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.
InstitutionVident Advisory, LLC
Latest Disclosed Ownership30,110 shares
Latest Disclosed Value $ 2,713,220
Vident Advisory, LLC reports 6.34% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 14, 2026 - Vident Advisory, LLC filed a 13F-HR form disclosing ownership of 30,110 shares of Principal Financial Group, Inc. (DE:PG4) valued at $2,318,470 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 28,316 shares of Principal Financial Group, Inc.. This represents a change in shares of 6.34% during the quarter. The current value of the position is $2,664,735 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)
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 30,110 1,794 6.34 2,713 8.65 0.0073
2026-02-18 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,316 606 2.19 2,498 8.71 0.0227
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,710 512 1.88 2,297 6.34 0.0219
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,198 3,147 13.08 2,160 6.46 0.0243
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,051 17,358 259.35 2,029 291.70 0.0296
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,693 287 4.48 518 -5.82 0.0091
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,406 -536 -7.72 550 1.10 0.0138
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,942 -650 -8.56 545 -16.95 0.0150
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,592 -29,052 -79.28 655 -77.27 0.0137
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,644 563 1.56 2,883 10.85 0.0725
2024-02-21 2023-09-30 13F/A-01 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,081 36,081 2,600 0.0806
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,081 36,081 2,600 0.0649
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.