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.
InstitutionHohimer Wealth Management, Llc
Latest Disclosed Ownership24,697 shares
Latest Disclosed Value $ 2,225,411
Hohimer Wealth Management, Llc ownership in 1PFG / Principal Financial Group, Inc.

On May 1, 2026 - Hohimer Wealth Management, Llc filed a 13F-HR form disclosing ownership of 24,697 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $2,225,411 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 0 shares of Principal Financial Group, Inc.. The current value of the position is $1,815,230 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)
2026-05-01 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,697 24,697 2,225 0.2614
2026-02-12 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -100.00 0
2026-02-12 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,694 2,178
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,041 3 0.01 2,076 4.43 0.2903
2025-08-19 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,038 3 0.01 1,989 -5.87 0.3529
2025-05-02 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,035 311 1.26 2,112 10.40 0.4113
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,724 0 0.00 1,914 -9.89 0.3602
2024-11-19 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,724 0 0.00 2,124 9.49 0.4568
2024-08-02 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,724 0 0.00 1,940 -9.10 0.4501
2024-05-08 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,724 -284 -1.14 2,134 8.44 0.5000
2024-02-09 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,008 0 0.00 1,967 9.16 0.4987
2023-11-21 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,008 0 0.00 1,802 -4.96 0.5149
2023-07-28 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,008 0 0.00 1,897 2.05 0.5237
2023-05-03 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,008 20,675 477.15 1,859 411.85 0.5382
2023-02-01 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,333 -20,815 -82.77 364 -79.99 0.1160
2022-11-02 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,148 0 0.00 1,814 7.98 0.5826
2022-07-25 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,148 0 0.00 1,680 -8.99 0.4960
2022-05-03 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,148 -250 -0.98 1,846 0.49 0.3642
2022-01-25 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,398 -21 -0.08 1,837 12.22 0.3867
2021-10-18 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,419 0 0.00 1,637 1.93 0.3432
2021-07-12 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,419 515 2.07 1,606 7.57 0.3287
2021-04-12 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,904 -2,611 -9.49 1,493 9.38 0.3638
2021-01-12 2020-12-31 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,515 -41 -0.15 1,365 21.23 0.3617
2021-01-11 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,515 -41 1,365 350,704.1059
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,556 -16,624 -37.63 1,126 -38.64 0.3210
2020-07-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 44,180 -1,434 -3.14 1,835 26.99 0.6331
2020-05-05 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 45,614 10,323 29.25 1,445 -25.55 0.6106
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 35,291 35,291 1,941 0.6750
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.