Principal Financial Group, Inc.
US ˙ NasdaqGS ˙ US74251V1026

SecurityPFG / Principal Financial Group, Inc.
InstitutionOssiam
Latest Disclosed Ownership465 shares
Latest Disclosed Value $ 41,901
Ossiam reports 99.16% decrease in ownership of PFG / Principal Financial Group, Inc.

On May 14, 2026 - Ossiam filed a 13F-HR form disclosing ownership of 465 shares of Principal Financial Group, Inc. (US:PFG) valued at $41,901 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 55,297 shares of Principal Financial Group, Inc.. This represents a change in shares of -99.16% during the quarter. The current value of the position is $47,053 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)
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 465 -54,832 -99.16 42 -99.16 0.0007
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,297 50,117 967.51 4,878 1,036.83 0.0974
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,180 3,605 228.89 429 243.20 0.0055
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,575 -118,221 -98.69 125 -98.76 0.0014
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 119,796 113,867 1,920.51 10,107 2,106.77 0.1411
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,929 -14,211 -70.56 459 -73.53 0.0079
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,140 -5,458 -21.32 1,730 -13.84 0.0334
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,598 -5,690 -18.19 2,008 -25.63 0.0381
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 31,288 17,504 126.99 2,700 149.08 0.0473
2024-02-13 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,784 -3,169 -18.69 1,084 -11.22 0.0175
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,953 13,650 413.26 1,222 388.40 0.0216
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,303 -108,355 -97.04 250 -96.99 0.0045
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 111,658 -129,321 -53.66 8,298 -58.97 0.1724
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 240,979 64,029 36.18 20,223 58.39 0.5242
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 176,950 164,607 1,333.61 12,767 1,449.39 0.3698
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,343 2,115 20.68 824 9.72 0.0248
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,228 9,911 3,126.50 751 3,165.22 0.0196
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 317 -12,066 -97.44 23 -97.11 0.0006
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,383 2,835 29.69 797 34.40 0.0226
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,548 4,223 79.31 593 85.89 0.0161
2021-05-17 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,325 -17,185 -76.34 319 -71.44 0.0099
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 22,510 18,611 477.33 1,117 611.46 0.0390
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,899 -2,364 -37.75 157 -39.62 0.0066
2020-08-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,263 6,263 260 0.0166
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -1,437 -100.00 0 -100.00
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,437 -4,192 -74.47 79 -75.47 0.0060
2019-11-13 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,629 -754 -11.81 322 -12.97 0.0225
2019-08-13 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,383 6,383 370 0.0288
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.