Principal Financial Group, Inc.
US ˙ NasdaqGS ˙ US74251V1026

SecurityPFG / Principal Financial Group, Inc.
InstitutionMacquarie Group Ltd
Latest Disclosed Ownership76,142 shares
Latest Disclosed Value $ 6,861,155
Macquarie Group Ltd reports 7.48% decrease in ownership of PFG / Principal Financial Group, Inc.

On May 15, 2026 - Macquarie Group Ltd filed a 13F-HR form disclosing ownership of 76,142 shares of Principal Financial Group, Inc. (US:PFG) valued at $6,861,156 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 82,295 shares of Principal Financial Group, Inc.. This represents a change in shares of -7.48% during the quarter. The current value of the position is $7,704,809 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)
2026-05-15 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 76,142 -6,153 -7.48 6,861 -5.48 0.0319
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 82,295 -1,530 -1.83 7,259 4.45 0.0317
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 83,825 -377 -0.45 6,950 3.93 0.0081
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 84,202 -5,627 -6.26 6,688 -11.77 0.0082
2025-08-14 2025-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 89,829 3,668 4.26 7,579 25.50 0.0094
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 101,697 15,536 6,580 0.0054
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 86,161 9,100 11.81 6,039 -8.76 0.0073
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 77,061 -18,179 -19.09 6,620 -11.40 0.0071
2024-08-09 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 95,240 -874 -0.91 7,472 -9.93 0.0086
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 96,114 4,642 5.07 8,296 15.29 0.0094
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 91,472 6,274 7.36 7,196 17.18 0.0083
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 85,198 -37 -0.04 6,140 -5.01 0.0077
2023-10-27 2023-06-30 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 85,235 724 0.86 6,464 2.93 0.0074
2023-10-12 2023-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 85,235 724 6,464 0.0065
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 85,235 724 6,464 0.0066
2023-06-01 2023-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 84,511 -903 -1.06 6,281 -12.39 0.0075
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 84,511 -903 6,281 0.0058
2023-02-21 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 85,414 15,310 21.84 7,168 41.72 0.0085
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 70,104 -2,146 -2.97 5,058 4.81 0.0062
2022-08-17 2022-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 72,250 -1,441 -1.96 4,826 -10.78 0.0054
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 72,250 -1,441 4,826 0.0017
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 73,691 0 0.00 5,409 1.48 0.0041
2022-02-11 2021-12-31 13F Principal Financial Group COM 74251V102 73,691 1,815 2.53 5,330 15.17 0.0044
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 71,876 11,978 20.00 4,628 22.27 0.0039
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 59,898 3,989 7.13 3,785 12.88 0.0031
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,909 24,438 77.65 3,353 114.66 0.0047
2021-02-16 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 31,471 13,770 77.79 1,562 119.07 0.0023
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,701 10,198 135.92 713 128.53 0.0012
2020-08-11 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,503 2,303 44.29 312 91.41 0.0005
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,200 0 0.00 163 -43.01 0.0003
2020-03-18 2019-12-31 13F/A-2 PRINCIPAL FINL GROUP COM 74251V102 5,200 -400 -7.14 286 -10.62 0.0004
2020-02-28 2019-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 5,200 0 286 0.0004
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,200 -400 286 358.9058
2019-11-14 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,600 0 0.00 320 -1.54 0.0005
2019-11-06 2019-06-30 13F/A-2 PRINCIPAL FINL GROUP COM 74251V102 5,600 -12,500 -69.06 325 -64.17 0.0005
2019-09-24 2019-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 5,600 0 325 0.0006
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,600 -12,500 325
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 18,100 -11,400 -38.64 907 -30.34 0.0015
2019-02-15 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 29,500 180 0.61 1,302 -24.21 0.0025
2018-11-15 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 29,320 -160 -0.54 1,718 9.99 0.0028
2019-03-21 2018-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 29,480 3,360 12.86 1,562 -1.82 0.0027
2018-08-14 2018-06-30 13F PROLOGIS COM 74251V102 29,480 3,360 1,562
2018-05-11 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 26,120 -4,680 -15.19 1,591 -44.29 0.0029
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 30,800 22,800 285.00 2,856 454.56 0.0050
2017-11-08 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,000 700 9.59 515 10.04 0.0009
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,300 -8,200 -52.90 468 -52.15 0.0009
2017-05-15 2017-03-31 13F Principal Financial Group COM 74251V102 15,500 5,900 61.46 978 76.22 0.0018
2017-03-30 2016-12-31 13F/A-1 Principal Financial Group Common Stock 74251V102 9,600 200 2.13 555 14.67 0.0011
2017-02-15 2016-12-31 13F Principal Financial Group Common Stock 74251V102 9,600 555
2016-11-15 2016-09-30 13F Principal Financial Group Common Stock 74251V102 9,400 0 0.00 484 25.39 0.0009
2016-09-14 2016-06-30 13F/A-1 Principal Financial Group Common Stock 74251V102 9,400 0 0.00 386 4.04 0.0008
2016-08-15 2016-06-30 13F Principal Financial Group Common Stock 74251V102 9,400 386
2016-05-16 2016-03-31 13F Principal Financial Group Common Stock 74251V102 9,400 0 0.00 371 -12.29 0.0007
2016-02-16 2015-12-31 13F Principal Financial Group Common Stock 74251V102 9,400 0 0.00 423 -4.94 0.0009
2015-11-16 2015-09-30 13F Principal Financial Group Common Stock 74251V102 9,400 0 0.00 445 -7.68 0.0010
2015-08-21 2015-06-30 13F/A-1 Principal Financial Group Common Stock 74251V102 9,400 0 0.00 482 -0.21 0.0010
2015-08-14 2015-06-30 13F Principal Financial Group Common Stock 74251V102 9,400 482
2015-05-18 2015-03-31 13F Principal Financial Group Common Stock 74251V102 9,400 0 0.00 483 -1.02 0.0009
2015-02-17 2014-12-31 13F Principal Financial Group Common Stock 74251V102 9,400 0 0.00 488 -1.01 0.0010
2014-11-14 2014-09-30 13F Principal Financial Group Common Stock 74251V102 9,400 0 0.00 493 3.79 0.0011
2014-08-14 2014-06-30 13F Principal Financial Group Common 74251V102 9,400 -900 -8.74 475 0.21 0.0011
2014-05-15 2014-03-31 13F Principal Financial Group Common Stock 74251V102 10,300 0 0.00 474 -6.69 0.0008
2014-02-14 2013-12-31 13F Principal Financial Group Common Stock 74251V102 10,300 4,200 68.85 508 94.64 0.0009
2013-11-14 2013-09-30 13F Principal Financial Group Common Stock 74251V102 6,100 3,000 96.77 261 125.00 0.0005
2013-08-16 2013-06-30 13F/A-1 Principal Financial Group Common Stock 74251V102 3,100 3,100 116 0.0003
2013-08-14 2013-06-30 13F Principal Financial Group Common Stock 74251V102 3,100 116 0.0003
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.