Principal Financial Group Inc

PFG

交易所: Nasdaq
產業: Accident & Health Insurance
SEC CIK: 0001126328

SEC 申報列表（在新分頁開啟）

近 90 天，Principal Financial Group Inc 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 961 家機構在 13F 申報持有，市值合計 $183.8 億；沒有大師持有。

2021 年第 1 季 13F 持有人

Principal Financial Group Inc 在 2021/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼

持有機構: 646; 2020 年第 4 季沒有完整的 13F 資料
持有股數: 1.91 億; 2020 年第 4 季沒有完整的 13F 資料
總市值: $114.4 億; 2020 年第 4 季沒有完整的 13F 資料

歷季持有家數與市值

2021 年第 1 季起，每季在 13F 申報持有 PFG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。

持有機構家數2021 年第 1 季：646 家

持有市值2021 年第 1 季：$114.4 億

每季持有 PFG 的機構家數與市值
季度	家數	市值
2026 年第 2 季	961	$183.8 億
2026 年第 1 季	914	$151.8 億
2025 年第 4 季	892	$141.8 億
2025 年第 3 季	829	$132.7 億
2025 年第 2 季	814	$131.7 億
2025 年第 1 季	841	$141.5 億
2024 年第 4 季	785	$126.6 億
2024 年第 3 季	786	$140.9 億
2024 年第 2 季	796	$129.9 億
2024 年第 1 季	765	$144.0 億
2023 年第 4 季	757	$132.2 億
2023 年第 3 季	723	$123.8 億
2023 年第 2 季	731	$132.1 億
2023 年第 1 季	745	$134.4 億
2022 年第 4 季	784	$155.0 億
2022 年第 3 季	707	$133.4 億
2022 年第 2 季	691	$125.9 億
2022 年第 1 季	687	$137.6 億
2021 年第 4 季	664	$142.1 億
2021 年第 3 季	624	$124.8 億
2021 年第 2 季	615	$122.2 億
2021 年第 1 季	646	$114.4 億

