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.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership39,393 shares
Latest Disclosed Value $ 3,549,673
Mercer Global Advisors Inc /adv reports 31.43% increase in ownership of 1PFG / Principal Financial Group, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 39,393 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $3,549,673 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 29,972 shares of Principal Financial Group, Inc.. This represents a change in shares of 31.43% during the quarter. The current value of the position is $2,895,386 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 39,393 9,421 31.43 3,550 34.28 0.0053
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 29,972 13,283 79.59 2,644 91.11 0.0040
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,689 288 1.76 1,384 6.22 0.0023
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,401 -780 -4.54 1,303 -10.14 0.0027
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,181 -2,613 -13.20 1,450 -5.42 0.0033
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,794 -3,637 -15.52 1,532 -23.32 0.0037
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,431 3,216 15.91 1,998 -2.25 0.0047
2024-08-12 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,215 -2,025 -9.11 2,045 204,300.00 0.0056
2024-05-15 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 22,240 -29,232 -56.79 2 -75.00 0.0055
2024-02-15 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 51,472 -186,459 -78.37 4 -76.47 0.0122
2023-11-15 2023-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 237,931 29,181 13.98 17 13.33 0.0651
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 237,931 29,181 17 0.0651
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 208,750 4,989 2.45 16 0.00 0.0628
2023-05-16 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 203,761 75,780 59.21 15 50.00 0.0688
2023-02-09 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 127,981 19,660 18.15 11 -99.87 0.0538
2022-11-15 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 108,321 102,143 1,653.33 7,815 1,792.25 0.0464
2022-08-10 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,178 873 16.46 413 6.17 0.0025
2022-05-10 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,305 -35 -0.66 389 0.78 0.0023
2022-02-04 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,340 427 8.69 386 21.77 0.0024
2021-11-10 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,913 334 7.29 317 9.69 0.0022
2021-08-10 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,579 4,474 4,260.95 289 4,716.67 0.0022
2021-08-10 2021-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 105 105 6 0.0001
2020-08-10 2020-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -13,561 -100.00 0 -100.00
2020-05-18 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 13,561 3,281 31.92 425 -24.78 0.0094
2020-02-13 2019-12-31 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 10,280 -1,586 -13.37 565 -16.67 0.0113
2019-11-12 2019-09-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 11,866 -1,418 -10.67 678 -11.83 0.0159
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP INC COM COM 74251V102 13,284 3,132 30.85 769 50.78 0.0204
2019-04-23 2019-03-31 13F/A-1 PRINCIPAL FINL GROUP INC COM COM 74251V102 10,152 10,152 510 0.0183
2019-04-12 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,695 296 0.0158
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.