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.
InstitutionPrivate Advisor Group, LLC
Latest Disclosed Ownership31,870 shares
Latest Disclosed Value $ 2,871,745
Private Advisor Group, LLC reports 8.48% increase in ownership of 1PFG / Principal Financial Group, Inc.

On April 24, 2026 - Private Advisor Group, LLC filed a 13F-HR form disclosing ownership of 31,870 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $2,871,745 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 29,379 shares of Principal Financial Group, Inc.. This represents a change in shares of 8.48% during the quarter. The current value of the position is $2,342,445 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)
2026-04-24 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 31,870 2,491 8.48 2,872 10.81 0.0128
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 29,379 3,629 14.09 2,592 21.42 0.0117
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,750 -58 -0.22 2,135 4.15 0.0105
2025-08-11 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,808 37 0.14 2,050 -5.75 0.0110
2025-05-05 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,771 -71 -0.27 2,174 8.70 0.0132
2025-02-03 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,842 26 0.10 2,000 -9.79 0.0113
2024-10-22 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,816 -415 -1.58 2,218 7.78 0.0138
2024-08-05 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,231 -1,740 -6.22 2,058 -14.79 0.0138
2024-04-30 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,971 -995 -3.44 2,414 5.97 0.0173
2024-02-06 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,966 -4,984 -14.68 2,279 -6.87 0.0177
2023-11-03 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 33,950 -57 -0.17 2,447 -8.46 0.0219
2023-08-10 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 34,007 2,897 9.31 2,673 15.57 0.0232
2023-05-10 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 31,110 -2,972 -8.72 2,312 20.61 0.0221
2023-01-18 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 34,082 4,063 13.53 1,917 -11.50 0.0965
2022-10-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 30,019 -5,259 -14.91 2,166 -8.10 0.0249
2022-07-13 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 35,278 999 2.91 2,357 -6.32 0.0210
2022-05-12 2022-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 34,279 1,866 5.76 2,516 7.34 0.0193
2022-05-10 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 32,413 0 2,344 0.0176
2022-02-10 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 32,413 -21,416 -39.79 2,344 -32.37 0.0176
2021-10-14 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 53,829 20,657 62.27 3,466 65.36 0.0220
2021-08-12 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 33,172 4,742 16.68 2,096 22.93 0.0183
2021-04-22 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,430 21,043 284.87 1,705 365.85 0.0163
2021-04-01 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,387 -1,678 -18.51 366 0.27 0.0038
2020-11-02 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,065 4,260 88.66 365 82.50 0.0047
2020-08-17 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,805 4,805 200 0.0028
2020-05-12 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -4,484 -100.00 0 -100.00
2020-02-10 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,484 -194 -4.15 247 -7.49 0.0038
2019-11-13 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,678 -3,389 -42.01 267 -42.83 0.0042
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,067 3,689 84.26 467 112.27 0.0084
2019-05-13 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,378 -1,163 -20.99 220 -9.84 0.0043
2019-02-08 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,541 -739 -11.77 244 -33.70 0.0059
2018-11-01 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,280 2,097 50.13 368 66.52 0.0075
2018-08-09 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,183 4,183 221 0.0036
2018-05-09 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -3,821 -100.00 0 -100.00
2018-02-07 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,821 -60 -1.55 273 7.06 0.0115
2017-11-13 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,881 3,881 255 0.0063
2017-08-10 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -3,643 -100.00 0 -100.00
2017-05-10 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,643 40 1.11 228 8.06 0.0064
2017-02-09 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,603 3,603 211 0.0069
2015-11-13 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -4,074 -100.00 0 -100.00
2015-08-13 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,074 4,074 208 0.0099
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.