2021 年第 1 季持有機構

每家機構持有 Principal Financial Group Inc 的股數、市值與佔組合比重。

本站的 13F 資料從 2021 年第 1 季開始，所以 2021 年第 1 季不顯示較上季的變化。

2021 年第 1 季持有 PFG 的機構
機構	股數	市值	佔組合 %	股數變化	動作
Independent Advisor Alliance	8,356	$50.1 萬	0.03%	–	–
Acropolis Investment Management, LLC	8,367	$50.2 萬	0.05%	–	–
Simplex Trading, LLC	8,417	$50.4 萬	0.03%	–	–
Gilbert & Cook, Inc.	8,409	$50.4 萬	0.10%	–	–
Carret Asset Management, LLC	8,500	$51.0 萬	0.06%	–	–
Geneos Wealth Management Inc.	8,102	$51.7 萬	0.01%	–	–
ExodusPoint Capital Management, LP	8,647	$51.8 萬	0.01%	–	–
Steward Partners Investment Advisory, LLC	8,662	$51.9 萬	0.01%	–	–
Acadian Asset Management LLC	8,840	$53.0 萬	0.00%	–	–
Seeyond	8,862	$53.1 萬	0.05%	–	–
Illinois Municipal Retirement Fund	8,880	$53.2 萬	0.02%	–	–
Martin Capital Partners, LLC	9,115	$54.7 萬	0.29%	–	–
Cigna Investments Inc	9,231	$55.3 萬	0.04%	–	–
IBM Retirement Fund	9,280	$55.6 萬	0.04%	–	–
Truist Financial Corp	9,590	$57.5 萬	0.00%	–	–
LS Investment Advisors, LLC	9,624	$57.7 萬	0.03%	–	–
First Hawaiian Bank	9,748	$58.5 萬	0.03%	–	–
Obermeyer Wood Investment Counsel, LLLP	9,898	$59.3 萬	0.04%	–	–
World Asset Management Inc	9,394	$60.0 萬	0.05%	–	–
Community Capital Management, Inc.	10,000	$60.0 萬	0.66%	–	–
Mariner, LLC	10,026	$60.1 萬	0.00%	–	–
Livforsakringsbolaget Skandia, Omsesidigt	10,141	$60.8 萬	0.04%	–	–
Ontario Teachers Pension Plan Board	10,184	$61.1 萬	0.01%	–	–
United Services Automobile Association	10,204	$61.1 萬	0.01%	–	–
HighTower Advisors, LLC	10,173	$61.1 萬	0.00%	–	–
Holderness Investments Co	10,361	$62.1 萬	0.22%	–	–
Holocene Advisors, LP	10,501	$63.0 萬	0.00%	–	–
Allstate Corp	10,629	$63.7 萬	0.02%	–	–
Horizon Investments, LLC	10,616	$63.7 萬	0.02%	–	–
Quantitative Systematic Strategies LLC	10,696	$64.1 萬	0.10%	–	–
Ausdal Financial Partners, Inc.	10,738	$64.4 萬	0.11%	–	–
Foster Group, Inc.	10,750	$64.5 萬	0.10%	–	–
Capital Advisory Group Advisory Services, LLC	10,949	$65.7 萬	0.26%	–	–
Thrivent Financial for Lutherans	11,055	$66.3 萬	0.00%	–	–
Agf Investments Inc.	11,054	$66.3 萬	0.01%	–	–
McDonald Partners LLC	11,126	$66.7 萬	0.17%	–	–
BP PLC	11,171	$67.0 萬	0.02%	–	–
Everence Capital Management Inc	11,170	$67.0 萬	0.06%	–	–
Wolverine Trading, LLC	11,318	$68.6 萬	0.01%	–	–
Northwestern Mutual Investment Management Company, LLC	11,494	$68.9 萬	0.01%	–	–
Colony Group LLC	11,668	$70.0 萬	0.01%	–	–
Shelton Capital Management	11,776	$70.6 萬	0.02%	–	–
Advisor Partners LLC	12,158	$72.9 萬	0.05%	–	–
Ethic Inc.	12,183	$73.1 萬	0.13%	–	–
Kestra Advisory Services, LLC	12,198	$73.1 萬	0.01%	–	–
Benin Management CORP	12,300	$73.8 萬	0.26%	–	–
Franklin Resources Inc	12,352	$74.0 萬	0.00%	–	–
Legg Mason Asset Management (Japan) Co., Ltd.	12,424	$74.5 萬	0.81%	–	–
M&T Bank Corp	12,966	$77.7 萬	0.00%	–	–
IFG Advisory, LLC	13,180	$79.0 萬	0.10%	–	–
Vident Investment Advisory, LLC	13,517	$81.0 萬	0.03%	–	–
Mackenzie Financial Corp	13,658	$81.9 萬	0.00%	–	–
Captrust Financial Advisors	13,835	$83.0 萬	0.01%	–	–
Sageworth Trust Co	13,904	$83.4 萬	0.07%	–	–
Daiwa Securities Group Inc.	13,942	$83.6 萬	0.01%	–	–
SG Americas Securities, LLC	13,965	$83.7 萬	0.01%	–	–
Verition Fund Management LLC	14,265	$85.5 萬	0.02%	–	–
Neuberger Berman Group LLC	15,486	$85.5 萬	0.00%	–	–
Legacy Financial Group LLC	14,391	$86.3 萬	0.30%	–	–
Nordea Investment Management AB	14,267	$86.5 萬	0.00%	–	–
Gotham Asset Management, LLC	14,539	$87.2 萬	0.04%	–	–
Amalgamated Bank	14,618	$87.6 萬	0.03%	–	–
Benjamin F. Edwards & Company, Inc.	15,143	$90.8 萬	0.05%	–	–
Trilogy Capital Inc.	15,186	$91.1 萬	0.07%	–	–
Pacer Advisors, Inc.	15,377	$92.2 萬	0.02%	–	–
E. Ohman J:or Asset Management AB	15,500	$92.9 萬	0.03%	–	–
Kentucky Retirement Systems	15,633	$93.7 萬	0.05%	–	–
Louisiana State Employees Retirement System	15,700	$94.1 萬	0.02%	–	–
Plimoth Trust Co LLC	15,743	$94.4 萬	0.28%	–	–
Janney Montgomery Scott LLC	15,763	$94.5 萬	0.00%	–	–
First Republic Investment Management, Inc.	16,126	$96.7 萬	0.00%	–	–
Panagora Asset Management Inc	16,220	$97.3 萬	0.01%	–	–
New Mexico Educational Retirement Board	16,354	$98.1 萬	0.04%	–	–
Creative Planning	16,528	$99.1 萬	0.00%	–	–
Northwestern Mutual Wealth Management Co	16,609	$99.6 萬	0.00%	–	–
Adams Wealth Management	16,883	$101.2 萬	0.47%	–	–
PSI Advisors, LLC	17,527	$105.0 萬	0.62%	–	–
ING Groep NV	18,303	$109.7 萬	0.02%	–	–
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	18,614	$111.6 萬	0.09%	–	–
Laurion Capital Management LP	18,993	$113.9 萬	0.02%	–	–
QS Investors, LLC	19,005	$114.0 萬	0.01%	–	–
Denali Advisors LLC	19,500	$116.9 萬	0.36%	–	–
Burney Co	19,532	$117.1 萬	0.06%	–	–
Teachers Retirement System of the State of Kentucky	19,750	$118.4 萬	0.01%	–	–
Elo Mutual Pension Insurance Co	19,820	$118.8 萬	0.04%	–	–
South Dakota Investment Council	20,237	$121.3 萬	0.02%	–	–
Mork Capital Management, LLC	20,500	$122.9 萬	0.94%	–	–
Walleye Capital LLC	20,673	$124.0 萬	0.08%	–	–
Maryland State Retirement & Pension System	20,776	$124.6 萬	0.04%	–	–
Candriam Luxembourg S.C.A.	26,320	$125.4 萬	0.01%	–	–
Securian Asset Management, Inc	21,411	$128.4 萬	0.03%	–	–
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	21,478	$128.8 萬	0.01%	–	–
Sciencast Management LP	21,556	$132.4 萬	0.26%	–	–
Omers Administration Corp	22,100	$132.5 萬	0.02%	–	–
USS Investment Management Ltd	22,100	$132.5 萬	0.01%	–	–
Mirae Asset Global Investments Co., Ltd.	22,476	$134.8 萬	0.00%	–	–
Rockland Trust Co	22,531	$135.1 萬	0.10%	–	–
Westpac Banking Corp	22,728	$136.3 萬	0.02%	–	–
United Capital Financial Advisers, LLC	22,760	$136.5 萬	0.01%	–	–
D.A. Davidson & Co.	23,123	$138.6 萬	0.02%	–	–