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.
InstitutionTompkins Financial Corp
Latest Disclosed Ownership650 shares
Latest Disclosed Value $ 58,572
Tompkins Financial Corp ownership in PG4 / Principal Financial Group, Inc.

On April 9, 2026 - Tompkins Financial Corp filed a 13F-HR form disclosing ownership of 650 shares of Principal Financial Group, Inc. (DE:PG4) valued at $50,050 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 650 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 $56,875 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)
2026-04-09 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 650 0 0.00 59 1.75 0.0041
2026-01-08 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 650 0 0.00 57 7.55 0.0039
2025-10-08 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 650 0 0.00 54 3.92 0.0045
2025-07-10 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 650 0 0.00 52 -5.56 0.0047
2025-04-07 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 650 650 55 0.0052
2023-04-20 2023-03-31 13F Principal Financial Group COM 74251V102 0 -2,080 -100.00 0 0.0000
2023-01-06 2022-12-31 13F Principal Financial Group COM 74251V102 2,080 0 0.00 0 -100.00 0.0277
2022-10-13 2022-09-30 13F Principal Financial Group COM 74251V102 2,080 0 0.00 150 7.91 0.0253
2022-07-14 2022-06-30 13F Principal Financial Group COM 74251V102 2,080 0 0.00 139 -9.15 0.0223
2022-05-12 2022-03-31 13F Principal Financial Group COM 74251V102 2,080 2,080 153 0.0216
2021-06-09 2021-03-31 13F PRINCIPAL FINANCIAL GROUP EQUITIES/EXCHANGE TRADED FUNDS 74251V102 0 -835 -100.00 0 -100.00
2021-02-12 2020-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP EQUITIES/EXCHANGE TRADED FUNDS 74251V102 835 0 0.00 41 20.59 0.0074
2021-02-05 2020-12-31 13F PRINCIPAL FINANCIAL GROUP US LARGE-CAP EQUITIES 74251V102 127 -708 4 168.3777
2020-10-23 2020-09-30 13F PRINCIPAL FINL GROUP EQUITIES/EXCHANGE TRADED FUNDS 74251V102 835 0 0.00 34 -2.86 0.0065
2020-07-29 2020-06-30 13F PRINCIPAL FINANCIAL GROUP EQUITIES/EXCHANGE TRADED FUNDS 74251V102 835 0 0.00 35 34.62 0.0074
2020-04-22 2020-03-31 13F PRINCIPAL FINANCIAL GROUP EQUITIES/EXCHANGE TRADED FUNDS 74251V102 835 -82 -8.94 26 -48.00 0.0060
2020-01-22 2019-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP EQUITIES/EXCHANGE TRADED FUNDS 74251V102 917 82 9.82 50 4.17 0.0092
2020-01-15 2019-12-31 13F PRINCIPAL FINANCIAL GROUP EQUITIES/EXCHANGE TRADED FUNDS 74251V102 835 0 48 7,290.4010
2019-10-17 2019-09-30 13F PRINCIPAL FINANCIAL GROUP EQUITIES/EXCHANGE TRADED FUNDS 74251V102 835 0 0.00 48 0.00 0.0098
2019-07-17 2019-06-30 13F PRINCIPAL FINANCIAL GROUP EQUITIES/EXCHANGE TRADED FUNDS 74251V102 835 0 0.00 48 14.29 0.0097
2019-04-30 2019-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP EQUITIES/EXCHANGE TRADED FUNDS 74251V102 835 835 42 0.0080
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.