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Q1 2026
PRINCIPAL FINANCIAL GROUP IN
Original CUSIPs: 74251V102. This page shows current managers, quarterly changes, and primary SEC sources.
Current managers
1
Combined value
$19.9M
Current managers
1
Calculated from each manager’s latest available 13F.
Total shares
220,922
Aggregated at company level with original CUSIP details preserved.
Combined value
$19.9M
Market values are added across managers reporting the same quarter.
Themes
Financials
Local mappings are used only for search and classification.
Four-quarter trend
Four-quarter ownership trend
Manager actions by quarter
Current tracked managers holding this company
| Manager | Quarter | Market value | Shares | Portfolio weight | Current-quarter change | Share change | Value change | SEC source |
|---|---|---|---|---|---|---|---|---|
| Bridgewater Associates Ray Dalio / Bridgewater | Q1 2026 | $19,907,281 | 220,922 | 0.09% | Reduced -53.54% | -254,565 | -$22,035,427 | XML 05/15/2026 |
Original CUSIP details
| Manager | Issuer | CUSIP | Security class | Market value | Shares | Weight | Source |
|---|---|---|---|---|---|---|---|
| Bridgewater Associates | PRINCIPAL FINANCIAL GROUP IN | 74251V102 | COM | $19,907,281 | 220,922 | 0.09% | SEC XML |
Quarterly holdings details
| Quarter | Current managers | Combined value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 1 | $35,866,458 | 451,548 | Bridgewater Associates New position |
| Q3 2025 | 1 | $40,753,001 | 491,533 | Bridgewater Associates Increased |
| Q4 2025 | 1 | $41,942,708 | 475,487 | Bridgewater Associates Reduced |
| Q1 2026 | 1 | $19,907,281 | 220,922 | Bridgewater Associates Reduced |
Data source
Holdings facts come from SEC 13F information tables. Tickers, company aliases, and themes are used only for search and normalized display, not as a holdings source.