Principal Financial Group Inc
PFG- 交易所
- Nasdaq
- 產業
- Accident & Health Insurance
- SEC CIK
- 0001126328
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 2 季 13F 持有人
Principal Financial Group Inc 在 2021/6/30 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
- 615
- 較 2021 年第 1 季 −28 家
- 持有股數
- 1.94 億
- 較 2021 年第 1 季 +329.8 萬 (+1.7%)
- 總市值
- $122.2 億
- 較 2021 年第 1 季 +$8.18 億 (+7.2%)
- 新進機構
- 47
- 另有 235 家加碼
- 清倉機構
- 75
- 另有 190 家減碼
另有 3 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
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。
| 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 2 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；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Allstate Corp | 9,550 | $60.3 萬 | 0.02% | −1,079−10.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 9,821 | $62.1 萬 | 0.01% | +1,159+13.4% | 加碼 |
| Acropolis Investment Management, LLC | 9,868 | $62.4 萬 | 0.06% | +1,501+17.9% | 加碼 |
| Truist Financial Corp | 9,905 | $62.6 萬 | 0.00% | +315+3.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,949 | $62.9 萬 | 0.00% | −11,529−53.7% | 減碼 |
| United Services Automobile Association | 10,204 | $64.5 萬 | 0.01% | 00.0% | 不變 |
| Mariner, LLC | 10,266 | $64.9 萬 | 0.00% | +240+2.4% | 加碼 |
| Blueshift Asset Management, LLC | 10,305 | $65.1 萬 | 0.04% | +10,305 | 新進 |
| Holderness Investments Co | 10,361 | $65.5 萬 | 0.22% | 00.0% | 不變 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,401 | $65.7 萬 | 0.72% | −2,023−16.3% | 減碼 |
| HighTower Advisors, LLC | 10,492 | $66.1 萬 | 0.00% | +319+3.1% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,740 | $67.9 萬 | 0.10% | +20.0% | 加碼 |
| Cetera Advisor Networks LLC | 10,873 | $68.7 萬 | 0.01% | +3,841+54.6% | 加碼 |
| Colony Group LLC | 10,919 | $69.0 萬 | 0.01% | −749−6.4% | 減碼 |
| Thrivent Financial for Lutherans | 11,091 | $70.1 萬 | 0.00% | +36+0.3% | 加碼 |
| JustInvest LLC | 11,087 | $70.1 萬 | 0.07% | +6,308+132.0% | 加碼 |
| McDonald Partners LLC | 11,126 | $70.3 萬 | 0.17% | 00.0% | 不變 |
| Everence Capital Management Inc | 11,170 | $70.6 萬 | 0.06% | 00.0% | 不變 |
| Trexquant Investment LP | 11,412 | $72.1 萬 | 0.06% | +11,412 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 11,487 | $72.6 萬 | 0.01% | −7−0.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 11,689 | $73.8 萬 | 0.00% | −4,920−29.6% | 減碼 |
| Shelton Capital Management | 11,776 | $74.4 萬 | 0.03% | 00.0% | 不變 |
| Qtron Investments LLC | 11,795 | $74.5 萬 | 0.19% | +7,208+157.1% | 加碼 |
| Natixis | 11,889 | $75.1 萬 | 0.00% | −122,577−91.2% | 減碼 |
| Franklin Resources Inc | 11,939 | $75.4 萬 | 0.00% | −413−3.3% | 減碼 |
| Advisor Partners LLC | 12,138 | $76.7 萬 | 0.05% | −20−0.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 12,300 | $77.7 萬 | 0.02% | −3,200−20.6% | 減碼 |
