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.
InstitutionCwm, Llc
Latest Disclosed Ownership46,458 shares
Latest Disclosed Value $ 4,186,301
Cwm, Llc reports 6.83% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 46,458 shares of Principal Financial Group, Inc. (DE:PG4) valued at $3,577,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 43,486 shares of Principal Financial Group, Inc.. This represents a change in shares of 6.83% during the quarter. The current value of the position is $4,065,075 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 46,458 2,972 6.83 4,186 139,433.33 0.0110
2026-01-26 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 43,486 20,771 91.44 4 200.00 0.0104
2025-10-15 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 22,715 7,534 49.63 2 0.00 0.0057
2025-07-25 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,181 -3,829 -20.14 1 0.00 0.0043
2025-05-01 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,010 6,017 46.31 2 0.00 0.0064
2025-02-04 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,993 583 4.70 1 0.00 0.0042
2024-10-08 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,410 1,125 9.97 1 0.0046
2024-07-10 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,285 763 7.25 1 0.0042
2024-04-05 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,522 -1,419 -11.88 1 0.0044
2024-02-01 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,941 1,606 15.54 1 0.0050
2023-10-11 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,335 551 5.63 1 0.0046
2023-08-03 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,784 -401 -3.94 1 0.0046
2023-05-01 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,185 763 8.10 1 0.0051
2023-02-01 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,422 -745 -7.33 1 -100.00 0.0058
2022-10-27 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,167 92 0.91 734 9.06 0.0058
2022-07-28 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,075 630 6.67 673 -2.89 0.0052
2022-04-21 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,445 1,669 21.46 693 23.31 0.0049
2022-01-31 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,776 1,768 29.43 562 47.89 0.0040
2021-09-15 2021-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,008 0 0.00 380 0.00 0.0030
2021-07-29 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,008 0 380 0.0030
2021-09-15 2021-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,008 0 0.00 380 0.00 0.0030
2021-04-27 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,000 -8 360 0.0032
2021-09-15 2020-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,008 0 0.00 380 0.00 0.0030
2021-01-27 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,327 319 314 0.0029
2021-09-15 2020-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,008 0 0.00 380 0.00 0.0030
2020-10-19 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,715 -293 230 0.0026
2021-09-15 2020-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,008 0 0.00 380 0.00 0.0030
2020-07-22 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,459 -549 227 0.0027
2021-09-15 2020-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,008 0 0.00 380 0.00 0.0030
2020-04-28 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,142 -866 161 0.0024
2021-09-14 2019-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,008 0 0.00 380 0.00 0.0030
2020-01-27 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,739 -2,269 206 0.0026
2021-09-14 2019-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,008 0 0.00 380 0.00 0.0030
2019-10-22 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,675 -4,333 96 0.0014
2021-09-14 2019-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,008 0 0.00 380 0.00 0.0030
2019-07-31 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,222 -4,786 71 0.0012
2021-09-02 2019-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,008 5,353 817.25 380 1,210.34 0.0030
2019-04-22 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 704 49 35 0.0007
2019-01-25 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 655 -82 -11.13 29 -32.56 0.0007
2018-10-29 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 737 -181 -19.72 43 -12.24 0.0011
2018-07-31 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 918 199 27.68 49 40.00 0.0016
2014-02-14 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 719 250 53.30 35 75.00 0.0055
2013-11-14 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 469 469 20 0.0052
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.