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.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership35,367 shares
Latest Disclosed Value $ 3,186,921
Utah Retirement Systems reports 2.98% decrease in ownership of 1PFG / Principal Financial Group, Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 35,367 shares of Principal Financial Group, Inc. (IT:1PFG) valued at $3,186,921 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 36,454 shares of Principal Financial Group, Inc.. This represents a change in shares of -2.98% during the quarter. The current value of the position is $2,599,474 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 35,367 -1,087 -2.98 3,187 -0.90 0.0326
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,454 -195 -0.53 3,216 5.83 0.0306
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,649 -503 -1.35 3,039 2.98 0.0295
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 37,152 -423 -1.13 2,951 -6.94 0.0308
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 37,575 -138 -0.37 3,170 8.60 0.0366
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 37,713 -300 -0.79 2,919 -10.60 0.0322
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 38,013 -600 -1.55 3,265 7.79 0.0368
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 38,613 -2,500 -6.08 3,029 -14.63 0.0360
2024-05-15 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 41,113 -700 -1.67 3,548 7.87 0.0415
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 41,813 200 0.48 3,289 9.67 0.0419
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 41,613 100 0.24 2,999 -4.73 0.0429
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 41,513 -1,600 -3.71 3,148 -1.75 0.0437
2023-05-16 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 43,113 100 0.23 3,204 -11.22 0.0463
2023-02-15 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 43,013 -1,300 -2.93 3,610 12.89 0.0572
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 44,313 -300 -0.67 3,197 7.28 0.0533
2022-08-16 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 44,613 -1,500 -3.25 2,980 -11.96 0.0477
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 46,113 -1,400 -2.95 3,385 -1.51 0.0450
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 47,513 -400 -0.83 3,437 11.37 0.0425
2021-11-16 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 47,913 -3,300 -6.44 3,086 -4.64 0.0417
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 51,213 -900 -1.73 3,236 3.59 0.0417
2021-05-17 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,113 -2,300 -4.23 3,124 15.70 0.0435
2021-02-16 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 54,413 2,400 4.61 2,700 28.94 0.0383
2020-11-16 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,013 400 0.77 2,094 -2.33 0.0348
2020-08-13 2020-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 51,613 -900 -1.71 2,144 30.33 0.0394
2020-08-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 51,613 -900 2,144 39,351.0744
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 52,513 -100 -0.19 1,645 -43.16 0.0356
2020-02-12 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 52,613 200 0.38 2,894 -3.37 0.0509
2019-11-14 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 52,413 200 0.38 2,995 -0.96 0.0570
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 52,213 72 0.14 3,024 15.55 0.0579
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 52,141 -337 -0.64 2,617 12.90 0.0519
2019-02-08 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 52,478 0 0.00 2,318 -24.59 0.0524
2018-11-13 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 52,478 100 0.19 3,074 10.81 0.0595
2018-08-10 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 52,378 2,700 5.44 2,774 -8.33 0.0574
2018-05-15 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 49,678 100 0.20 3,026 -13.49 0.0644
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 49,578 700 1.43 3,498 11.26 0.0735
2017-11-13 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 48,878 100 0.21 3,144 0.61 0.0707
2017-08-08 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 48,778 -200 -0.41 3,125 1.10 0.0728
2017-05-11 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 48,978 100 0.20 3,091 9.30 0.0739
2017-02-10 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 48,878 0 0.00 2,828 12.31 0.0711
2016-11-07 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 48,878 0 0.00 2,518 25.34 0.0652
2016-08-03 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 48,878 -3,900 -7.39 2,009 -3.51 0.0535
2016-05-10 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 52,778 0 0.00 2,082 -12.30 0.0565
2016-02-11 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 52,778 100 0.19 2,374 -4.81 0.0644
2015-11-03 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 52,678 300 0.57 2,494 -7.15 0.0714
2015-08-11 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 52,378 -200 -0.38 2,686 -0.56 0.0714
2015-05-14 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 52,578 1,800 3.54 2,701 2.39 0.0710
2015-02-11 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 50,778 0 0.00 2,638 -0.98 0.0725
2014-11-06 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 50,778 -200 -0.39 2,664 3.50 0.0764
2014-08-08 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 50,978 -1,700 -3.23 2,574 6.28 0.0737
2014-05-08 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 52,678 400 0.77 2,422 -6.05 0.0699
2014-02-05 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 52,278 0 0.00 2,578 15.19 0.0763
2013-11-06 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 52,278 -500 -0.95 2,238 13.20 0.0724
2013-08-02 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 52,778 52,778 1,977 0.0668
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.