State Street Corp ownership in 1PFG / Principal Financial Group, Inc.

Principal Financial Group, Inc.

IT ˙ BIT ˙ US74251V1026

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73,50 € ↑2,00 (2,80%)

2025-11-20
DEL PRIS

Security	IT:1PFG / Principal Financial Group, Inc.
Institution	State Street Corp
Latest Disclosed Ownership	11,927,414 shares
Ownership	4.87%

2023-02-06 - State Street Corp has filed an SC 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 11,927,414 shares of Principal Financial Group, Inc. (IT:1PFG). This represents 4.87 percent ownership of the company. In their previous filing dated 2022-02-10 , State Street Corp had reported owning 13,547,492 shares, indicating a decrease of -11.96 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2023-02-06	2023-02-06	13G	13,547,492	11,927,414	-11.96	4.87	-4.70
2022-02-10	2022-02-10	13G		13,547,492		5.11

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	10,179,842	-329,518	-3.14	917,306	-1.05	0.0317
2026-02-13	2025-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	10,509,360	-50,696	-0.48	927,031	5.88	0.0311
2025-11-14	2025-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	10,560,056	-132,448	-1.24	875,534	3.09	0.0304
2025-08-14	2025-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	10,692,504	-74,062	-0.69	849,306	-6.50	0.0318
2025-05-15	2025-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	10,766,566	1,097,478	11.35	908,375	21.36	0.0374
2025-02-14	2024-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	9,669,088	128,250	1.34	748,473	-8.67	0.0295
2024-11-14	2024-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	9,540,838	-17,312	-0.18	819,558	9.30	0.0333
2024-08-14	2024-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	9,558,150	-98,963	-1.02	749,837	-10.04	0.0328
2024-05-15	2024-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	9,657,113	-64,969	-0.67	833,505	8.98	0.0373
2024-02-14	2023-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	9,722,082	-150,570	-1.53	764,836	7.49	0.0372
2023-11-14	2023-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	9,872,652	-274,119	-2.70	711,522	-7.54	0.0395
2023-08-14	2023-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	10,146,771	258,621	2.62	769,531	4.71	0.0404
2023-05-15	2023-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	9,888,150	-1,973,865	-16.64	734,887	-26.18	0.0415
2023-05-15	2022-12-31	13F/A-99	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	11,862,015	-156,746	-1.30	995,460	14.80	0.0585
2023-05-15	2022-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	11,862,015	-156,746		995,460		0.0585
2022-11-15	2022-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	12,018,761	17,083	0.14	867,154	8.18	0.0548
2022-08-15	2022-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	12,001,678	-866,082	-6.73	801,592	-15.14	0.0480
2022-05-16	2022-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	12,867,760	-623,257	-4.62	944,622	-3.20	0.0467
2022-02-14	2021-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	13,491,017	174,433	1.31	975,805	13.78	0.0463
2021-11-15	2021-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	13,316,584	137,725	1.05	857,588	2.98	0.0453
2021-08-16	2021-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	13,178,859	401,133	3.14	832,772	8.70	0.0439
2021-07-09	2021-03-31	13F/A-1	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	12,777,726	642,167	5.29	766,152	27.26	0.0439
2021-05-17	2021-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	12,777,726	642,167		766,152		0.0439
2021-02-16	2020-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	12,135,559	-219,620	-1.78	602,045	21.00	0.0369
2020-11-10	2020-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	12,355,179	-355,706	-2.80	497,543	-5.77	0.0340
2020-08-14	2020-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	12,710,885	117,732	0.93	528,010	33.79	0.0384
2020-06-19	2020-03-31	13F/A-1	PRINCIPAL FINL GROUP	COM	74251V102	12,593,153	-283,293	-2.20	394,669	-44.27	0.0345
2020-05-11	2020-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	12,593,153	-283,293		394,669		34,659.8850
2020-02-06	2019-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	12,876,446	241,394	1.91	708,205	-1.91	0.0485
2019-11-14	2019-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	12,635,052	-227,374	-1.77	721,967	-3.09	0.0538
2019-08-14	2019-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	12,862,426	118,364	0.93	744,992	16.47	0.0555
2019-05-15	2019-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	12,744,062	337,643	2.72	639,624	16.72	0.0499
2019-02-12	2018-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	12,406,419	-208,070	-1.65	547,992	-25.85	0.0499
2018-11-09	2018-09-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,614,489	595,791	4.96	739,078	16.13	0.0568
2018-08-14	2018-06-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,018,698	-567,864	-4.51	636,396	-16.99	0.0532
2018-05-15	2018-03-31	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,586,562	-908,546	-6.73	766,656	-19.49	0.0651
2018-02-14	2017-12-31	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	13,495,108	255,167	1.93	952,215	11.78	0.0766
2017-11-14	2017-09-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	13,239,941	-123,990	-0.93	851,847	-0.51	0.0735
2017-08-14	2017-06-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	13,363,931	-258,959	-1.90	856,236	-0.41	0.0757
2017-05-15	2017-03-31	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	13,622,890	123,961	0.92	859,745	10.08	0.0767
2017-02-09	2016-12-31	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	13,498,929	1,698,389	14.39	781,033	28.49	0.0735
2017-01-13	2016-09-30	13F/A-1	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	11,800,540	191,003	1.65	607,852	27.36	0.0613
2016-11-14	2016-09-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	8,938,987			460,453
2016-08-12	2016-06-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	11,609,537	-181,673	-1.54	477,264	2.60	0.0513
2016-05-20	2016-03-31	13F/A-1	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	11,791,210	46,665	0.40	465,166	-11.94	0.0503
2016-05-12	2016-03-31	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	11,791,210			465,166
2016-02-16	2015-12-31	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	11,744,545	144,087	1.24	528,258	-3.81	0.0577
2015-11-16	2015-09-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	11,600,458	-6,295	-0.05	549,169	-7.75	0.0639
2015-08-13	2015-06-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	11,606,753	-446,940	-3.71	595,313	-3.86	0.0636
2015-05-15	2015-03-31	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,053,693	-484,802	-3.87	619,197	-4.92	0.0635
2015-02-11	2014-12-31	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,538,495	352,896	2.90	651,252	1.86	0.0649
2014-11-12	2014-09-30	13F/A-1	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,185,599	250,925	2.10	639,376	6.13	0.0688
2014-11-10	2014-09-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,185,599			639,376
2014-08-12	2014-06-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	11,934,674	-157,669	-1.30	602,458	8.33	0.0651
2014-05-15	2014-03-31	13F/A-1	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,092,343	-667,593	-5.23	556,133	-11.61	0.0632
2014-05-13	2014-03-31	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,092,343			556,133
2014-02-06	2013-12-31	13F/A-1	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,759,936	463,145	3.77	629,190	19.49	0.0700
2014-02-06	2013-12-31	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,257,775			349,591
2013-11-12	2013-09-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,296,791	-134,137	-1.08	526,547	13.11	0.0649
2013-08-08	2013-06-30	13F	PRINCIPAL FINANCIAL GRP	Common equity shares	74251V102	12,430,928	12,430,928		465,533		0.0607

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.