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.
InstitutionHolocene Advisors, LP
Latest Disclosed Ownership19,232 shares
Latest Disclosed Value $ 1,732,996
Holocene Advisors, LP reports 69.97% decrease in ownership of 1PFG / Principal Financial Group, Inc.

On May 15, 2026 - Holocene Advisors, LP filed a 13F-HR form disclosing ownership of 19,232 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $1,732,996 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 64,036 shares of Principal Financial Group, Inc.. This represents a change in shares of -69.97% during the quarter. The current value of the position is $1,413,552 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)
2026-05-15 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,232 -44,804 -69.97 1,733 -69.33 0.0042
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 64,036 -32,524 -33.68 5,649 -29.44 0.0119
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 96,560 -33,517 -25.77 8,006 -22.52 0.0182
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 130,077 -12,237 -8.60 10,332 -13.95 0.0252
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 142,314 17,708 14.21 12,007 24.49 0.0350
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 124,606 16,280 15.03 9,646 3.65 0.0309
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 108,326 52,077 92.58 9,305 110.90 0.0376
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 56,249 -38,335 -40.53 4,413 -45.95 0.0184
2024-05-15 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 94,584 94,584 8,164 0.0300
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -19,707 -100.00 0 -100.00
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,707 19,707 1,654 0.0101
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -10,501 -100.00 0 -100.00
2021-05-17 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,501 -17,367 -62.32 630 -54.45 0.0040
2021-02-16 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,868 -4,817 -14.74 1,383 5.09 0.0087
2020-11-16 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 32,685 -43,346 -57.01 1,316 -58.33 0.0100
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 76,031 -48,448 -38.92 3,158 -19.05 0.0277
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 124,479 84,504 211.39 3,901 77.40 0.0419
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 39,975 3,779 10.44 2,199 6.33 0.0197
2019-11-14 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 36,196 -2,321 -6.03 2,068 -7.31 0.0213
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 38,517 -8,664 -18.36 2,231 -5.79 0.0285
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 47,181 11,285 31.44 2,368 49.31 0.0362
2019-02-14 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 35,896 14,599 68.55 1,586 27.08 0.0256
2018-11-14 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 21,297 11,676 121.36 1,248 145.19 0.0201
2018-08-14 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 9,621 -2 -0.02 509 -13.14 0.0108
2018-05-15 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 9,623 -3,192 -24.91 586 -35.18 0.0132
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 12,815 12,815 904 0.0229
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.