Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
87,50 € 0,00 (0,00%)
2026-06-01
DELAT PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionAsset Management One Co., Ltd.
Latest Disclosed Ownership88,246 shares
Latest Disclosed Value $ 7,951,847
Asset Management One Co., Ltd. reports 5.53% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 8, 2026 - Asset Management One Co., Ltd. filed a 13F-HR form disclosing ownership of 88,246 shares of Principal Financial Group, Inc. (DE:PG4) valued at $6,794,942 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 93,412 shares of Principal Financial Group, Inc.. This represents a change in shares of -5.53% during the quarter. The current value of the position is $7,721,525 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)
2026-05-08 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 88,246 -5,166 -5.53 7,952 -4.38 0.0234
2026-01-27 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 93,412 -2,324 -2.43 8,316 4.76 0.0231
2025-10-22 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 95,736 332 0.35 7,937 4.75 0.0230
2025-07-31 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 95,404 -1,803 -1.85 7,578 -7.61 0.0238
2025-04-23 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 97,207 -12,341 -11.27 8,201 -3.65 0.0284
2025-01-30 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 109,548 448 0.41 8,513 -9.17 0.0292
2024-10-30 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 109,100 14,588 15.44 9,372 26.40 0.0334
2024-07-18 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 94,512 2,225 2.41 7,414 -6.92 0.0284
2024-05-02 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 92,287 -4,436 -4.59 7,965 3.91 0.0307
2024-01-24 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 96,723 -3,967 -3.94 7,665 5.64 0.0309
2023-10-19 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100,690 1,339 1.35 7,257 -3.69 0.0323
2023-07-31 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 99,351 -1,296 -1.29 7,535 0.72 0.0319
2023-04-25 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100,647 2,227 2.26 7,480 -11.06 0.0339
2023-02-06 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 98,420 -9,368 -8.69 8,410 8.15 0.0410
2022-11-04 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 107,788 -1,990 -1.81 7,776 6.06 0.0396
2022-07-29 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 109,778 -6,017 -5.20 7,332 -13.74 0.0344
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 115,795 -4,478 -3.72 8,500 -2.22 0.0332
2022-02-09 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 120,273 -12,801 -9.62 8,693 1.45 0.0303
2021-11-02 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 133,074 5,208 4.07 8,569 6.07 0.0329
2021-08-03 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 127,866 -19,636 -13.31 8,079 -8.65 0.0301
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 147,502 5,245 3.69 8,844 28.38 0.0351
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 142,257 -10,726 -7.01 6,889 11.80 0.0284
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 152,983 -22,433 -12.79 6,162 -15.44 0.0283
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 175,416 12,876 7.92 7,287 43.08 0.0358
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 162,540 -2,646 -1.60 5,093 -43.94 0.0297
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 165,186 -14,163 -7.90 9,085 -11.35 0.0409
2019-11-14 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 179,349 -19,526 -9.82 10,248 -11.01 0.0494
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 198,875 61,824 45.11 11,516 67.43 0.0566
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 137,051 -337,851 -71.14 6,878 -67.20 0.0372
2019-02-13 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 474,902 1,120 0.24 20,970 -24.46 0.0500
2018-11-14 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 473,782 27,390 6.14 27,760 17.44 0.0570
2018-08-14 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 446,392 4,183 0.95 23,637 -12.24 0.0517
2018-05-14 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 442,209 1,140 0.26 26,935 -13.51 0.0607
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 441,069 -2,668 -0.60 31,141 9.10 0.0687
2017-11-14 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 443,737 2,135 0.48 28,543 0.84 0.0670
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 441,602 -40,942 -8.48 28,304 -7.06 0.0722
2017-05-11 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 482,544 -3,944 -0.81 30,453 8.19 0.0800
2017-05-02 2016-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 486,488 414,495 575.74 28,147 673.48 0.0719
2017-02-13 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 486,488 28,147
2016-11-07 2016-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 71,993 42,684 145.63 3,639 207.35 0.0541
2016-08-03 2016-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 29,309 1,952 7.14 1,184 9.02 0.0178
2016-05-05 2016-03-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 27,357 0 0.00 1,086 -13.60 0.0159
2016-01-28 2015-12-31 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 27,357 -9,416 -25.61 1,257 -27.17 0.0188
2015-11-12 2015-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 36,773 9,416 34.42 1,726 24.26 0.0263
2015-08-06 2015-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 27,357 0 0.00 1,389 -1.00 0.0192
2015-05-11 2015-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 27,357 0 0.00 1,403 -3.04 0.0173
2015-02-09 2014-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 27,357 -5,345 -16.34 1,447 -16.36 0.0188
2014-11-05 2014-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 32,702 0 0.00 1,730 5.23 0.0239
2014-08-12 2014-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 32,702 -3,568 -9.84 1,644 -1.08 0.0245
2014-05-05 2014-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 36,270 0 0.00 1,662 -7.20 0.0262
2014-02-05 2013-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP COM 74251V102 36,270 -4,740 -11.56 1,791 1.19 0.0278
2014-01-29 2013-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 36,270 1,791
2014-02-05 2013-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP Com 74251V102 41,010 4,006 10.83 1,770 25.98 0.0266
2013-11-06 2013-09-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 41,010 1,770
2014-02-12 2013-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP Com 74251V102 37,004 37,004 1,405 0.0228
2013-08-05 2013-06-30 13F PRINCIPAL FINANCIAL GROUP Com 74251V102 37,004 1,405
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.