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.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership97,510 shares
Latest Disclosed Value $ 8,786,626
Prudential Financial Inc reports 17.44% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 97,510 shares of Principal Financial Group, Inc. (DE:PG4) valued at $7,508,270 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 118,114 shares of Principal Financial Group, Inc.. This represents a change in shares of -17.44% during the quarter. The current value of the position is $8,532,125 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)
2026-05-13 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 97,510 -20,604 -17.44 8,787 -15.67 0.0108
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 118,114 -9,787 -7.65 10,419 -1.75 0.0126
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 127,901 -51,547 -28.73 10,604 -25.60 0.0126
2025-08-12 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 179,448 51,355 40.09 14,254 31.89 0.0184
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 128,093 11,102 9.49 10,807 19.34 0.0154
2025-02-11 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 116,991 -15,771 -11.88 9,056 -20.59 0.0124
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 132,762 -4,121 -3.01 11,404 6.20 0.0161
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 136,883 -20,331 -12.93 10,738 -20.86 0.0161
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 157,214 -5,024 -3.10 13,569 7.96 0.0191
2024-02-13 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 162,238 -32,853 -16.84 12,570 -10.60 0.0190
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 195,091 -5,423 -2.70 14,060 -7.54 0.0221
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 200,514 -2,577 -1.27 15,207 6.84 0.0221
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 203,091 2,805 1.40 14,232 -15.32 0.0223
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 200,286 -918 -0.46 16,808 16.52 0.0283
2022-11-04 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 201,204 -11,125 -5.24 14,424 0.39 0.0245
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 212,329 -36,030 -14.51 14,368 -21.19 0.0228
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 248,359 10,611 4.46 18,232 9.98 0.0242
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 237,748 15,017 6.74 16,578 14.71 0.0206
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 222,731 -49,167 -18.08 14,452 -15.88 0.0202
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 271,898 -24,368 -8.23 17,181 -3.28 0.0236
2021-05-12 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 296,266 -36,010 -10.84 17,764 7.77 0.0266
2021-08-16 2020-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 0049 74251V102 332,276 332,204 461,394.44 16,483 549,333.33 0.0277
2021-02-16 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 332,276 332,204 16,484 0.0277
2021-08-05 2020-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 72 -170 -70.25 3 -70.00 0.0004
2020-11-16 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 405,865 405,623 16,344 0.0308
2021-08-05 2020-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 0041 74251V102 242 81 50.31 10 100.00 0.0019
2020-08-12 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 739,753 739,592 30,729 0.0592
2021-08-05 2020-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 0031 74251V102 161 -365 -69.39 5 -82.76 0.0013
2020-05-12 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 588,723 588,197 18,450 0.0409
2021-08-05 2019-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 0055 74251V102 526 -2 -0.38 29 -3.33 0.0076
2020-02-11 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 648,741 648,213 35,681 0.0529
2021-08-05 2019-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 0057 74251V102 528 31 6.24 30 3.45 0.0098
2019-11-13 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 675,434 674,937 38,594 0.0612
2021-08-05 2019-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 497 139 38.83 29 61.11 0.0101
2019-08-08 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 665,950 665,592 38,572 0.0601
2021-08-05 2019-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 358 137 61.99 18 80.00 0.0076
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 629,212 628,991 31,580 0.0526
2021-08-05 2018-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 221 153 225.00 10 150.00 0.0081
2019-02-07 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 702,929 -7,759 31,048 0.0545
2021-09-01 2018-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 0058 74251V102 68 -700,521 -99.99 4 -99.99 0.0064
2018-11-07 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 710,688 10,099 41,639 0.0613
2018-08-13 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 700,589 18,903 2.77 37,096 -10.66 0.0554
2018-05-04 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 681,686 -409,790 -37.54 41,522 -46.09 0.0633
2018-02-13 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,091,476 177,040 19.36 77,015 30.90 0.1049
2017-11-02 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 914,436 -22,540 -2.41 58,835 -1.99 0.0973
2017-08-07 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 936,976 -12,411 -1.31 60,032 0.20 0.0893
2017-05-10 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 949,387 7,606 0.81 59,915 9.95 0.0934
2017-02-07 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 941,781 -2,130 -0.23 54,491 12.07 0.0876
2016-11-04 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 943,911 40,050 4.43 48,621 30.85 0.0803
2016-08-09 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 903,861 35,165 4.05 37,158 8.43 0.0625
2016-05-09 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 868,696 600 0.07 34,270 -12.23 0.0613
2016-02-12 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 868,096 -69,500 -7.41 39,047 -12.03 0.0707
2015-11-10 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 937,596 39,000 4.34 44,386 -3.70 0.0876
2015-08-06 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 898,596 173,100 23.86 46,089 23.67 0.0818
2015-05-01 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 725,496 86,770 13.58 37,269 12.34 0.0646
2015-02-06 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 638,726 -20,300 -3.08 33,176 -4.06 0.0602
2014-11-12 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 659,026 -23,825 -3.49 34,579 0.32 0.0651
2014-08-13 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 682,851 1,525 0.22 34,470 10.01 0.0608
2014-05-14 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 681,326 44,700 7.02 31,334 -0.18 0.0583
2014-02-11 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 636,626 -49,700 -7.24 31,392 6.82 0.0623
2013-11-07 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 686,326 -25,279 -3.55 29,388 10.28 0.0625
2013-08-07 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 711,605 711,605 26,649 0.0591
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.