The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership44,240 shares
Latest Disclosed Value $ 6,390,058
Principal Securities, Inc. reports 6.06% increase in ownership of PG / The Procter & Gamble Company

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 44,240 shares of The Procter & Gamble Company (MX:PG) valued at $6,390,058 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 41,712 shares of The Procter & Gamble Company. This represents a change in shares of 6.06% during the quarter.

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)
2026-05-13 2026-03-31 13F PROCTER &GAMBLE COM 742718109 44,240 2,528 6.06 6,390 6.91 0.0937
2026-02-12 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 41,712 4,696 12.69 5,978 5.10 0.0922
2025-11-12 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 37,016 416 1.14 5,688 -2.47 0.0937
2025-08-11 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 36,600 3,722 11.32 5,831 5.79 0.1096
2025-04-30 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 32,878 214 0.66 5,512 0.66 0.1233
2025-01-30 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 32,664 4,037 14.10 5,476 10.45 0.1233
2024-10-28 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 28,627 1,579 5.84 4,958 11.17 0.1199
2024-07-31 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 27,048 -5 -0.02 4,461 1.62 0.1229
2024-05-10 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 27,053 3,773 16.21 4,389 28.67 0.1367
2024-05-10 2023-12-31 13F/A-1 PROCTER AND GAMBLE COM 742718109 23,280 23,280 3,411 0.1271
2024-02-07 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 23,280 23,280 3,411 0.1271
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.