Vanguard Group Inc ownership in 1PFG / Principal Financial Group, Inc.

Principal Financial Group, Inc.

IT ˙ BIT ˙ US74251V1026

DIESES SYMBOL IST NICHT MEHR AKTIV

73,50 € ↑2,00 (2,80%)

2025-11-20
AKTIENPREIS

Security	IT:1PFG / Principal Financial Group, Inc.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	28,605,789 shares
Ownership	12.00%

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 28,605,789 shares of Principal Financial Group, Inc. (IT:1PFG). This represents 12.0 percent ownership of the company. In their previous filing dated 2023-02-09 , Vanguard Group Inc had reported owning 28,280,358 shares, indicating an increase of 1.15 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-13	2024-02-13	13G/A	28,280,358	28,605,789	1.15	12.00	3.81
2023-02-09	2023-02-09	13G/A	28,877,510	28,280,358	-2.07	11.56	6.15
2022-02-10	2022-02-10	13G/A	29,143,233	28,877,510	-0.91	10.89	2.64
2021-02-10	2021-02-10	13G/A	31,232,908	29,143,233	-6.69	10.61	-5.60
2020-02-12	2020-02-12	13G/A	30,373,191	31,232,908	2.83	11.24	4.75
2019-02-12	2019-02-12	13G/A	31,021,112	30,373,191	-2.09	10.73	-0.09
2018-02-12	2018-02-12	13G/A	31,021,112	31,021,112	0.00	10.74	0.00
2018-02-10	2018-02-10	13G/A	29,065,622	31,021,112	6.73	10.74	6.23
2017-03-10	2017-03-10	13G/A	27,787,750	29,065,622	4.60	10.11	4.77
2017-02-13	2017-02-13	13G/A	27,787,750	27,787,750	0.00	9.65	0.00
2017-02-11	2017-02-11	13G/A	24,297,072	27,787,750	14.37	9.65	16.41
2016-02-10	2016-02-10	13G/A		24,297,072		8.29
2015-02-10	2015-02-10	13G/A		21,554,308		7.33
2014-02-12	2014-02-12	13G/A		19,659,197		6.67
2013-02-13	2013-02-13	13G		16,960,533		5.77

