주요 금융 그룹, Inc.
DE ˙ DB ˙ US74251V1026
€88.50 ↑2.00 (2.31%)
2026-06-05
주가
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership561 shares
Latest Disclosed Value $ 50,533
Winch Advisory Services, LLC reports 0.72% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 561 shares of Principal Financial Group, Inc. (DE:PG4) valued at $43,197 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 557 shares of Principal Financial Group, Inc.. This represents a change in shares of 0.72% during the quarter. The current value of the position is $49,648 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)
2026-04-30 2026-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 561 4 0.72 51 2.04 0.0115
2026-02-03 2025-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 557 -19 -3.30 49 4.26 0.0109
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 576 4 0.70 48 4.44 0.0107
2025-08-07 2025-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 572 -46 -7.44 45 -13.46 0.0111
2025-05-06 2025-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 618 4 0.65 52 10.64 0.0138
2025-01-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 614 5 0.82 48 -9.62 0.0124
2024-10-21 2024-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 609 3 0.50 52 10.64 0.0145
2024-07-31 2024-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 606 4 0.66 48 -7.84 0.0136
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 602 4 0.67 52 8.51 0.0159
2024-01-18 2023-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 598 -56 -8.56 47 0.0156
2023-11-06 2023-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 654 -144 -18.05 0 0.0172
2023-08-08 2023-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 798 427 115.09 0 0.0215
2023-05-10 2023-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 371 3 0.82 0 0.0109
2023-01-26 2022-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 368 3 0.82 0 -100.00 0.0132
2022-10-31 2022-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 365 3 0.83 26 8.33 0.0112
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 362 4 1.12 24 -7.69 0.0098
2022-04-26 2022-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 358 3 0.85 26 0.00 0.0090
2022-02-04 2021-12-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 355 3 0.85 26 13.04 0.0086
2021-11-10 2021-09-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 352 3 0.86 23 4.55 0.0080
2021-08-05 2021-06-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 349 3 0.87 22 4.76 0.0079
2021-05-03 2021-03-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 346 4 1.17 21 23.53 0.0084
2021-02-09 2020-12-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 342 -91 -21.02 17 0.00 0.0071
2020-11-04 2020-09-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 433 6 1.41 17 -5.56 0.0072
2020-08-12 2020-06-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 427 98 29.79 18 80.00 0.0086
2020-05-13 2020-03-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 329 6 1.86 10 -44.44 0.0050
2020-02-12 2019-12-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 323 3 0.94 18 0.00 0.0085
2019-11-13 2019-09-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 320 6 1.91 18 0.00 0.0094
2019-08-07 2019-06-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 314 3 0.96 18 12.50 0.0094
2019-05-13 2019-03-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 311 0 0.00 16 14.29 0.0088
2019-02-05 2018-12-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 311 7 2.30 14 -22.22 0.0078
2018-11-13 2018-09-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 304 3 1.00 18 12.50 0.0090
2018-08-13 2018-06-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 301 2 0.67 16 -11.11 0.0086
2018-05-11 2018-03-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 299 0 0.00 18 -14.29 0.0105
2018-02-13 2017-12-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 299 4 1.36 21 10.53 0.0126
2017-11-13 2017-09-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 295 0 0.00 19 0.00 0.0124
2017-08-07 2017-06-30 13F Principal Financial Group COM 74251V102 295 5 1.72 19 5.56 0.0120
2017-05-01 2017-03-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 290 0 0.00 18 5.88 0.0114
2017-01-19 2016-12-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 290 4 1.40 17 13.33 0.0117
2016-11-02 2016-09-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 286 0 0.00 15 25.00 0.0122
2016-08-10 2016-06-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 286 3 1.06 12 9.09 0.0146
2016-05-12 2016-03-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 283 3 1.07 11 -15.38 0.0177
2016-01-22 2015-12-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 280 2 0.72 13 0.00 0.0147
2015-11-13 2015-09-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 278 2 0.72 13 -7.14 0.0190
2015-08-11 2015-06-30 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 276 2 0.73 14 0.00 0.0077
2015-05-14 2015-03-31 13F PRINCIPAL FINANCIAL GROUP COM COM 74251V102 274 274 14 0.0082
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.