주요 금융 그룹, Inc.
DE ˙ DB ˙ US74251V1026
€88.50 ↑2.00 (2.31%)
2026-06-05
주가
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionAdams Wealth Management
Latest Disclosed Ownership3,128 shares
Latest Disclosed Value $ 281,864
Adams Wealth Management reports 0.03% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 11, 2026 - Adams Wealth Management filed a 13F-HR form disclosing ownership of 3,128 shares of Principal Financial Group, Inc. (DE:PG4) valued at $240,856 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,129 shares of Principal Financial Group, Inc.. This represents a change in shares of -0.03% during the quarter. The current value of the position is $276,828 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,128 -1 -0.03 282 1.81 0.0619
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,129 -569 -15.39 276 -9.80 0.0589
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,698 -232 -5.90 307 -1.92 0.0657
2025-09-25 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,930 -6,758 -63.23 312 -65.37 0.0594
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,688 -196 -1.80 902 7.01 0.1770
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,884 1,358 14.26 842 2.93 0.1611
2024-10-28 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,526 -62 -0.65 818 8.78 0.1756
2024-07-16 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,588 -2,643 -21.61 752 -28.72 0.1732
2024-05-20 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,231 -533 -4.18 1,056 5.08 0.2574
2024-02-12 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,764 -476 -3.60 1,004 5.24 0.2969
2023-11-09 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,240 -315 -2.32 954 -7.20 0.3237
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,555 351 2.66 1,028 4.79 0.3209
2023-05-03 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,204 1,565 13.45 981 0.51 0.3168
2023-02-17 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,639 307 2.71 977 19.32 0.3450
2022-11-10 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,332 -684 -5.69 818 1.87 0.3062
2022-07-20 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,016 -277 -2.25 803 -10.98 0.3043
2022-04-11 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,293 -655 -5.06 902 -3.74 0.2953
2022-02-09 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,948 -1,412 -9.83 937 1.30 0.2752
2021-11-02 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14,360 -1,825 -11.28 925 -9.58 0.3495
2021-08-03 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,185 -698 -4.13 1,023 1.09 0.4362
2021-05-12 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,883 -1,180 -6.53 1,012 12.95 0.4658
2021-02-08 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,063 -1,046 -5.47 896 16.36 0.5632
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,109 -916 -4.57 770 -7.45 0.5995
2020-08-04 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,025 4,338 27.65 832 69.11 0.8509
2020-05-06 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 15,687 2,229 16.56 492 -33.51 0.6183
2020-02-12 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 13,458 13,458 740 0.6242
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.