Principal Financial Group, Inc.
US ˙ NasdaqGS ˙ US74251V1026

SecurityPFG / Principal Financial Group, Inc.
InstitutionStandard Life Aberdeen plc
Latest Disclosed Ownership162,462 shares
Latest Disclosed Value $ 14,639,451
Standard Life Aberdeen plc reports 0.47% increase in ownership of PFG / Principal Financial Group, Inc.

On April 29, 2026 - Standard Life Aberdeen plc filed a 13F-HR form disclosing ownership of 162,462 shares of Principal Financial Group, Inc. (US:PFG) valued at $14,639,451 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 161,708 shares of Principal Financial Group, Inc.. This represents a change in shares of 0.47% during the quarter. The current value of the position is $17,094,252 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)
2026-04-29 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 162,462 754 0.47 14,639 2.63 0.0128
2026-01-16 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 161,708 -8,393 -4.93 14,264 1.14 0.0221
2025-11-07 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 170,101 -3,335 -1.92 14,103 2.37 0.0223
2025-07-24 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 173,436 7,736 4.67 13,776 -0.71 0.0234
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 165,700 88,100 113.53 13,874 130.96 0.0271
2025-01-24 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 77,600 -10,460 -11.88 6,007 -20.57 0.0113
2024-10-25 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 88,060 -946 -1.06 7,563 8.32 0.0139
2024-08-09 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 89,006 -10,848 -10.86 6,983 -18.98 0.0134
2024-05-09 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 99,854 -619 -0.62 8,618 9.03 0.0169
2024-01-31 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100,473 41,728 71.03 7,904 86.72 0.0171
2023-11-07 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 58,745 -32,096 -35.33 4,234 -38.55 0.0108
2024-06-20 2023-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 90,841 16,420 22.06 6,889 24.58 0.0160
2023-08-04 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 90,841 16,420 6,889 0.0160
2024-06-20 2023-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 74,421 -1,296 -1.71 5,531 -12.97 0.0138
2023-04-28 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 74,421 -1,296 5,531 0.0138
2024-06-20 2022-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 75,717 5,819 8.32 6,354 26.00 0.0173
2023-02-10 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 75,717 5,819 6,354 0.0173
2022-11-10 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 69,898 -3,533 -4.81 5,043 2.48 0.0150
2022-08-05 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 73,431 -16,064 -17.95 4,921 -26.12 0.0155
2022-05-04 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 89,495 -32,919 -26.89 6,661 -24.77 0.0170
2022-02-10 2021-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 122,414 -12,648 -9.36 8,854 1.30 0.0194
2022-02-08 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 122,414 -12,648 8,854 0.0064
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 135,062 -3,281 -2.37 8,740 -0.02 0.0197
2021-08-10 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 138,343 892 0.65 8,742 6.07 0.0191
2021-05-06 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 137,451 -3,338 -2.37 8,242 18.01 0.0187
2021-02-10 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 140,789 2,706 1.96 6,984 25.59 0.0170
2020-10-21 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 138,083 -12,648 -8.39 5,561 -11.22 0.0148
2020-08-10 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 150,731 -7,522 -4.75 6,264 26.32 0.0170
2020-05-13 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 158,253 4,977 3.25 4,959 -41.18 0.0158
2020-02-18 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 153,276 -4,333 -2.75 8,431 -6.40 0.0204
2019-11-13 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 157,609 -3,088 -1.92 9,007 -3.23 0.0225
2019-08-13 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 160,697 -3,265 -1.99 9,308 13.10 0.0207
2019-05-14 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 163,962 49,668 43.46 8,230 63.72 0.0178
2019-02-12 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 114,294 -2,688 -2.30 5,027 -26.66 0.0119
2018-11-20 2018-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 116,982 7,037 6.40 6,854 17.73 0.0128
2018-11-13 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 116,982 7,037 6,854
2018-08-09 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 109,945 15,890 16.89 5,822 1.64 0.0112
2018-05-15 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 94,055 3,801 4.21 5,728 -10.05 0.0114
2018-02-12 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 90,254 -3,992 -4.24 6,368 5.01 0.0122
2017-11-14 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 94,246 94,246 6,064 0.0111
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.