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.
InstitutionStilwell Value LLC
Latest Disclosed Ownership547 shares
Latest Disclosed Value $ 49,290
Stilwell Value LLC ownership in PG4 / Principal Financial Group, Inc.

On May 6, 2026 - Stilwell Value LLC filed a 13F-HR form disclosing ownership of 547 shares of Principal Financial Group, Inc. (DE:PG4) valued at $42,119 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 547 shares of Principal Financial Group, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $47,862 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)
2026-05-06 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 49 2.08 0.0295
2026-01-29 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 48 6.67 0.0266
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 45 4.65 0.0201
2025-08-06 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 43 -6.52 0.0212
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 46 9.52 0.0237
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 42 -8.70 0.0213
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 47 9.52 0.0222
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 43 -10.64 0.0223
2024-05-08 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 47 9.30 0.0245
2024-02-12 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 43 10.26 0.0225
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 39 -4.88 0.0215
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 41 2.50 0.0232
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 41 -11.11 0.0227
2023-02-10 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 46 15.38 0.0345
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 39 5.41 0.0280
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 37 -7.50 0.0255
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 40 0.00 0.0265
2022-02-11 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 547 0 0.00 40 14.29 0.0258
2021-10-18 2021-09-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 35 0.00 0.0223
2021-08-06 2021-06-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 35 6.06 0.0247
2021-05-17 2021-03-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 33 22.22 0.0222
2021-02-16 2020-12-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 27 22.73 0.0204
2020-11-13 2020-09-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 22 -4.35 0.0230
2020-07-14 2020-06-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 23 35.29 0.0244
2020-05-08 2020-03-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 17 -43.33 0.0205
2020-02-12 2019-12-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 30 -3.23 0.0216
2019-10-29 2019-09-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 31 -3.12 0.0233
2019-08-06 2019-06-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 32 18.52 0.0200
2019-05-14 2019-03-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 27 12.50 0.0179
2019-02-06 2018-12-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 24 -25.00 0.0180
2018-10-26 2018-09-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 32 10.34 0.0268
2018-08-07 2018-06-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 29 -12.12 0.0239
2018-05-10 2018-03-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 33 -15.38 0.0276
2018-01-26 2017-12-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 39 11.43 0.0303
2017-10-30 2017-09-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 35 0.00 0.0270
2017-10-30 2017-06-30 13F/A-2 PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 35 0.00 0.0252
2017-08-29 2017-06-30 13F/A-1 PRINCIPAL FINL GROUP Common 74251V102 35,046 34,499 35 0.0252
2017-07-24 2017-06-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 35
2017-05-09 2017-03-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 35 9.38 0.0249
2017-01-19 2016-12-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 32 14.29 0.0228
2016-10-26 2016-09-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 28 27.27 0.0169
2016-08-12 2016-06-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 22 0.00 0.0144
2016-05-13 2016-03-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 22 -12.00 0.0150
2016-02-12 2015-12-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 25 -3.85 0.0156
2015-11-12 2015-09-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 26 -7.14 0.0154
2015-08-12 2015-06-30 13F PRINCIPAL FINL GROUP Common 74251V102 547 0 0.00 28 0.00 0.0163
2015-05-12 2015-03-31 13F PRINCIPAL FINL GROUP Common 74251V102 547 547 28 0.0157
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.