Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
87,50 € 0,00 (0,00%)
2026-06-01
CENA AKCJI
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionBokf, Na
Latest Disclosed Ownership683 shares
Latest Disclosed Value $ 61,545
Bokf, Na reports 15.16% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 683 shares of Principal Financial Group, Inc. (DE:PG4) valued at $52,591 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 805 shares of Principal Financial Group, Inc.. This represents a change in shares of -15.16% during the quarter. The current value of the position is $59,762 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)
2026-05-08 2026-03-31 13F PRINCIPAL FINANCIAL GROUP common 74251V102 683 -122 -15.16 62 -14.08 0.0007
2026-02-03 2025-12-31 13F PRINCIPAL FINANCIAL GROUP common 74251V102 805 14 1.77 71 9.23 0.0011
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP common 74251V102 791 76 10.63 66 16.07 0.0010
2025-08-12 2025-06-30 13F PRINCIPAL FINANCIAL GROUP common 74251V102 715 -981 -57.84 57 -60.84 0.0009
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP common 74251V102 1,696 -100 -5.57 143 4.38 0.0025
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP common 74251V102 1,796 -3 -0.17 137 -9.87 0.0023
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP common 74251V102 1,799 100 5.89 152 14.29 0.0027
2024-08-08 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,699 -51 -2.91 133 -11.33 0.0024
2024-05-15 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,750 1,750 151 0.0027
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -1,120 -100.00 0 -100.00
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,120 -57 -4.84 76 -15.73 0.0017
2023-08-21 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,177 -11 -0.93 89 1.14 0.0018
2023-05-11 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,188 1,188 88 0.0018
2020-05-13 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -6,626 -100.00 0 -100.00
2020-02-12 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,626 -942 -12.45 364 -15.74 0.0082
2019-11-13 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,568 182 2.46 432 0.93 0.0104
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,386 -1,124 -13.21 428 0.23 0.0103
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,510 719 9.23 427 24.13 0.0102
2019-02-13 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 7,791 301 4.02 344 -21.64 0.0098
2018-11-13 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,490 -445 -5.61 439 4.52 0.0110
2018-08-13 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,935 344 4.53 420 -9.29 0.0113
2018-05-14 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 7,591 -789 -9.42 463 -21.79 0.0132
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,380 93 1.12 592 11.07 0.0163
2017-11-14 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,287 396 5.02 533 5.34 0.0155
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,891 -702 -8.17 506 -6.64 0.0159
2017-05-15 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,593 -98 -1.13 542 7.75 0.0169
2017-02-14 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,691 -93 -1.06 503 11.04 0.0165
2016-11-10 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,784 -31 -0.35 453 24.79 0.0150
2016-08-12 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,815 265 3.10 363 7.40 0.0128
2016-05-13 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,550 -65,862 -88.51 338 -89.90 0.0122
2016-02-09 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 74,412 -823 -1.09 3,347 -6.01 0.1210
2015-11-13 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 75,235 109 0.15 3,561 -7.58 0.1340
2015-08-13 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 75,126 56,129 295.46 3,853 294.77 0.1308
2015-05-14 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 18,997 3,861 25.51 976 24.17 0.0329
2015-02-12 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 15,136 -4,940 -24.61 786 -25.43 0.0271
2014-11-13 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 20,076 -4,830 -19.39 1,054 -16.15 0.0352
2014-08-14 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 24,906 -10,633 -29.92 1,257 -23.12 0.0403
2014-05-14 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 35,539 903 2.61 1,635 -4.27 0.0542
2014-02-14 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 34,636 9,766 39.27 1,708 60.38 0.0572
2013-11-12 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 24,870 3,327 15.44 1,065 31.97 0.0387
2013-08-14 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 21,543 21,543 807 0.0305
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.