Principal Financial Group, Inc.
US ˙ NasdaqGS ˙ US74251V1026

SecurityPFG / Principal Financial Group, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership3,886,509 shares
Latest Disclosed Value $ 350,187,030
Dimensional Fund Advisors Lp reports 3.17% increase in ownership of PFG / Principal Financial Group, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 3,886,509 shares of Principal Financial Group, Inc. (US:PFG) valued at $350,213,326 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,767,182 shares of Principal Financial Group, Inc.. This represents a change in shares of 3.17% during the quarter. The current value of the position is $408,938,477 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)
2026-05-07 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,886,509 119,327 3.17 350,187 5.38 0.0727
2026-02-12 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,767,182 820 0.02 332,315 6.42 0.0697
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,766,362 1,624 0.04 312,257 4.42 0.0670
2025-08-12 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,764,738 101,082 2.76 299,034 -3.25 0.0692
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,663,656 -249,408 -6.37 309,070 2.03 0.0768
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,913,064 -21,457 -0.55 302,909 -10.38 0.0727
2024-11-07 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,934,521 29,397 0.75 337,982 10.31 0.0820
2024-08-09 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,905,124 39,854 1.03 306,393 -8.16 0.0800
2024-05-10 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,865,270 -10,192 -0.26 333,611 9.42 0.0903
2024-02-07 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,875,462 -47,525 -1.21 304,903 7.83 0.0890
2023-11-09 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,922,987 50,148 1.29 282,765 -3.73 0.0927
2023-08-09 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,872,839 227,364 6.24 293,723 8.41 0.0936
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,645,475 -181,843 -4.75 270,932 84,302.18 0.0913
2023-02-09 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,827,318 118,518 3.20 321 -99.88 0.0949
2022-11-10 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,708,800 47,675 1.30 267,577 9.43 0.1027
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,661,125 4,902 0.13 244,516 -8.91 0.0877
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,656,223 -4,379 -0.12 268,436 1.39 0.0827
2022-02-09 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,660,602 -127,277 -3.36 264,760 8.52 0.0800
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,787,879 -32,830 -0.86 243,968 1.06 0.0786
2021-08-12 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,820,709 28,930 0.76 241,420 6.18 0.0764
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,791,779 -6,634 -0.17 227,372 20.67 0.0752
2021-03-08 2020-12-31 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,798,413 22,655 0.60 188,418 23.93 0.0680
2021-02-11 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,798,413 22,655 188,418 68,046.5666
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,775,758 74,914 2.02 152,035 -1.08 0.0645
2020-08-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,700,844 -103,669 -2.72 153,691 28.84 0.0676
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,804,513 31,010 0.82 119,292 -42.52 0.0621
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,773,503 -72,363 -1.88 207,533 -5.57 0.0756
2019-11-12 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,845,866 -81,694 -2.08 219,763 -3.38 0.0854
2019-08-13 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,927,560 -12,857 -0.33 227,456 15.01 0.0883
2019-08-12 2019-03-31 13F/A-2 PRINCIPAL FINL GROUP COM 74251V102 3,940,417 -22,823 -0.58 197,769 12.98 0.0788
2019-05-10 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,940,417 -22,823 197,769
2019-02-26 2018-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 3,963,240 264,669 7.16 175,047 -19.22 0.0793
2019-02-13 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,963,240 264,669 175,047
2018-11-13 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,698,571 66,748 1.84 216,698 12.68 0.0825
2018-08-10 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,631,823 2,843 0.08 192,310 -13.00 0.0767
2018-05-11 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,628,980 93,980 2.66 221,041 -11.39 0.0921
2018-02-12 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,535,000 -127,171 -3.47 249,461 5.88 0.1034
2017-11-13 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,662,171 -43,271 -1.17 235,615 -0.76 0.1030
2017-08-11 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,705,442 -29,473 -0.79 237,428 0.73 0.1096
2017-05-12 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,734,915 84,575 2.32 235,703 11.59 0.1127
2017-02-09 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,650,340 17,769 0.49 211,214 12.90 0.1055
2016-11-10 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,632,571 87,361 2.46 187,088 28.38 0.1011
2016-08-09 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,545,210 234,941 7.10 145,725 11.58 0.0839
2016-05-13 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,310,269 11,036 0.33 130,596 -12.00 0.0782
2016-02-10 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,299,233 73,261 2.27 148,410 -2.82 0.0925
2015-11-13 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,225,972 433,686 15.53 152,719 6.64 0.1002
2015-08-14 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 2,792,286 408,152 17.12 143,214 16.94 0.0877
2015-05-14 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 2,384,134 416,188 21.15 122,463 19.79 0.0773
2015-02-06 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,967,946 288,352 17.17 102,231 15.99 0.0671
2014-11-13 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,679,594 52,415 3.22 88,139 7.31 0.0625
2014-08-08 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,627,179 42,342 2.67 82,134 12.69 0.0571
2014-05-14 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,584,837 126,920 8.71 72,882 1.38 0.0545
2014-02-12 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,457,917 -498,156 -25.47 71,889 -14.17 0.0560
2013-11-13 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,956,073 38,167 1.99 83,758 16.59 0.0725
2013-08-15 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,917,906 1,917,906 71,837 0.0677
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.