주요 금융 그룹, Inc.
DE ˙ DB ˙ US74251V1026
€87.50 0.00 (0.00%)
2026-06-01
주가
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership55,971 shares
Latest Disclosed Value $ 5,043,547
Mackenzie Financial Corp reports 1.34% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 55,971 shares of Principal Financial Group, Inc. (DE:PG4) valued at $4,309,767 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 56,731 shares of Principal Financial Group, Inc.. This represents a change in shares of -1.34% during the quarter. The current value of the position is $4,897,462 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)
2026-05-13 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,971 -760 -1.34 5,044 0.20 0.0061
2026-02-18 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 56,731 17,622 45.06 5,033 55.24 0.0060
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 39,109 1,125 2.96 3,243 7.46 0.0039
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 37,984 11,868 45.44 3,017 36.95 0.0039
2025-05-07 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,116 2,438 10.30 2,203 20.25 0.0031
2025-05-02 2024-12-31 13F/A-2 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,678 -7,194 -23.30 1,833 -30.89 0.0025
2025-02-20 2024-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,678 -7,194 1,833 0.0024
2025-02-14 2024-12-31 13F Principal Financial Group Common Stock 74251V102 23,678 -7,194 493 0.0007
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 30,872 -406 -1.30 2,652 8.07 0.0037
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 31,278 -853 -2.65 2,454 -11.54 0.0036
2024-05-10 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 32,131 4,553 16.51 2,773 27.85 0.0040
2024-01-30 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,578 -4,240 -13.33 2,170 0.18 0.0033
2023-10-25 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 31,818 978 3.17 2,165 -8.34 0.0036
2023-08-03 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 30,840 2,120 7.38 2,362 10.68 0.0036
2023-04-24 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,720 -191 -0.66 2,134 -12.04 0.0033
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,911 -1,438 -4.74 2,426 10.78 0.0041
2022-10-07 2022-09-30 13F Principal Financial Group Common Stock 74251V102 30,349 -1,629 -5.09 2,190 2.53 0.0038
2022-08-10 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 31,978 5,815 22.23 2,136 11.19 0.0034
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,163 2,417 10.18 1,921 11.82 0.0026
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,746 -461 -1.90 1,718 10.20 0.0023
2021-11-08 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,207 5,128 26.88 1,559 29.27 0.0022
2021-08-11 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,079 5,421 39.69 1,206 47.25 0.0017
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,658 2,547 22.92 819 48.64 0.0012
2021-02-10 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,111 -12,049 -52.03 551 -40.94 0.0012
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,160 -236,257 -91.07 933 -91.34 0.0023
2020-08-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 259,417 -173,043 -40.01 10,776 -20.49 0.0288
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 432,460 79,620 22.57 13,553 -30.16 0.0436
2020-02-13 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 352,840 -30,356 -7.92 19,406 -11.37 0.0477
2019-11-14 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 383,196 346,119 933.51 21,896 919.84 0.0575
2019-08-23 2019-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 37,077 -5,842 -13.61 2,147 -0.32 0.0055
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 37,077 -5,842 2,147
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 42,919 -36,399 -45.89 2,154 -38.51 0.0052
2019-02-06 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 79,318 74,065 1,409.96 3,503 1,037.34 0.0092
2018-11-15 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,253 85 1.64 308 12.41 0.0007
2018-08-13 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,168 1,405 37.34 274 19.65 0.0007
2018-05-14 2018-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 3,763 3,763 229 0.0006
2018-05-14 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,763 229
2017-02-14 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -6,133 -100.00 0 -100.00
2016-11-15 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,133 0 0.00 316 25.40 0.0020
2016-08-12 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,133 6,133 252 0.0014
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.