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.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership68,407 shares
Latest Disclosed Value $ 6,164,155
Wealthfront Advisers Llc reports 8.28% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 68,407 shares of Principal Financial Group, Inc. (DE:PG4) valued at $5,267,339 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 63,177 shares of Principal Financial Group, Inc.. This represents a change in shares of 8.28% during the quarter. The current value of the position is $5,985,612 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)
2026-05-05 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 68,407 5,230 8.28 6,164 10.62 0.0135
2026-01-30 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,177 7,992 14.48 5,573 21.79 0.0125
2025-11-06 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,185 -9,414 -14.57 4,575 -10.84 0.0107
2025-07-31 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 64,599 900 1.41 5,131 -4.52 0.0132
2025-05-02 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,699 5,815 10.05 5,374 19.96 0.0144
2025-04-01 2024-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 57,884 1,246 2.20 4,481 -7.91 0.0131
2024-11-12 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 56,638 -222 -0.39 4,865 9.08 0.0150
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 56,860 10,879 23.66 4,461 12.40 0.0150
2024-04-19 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 45,981 -1,067 -2.27 3,969 7.21 0.0139
2024-02-09 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 47,048 -5,024 -9.65 3,701 -1.36 0.0142
2023-11-01 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,072 -2,107 -3.89 3,753 -8.67 0.0162
2023-08-07 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 54,179 -5,602 -9.37 4,109 -7.52 0.0174
2023-04-28 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 59,781 -5,237 -8.05 4,443 -18.59 0.0202
2023-02-10 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 65,018 -2,755 -4.07 5,456 11.57 0.0264
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 67,773 -1,460 -2.11 4,890 5.75 0.0260
2022-07-20 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 69,233 5,243 8.19 4,624 -1.55 0.0232
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,990 -8,559 -11.80 4,697 -10.50 0.0206
2022-01-21 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 72,549 7,845 12.12 5,248 25.94 0.0222
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 64,704 13,184 25.59 4,167 27.98 0.0193
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 51,520 3,925 8.25 3,256 14.09 0.0155
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 47,595 6,179 14.92 2,854 38.88 0.0153
2021-02-16 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 41,416 3,555 9.39 2,055 34.75 0.0124
2020-11-16 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 37,861 4,966 15.10 1,525 11.64 0.0109
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 32,895 32,895 1,366 0.0106
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -32,819 -100.00 0 -100.00
2020-01-21 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 32,819 75 0.23 1,805 -3.53 0.0134
2019-10-15 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 32,744 -10,452 -24.20 1,871 -25.22 0.0157
2019-08-13 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 43,196 9,629 28.69 2,502 48.49 0.0217
2019-05-13 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 33,567 9,421 39.02 1,685 57.92 0.0156
2019-02-14 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 24,146 24,146 1,067 0.0113
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.