Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
87,50 € 0,00 (0,00%)
2026-06-01
PREZZO DELLE AZIONI
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionAlliancebernstein L.p.
Latest Disclosed Ownership263,504 shares
Latest Disclosed Value $ 23,243,688
Alliancebernstein L.p. reports 11.26% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 15, 2026 - Alliancebernstein L.p. filed a 13F-HR form disclosing ownership of 263,504 shares of Principal Financial Group, Inc. (DE:PG4) valued at $20,289,808 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 236,836 shares of Principal Financial Group, Inc.. This represents a change in shares of 11.26% during the quarter. The current value of the position is $23,056,600 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)
2026-05-15 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 263,504 26,668 11.26 23,244 11.26 0.0075
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 236,836 2,332 0.99 20,891 7.45 0.0066
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 234,504 1,415 0.61 19,443 5.01 0.0061
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 233,089 -18,207 -7.25 18,514 -12.67 0.0060
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 251,296 11,521 4.80 21,202 14.23 0.0077
2025-02-12 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 239,775 -15,808 -6.19 18,561 -15.46 0.0063
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 255,583 -5,875 -2.25 21,955 7.04 0.0074
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 261,458 -15,365 -5.55 20,511 -14.15 0.0072
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 276,823 -27,674 -9.09 23,893 -0.26 0.0085
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 304,497 11,741 4.01 23,955 13.54 0.0092
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 292,756 -44,882 -13.29 21,099 -17.61 0.0090
2023-08-15 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 337,638 -21,518 -5.99 25,606 -4.07 0.0105
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 359,156 23,566 7.02 26,692 -5.22 0.0114
2023-02-15 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 335,590 2,168 0.65 28,163 17.07 0.0127
2022-11-15 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 333,422 15,553 4.89 24,056 13.31 0.0116
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 317,869 -2,618 -0.82 21,230 -9.76 0.0097
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 320,487 -14,947 -4.46 23,527 -3.03 0.0091
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 335,434 -12,709 -3.65 24,262 8.22 0.0086
2021-11-10 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 348,143 204 0.06 22,420 1.97 0.0088
2021-07-30 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 347,939 -91,849 -20.88 21,986 -16.62 0.0088
2021-05-06 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 439,788 -19,219 -4.19 26,370 15.81 0.0116
2021-02-08 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 459,007 -75,374 -14.10 22,771 5.81 0.0107
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 534,381 27,972 5.52 21,520 2.30 0.0116
2020-08-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 506,409 3,948 0.79 21,036 33.59 0.0124
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 502,461 -13,282 -2.58 15,747 -44.49 0.0113
2020-02-18 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 515,743 -39,998 -7.20 28,366 -10.67 0.0161
2019-11-14 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 555,741 126,300 29.41 31,755 27.67 0.0198
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 429,441 -20,191 -4.49 24,873 10.22 0.0155
2019-05-14 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 449,632 -86,372 -16.11 22,567 -4.68 0.0147
2019-02-13 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 536,004 32,719 6.50 23,675 -19.71 0.0176
2018-11-08 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 503,285 64,985 14.83 29,487 27.06 0.0193
2018-08-13 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 438,300 -163 -0.04 23,208 -13.10 0.0162
2018-05-14 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 438,463 -13,251 -2.93 26,707 -16.21 0.0193
2018-02-13 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 451,714 -8,756 -1.90 31,873 7.58 0.0228
2017-11-13 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 460,470 -37,363 -7.51 29,627 -7.11 0.0222
2017-08-10 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 497,833 30,486 6.52 31,896 8.14 0.0247
2017-05-11 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 467,347 -2,275 -0.48 29,494 8.55 0.0235
2017-02-13 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 469,622 -15,746 -3.24 27,172 8.68 0.0226
2016-11-10 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 485,368 -2,566 -0.53 25,001 24.64 0.0211
2016-08-11 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 487,934 -19,610 -3.86 20,059 0.18 0.0173
2016-05-13 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 507,544 -6,379 -1.24 20,023 -13.38 0.0170
2016-02-16 2015-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 513,923 -8,198 -1.57 23,116 -6.48 0.0197
2016-02-12 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 513,923 24,329
2015-11-13 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 522,121 1,515 0.29 24,717 -7.43 0.0212
2015-08-14 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 520,606 -13,669 -2.56 26,702 -2.71 0.0221
2015-05-13 2015-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 534,275 -13,705 -2.50 27,446 -3.57 0.0223
2015-02-13 2014-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 547,980 -6,243 -1.13 28,462 -2.13 0.0236
2014-11-13 2014-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 554,223 567 0.10 29,080 4.05 0.0245
2014-08-13 2014-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 553,656 4,021 0.73 27,949 10.57 0.0236
2014-05-13 2014-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 549,635 -6,339 -1.14 25,278 -7.80 0.0218
2014-02-13 2013-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 555,974 -9,522 -1.68 27,415 13.21 0.0245
2013-11-14 2013-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 565,496 37,011 7.00 24,215 22.35 0.0239
2013-08-13 2013-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 528,485 528,485 19,792 0.0210
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.