Principal Financial Group, Inc.
US ˙ NasdaqGS ˙ US74251V1026

SecurityPFG / Principal Financial Group, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership89,903 shares
Latest Disclosed Value $ 8,101,200
Creative Planning reports 24.03% increase in ownership of PFG / Principal Financial Group, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 89,903 shares of Principal Financial Group, Inc. (US:PFG) valued at $8,101,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 72,487 shares of Principal Financial Group, Inc.. This represents a change in shares of 24.03% during the quarter. The current value of the position is $9,097,285 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)
2026-05-12 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 89,903 17,416 24.03 8,101 26.70 0.0054
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 72,487 19,941 37.95 6,394 46.79 0.0046
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,546 411 0.79 4,357 5.19 0.0033
2025-08-08 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,135 360 0.70 4,141 -5.20 0.0035
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 51,775 3,396 7.02 4,368 16.67 0.0041
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 48,379 1,951 4.20 3,745 -6.12 0.0036
2024-10-11 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 46,428 -3,357 -6.74 3,988 2.13 0.0039
2024-08-15 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 49,785 1,552 3.22 3,906 -6.17 0.0042
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 48,233 -101 -0.21 4,163 9.47 0.0046
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 48,334 2,277 4.94 3,802 14.55 0.0071
2023-11-16 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 46,057 22,865 98.59 3,319 88.79 0.0044
2023-07-21 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,192 975 4.39 1,759 6.48 0.0023
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 22,217 435 2.00 1,651 -9.63 0.0024
2023-02-10 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21,782 2,830 14.93 1,828 33.65 0.0027
2022-11-03 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,952 -1,495 -7.31 1,367 0.07 0.0024
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,447 2,185 11.96 1,366 1.94 0.0023
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,262 1,743 10.55 1,340 12.13 0.0021
2022-02-11 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,519 -6 -0.04 1,195 12.31 0.0019
2021-11-10 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,525 1,118 7.26 1,064 9.24 0.0019
2021-08-04 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,407 -1,121 -6.78 974 -1.72 0.0017
2021-04-30 2021-03-31 13F CreativePlanning COM 74251V102 16,528 -292 -1.74 991 18.82 0.0020
2021-01-29 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,820 897 5.63 834 30.11 0.0018
2020-11-05 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,923 -738 -4.43 641 -7.37 0.0017
2020-07-23 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,661 535 3.32 692 37.03 0.0020
2020-05-05 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 16,126 54 0.34 505 -42.87 0.0018
2020-01-30 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 16,072 248 1.57 884 -2.21 0.0027
2019-11-01 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 15,824 968 6.52 904 5.12 0.0029
2019-07-26 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 14,856 1,127 8.21 860 24.82 0.0029
2019-04-24 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 13,729 111 0.82 689 14.64 0.0025
2019-02-12 2018-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 13,618 893 7.02 601 -19.44 0.0025
2019-02-01 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 13,618 893 601
2018-10-25 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 12,725 120 0.95 746 11.84 0.0028
2018-07-20 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 12,605 1,098 9.54 667 -4.85 0.0026
2018-04-18 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 11,507 290 2.59 701 -11.38 0.0029
2018-01-17 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 11,217 -988 -8.10 791 0.76 0.0034
2017-10-17 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 12,205 -871 -6.66 785 -6.32 0.0036
2017-07-12 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 13,076 5 0.04 838 1.58 0.0042
2017-04-07 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 13,071 -424 -3.14 825 5.63 0.0045
2017-01-09 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 13,495 1,316 10.81 781 24.56 0.0048
2016-10-12 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 12,179 2,170 21.68 627 52.55 0.0040
2016-07-12 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,009 363 3.76 411 7.87 0.0030
2016-04-08 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 9,646 396 4.28 381 -8.41 0.0030
2016-01-11 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 9,250 353 3.97 416 -1.19 0.0034
2015-10-09 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,897 8,897 0.00 421 0.0037
2015-07-09 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -8,703 -100.00 0 -100.00
2015-04-13 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,703 8,703 0.00 447 0.0042
2015-01-29 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -6,959 -100.00 0 -100.00
2014-10-10 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,959 -385 -5.24 365 -1.62 0.0042
2014-08-20 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,344 -946 -11.41 371 -2.62 0.0048
2014-04-11 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,290 992 13.59 381 5.83 0.0057
2014-01-06 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 7,298 -1,152 -13.63 360 -0.55 0.0061
2013-10-10 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,450 2,521 42.52 362 63.06 0.0072
2013-07-09 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,929 5,929 222 0.0052
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.