Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
87,50 € 0,00 (0,00%)
2026-06-01
AKTIENPREIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionGilbert & Cook, Inc.
Latest Disclosed Ownership11,704 shares
Latest Disclosed Value $ 1,054,681
Gilbert & Cook, Inc. reports 0.67% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 5, 2026 - Gilbert & Cook, Inc. filed a 13F-HR form disclosing ownership of 11,704 shares of Principal Financial Group, Inc. (DE:PG4) valued at $901,208 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 11,783 shares of Principal Financial Group, Inc.. This represents a change in shares of -0.67% during the quarter. The current value of the position is $1,024,100 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)
2026-05-05 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,704 -79 -0.67 1,055 1.44 0.1362
2026-01-07 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,783 3,284 38.64 1,039 47.59 0.1306
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,499 323 3.95 705 8.47 0.0905
2025-08-05 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,176 390 5.01 649 -1.07 0.0878
2025-05-06 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,786 1,011 14.92 657 25.19 0.0953
2025-01-23 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,775 -143 -2.07 524 -11.78 0.0739
2024-11-07 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,918 -292 -4.05 594 5.13 0.0817
2024-08-01 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,210 -7 -0.10 566 -9.16 0.0827
2024-05-02 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,217 -429 -5.61 623 3.49 0.0849
2024-02-13 2023-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,646 -610 -7.39 602 1.01 0.0851
2024-02-05 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,646 -610 602 0.0851
2023-11-02 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,256 -150 -1.78 595 -6.59 0.0939
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,406 0 0.00 638 2.08 0.1022
2023-05-05 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,406 0 0.00 625 -11.49 0.1078
2023-02-09 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,406 495 6.26 705 2.62 0.1284
2022-11-03 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,911 -725 -8.40 687 19.06 0.1527
2022-08-05 2022-06-30 13F PRINCIPAL FINL COM 74251V102 8,636 137 1.61 577 -7.53 0.1037
2022-05-02 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,499 1,217 16.71 624 18.41 0.1010
2022-01-19 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,282 224 3.17 527 15.82 0.0848
2022-01-20 2021-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,058 -1,400 -16.55 455 -14.79 0.0814
2021-10-13 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,058 -1,400 455 0.0814
2021-07-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,458 49 0.58 534 5.95 0.0961
2021-04-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,409 0 0.00 504 20.86 0.0991
2021-02-11 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,409 364 4.52 417 28.70 0.0900
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,045 -4,532 -36.03 324 -37.93 0.0768
2020-08-05 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,577 125 1.00 522 33.85 0.1308
2020-05-05 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 12,452 1,391 12.58 390 -35.86 0.1146
2020-02-03 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 11,061 -736 -6.24 608 -9.79 0.1490
2019-11-05 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 11,797 -1,221 -9.38 674 -10.61 0.1889
2019-08-05 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 13,018 4,188 47.43 754 70.20 0.2204
2019-05-10 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,830 -2 -0.02 443 13.59 0.1346
2019-02-12 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,832 -271 -2.98 390 -26.83 0.1378
2018-11-07 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 9,103 302 3.43 533 14.38 0.1654
2018-07-17 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,801 297 3.49 466 -10.04 0.1571
2018-04-30 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,504 -256 -2.92 518 -16.18 0.1813
2018-02-01 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,760 -2,640 -23.16 618 -15.69 0.2152
2017-10-31 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 11,400 473 4.33 733 4.71 0.2679
2017-07-20 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,927 -3,003 -21.56 700 -20.36 0.2474
2017-05-22 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 13,930 -772 -5.25 879 3.29 0.3619
2017-05-22 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 14,702 14,702 851 0.3760
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.