Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
€88,50 ↑2,00 (2,31%)
2026-06-05
HİSSE FİYATI
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionComerica Bank
Latest Disclosed Ownership68,027 shares
Latest Disclosed Value $ 6,000,679
Comerica Bank reports 64.13% increase in ownership of PG4 / Principal Financial Group, Inc.

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 68,027 shares of Principal Financial Group, Inc. (DE:PG4) valued at $5,102,025 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 41,448 shares of Principal Financial Group, Inc.. This represents a change in shares of 64.13% during the quarter. The current value of the position is $6,020,390 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)
2026-01-29 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 68,027 26,579 64.13 6,001 74.62 0.0239
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 41,448 -5,429 -11.58 3,436 -7.71 0.0129
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 46,877 -797 -1.67 3,723 -7.43 0.0145
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 47,674 -550 -1.14 4,022 7.74 0.0169
2025-02-14 2024-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 48,224 -11,288 -18.97 3,733 -26.98 0.0151
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 48,224 -11,288 3,733 0.0125
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 59,512 9,949 20.07 5,112 31.48 0.0202
2024-08-15 2024-06-30 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 49,563 -3,093 -5.87 3,888 -14.44 0.0162
2024-05-16 2024-03-31 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 52,656 -8,215 -13.50 4,545 -5.10 0.0196
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP COMMON 74251V102 60,871 -3,886 -6.00 4,789 2.59 0.0221
2023-11-21 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COMMON 74251V102 64,757 64,757 4,667 0.0243
2023-08-22 2023-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 0 -59,872 -100.00 0 -100.00
2023-01-26 2022-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 59,872 17,578 41.56 5 -99.85 0.0416
2022-10-28 2022-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 42,294 -18,459 -30.38 3,385 -12.76 0.0285
2022-08-02 2022-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 60,753 -4,019 -6.20 3,880 -21.39 0.0319
2022-04-27 2022-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 64,772 -1,161 -1.76 4,936 3.09 0.0358
2022-02-18 2021-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 65,933 -1,940 -2.86 4,788 1.59 0.0352
2021-11-22 2021-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 67,873 -14,175 -17.28 4,713 -11.06 0.0284
2021-08-26 2021-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 82,048 -2,318 -2.75 5,299 0.15 0.0316
2021-04-28 2021-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 84,366 5,460 6.92 5,291 25.44 0.0316
2021-01-28 2020-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 78,906 12,006 17.95 4,218 44.90 0.0268
2020-10-30 2020-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 66,900 1,097 1.67 2,911 -1.66 0.0211
2020-07-31 2020-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 65,803 4,824 7.91 2,960 61.93 0.0228
2020-05-01 2020-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 60,979 -4,795 -7.29 1,828 -48.94 0.0168
2020-02-07 2019-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 65,774 -5,021 -7.09 3,580 -11.91 0.0271
2019-10-31 2019-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 70,795 -2,501 -3.41 4,064 -5.07 0.0321
2019-08-02 2019-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 73,296 -8,471 -10.36 4,281 -0.74 0.0343
2019-05-02 2019-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 81,767 -154,840 -65.44 4,313 -63.26 0.0350
2019-02-06 2018-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 236,607 185,787 365.58 11,739 349.43 0.0997
2018-11-01 2018-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 50,820 -14,075 -21.69 2,612 -26.63 0.0211
2018-08-01 2018-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 64,895 691 1.08 3,560 -9.09 0.0249
2018-05-01 2018-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 64,204 -878 -1.35 3,916 -18.69 0.0280
2018-02-02 2017-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 65,082 1,195 1.87 4,816 13.32 0.0321
2017-11-06 2017-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 63,887 459 0.72 4,250 0.95 0.0308
2017-08-03 2017-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 63,428 -2,278 -3.47 4,210 -1.70 0.0315
2017-05-03 2017-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 65,706 -1,223 -1.83 4,283 8.40 0.0325
2017-02-08 2016-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 66,929 -1,071 -1.57 3,951 21.79 0.0313
2016-08-11 2016-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 68,000 -22,134 -24.56 3,244 -12.94 0.0280
2016-05-11 2016-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 90,134 -325,287 -78.30 3,726 -77.66 0.0333
2016-02-05 2015-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 415,421 -39,863 -8.76 16,675 -22.63 0.1636
2015-11-12 2015-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 455,284 323,622 245.80 21,552 219.19 0.2041
2015-08-13 2015-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 131,662 63,426 92.95 6,752 92.64 0.0290
2015-05-15 2015-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 68,236 -68,198 -49.99 3,505 -50.54 0.0297
2015-02-13 2014-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 136,434 65,074 91.19 7,086 89.26 0.0306
2014-10-21 2014-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 71,360 -4,070 -5.40 3,744 -1.68 0.0331
2014-08-12 2014-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 75,430 -25,742 -25.44 3,808 -18.16 0.0324
2014-05-15 2014-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 101,172 999 1.00 4,653 -5.81 0.0356
2014-02-11 2013-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 100,173 2,212 2.26 4,940 17.76 0.0383
2013-11-12 2013-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 97,961 -3,986 -3.91 4,195 9.87 0.0292
2013-08-13 2013-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP COM 74251V102 101,947 101,947 3,818 0.0311
2013-08-08 2013-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 509,295 19,074
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.