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.
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership17,737 shares
Latest Disclosed Value $ 1,598,337
Rockefeller Capital Management L.P. reports 9.24% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 17,737 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,365,749 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 19,543 shares of Principal Financial Group, Inc.. This represents a change in shares of -9.24% during the quarter. The current value of the position is $1,569,724 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)
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,737 -1,806 -9.24 1,598 -7.25 0.0015
2026-03-16 2025-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,543 446 2.34 1,724 8.84 0.0031
2026-02-14 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,543 446 1,725 0.0016
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,097 -4,940 -20.55 1,583 -17.08 0.0031
2025-08-14 2025-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,037 9,407 64.30 1,909 54.70 0.0042
2025-08-08 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,037 9,407 1,909 0.0024
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14,630 -1,928 -11.64 1,234 -3.82 0.0030
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,558 -511 -2.99 1,284 -12.48 0.0033
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,069 -1,156 -6.34 1,466 2.45 0.0039
2024-08-12 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,225 18,225 1,431 0.0041
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -5,101 -100.00 0 -100.00
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,101 -173 -3.28 387 0.0015
2023-05-16 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,274 71 1.36 0 -100.00 0.0017
2023-03-06 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,203 -1,041 -16.67 436 -3.11 0.0022
2022-11-02 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,244 632 11.26 450 20.32 0.0023
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,612 1,481 35.85 374 23.43 0.0020
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,131 3,990 2,829.79 303 2,930.00 0.0015
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 141 -34 -19.43 10 -9.09 0.0000
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 175 -87 -33.21 11 -31.25 0.0001
2021-08-10 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 262 -64 -19.63 16 -15.79 0.0001
2021-05-11 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 326 -407 -55.53 19 -45.71 0.0001
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 733 -1,155 -61.18 35 -53.95 0.0003
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,888 1,584 521.05 76 484.62 0.0007
2020-08-12 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 304 -60 -16.48 13 18.18 0.0001
2020-05-12 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 364 277 318.39 11 120.00 0.0001
2020-02-07 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 87 87 5 0.0001
2019-08-09 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -292 -100.00 0 -100.00
2019-05-10 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 292 292 15 0.0002
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.