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.
InstitutionPSI Advisors, LLC
Latest Disclosed Ownership15,069 shares
Latest Disclosed Value $ 1,357,867
PSI Advisors, LLC reports 10.15% increase in ownership of 1PFG / Principal Financial Group, Inc.

On May 15, 2026 - PSI Advisors, LLC filed a 13F-HR form disclosing ownership of 15,069 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $1,357,867 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 13,681 shares of Principal Financial Group, Inc.. This represents a change in shares of 10.15% during the quarter. The current value of the position is $1,107,572 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.

Upgrade to unlock premium data and export to Excel .

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 Common Stock 74251V102 15,069 1,388 10.15 1,358 12.52 0.2154
2026-02-09 2025-12-31 13F PRINCIPAL FINANCIAL Common Stock 74251V102 13,681 491 3.72 1,207 10.34 0.3031
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL Common Stock 74251V102 13,190 0 0.00 1,094 4.39 0.2817
2025-08-12 2025-06-30 13F PRINCIPAL FINANCIAL Common Stock 74251V102 13,190 2,829 27.30 1,048 19.79 0.5143
2025-04-21 2025-03-31 13F PRINCIPAL FINANCIAL Common Stock 74251V102 10,361 277 2.75 874 12.05 0.2843
2025-01-13 2024-12-31 13F PRINCIPAL FINANCIAL Common Stock 74251V102 10,084 -200 -1.94 781 -11.66 0.2316
2024-10-22 2024-09-30 13F PRINCIPAL FINANCIAL Common Stock 74251V102 10,284 0 0.00 883 9.55 0.2588
2024-07-23 2024-06-30 13F PRINCIPAL FINANCIAL Common Stock 74251V102 10,284 0 0.00 807 -9.13 0.2553
2024-04-24 2024-03-31 13F PRINCIPAL FINANCIAL Common Stock 74251V102 10,284 0 0.00 888 9.64 0.3207
2024-02-01 2023-12-31 13F PRINCIPAL FINANCIAL Common Stock 74251V102 10,284 0 0.00 809 9.18 0.3020
2023-10-13 2023-09-30 13F PRINCIPAL FINANCIAL Common Stock 74251V102 10,284 -2,709 -20.85 741 -24.77 0.3208
2023-07-21 2023-06-30 13F PRINCIPAL FINANCIAL Common Stock 74251V102 12,993 0 0.00 985 2.07 0.4325
2023-04-25 2023-03-31 13F PRINCIPAL FINANCIAL Common Stock 74251V102 12,993 -521 -3.86 966 -14.90 0.4663
2023-01-19 2022-12-31 13F PRINCIPAL FINANCIAL Common Stock 74251V102 13,514 -1,783 -11.66 1,134 2.72 0.6035
2022-10-20 2022-09-30 13F PRINCIPAL FINANCIAL Common Stock 74251V102 15,297 0 0.00 1,104 8.02 0.5800
2022-07-18 2022-06-30 13F PRINCIPAL FINANCIAL Common Stock 74251V102 15,297 -834 -5.17 1,022 -13.68 0.5024
2022-04-20 2022-03-31 13F PRINCIPAL FINANCIAL Common Stock 74251V102 16,131 103 0.64 1,184 2.16 0.4874
2022-02-11 2021-12-31 13F PRINCIPAL FINANCIAL Common Stock 74251V102 16,028 501 3.23 1,159 15.90 0.4717
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL Stock 74251V102 15,527 0 0.00 1,000 1.94 0.4595
2021-08-10 2021-06-30 13F PRINCIPAL FINANCIAL COM 74251V102 15,527 -2,000 -11.41 981 -6.57 0.5170
2021-05-11 2021-03-31 13F PRINCIPAL FINANCIAL COM 74251V102 17,527 2,782 18.87 1,050 43.64 0.6185
2021-02-08 2020-12-31 13F PRINCIPAL FINANCIAL COM 74251V102 14,745 0 0.00 731 23.27 0.5041
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL COM 74251V102 14,745 -21 -0.14 593 -3.26 0.4526
2020-11-24 2020-06-30 13F/A-1 PRINCIPAL FINANCIAL COM 74251V102 14,766 0 0.00 613 32.68 0.4943
2020-08-04 2020-06-30 13F PRINCIPAL FINANCIAL COM 74251V102 14,766 0 613 69,798.3704
2020-05-15 2020-03-31 13F PRINCIPAL FINANCIAL COM 74251V102 14,766 1,260 9.33 462 -37.74 0.4249
2020-02-13 2019-12-31 13F PRINCIPAL FINANCIAL COM 74251V102 13,506 13,506 742 0.4771
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.