAL FINANCIAL GROUP I COM COM 74251V102 1,842,894 1,842,894 69,002 0.0607
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.