Principal Financial Group, Inc.
US ˙ NasdaqGS ˙ US74251V1026

SecurityPFG / Principal Financial Group, Inc.
InstitutionAIA Group Ltd
Latest Disclosed Ownership5,517 shares
Latest Disclosed Value $ 497,137
AIA Group Ltd reports 17.10% decrease in ownership of PFG / Principal Financial Group, Inc.

On May 6, 2026 - AIA Group Ltd filed a 13F-HR form disclosing ownership of 5,517 shares of Principal Financial Group, Inc. (US:PFG) valued at $497,137 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 6,655 shares of Principal Financial Group, Inc.. This represents a change in shares of -17.10% during the quarter. The current value of the position is $558,265 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)
2026-05-06 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,517 -1,138 -17.10 497 -15.33 0.0049
2026-02-09 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,655 6,655 587 0.0088
2023-07-28 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -3,464 -100.00 0 -100.00
2023-04-28 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,464 -323 -8.53 257 -18.93 0.0140
2023-01-31 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,787 1,939 104.92 318 138.35 0.0194
2022-11-04 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,848 -1,138 -38.11 133 -33.17 0.0087
2022-08-11 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,986 705 30.91 199 19.16 0.0107
2022-05-06 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,281 1,060 86.81 167 89.77 0.0059
2022-02-11 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,221 1,221 88 0.0042
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.