PulteGroup, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership313,431 shares
Latest Disclosed Value $ 36,862,620
Principal Financial Group Inc reports 0.42% decrease in ownership of PHM / PulteGroup, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 313,431 shares of PulteGroup, Inc. (MX:PHM) valued at $36,862,620 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 314,762 shares of PulteGroup, Inc.. This represents a change in shares of -0.42% during the quarter.

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)
2026-05-04 2026-03-31 13F PULTE GROUP COM 745867101 313,431 -1,331 -0.42 36,863 -0.12 0.0197
2026-02-02 2025-12-31 13F PULTE GROUP COM 745867101 314,762 1,827 0.58 36,909 -10.74 0.0188
2025-11-04 2025-09-30 13F PULTE GROUP COM 745867101 312,935 61,009 24.22 41,348 55.63 0.0209
2025-08-08 2025-06-30 13F PULTE GROUP COM 745867101 251,926 -17,723 -6.57 26,568 -4.15 0.0140
2025-04-28 2025-03-31 13F PULTE GROUP COM 745867101 269,649 -8,308 -2.99 27,720 -8.42 0.0156
2025-01-31 2024-12-31 13F PULTE GROUP COM 745867101 277,957 -54,251 -16.33 30,270 -36.52 0.0165
2024-10-31 2024-09-30 13F PULTE GROUP COM 745867101 332,208 -57,580 -14.77 47,682 11.11 0.0263
2024-07-29 2024-06-30 13F PULTE GROUP COM 745867101 389,788 -4,972 -1.26 42,916 -9.87 0.0255
2024-04-29 2024-03-31 13F PULTE GROUP COM 745867101 394,760 -942 -0.24 47,616 16.58 0.0280
2024-02-07 2023-12-31 13F PULTE GROUP COM 745867101 395,702 102,775 35.09 40,844 88.30 0.0260
2023-11-02 2023-09-30 13F PULTE GROUP COM 745867101 292,927 -102,668 -25.95 21,691 -29.41 0.0156
2023-08-07 2023-06-30 13F PULTE GROUP COM 745867101 395,595 40,778 11.49 30,730 48.61 0.0210
2023-05-09 2023-03-31 13F PULTE GROUP COM 745867101 354,817 60,779 20.67 20,679 54.46 0.0148
2023-02-09 2022-12-31 13F PULTE GROUP COM 745867101 294,038 -14,145 -4.59 13,388 15.83 0.0101
2022-11-09 2022-09-30 13F PULTE GROUP COM 745867101 308,183 5,281 1.74 11,557 -3.72 0.0092
2022-08-10 2022-06-30 13F PULTE GROUP COM 745867101 302,902 -32,591 -9.71 12,004 -14.60 0.0089
2022-05-09 2022-03-31 13F PULTE GROUP COM 745867101 335,493 -27,445 -7.56 14,057 -32.24 0.0056
2022-05-09 2022-03-31 13F PULTE GROUP COM 745867101 311,023 13,032
2022-02-09 2021-12-31 13F PULTE GROUP COM 745867101 362,938 -31,473 -7.98 20,746 14.55 0.0124
2021-11-09 2021-09-30 13F PULTE GROUP COM 745867101 394,411 -60,891 -13.37 18,111 -27.11 0.0118
2021-08-10 2021-06-30 13F PULTE GROUP COM 745867101 455,302 41,582 10.05 24,846 14.52 0.0161
2021-05-10 2021-03-31 13F PULTE GROUP COM 745867101 413,720 -694 -0.17 21,695 21.41 0.0153
2021-02-23 2020-12-31 13F/A-1 PULTE GROUP COM 745867101 414,414 -200,550 -32.61 17,869 -37.23 0.0132
2021-02-08 2020-12-31 13F PULTE GROUP COM 745867101 948,380 333,416 40,894 16,088.3298
2020-11-06 2020-09-30 13F PULTE GROUP COM 745867101 614,964 -53,652 -8.02 28,467 25.11 0.0240