| GWM Advisors LLC | 12,347 | $78.0 萬 | 0.02% | +4,399+55.3% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,741 | $80.5 萬 | 0.05% | +2,600+25.6% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 12,882 | $81.4 萬 | 0.30% | +1,933+17.7% | 加碼 |
| M&T Bank Corp | 12,981 | $82.1 萬 | 0.00% | +15+0.1% | 加碼 |
| Sageworth Trust Co | 13,904 | $87.9 萬 | 0.07% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 15,317 | $88.6 萬 | 0.00% | −169−1.1% | 減碼 |
| Nordea Investment Management AB | 14,141 | $89.4 萬 | 0.00% | −126−0.9% | 減碼 |
| Xponance, Inc. | 14,374 | $90.8 萬 | 0.02% | −62,178−81.2% | 減碼 |
| Captrust Financial Advisors | 14,367 | $90.8 萬 | 0.01% | +532+3.8% | 加碼 |
| Seven Eight Capital, LP | 14,510 | $91.7 萬 | 0.13% | +5,834+67.2% | 加碼 |
| Daiwa Securities Group Inc. | 14,589 | $92.2 萬 | 0.01% | +647+4.6% | 加碼 |
| Kentucky Retirement Systems | 14,731 | $93.1 萬 | 0.04% | −902−5.8% | 減碼 |
| Plimoth Trust Co LLC | 15,023 | $94.9 萬 | 0.27% | −720−4.6% | 減碼 |
| Jane Street Group, LLC | 15,047 | $95.1 萬 | 0.00% | −28,425−65.4% | 減碼 |
| Foster Group, Inc. | 15,331 | $96.9 萬 | 0.11% | +4,581+42.6% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 15,365 | $97.1 萬 | 0.05% | +222+1.5% | 加碼 |
| Creative Planning | 15,407 | $97.4 萬 | 0.00% | −1,121−6.8% | 減碼 |
| Veritable, L.P. | 15,469 | $97.7 萬 | 0.02% | +8,655+127.0% | 加碼 |
| PSI Advisors, LLC | 15,527 | $98.1 萬 | 0.52% | −2,000−11.4% | 減碼 |
| Panagora Asset Management Inc | 15,519 | $98.1 萬 | 0.01% | −701−4.3% | 減碼 |
| Zurich Insurance Group Ltd | 15,700 | $99.2 萬 | 0.01% | +15,700 | 新進 |
| Trilogy Capital Inc. | 15,911 | $99.4 萬 | 0.07% | +725+4.8% | 加碼 |
| Bellwether Advisors, LLC | 15,747 | $99.5 萬 | 0.34% | +15,747 | 新進 |
| Louisiana State Employees Retirement System | 15,800 | $99.8 萬 | 0.02% | +100+0.6% | 加碼 |
| Janney Montgomery Scott LLC | 15,837 | $100.1 萬 | 0.00% | +74+0.5% | 加碼 |
| Pacer Advisors, Inc. | 16,109 | $101.8 萬 | 0.01% | +732+4.8% | 加碼 |
| Adams Wealth Management | 16,185 | $102.3 萬 | 0.44% | −698−4.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 16,300 | $103.0 萬 | 0.21% | −13,530−45.4% | 減碼 |
| New Mexico Educational Retirement Board | 16,954 | $107.1 萬 | 0.04% | +600+3.7% | 加碼 |
| Ethic Inc. | 16,985 | $107.3 萬 | 0.13% | +4,802+39.4% | 加碼 |
| Community Capital Management, Inc. | 17,000 | $107.4 萬 | 1.09% | +7,000+70.0% | 加碼 |
| South Dakota Investment Council | 17,287 | $109.2 萬 | 0.02% | −2,950−14.6% | 減碼 |
| Premier Asset Management LLC | 17,835 | $112.7 萬 | 0.17% | −12,235−40.7% | 減碼 |
| First Republic Investment Management, Inc. | 18,118 | $114.5 萬 | 0.00% | +1,992+12.4% | 加碼 |
| D.A. Davidson & Co. | 18,263 | $115.4 萬 | 0.01% | −4,860−21.0% | 減碼 |
| Resources Investment Advisors, LLC. | 18,334 | $115.9 萬 | 0.05% | +13,300+264.2% | 加碼 |
| Mackenzie Financial Corp | 19,079 | $120.6 萬 | 0.00% | +5,421+39.7% | 加碼 |