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	26,969,104	-162,252	-0.60	2,378,945	5.76	0.0345
2025-11-07	2025-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	27,131,356	-213,708	-0.78	2,249,461	3.57	0.0337
2025-08-11	2025-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	27,345,064	97,149	0.36	2,172,018	-5.52	0.0352
2025-05-09	2025-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	27,247,915	-182,612	-0.67	2,298,907	8.27	0.0416
2025-02-11	2024-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	27,430,527	-75,419	-0.27	2,123,397	-10.13	0.0370
2024-11-13	2024-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	27,505,946	-243,878	-0.88	2,362,761	8.53	0.0423
2024-08-13	2024-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	27,749,824	-287,704	-1.03	2,176,974	-10.04	0.0418
2024-05-10	2024-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	28,037,528	-568,351	-1.99	2,419,919	7.53	0.0479
2024-03-11	2023-12-31	13F/A-1	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	28,605,879	-428,529	-1.48	2,250,425	7.55	0.0492
2024-02-14	2023-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	28,605,879	-428,529		2,250,425		0.0492
2023-12-18	2023-09-30	13F/A-1	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	29,034,408	-422,011	-1.43	2,092,510	-6.33	0.0514
2023-11-14	2023-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	29,034,408	-422,011		2,092,510		0.0093
2023-08-14	2023-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	29,456,419	-283,759	-0.95	2,233,975	1.07	0.0530
2023-07-14	2023-03-31	13F/A-1	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	29,740,178	1,459,820	5.16	2,210,290	-6.87	0.0563
2023-05-15	2023-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	29,740,088	1,459,730		2,210,283		0.0563
2023-02-10	2022-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	28,280,358	-193,905	-0.68	2,373,288	15.52	0.0646
2022-11-14	2022-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	28,474,263	-144,650	-0.51	2,054,418	7.48	0.0604
2022-08-12	2022-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	28,618,913	-409,195	-1.41	1,911,457	-10.30	0.0537
2022-05-13	2022-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	29,028,108	150,598	0.52	2,130,953	2.02	0.0504
2022-02-14	2021-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	28,877,510	-254,088	-0.87	2,088,710	11.33	0.0474
2021-11-12	2021-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	29,131,598	-233,720	-0.80	1,876,074	1.10	0.0466
2021-08-13	2021-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	29,365,318	140,472	0.48	1,855,594	5.89	0.0462
2021-05-14	2021-03-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	29,224,846	81,613	0.28	1,752,322	21.20	0.0474
2021-02-12	2020-12-31	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	29,143,233	-392,526	-1.33	1,445,796	21.56	0.0419
2020-11-16	2020-09-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	29,535,759	-1,036,797	-3.39	1,189,406	-6.34	0.0394
2020-08-14	2020-06-30	13F	PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	30,572,556	-1,334,323	-4.18	1,269,984	27.00	0.0450
2020-05-15	2020-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	31,906,879	673,971	2.16	999,961	-41.79	0.0426
2020-02-14	2019-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	31,232,908	240,537	0.78	1,717,810	-3.00	0.0586
2019-11-14	2019-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	30,992,371	538,147	1.77	1,770,905	0.40	0.0657
2019-08-14	2019-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	30,454,224	305,393	1.01	1,763,908	16.57	0.0664
2019-05-15	2019-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	30,148,831	-224,360	-0.74	1,513,170	12.79	0.0594
2019-02-14	2018-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	30,373,191	584,250	1.96	1,341,584	-23.13	0.0603
2018-12-13	2018-09-30	13F/A-2	PRINCIPAL FINL GROUP	COM	74251V102	29,788,941	68,087	0.23	1,745,335	10.91	0.0682
2018-11-23	2018-09-30	13F/A-1	PRINCIPAL FINL GROUP	COM	74251V102	29,788,941	0		1,745,335		0.0682
2018-11-14	2018-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	29,788,941	68,087		1,745,335
2018-08-14	2018-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	29,720,854	-577,551	-1.91	1,573,719	-14.73	0.0658
2018-05-15	2018-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	30,298,405	-722,707	-2.33	1,845,477	-15.69	0.0807
2018-02-14	2017-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	31,021,112	849,015	2.81	2,188,851	12.75	0.0957
2017-11-14	2017-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	30,172,097	-64,999	-0.21	1,941,273	0.21	0.0907
2017-08-24	2017-06-30	13F/A-1	PRINCIPAL FINL GROUP	COM	74251V102	30,237,096	587,221	1.98	1,937,291	3.53	0.0954
2017-08-11	2017-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	30,237,096	587,221		1,937,291
2017-05-12	2017-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	29,649,875	1,862,125	6.70	1,871,204	16.38	0.0962
2017-02-14	2016-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	27,787,750	1,543,855	5.88	1,607,800	18.94	0.0897
2016-11-14	2016-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	26,243,895	639,494	2.50	1,351,823	28.43	0.0794
2016-08-10	2016-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	25,604,401	625,098	2.50	1,052,596	6.82	0.0654
2016-05-13	2016-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	24,979,303	682,231	2.81	985,434	-9.83	0.0638
2016-02-08	2015-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	24,297,072	644,255	2.72	1,092,882	-2.40	0.0735
2015-11-12	2015-09-30	13F/A-1	PRINCIPAL FINL GROUP	COM	74251V102	23,652,817	457,376	1.97	1,119,724	-5.88	0.0475
2015-11-12	2015-09-30	13F/A-1	PRINCIPAL FINL GROUP	COM	74251V102	23,652,817	457,376		1,119,724		0.0475
2015-08-13	2015-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	23,195,441	557,306	2.46	1,189,694	2.30	0.0804
2015-05-15	2015-03-31	13F/A-1	PRINCIPAL FINL GROUP	COM	74251V102	22,638,135	1,083,827	5.03	1,162,921	3.88	0.0789
2015-05-14	2015-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	22,638,135			1,162,921
2015-02-12	2014-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	21,554,308	685,454	3.28	1,119,531	2.24	0.0806
2014-11-12	2014-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	20,868,854	535,148	2.63	1,094,989	6.68	0.0854
2014-08-11	2014-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	20,333,706	518,881	2.62	1,026,446	12.64	0.0809
2014-05-13	2014-03-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	19,814,825	155,628	0.79	911,284	-5.99	0.0766
2014-02-12	2013-12-31	13F	PRINCIPAL FINL GROUP	COM	74251V102	19,659,197	644,066	3.39	969,395	19.06	0.0852
2013-11-07	2013-09-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	19,015,131	586,612	3.18	814,228	17.98	0.0795
2013-08-13	2013-06-30	13F	PRINCIPAL FINL GROUP	COM	74251V102	18,428,519	18,428,519		690,148		0.0725

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.