주요 금융 그룹, Inc.
DE ˙ DB ˙ US74251V1026
€88.50 ↑2.00 (2.31%)
2026-06-05
주가
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionUnison Advisors LLC
Latest Disclosed Ownership61,778 shares
Latest Disclosed Value $ 5,566,816
Unison Advisors LLC reports 0.87% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 28, 2026 - Unison Advisors LLC filed a 13F-HR form disclosing ownership of 61,778 shares of Principal Financial Group, Inc. (DE:PG4) valued at $4,756,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 61,243 shares of Principal Financial Group, Inc.. This represents a change in shares of 0.87% during the quarter. The current value of the position is $5,467,353 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)
2026-04-28 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 61,778 535 0.87 5,567 3.04 0.4224
2026-01-21 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 61,243 598 0.99 5,402 7.44 0.4721
2025-11-05 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 60,645 568 0.95 5,028 5.39 0.4588
2025-07-29 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 60,077 621 1.04 4,772 -4.88 0.5340
2025-05-06 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 59,456 525 0.89 5,016 9.98 0.6382
2025-02-12 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 58,931 468 0.80 4,562 -9.16 0.5430
2024-10-09 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 58,463 523 0.90 5,022 10.47 0.6041
2024-07-12 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 57,940 599 1.04 4,545 -8.16 0.5704
2024-04-12 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 57,341 705 1.24 4,949 11.09 0.4887
2024-01-19 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 56,636 521 0.93 4,456 10.16 0.4725
2023-10-05 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 56,115 469 0.84 4,044 -4.17 0.4755
2023-07-28 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,646 466 0.84 4,220 2.93 0.4683
2023-04-14 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,180 499 0.91 4,101 -10.64 0.4554
2023-01-24 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 54,681 480 0.89 4,589 17.34 0.5971
2022-10-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 54,201 512 0.95 3,910 9.04 0.7239
2022-07-13 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 53,689 460 0.86 3,586 -8.22 0.9245
2022-04-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 53,229 466 0.88 3,907 2.38 0.9420
2022-01-27 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,763 628 1.20 3,816 13.64 0.9218
2021-10-20 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,135 -12,810 -19.72 3,358 -18.18 0.8380
2021-07-28 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 64,945 566 0.88 4,104 6.32 0.7646
2021-04-20 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 64,379 686 1.08 3,860 22.19 0.7417
2021-01-19 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,693 843 1.34 3,159 24.81 0.7127
2020-10-27 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 62,850 788 1.27 2,531 -1.82 0.7315
2020-07-09 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 62,062 41,545 202.49 2,578 300.93 0.8630
2020-04-29 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 20,517 202 0.99 643 -42.44 0.6933
2020-01-08 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 20,315 197 0.98 1,117 -2.79 0.8060
2019-11-12 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 20,118 184 0.92 1,149 -0.43 0.8835
2019-07-11 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 19,934 206 1.04 1,154 16.57 0.8700
2019-04-18 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 19,728 232 1.19 990 14.98 0.7326
2019-02-05 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 19,496 174 0.90 861 -24.01 0.6821
2018-11-02 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 19,322 182 0.95 1,133 11.74 0.7940
2018-07-19 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 19,140 162 0.85 1,014 -12.28 0.7448
2018-05-15 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 18,978 125 0.66 1,156 -13.08 0.8659
2018-01-24 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 18,853 18,853 1,330 0.9709
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.