2020-08-05 2020-06-30 13F PULTE GROUP COM 745867101 668,616 155,019 30.18 22,753 98.47 0.0202
2020-05-12 2020-03-31 13F PULTE GROUP COM 745867101 513,597 81,737 18.93 11,464 -31.58 0.0127
2020-02-05 2019-12-31 13F PULTE GROUP COM 745867101 431,860 -116,239 -21.21 16,756 -16.36 0.0140
2019-11-13 2019-09-30 13F PULTE GROUP COM 745867101 548,099 12,428 2.32 20,033 18.28 0.0177
2019-08-12 2019-06-30 13F PULTE GROUP COM 745867101 535,671 90,355 20.29 16,937 36.03 0.0152
2019-05-10 2019-03-31 13F PULTE GROUP COM 745867101 445,316 -8,010 -1.77 12,451 5.68 0.0116
2019-02-14 2018-12-31 13F PULTE GROUP COM 745867101 453,326 -13,445 -2.88 11,782 1.90 0.0126
2018-11-14 2018-09-30 13F PULTE GROUP COM 745867101 466,771 -363,145 -43.76 11,562 -51.54 0.0102
2018-08-13 2018-06-30 13F PULTE GROUP COM 745867101 829,916 -6,984 -0.83 23,860 -3.32 0.0219
2018-05-14 2018-03-31 13F PULTE GROUP COM 745867101 836,900 308,541 58.40 24,680 40.48 0.0237
2018-02-12 2017-12-31 13F PULTE GROUP COM 745867101 528,359 91,318 20.89 17,568 47.09 0.0162
2017-11-02 2017-09-30 13F PULTE GROUP COM 745867101 437,041 -5,089 -1.15 11,944 10.13 0.0116
2017-08-08 2017-06-30 13F PULTE GROUP COM 745867101 442,130 -25,752 -5.50 10,845 -1.57 0.0109
2017-05-11 2017-03-31 13F PULTE GROUP COM 745867101 467,882 12,321 2.70 11,018 31.59 0.0133
2017-02-13 2016-12-31 13F PULTE GROUP COM 745867101 455,561 -46,031 -9.18 8,373 -16.70 0.0106
2016-11-10 2016-09-30 13F PULTE GROUP COM 745867101 501,592 20,305 4.22 10,052 7.16 0.0133
2016-08-09 2016-06-30 13F PULTE GROUP COM 745867101 481,287 12,361 2.64 9,380 6.91 0.0131
2016-05-10 2016-03-31 13F PULTE GROUP COM 745867101 468,926 8,699 1.89 8,774 6.99 0.0127
2016-02-09 2015-12-31 13F PULTE GROUP COM 745867101 460,227 4,811 1.06 8,201 -4.56 0.0122
2015-11-12 2015-09-30 13F/A-1 PULTE GROUP COM 745867101 455,416 -23,131 -4.83 8,593 -10.89 0.0135
2015-11-09 2015-09-30 13F PULTE GROUP COM 745867101 455,416 8,593
2015-08-10 2015-06-30 13F PULTE GROUP COM 745867101 478,547 -31,169 -6.11 9,643 -14.89 0.0144
2015-05-14 2015-03-31 13F/A-1 PULTE GROUP COM 745867101 509,716 12,240 2.46 11,330 6.14 0.0169
2015-05-12 2015-03-31 13F PULTE GROUP COM 745867101 509,716 11,331
2015-02-12 2014-12-31 13F PULTE GROUP COM 745867101 497,476 38,402 8.37 10,675 31.68 0.0166
2014-11-13 2014-09-30 13F PULTE GROUP COM 745867101 459,074 6,740 1.49 8,107 -11.10 0.0138
2014-08-12 2014-06-30 13F PULTE GROUP COM 745867101 452,334 -47,835 -9.56 9,119 -4.99 0.0153
2014-05-13 2014-03-31 13F PULTE GROUP COM 745867101 500,169 -2,224 -0.44 9,598 -6.21 0.0171
2014-02-12 2013-12-31 13F PULTE GROUP COM 745867101 502,393 -2,915 -0.58 10,234 22.75 0.0191
2013-11-05 2013-09-30 13F PULTE GROUP COM 745867101 505,308 -1,203,556 -70.43 8,337 -74.28 0.0172
2013-08-12 2013-06-30 13F PULTE GROUP COM 745867101 1,708,864 1,708,864 32,417 0.0718
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.