Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
€ 88,50 ↑2.00 (2.31%)
2026-06-05
PREÇO DA AÇÃO
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionProShare Advisors LLC
Latest Disclosed Ownership40,334 shares
Latest Disclosed Value $ 3,634,498
ProShare Advisors LLC reports 5.60% decrease in ownership of PG4 / Principal Financial Group, Inc.

On April 24, 2026 - ProShare Advisors LLC filed a 13F-HR form disclosing ownership of 40,334 shares of Principal Financial Group, Inc. (DE:PG4) valued at $3,105,718 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 42,726 shares of Principal Financial Group, Inc.. This represents a change in shares of -5.60% during the quarter. The current value of the position is $3,569,559 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)
2026-04-24 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 40,334 -2,392 -5.60 3,634 -3.56 0.0054
2026-02-06 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 42,726 -3,763 -8.09 3,769 -2.23 0.0067
2025-11-06 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 46,489 -4,418 -8.68 3,854 -4.67 0.0081
2025-08-07 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 50,907 -4,161 -7.56 4,044 -12.98 0.0081
2025-05-08 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,068 4,084 8.01 4,646 17.74 0.0105
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 50,984 3,747 7.93 3,947 -2.74 0.0090
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 47,237 3,443 7.86 4,058 18.11 0.0099
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 43,794 1,319 3.11 3,436 -6.30 0.0092
2024-05-08 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 42,475 -2,805 -6.19 3,666 2.92 0.0097
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 45,280 -3,687 -7.53 3,562 0.94 0.0109
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 48,967 -1,936 -3.80 3,529 -8.58 0.0110
2023-08-10 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 50,903 572 1.14 3,860 3.21 0.0112
2023-05-26 2023-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 50,331 5,621 12.57 3,741 -0.32 0.0114
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 50,331 5,621 3,741 0.0119
2023-02-02 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 44,710 1,335 3.08 3,752 19.87 0.0132
2022-11-07 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 43,375 -11,766 -21.34 3,130 -15.01 0.0120
2022-08-01 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,141 -18,407 -25.03 3,683 -31.78 0.0122
2022-05-10 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 73,548 -1,818 -2.41 5,399 -0.94 0.0116
2022-02-08 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 75,366 10,771 16.67 5,450 31.01 0.0107
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 64,595 -2,389 -3.57 4,160 -1.72 0.0117
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 66,984 3,389 5.33 4,233 11.01 0.0124
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,595 4,267 7.19 3,813 29.56 0.0120
2021-02-09 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 59,328 -6,214 -9.48 2,943 11.52 0.0109
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 65,542 -290 -0.44 2,639 -3.51 0.0122
2020-08-03 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 65,832 -3,863 -5.54 2,735 25.23 0.0146
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 69,695 -45,289 -39.39 2,184 -65.46 0.0157
2020-02-12 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 114,984 7,225 6.70 6,324 2.71 0.0293
2019-11-12 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 107,759 22,890 26.97 6,157 25.24 0.0345
2019-08-13 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 84,869 19,643 30.12 4,916 50.15 0.0294
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 65,226 -1,083 -1.63 3,274 11.78 0.0196
2019-02-14 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 66,309 -38,305 -36.62 2,929 -52.21 0.0205
2018-11-14 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 104,614 -10,133 -8.83 6,129 0.87 0.0416
2018-08-13 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 114,747 -3,720 -3.14 6,076 -15.80 0.0407
2018-05-14 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 118,467 5,761 5.11 7,216 -9.27 0.0470
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 112,706 13,961 14.14 7,953 25.18 0.0552
2017-11-13 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 98,745 3,936 4.15 6,353 4.59 0.0584
2017-08-11 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 94,809 294 0.31 6,074 1.83 0.0605
2017-05-12 2017-03-31 13F/A-2 PRINCIPAL FINL GROUP COM 74251V102 94,515 3,162 3.46 5,965 12.85 0.0624
2017-05-08 2017-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 94,515 0 5,965 0.0624
2017-04-25 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 94,515 5,965
2017-02-13 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 91,353 10,270 12.67 5,286 26.55 0.0585
2016-11-10 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 81,083 -10,108 -11.08 4,177 11.42 0.0583
2016-08-12 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 91,191 -3,467 -3.66 3,749 0.40 0.0483
2016-05-06 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 94,658 -16,899 -15.15 3,734 -25.59 0.0514
2016-02-05 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 111,557 4,732 4.43 5,018 -0.77 0.0608
2015-11-06 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 106,825 3,008 2.90 5,057 -5.03 0.0710
2015-08-11 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 103,817 -15,301 -12.85 5,325 -12.98 0.0737
2015-05-08 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 119,118 119,118 0.00 6,119 0.0721
2015-01-30 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -106,657 -100.00 0 -100.00
2014-11-06 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 106,657 -4,331 -3.90 5,596 -0.12 0.0742
2014-08-08 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 110,988 -3,008 -2.64 5,603 6.87 0.0726
2014-05-07 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 113,996 4,136 3.76 5,243 -3.21 0.0656
2014-02-04 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 109,860 19,442 21.50 5,417 39.90 0.0807
2013-11-07 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 90,418 -12,831 -12.43 3,872 0.13 0.0919
2013-07-25 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 103,249 103,249 3,867 0.0759
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.