주요 금융 그룹, Inc.
DE ˙ DB ˙ US74251V1026
€88.50 ↑2.00 (2.31%)
2026-06-05
주가
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionBrookstone Capital Management
Latest Disclosed Ownership15,876 shares
Latest Disclosed Value $ 1,430,620
Brookstone Capital Management reports 432.57% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 16, 2026 - Brookstone Capital Management filed a 13F-HR form disclosing ownership of 15,876 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,222,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 2,981 shares of Principal Financial Group, Inc.. This represents a change in shares of 432.57% during the quarter. The current value of the position is $1,405,026 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)
2026-04-16 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,876 12,895 432.57 1,431 445.80 0.0163
2026-01-15 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,981 -38 -1.26 263 4.80 0.0030
2025-10-15 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,019 115 3.96 250 8.70 0.0030
2025-07-30 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,904 39 1.36 231 -4.56 0.0030
2025-04-29 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,865 2,865 242 0.0035
2023-04-18 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -2,817 -100.00 0 -100.00
2023-01-09 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,817 2,817 246 0.0050
2021-01-13 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -6,690 -100.00 0 -100.00
2020-10-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,690 6,690 269 0.0124
2020-04-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -13,622 -100.00 0 -100.00
2020-01-29 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 13,622 -5,211 -27.67 749 -30.39 0.0380
2019-10-18 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 18,833 -20,271 -51.84 1,076 -52.49 0.0584
2019-07-25 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 39,104 39,104 2,265 0.1309
2019-02-05 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -78,640 -100.00 0 -100.00
2018-11-05 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 78,640 -6,524 -7.66 4,608 2.20 0.3505
2018-08-06 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 85,164 85,164 4,509 0.3928
2016-04-14 2016-03-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 0 0 0 0.0000
2016-01-14 2015-12-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 0 -707 -100.00 0 -100.00
2015-10-28 2015-09-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 707 -359 -33.68 33 -40.00 0.0060
2015-08-11 2015-06-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 1,066 1,066 55 0.0069
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.