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.
InstitutionMarshall Wace, Llp
Latest Disclosed Ownership102,158 shares
Latest Disclosed Value $ 9,205,458
Marshall Wace, Llp reports 86.06% decrease in ownership of 1PFG / Principal Financial Group, Inc.

On May 14, 2026 - Marshall Wace, Llp filed a 13F-HR form disclosing ownership of 102,158 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $9,205,458 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 732,606 shares of Principal Financial Group, Inc.. This represents a change in shares of -86.06% during the quarter. The current value of the position is $7,508,613 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)
2026-05-14 2026-03-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 102,158 -630,448 -86.06 9,205 -85.76 0.0043
2026-02-13 2025-12-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 732,606 305,592 71.56 64,623 82.54 0.0588
2025-11-13 2025-09-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 427,014 15,829 3.85 35,404 8.40 0.0359
2025-08-13 2025-06-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 411,185 163,083 65.73 32,660 56.03 0.0368
2025-05-15 2025-03-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 248,102 239,964 2,948.69 20,932 3,227.82 0.0266
2025-02-13 2024-12-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 8,138 8,138 630 0.0008
2024-11-14 2024-09-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 0 -38,337 -100.00 0 -100.00
2024-08-14 2024-06-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 38,337 -471,471 -92.48 3,008 -93.17 0.0040
2024-05-15 2024-03-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 509,808 -215,208 -29.68 44,002 -22.86 0.0670
2024-02-14 2023-12-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 725,016 375,275 107.30 57,037 126.29 0.0966
2023-11-14 2023-09-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 349,741 -177,477 -33.66 25,206 -36.96 0.0511
2023-08-14 2023-06-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 527,218 337,855 178.42 39,984 184.12 0.0781
2023-05-15 2023-03-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 189,363 75,769 66.70 14,073 47.64 0.0299
2023-02-14 2022-12-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 113,594 113,594 9,533 0.0214
2021-08-13 2021-06-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 0 -7,521 -100.00 0 -100.00
2021-05-17 2021-03-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 7,521 -27,724 -78.66 451 -74.21 0.0021
2021-02-16 2020-12-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 35,245 -41,286 -53.95 1,749 -43.25 0.0095
2020-11-16 2020-09-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 76,531 -77,440 -50.30 3,082 -51.81 0.0197
2020-08-13 2020-06-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 153,971 106,084 221.53 6,396 326.12 0.0448
2020-05-15 2020-03-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 47,887 47,834 90,252.83 1,501 49,933.33 0.0150
2020-02-14 2019-12-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 53 -322 -85.87 3 -85.71 0.0000
2019-11-14 2019-09-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 375 375 607.55 21 600.00 0.0002
2018-11-14 2018-09-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 0 -147,229 -100.00 0 -100.00
2018-08-14 2018-06-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 147,229 147,229 7,796 0.1167
2016-08-12 2016-06-30 13F PRINCIPAL FINL COMMON STOCK 74251V102 0 -135,795 -100.00 0 -100.00
2016-05-13 2016-03-31 13F PRINCIPAL FINL COMMON STOCK 74251V102 135,795 135,795 5,357 0.0516
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.