Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
€ 87,50 0.00 (0.00%)
2026-06-01
PREÇO DA AÇÃO
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership3,541,982 shares
Latest Disclosed Value $ 319,168,037
Invesco Ltd. reports 7.83% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 3,541,982 shares of Principal Financial Group, Inc. (DE:PG4) valued at $272,732,614 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 3,284,734 shares of Principal Financial Group, Inc.. This represents a change in shares of 7.83% during the quarter. The current value of the position is $309,923,425 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)
2026-05-12 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,541,982 257,248 7.83 319,168 10.15 0.0061
2026-02-19 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,284,734 -92,063 -2.73 289,746 3.49 0.0444
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,376,797 636,334 23.22 279,970 28.62 0.0441
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,740,463 139,953 5.38 217,675 -0.79 0.0370
2025-05-12 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,600,510 -153,477 -5.57 219,405 2.92 0.0416
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,753,987 -533,524 -16.23 213,186 -24.51 0.0394
2024-11-12 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,287,511 681,711 26.16 282,397 38.14 0.0545
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,605,800 -76,432 -2.85 204,425 -11.70 0.0432
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,682,232 541,187 25.28 231,503 37.44 0.0497
2024-02-13 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,141,045 -90,712 -4.06 168,436 4.72 0.0401
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,231,757 249,127 12.57 160,843 6.97 0.0433
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,982,630 182,922 10.16 150,363 12.42 0.0394
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,799,708 -185,947 -9.36 133,754 -19.73 0.0373
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,985,655 -609,662 -23.49 166,636 -11.01 0.0488
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,595,317 -412,310 -13.71 187,254 -6.78 0.0603
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,007,627 88,396 3.03 200,878 -6.26 0.0609
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,919,231 102,496 3.64 214,302 5.19 0.0547
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,816,735 -261,675 -8.50 203,732 2.76 0.0491
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,078,410 -338,716 -9.91 198,252 -8.19 0.0502
2021-08-17 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,417,126 374,587 12.31 215,927 18.36 0.0531
2021-05-17 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,042,539 313,092 11.47 182,430 34.73 0.0487
2021-02-16 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,729,447 243,991 9.82 135,408 35.29 0.0394
2020-11-16 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,485,456 -1,210,062 -32.74 100,090 -34.80 0.0338
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,695,518 636,838 20.82 153,513 60.14 0.0549
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,058,680 -692,393 -18.46 95,861 -53.54 0.0403
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,751,073 228,176 6.48 206,308 2.49 0.0641
2019-11-14 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,522,897 -415,139 -10.54 201,299 -11.75 0.0526
2019-08-14 2019-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 3,938,036 800,950 25.53 228,092 44.87 0.0587
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 3,938,036 -3,131,721 228,092
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,137,086 467,053 17.49 157,451 33.51 0.0531
2019-02-14 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 2,670,033 434,334 19.43 117,934 -9.97 0.0451
2018-11-14 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 2,235,699 979,099 77.92 130,991 96.87 0.0412
2018-08-14 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,256,600 612,261 95.02 66,536 69.54 0.0220
2018-05-15 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 644,339 -23,604 -3.53 39,245 -16.73 0.0147
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 667,943 126,819 23.44 47,130 35.37 0.0170
2017-11-14 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 541,124 -16,190 -2.91 34,816 -2.50 0.0129
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 557,314 -71,217 -11.33 35,707 -9.98 0.0111
2017-05-15 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 628,531 33,567 5.64 39,667 15.23 0.0130
2017-02-14 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 594,964 86,618 17.04 34,424 31.46 0.0116
2016-11-14 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 508,346 -7,469 -1.45 26,185 23.49 0.0090
2016-08-15 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 515,815 21,037 4.25 21,205 8.64 0.0078
2016-05-16 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 494,778 54,595 12.40 19,519 -1.42 0.0079
2016-02-16 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 440,183 -37,249 -7.80 19,800 -12.39 0.0079
2015-11-16 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 477,432 56,887 13.53 22,601 4.78 0.0096
2015-08-14 2015-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 420,545 -12,095 -2.80 21,570 -2.94 0.0085
2015-05-15 2015-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 432,640 -12,625 -2.84 22,224 -3.90 0.0086
2015-02-13 2014-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 445,265 40,670 10.05 23,126 8.93 0.0089
2014-11-14 2014-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 404,595 86,191 27.07 21,230 32.09 0.0085
2014-08-14 2014-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 318,404 -7,234 -2.22 16,072 7.33 0.0063
2014-05-15 2014-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 325,638 -31,636 -8.85 14,975 -15.01 0.0061
2014-02-13 2013-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 357,274 -71,990 -16.77 17,619 -4.15 0.0070
2013-11-13 2013-09-30 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 429,264 60,242 16.32 18,381 32.99 0.0080
2013-08-14 2013-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 369,022 369,022 13,821 0.0064
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.