Principal Financial Group, Inc.
US ˙ NasdaqGS ˙ US74251V1026

SecurityPFG / Principal Financial Group, Inc.
InstitutionTd Asset Management Inc
Latest Disclosed Ownership124,297 shares
Latest Disclosed Value $ 11,200,403
Td Asset Management Inc reports 8.24% increase in ownership of PFG / Principal Financial Group, Inc.

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 124,297 shares of Principal Financial Group, Inc. (US:PFG) valued at $11,200,403 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 114,837 shares of Principal Financial Group, Inc.. This represents a change in shares of 8.24% during the quarter. The current value of the position is $13,078,530 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 124,297 9,460 8.24 11,200 10.57 0.0091
2026-02-10 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 114,837 -9,556 -7.68 10,130 -1.78 0.0081
2025-11-10 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 124,393 15,146 13.86 10,313 18.85 0.0084
2025-07-28 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 109,247 6,845 6.68 8,677 0.44 0.0074
2025-05-07 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 102,402 20,680 25.31 8,640 36.56 0.0080
2025-02-11 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 81,722 653 0.81 6,326 -9.36 0.0056
2024-11-01 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 81,069 163 0.20 6,979 9.96 0.0062
2024-08-02 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 80,906 -11,409 -12.36 6,347 -20.33 0.0059
2024-05-08 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 92,315 -34,150 -27.00 7,968 -19.92 0.0074
2024-02-12 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 126,465 2,841 2.30 9,949 11.67 0.0098
2023-10-27 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 123,624 21,154 20.64 8,910 14.64 0.0108
2023-08-09 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 102,470 -1,367 -1.32 7,771 0.70 0.0089
2023-05-10 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 103,837 24,536 30.94 7,717 15.98 0.0093
2023-02-07 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 79,301 -390 -0.49 6,655 16.90 0.0082
2022-11-07 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 79,691 -457 -0.57 5,692 6.33 0.0071
2022-08-04 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 80,148 -7,060 -8.10 5,353 -16.39 0.0062
2022-05-10 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 87,208 -2,363 -2.64 6,402 -1.19 0.0038
2022-02-10 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 89,571 -5,229 -5.52 6,479 6.13 0.0054
2021-11-09 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 94,800 -1,746 -1.81 6,105 1.78 0.0063
2021-08-11 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 96,546 4,069 4.40 5,998 8.17 0.0061
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 92,477 -204 -0.22 5,545 20.60 0.0062
2021-02-16 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 92,681 997 1.09 4,598 24.54 0.0056
2020-11-10 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 91,684 26,469 40.59 3,692 36.29 0.0051
2020-08-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 65,215 88 0.14 2,709 32.73 0.0039
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 65,127 -53,940 -45.30 2,041 -68.83 0.0035
2020-02-11 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 119,067 -21,963 -15.57 6,549 -18.73 0.0095
2019-11-07 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 141,030 -41,590 -22.77 8,058 -23.82 0.0123
2019-08-01 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 182,620 -102,751 -36.01 10,577 -26.15 0.0158
2019-05-08 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 285,371 -474 -0.17 14,323 13.44 0.0219
2019-02-01 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 285,845 -31,616 -9.96 12,626 -32.12 0.0220
2018-11-01 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 317,461 7,318 2.36 18,600 13.26 0.0275
2018-07-31 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 310,143 25,449 8.94 16,422 -5.30 0.0250
2018-05-11 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 284,694 44,003 18.28 17,341 2.11 0.0265
2018-02-02 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 240,691 123,874 106.04 16,983 125.96 0.0247
2017-11-09 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 116,817 2,655 2.33 7,516 2.76 0.0113
2017-08-01 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 114,162 -8,835 -7.18 7,314 -5.77 0.0115
2017-05-05 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 122,997 4,850 4.11 7,762 13.55 0.0124
2017-02-08 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 118,147 -3,999 -3.27 6,836 8.65 0.0115
2016-11-02 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 122,146 1,479 1.23 6,292 26.83 0.0109
2016-08-04 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 120,667 4,170 3.58 4,961 7.94 0.0090
2016-05-05 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 116,497 -7,393 -5.97 4,596 -17.53 0.0086
2016-02-04 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 123,890 1,800 1.47 5,573 -3.58 0.0111
2015-11-12 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 122,090 100 0.08 5,780 -7.62 0.0114
2015-08-11 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 121,990 4,982 4.26 6,257 4.09 0.0112
2015-04-28 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 117,008 117,008 0.00 6,011 0.0108
2015-01-30 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -110,783 -100.00 0 -100.00
2014-11-06 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 110,783 -5,023 -4.34 5,813 -0.56 0.0100
2014-08-12 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 115,806 -3,200 -2.69 5,846 6.82 0.0100
2014-05-09 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 119,006 -7,300 -5.78 5,473 -12.12 0.0100
2014-02-07 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 126,306 -6,260 -4.72 6,228 9.73 0.0116
2013-11-08 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 132,566 -6,400 -4.61 5,676 9.07 0.0113
2013-07-24 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 138,966 138,966 5,204 0.0112
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.