Principal Financial Group, Inc.
US ˙ NasdaqGS ˙ US74251V1026

SecurityPFG / Principal Financial Group, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership279,762 shares
Latest Disclosed Value $ 25,209,353
Franklin Resources Inc reports 93.17% increase in ownership of PFG / Principal Financial Group, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 279,762 shares of Principal Financial Group, Inc. (US:PFG) valued at $25,209,354 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 144,828 shares of Principal Financial Group, Inc.. This represents a change in shares of 93.17% during the quarter. The current value of the position is $28,309,117 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)
2026-05-13 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 279,762 134,934 93.17 25,209 97.33 0.0062
2026-02-11 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 144,828 32,225 28.62 12,775 36.85 0.0031
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 112,603 -12,673 -10.12 9,336 -6.18 0.0023
2025-08-12 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 125,276 34,970 38.72 9,951 30.59 0.0026
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 90,306 7,913 9.60 7,619 19.46 0.0022
2025-02-12 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 82,393 -1,985 -2.35 6,378 -15.74 0.0018
2024-11-27 2024-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 84,378 11,868 16.37 7,570 33.07 0.0021
2024-11-12 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 84,378 11,868 7,570 0.0004
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 72,510 -473 -0.65 5,688 -9.70 0.0017
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 72,983 39,220 116.16 6,299 137.16 0.0020
2024-02-09 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 33,763 -5,755 -14.56 2,656 -6.74 0.0012
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 39,518 6,465 19.56 2,848 13.65 0.0014
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 33,053 -50,605 -60.49 2,507 -59.69 0.0012
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 83,658 -256,401 -75.40 6,217 -78.21 0.0031
2023-02-10 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 340,059 303,168 821.79 28,538 972.42 0.0148
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,891 19,507 112.21 2,661 129.20 0.0015
2022-08-11 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,384 540 3.21 1,161 -6.14 0.0006
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,844 -1,292 -7.12 1,237 -5.64 0.0005
2022-02-11 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,136 1,611 9.75 1,311 23.21 0.0005
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,525 4,586 38.41 1,064 41.11 0.0004
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,939 -413 -3.34 754 1.89 0.0003
2021-05-13 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,352 -5,166 -29.49 740 -14.94 0.0003
2021-02-10 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,518 -27,874 -61.41 870 -52.38 0.0004
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 45,392 45,392 1,827 0.0009
2018-08-14 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -15,300 -100.00 0 -100.00
2018-05-10 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 15,300 0 0.00 932 -13.70 0.0005
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 15,300 0 0.00 1,080 9.76 0.0005
2017-11-13 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 15,300 0 0.00 984 0.41 0.0005
2017-08-10 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 15,300 -4,000 -20.73 980 -19.54 0.0005
2017-05-12 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 19,300 0 0.00 1,218 9.04 0.0006
2017-02-14 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 19,300 0 0.00 1,117 12.37 0.0006
2016-11-14 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 19,300 0 0.00 994 25.35 0.0005
2016-08-11 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 19,300 -83,200 -81.17 793 -80.39 0.0004
2016-05-10 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 102,500 -172 -0.17 4,044 -12.43 0.0021
2016-04-27 2015-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 102,672 0 0.00 4,618 -4.98 0.0023
2016-02-12 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 102,672 4,618
2015-11-10 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 102,672 0 0.00 4,860 -7.71 0.0024
2015-08-12 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 102,672 3,372 3.40 5,266 3.23 0.0024
2015-05-14 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 99,300 15,000 17.79 5,101 16.49 0.0023
2015-02-10 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 84,300 37,200 78.98 4,379 77.22 0.0020
2014-11-12 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 47,100 0 0.00 2,471 3.91 0.0011
2014-08-12 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 47,100 47,100 2,378 0.0010
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.