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.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership3,333,706 shares
Latest Disclosed Value $ 300,400,247
Northern Trust Corp reports 2.74% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 3,333,706 shares of Principal Financial Group, Inc. (DE:PG4) valued at $256,695,362 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,427,612 shares of Principal Financial Group, Inc.. This represents a change in shares of -2.74% during the quarter. The current value of the position is $291,699,275 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 3,333,706 -93,906 -2.74 300,400 -0.64 0.0081
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,427,612 -41,152 -1.19 302,350 5.13 0.0079
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,468,764 -16,303 -0.47 287,595 3.89 0.0368
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,485,067 -96,129 -2.68 276,819 -8.38 0.0381
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,581,196 -81,722 -2.23 302,146 6.56 0.0449
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,662,918 326,604 9.79 283,546 -1.06 0.0401
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,336,314 -153,554 -4.40 286,589 4.68 0.0469
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,489,868 -90,738 -2.53 273,780 -11.41 0.0461
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,580,606 -127,123 -3.43 309,042 5.95 0.0534
2024-02-13 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,707,729 -213,186 -5.44 291,687 3.22 0.0528
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,920,915 16,052 0.41 282,580 -4.58 0.0547
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,904,863 -53,885 -1.36 296,145 0.66 0.0569
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,958,748 12,832 0.33 294,214 -11.15 0.0583
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,945,916 -52,411 -1.31 331,141 14.79 0.0695
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,998,327 -76,817 -1.89 288,479 5.99 0.0659
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,075,144 -38,549 -0.94 272,178 -9.87 0.0583
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,113,693 43,319 1.06 301,986 2.57 0.0531
2022-02-08 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,070,374 -183,531 -4.31 294,410 7.47 0.0482
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,253,905 -112,048 -2.57 273,951 -0.70 0.0485
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,365,953 -147,535 -3.27 275,885 1.94 0.0486
2021-05-12 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,513,488 -141,097 -3.03 270,628 17.20 0.0503
2021-02-11 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,654,585 -153,992 -3.20 230,915 19.25 0.0450
2020-11-16 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,808,577 17,285 0.36 193,641 -2.71 0.0425
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,791,292 10,959 0.23 199,032 32.85 0.0472
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,780,333 -187,780 -3.78 149,815 -45.17 0.0430
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,968,113 -50,169 -1.00 273,246 -4.71 0.0612
2019-11-13 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,018,282 -116,112 -2.26 286,745 -3.58 0.0686
2019-08-13 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,134,394 -64,891 -1.25 297,384 13.96 0.0705
2019-05-13 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,199,285 -87,136 -1.65 260,953 11.76 0.0645
2019-02-12 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,286,421 -18,691 -0.35 233,501 -24.88 0.0655
2018-11-14 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,305,112 -502,647 -8.65 310,827 1.08 0.0761
2018-09-18 2018-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 5,807,759 -169,286 -2.83 307,521 -15.53 0.0781
2018-08-14 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,827,971 -149,074 308,591
2018-05-09 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,977,045 -104,374 -1.72 364,062 -15.16 0.0947
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,081,419 -173,826 -2.78 429,104 6.62 0.1087
2017-11-13 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,255,245 152,160 2.49 402,463 2.93 0.1049
2017-08-11 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,103,085 -106,982 -1.72 391,024 -0.23 0.1093
2017-05-12 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,210,067 39,525 0.64 391,917 9.77 0.1130
2017-02-13 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,170,542 177,784 2.97 357,027 15.66 0.1095
2016-11-09 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,992,758 -117,289 -1.92 308,686 22.89 0.0961
2016-08-12 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,110,047 -201,108 -3.19 251,184 0.65 0.0815
2016-08-19 2016-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 6,311,155 -385,001 -5.75 249,564 -17.14 0.0828
2016-05-13 2016-03-31 13F Principal Financial COMM 74251V102 6,311,155 248,975
2016-02-12 2015-12-31 13F Principal Financial COMM 74251V102 6,696,156 -318,943 -4.55 301,193 -9.31 0.0998
2015-11-12 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,015,099 7,015,099 0.00 332,095 0.1108
2015-08-13 2015-06-30 13F Principal Financial COMM 74251V102 0 -7,366,603 -100.00 0 -100.00
2015-05-14 2015-03-31 13F Principal Financial COMM 74251V102 7,366,603 -107,565 -1.44 378,423 -2.52 0.1138
2015-02-12 2014-12-31 13F Principal Financial COM 74251V102 7,474,168 -262,952 -3.40 388,208 -4.37 0.1172
2014-11-13 2014-09-30 13F Principal Financial COMM 74251V102 7,737,120 -188,031 -2.37 405,967 1.48 0.1275
2014-08-14 2014-06-30 13F PRINCIPAL FINL GROUP com 74251V102 7,925,151 -53,695 -0.67 400,062 9.02 0.1247
2014-05-14 2014-03-31 13F PRINCIPAL FINL GROUP COMM 74251V102 7,978,846 -395,766 -4.73 366,946 -11.14 0.1154
2014-02-21 2013-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 8,374,612 -122,458 -1.44 412,951 13.50 0.1324
2014-02-12 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,374,612 412,951
2013-11-13 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,497,070 -374,747 -4.22 363,845 9.51 0.1281
2013-08-09 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,871,817 8,871,817 332,250 0.1204
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.