Principal Financial Group, Inc.
US ˙ NasdaqGS ˙ US74251V1026

SecurityPFG / Principal Financial Group, Inc.
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership570 shares
Latest Disclosed Value $ 51,363
Legacy Bridge, LLC ownership in PFG / Principal Financial Group, Inc.

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 570 shares of Principal Financial Group, Inc. (US:PFG) valued at $51,363 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 570 shares of Principal Financial Group, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $57,678 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)
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 570 0 0.00 51 2.00 0.0196
2026-01-23 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 570 0 0.00 50 6.38 0.0204
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 570 0 0.00 47 4.44 0.0197
2025-08-06 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 570 0 0.00 45 -6.25 0.0215
2025-05-08 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 570 0 0.00 48 9.09 0.0268
2025-01-22 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 570 0 0.00 44 -8.33 0.0230
2024-11-07 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 570 -950 -62.50 49 -59.66 0.0264
2024-08-06 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,520 -1,625 -51.67 119 -56.09 0.0703
2024-04-25 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,145 0 0.00 271 9.72 0.1588
2024-01-17 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,145 -750 -19.26 247 -11.79 0.1603
2023-10-11 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,895 0 0.00 281 -5.08 0.2001
2023-07-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,895 0 0.00 295 2.08 0.1972
2023-04-24 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,895 -4 -0.10 289 -11.62 0.2020
2023-01-11 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,899 4 0.10 327 16.37 0.2326
2022-11-02 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,895 0 0.00 281 8.08 0.2241
2022-07-21 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,895 0 0.00 260 -9.09 0.1919
2022-04-28 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,895 -675 -14.77 286 -13.60 0.1671
2022-01-18 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,570 0 0.00 331 12.59 0.1724
2021-10-26 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,570 0 0.00 294 1.73 0.1695
2021-08-03 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,570 0 0.00 289 5.47 0.1635
2021-04-29 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,570 0 0.00 274 20.70 0.1773
2021-02-02 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,570 0 0.00 227 23.37 0.1646
2020-10-19 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,570 0 0.00 184 -3.16 0.1680
2020-08-04 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,570 0 0.00 190 32.87 0.2091
2020-05-01 2020-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 4,570 -3,430 -42.88 143 -67.50 0.1801
2020-04-09 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,570 -3,430 143 181,384.6115
2020-02-04 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,000 0 0.00 440 -3.72 0.3654
2019-10-15 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,000 0 0.00 457 -1.30 0.4363
2019-07-11 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,000 0 0.00 463 15.17 0.4466
2019-04-26 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,000 0 0.00 402 13.88 0.4144
2019-01-25 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,000 8,000 353 0.4368
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.