| Elo Mutual Pension Insurance Co | 19,298 | $121.9 萬 | 0.04% | −522−2.6% | 減碼 |
| Rockland Trust Co | 19,365 | $122.4 萬 | 0.08% | −3,166−14.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 19,750 | $124.8 萬 | 0.01% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 19,797 | $125.0 萬 | 0.04% | +6,280+46.5% | 加碼 |
| Old Mission Capital LLC | 20,023 | $126.5 萬 | 0.05% | +20,023 | 新進 |
| QS Investors, LLC | 20,212 | $127.8 萬 | 0.02% | +1,207+6.4% | 加碼 |
| Achmea Investment Management B.V. | 20,292 | $128.2 萬 | 0.04% | −28,739−58.6% | 減碼 |
| Maryland State Retirement & Pension System | 20,776 | $128.4 萬 | 0.04% | 00.0% | 不變 |
| Mork Capital Management, LLC | 20,500 | $129.5 萬 | 0.93% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,006 | $132.7 萬 | 0.08% | +2,392+12.9% | 加碼 |
| Securian Asset Management, Inc | 21,287 | $134.5 萬 | 0.03% | −124−0.6% | 減碼 |
| Burney Co | 21,354 | $134.9 萬 | 0.06% | +1,822+9.3% | 加碼 |
| United Capital Financial Advisers, LLC | 21,715 | $137.2 萬 | 0.01% | −1,045−4.6% | 減碼 |
| USS Investment Management Ltd | 22,100 | $139.6 萬 | 0.01% | 00.0% | 不變 |
| ING Groep NV | 22,294 | $140.9 萬 | 0.02% | +3,991+21.8% | 加碼 |
| M&G Investment Management Ltd | 22,409 | $141.2 萬 | 0.01% | +22,409 | 新進 |
| CIBC Asset Management Inc | 23,620 | $149.3 萬 | 0.01% | −10.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 24,156 | $152.6 萬 | 0.00% | +1,680+7.5% | 加碼 |
| Westpac Banking Corp | 24,673 | $155.9 萬 | 0.02% | +1,945+8.6% | 加碼 |
| Montag A & Associates Inc | 25,162 | $159.0 萬 | 0.08% | −3,000−10.7% | 減碼 |
| Twin Capital Management Inc | 25,385 | $160.4 萬 | 0.15% | +820+3.3% | 加碼 |
| Hohimer Wealth Management, LLC | 25,419 | $160.6 萬 | 0.33% | +515+2.1% | 加碼 |
| AlphaCrest Capital Management LLC | 26,356 | $166.5 萬 | 0.07% | −10,462−28.4% | 減碼 |
| Nissay Asset Management Corp | 26,739 | $169.0 萬 | 0.01% | −691−2.5% | 減碼 |
| American Century Companies Inc | 26,911 | $170.0 萬 | 0.00% | −2,762−9.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 26,940 | $170.2 萬 | 0.02% | −1,692−5.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 28,087 | $177.5 萬 | 0.04% | +341+1.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 28,483 | $180.0 萬 | 0.01% | +2,163+8.2% | 加碼 |
| Sunbelt Securities, Inc. | 29,702 | $181.2 萬 | 0.33% | −1,200−3.9% | 減碼 |
| Global Retirement Partners, LLC | 28,752 | $181.7 萬 | 0.19% | −160−0.6% | 減碼 |
| Hartford Investment Management Co | 29,607 | $187.1 萬 | 0.05% | −818−2.7% | 減碼 |
| Leelyn Smith, LLC | 30,123 | $190.3 萬 | 0.56% | +29,889+12,773.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,417 | $192.2 萬 | 0.05% | +464+1.5% | 加碼 |
| Metropolitan Life Insurance Co | 31,087 | $196.4 萬 | 0.03% | −592−1.9% | 減碼 |
| Columbus Macro, LLC | 31,312 | $197.9 萬 | 0.62% | −1,046−3.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,695 | $200.3 萬 | 0.02% | −130.0% | 減碼 |