주요 금융 그룹, Inc.
DE ˙ DB ˙ US74251V1026
€88.50 ↑2.00 (2.31%)
2026-06-05
주가
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership3,130 shares
Latest Disclosed Value $ 282,043
EverSource Wealth Advisors, LLC reports 14.90% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 3,130 shares of Principal Financial Group, Inc. (DE:PG4) valued at $241,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,724 shares of Principal Financial Group, Inc.. This represents a change in shares of 14.90% during the quarter. The current value of the position is $277,005 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)
2026-05-15 2026-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 3,130 406 14.90 282 17.50 0.0013
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 18,644 15,920 1,027 0.0314
2026-02-06 2025-12-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 2,724 295 12.14 240 19.40 0.0088
2025-11-10 2025-09-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 2,429 151 6.63 201 11.67 0.0080
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 2,278 1,117 96.21 181 85.57 0.0082
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 1,161 443 61.70 98 76.36 0.0054
2025-02-10 2024-12-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 718 29 4.21 56 -6.78 0.0031
2024-11-08 2024-09-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 689 -241 -25.91 59 -21.33 0.0037
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 930 143 18.17 76 20.97 0.0050
2024-06-11 2024-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 787 85 12.11 62 12.73 0.0049
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 702 0 55 0.0020
2024-02-09 2023-12-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 702 49 7.50 55 17.02 0.0051
2023-11-03 2023-09-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 653 25 3.98 47 0.00 0.0050
2023-08-04 2023-06-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 628 0 0.00 48 2.17 0.0053
2023-05-11 2023-03-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 628 54 9.41 47 -4.17 0.0058
2023-02-09 2022-12-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 574 0 0.00 48 14.29 0.0073
2022-11-07 2022-09-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 574 14 2.50 42 13.51 0.0096
2022-08-01 2022-06-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 560 -34 -5.72 37 -15.91 0.0095
2022-05-25 2022-03-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 594 34 6.07 44 7.32 0.0112
2022-02-17 2021-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 560 560 41 0.0115
2022-02-07 2021-12-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 560 560 41 0.0115
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.