주요 금융 그룹, Inc.
DE ˙ DB ˙ US74251V1026
€88.50 ↑2.00 (2.31%)
2026-06-05
주가
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership7,442 shares
Latest Disclosed Value $ 670,599
Sunbelt Securities, Inc. ownership in PG4 / Principal Financial Group, Inc.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 7,442 shares of Principal Financial Group, Inc. (DE:PG4) valued at $573,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 7,442 shares of Principal Financial Group, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $658,617 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)
2026-05-16 2026-03-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 7,442 0 0.00 671 2.13 0.0423
2026-02-20 2025-12-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 7,442 -268 -3.48 656 2.66 0.0438
2025-11-19 2025-09-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 7,710 -2,167 -21.94 639 -16.36 0.0441
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 9,877 3,024 44.13 765 32.18 0.0675
2025-04-24 2025-03-31 13F EDWARDS LIFESCIENCES CORP COM Stock 74251V102 6,853 -3,024 -30.62 578 -24.15 0.0516
2025-02-18 2024-12-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 9,877 0 0.00 763 -10.14 0.0672
2024-11-18 2024-09-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 9,877 0 0.00 848 9.56 0.0832
2024-08-16 2024-06-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 9,877 2,757 38.72 775 26.06 0.0793
2024-04-15 2024-03-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 7,120 0 0.00 615 9.64 0.0686
2024-02-15 2023-12-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 7,120 -223 -3.04 560 5.86 0.0705
2023-12-11 2023-09-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 7,343 0 0.00 529 -4.86 0.0732
2023-08-16 2023-06-30 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 7,343 -1,400 -16.01 557 -14.20 0.0801
2023-05-17 2023-03-31 13F PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 8,743 0 0.00 648 -11.60 0.1042
2023-02-08 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,743 400 4.79 734 21.76 0.1434
2022-11-21 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,343 -400 -4.58 602 3.08 0.1273
2022-10-03 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,743 -442 -4.81 584 -14.74 0.1235
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,185 -15,362 -62.58 685 -64.30 0.1254
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,547 -5,155 -17.36 1,919 5.91 0.3117
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 29,702 0 0.00 1,812 0.00 0.3257
2021-07-29 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 29,702 -1,200 -3.88 1,812 -2.21 0.3261
2021-05-27 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 30,902 1,055 3.53 1,853 25.12 0.3650
2021-02-09 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 29,847 18,285 158.15 1,481 217.81 0.3061
2020-11-17 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,562 -1,000 -7.96 466 -10.73 0.1296
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,562 0 0.00 522 32.49 0.1793
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 12,562 -18,371 -59.39 394 -76.84 0.0169
2020-02-26 2019-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 30,933 454 1.49 1,701 -2.35 0.1791
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 30,933 454 425 167.7667
2019-11-15 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 30,479 21,356 234.09 1,742 229.92 0.1954
2019-08-01 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 9,123 2,470 37.13 528 58.08 0.2296
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,653 6,653 334 0.1670
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.