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 |
|---|---|---|---|---|---|
| Colony Group LLC | 10,919 | $69.0 萬 | 0.01% | −749−6.4% | 減碼 |
| Cetera Advisor Networks LLC | 10,873 | $68.7 萬 | 0.01% | +3,841+54.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,740 | $67.9 萬 | 0.10% | +20.0% | 加碼 |
| HighTower Advisors, LLC | 10,492 | $66.1 萬 | 0.00% | +319+3.1% | 加碼 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,401 | $65.7 萬 | 0.72% | −2,023−16.3% | 減碼 |
| Holderness Investments Co | 10,361 | $65.5 萬 | 0.22% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 10,305 | $65.1 萬 | 0.04% | +10,305 | 新進 |
| Mariner, LLC | 10,266 | $64.9 萬 | 0.00% | +240+2.4% | 加碼 |
| United Services Automobile Association | 10,204 | $64.5 萬 | 0.01% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,949 | $62.9 萬 | 0.00% | −11,529−53.7% | 減碼 |
| Truist Financial Corp | 9,905 | $62.6 萬 | 0.00% | +315+3.3% | 加碼 |
| Acropolis Investment Management, LLC | 9,868 | $62.4 萬 | 0.06% | +1,501+17.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 9,821 | $62.1 萬 | 0.01% | +1,159+13.4% | 加碼 |
| Allstate Corp | 9,550 | $60.3 萬 | 0.02% | −1,079−10.2% | 減碼 |
| First Hawaiian Bank | 9,443 | $59.7 萬 | 0.02% | −305−3.1% | 減碼 |
| Ossiam | 9,548 | $59.3 萬 | 0.02% | +4,223+79.3% | 加碼 |
| Martin Capital Partners, LLC | 9,349 | $59.1 萬 | 0.30% | +234+2.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 9,307 | $58.8 萬 | 0.03% | +1,350+17.0% | 加碼 |
| Greenwood Capital Associates LLC | 9,187 | $58.1 萬 | 0.09% | +1,799+24.4% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 9,046 | $57.2 萬 | 0.03% | −852−8.6% | 減碼 |
| Chicago Trust Co NA | 9,000 | $56.9 萬 | 0.13% | +9,000 | 新進 |
| Kestra Advisory Services, LLC | 8,923 | $56.4 萬 | 0.01% | −3,275−26.8% | 減碼 |
| Illinois Municipal Retirement Fund | 8,880 | $56.1 萬 | 0.02% | 00.0% | 不變 |
| Toroso Investments, LLC | 8,846 | $55.9 萬 | 0.02% | +1,026+13.1% | 加碼 |
| World Asset Management Inc | 8,819 | $55.7 萬 | 0.05% | −575−6.1% | 減碼 |
| Oppenheimer & Co Inc | 8,691 | $54.9 萬 | 0.01% | +3,155+57.0% | 加碼 |
| Carret Asset Management, LLC | 8,499 | $53.7 萬 | 0.06% | −10.0% | 減碼 |
| Gilbert & Cook, Inc. | 8,458 | $53.4 萬 | 0.10% | +49+0.6% | 加碼 |
| Seeyond | 8,322 | $52.5 萬 | 0.05% | −540−6.1% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 8,287 | $52.4 萬 | 0.01% | +842+11.3% | 加碼 |
| Independent Advisor Alliance | 8,243 | $52.1 萬 | 0.03% | −113−1.4% | 減碼 |
| Kinneret Advisory, LLC | 8,190 | $51.8 萬 | 0.06% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 8,164 | $51.6 萬 | 0.03% | +279+3.5% | 加碼 |
| Cigna Investments Inc | 7,976 | $50.5 萬 | 0.04% | −1,255−13.6% | 減碼 |
| IFP Advisors, Inc | 8,055 | $50.5 萬 | 0.01% | +2,285+39.6% | 加碼 |
| Savant Capital, LLC | 7,984 | $50.4 萬 | 0.02% | +34+0.4% | 加碼 |
| BP PLC | 7,889 | $49.8 萬 | 0.02% | −3,282−29.4% | 減碼 |
| Gotham Asset Management, LLC | 7,787 | $49.2 萬 | 0.02% | −6,752−46.4% | 減碼 |
| Wetherby Asset Management Inc | 7,791 | $49.2 萬 | 0.03% | +104+1.4% | 加碼 |
| Norinchukin Bank, The | 7,709 | $48.7 萬 | 0.01% | −117−1.5% | 減碼 |
| Geneos Wealth Management Inc. | 7,642 | $48.3 萬 | 0.02% | −460−5.7% | 減碼 |
| Synovus Financial Corp | 7,646 | $48.2 萬 | 0.00% | +107+1.4% | 加碼 |
| IBM Retirement Fund | 7,586 | $47.9 萬 | 0.04% | −1,694−18.3% | 減碼 |
| HighPoint Advisor Group LLC | 7,549 | $47.7 萬 | 0.05% | +543+7.8% | 加碼 |
| Simplex Trading, LLC | 7,442 | $47.0 萬 | 0.02% | −975−11.6% | 減碼 |
| Umb Bank N A | 7,392 | $46.7 萬 | 0.01% | −240−3.1% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 7,271 | $45.9 萬 | 0.02% | +1,837+33.8% | 加碼 |
| Palisade Asset Management, LLC | 7,250 | $45.8 萬 | 0.05% | 00.0% | 不變 |
| Erste Asset Management GmbH | 7,200 | $45.3 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7,156 | $45.2 萬 | 0.01% | −59−0.8% | 減碼 |
| Venture Visionary Partners LLC | 7,135 | $45.0 萬 | 0.04% | +299+4.4% | 加碼 |
| Verition Fund Management LLC | 7,012 | $44.3 萬 | 0.01% | −7,253−50.8% | 減碼 |
| Paloma Partners Management Co | 6,831 | $43.1 萬 | 0.01% | −32,792−82.8% | 減碼 |
| Nicolet Bankshares Inc | 6,768 | $42.8 萬 | 0.11% | −75−1.1% | 減碼 |
| DCM Advisors, LLC | 6,641 | $42.0 萬 | 0.24% | −988−13.0% | 減碼 |
| Roosevelt Investment Group LLC | 6,594 | $41.7 萬 | 0.03% | −1,724−20.7% | 減碼 |
| JT Stratford LLC | 6,606 | $41.7 萬 | 0.13% | −76−1.1% | 減碼 |
| Capital Investment Advisors, LLC | 6,596 | $41.7 萬 | 0.01% | +90+1.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,584 | $41.6 萬 | 0.04% | −573−8.0% | 減碼 |
| Mokosak Advisory Group, LLC | 6,590 | $41.5 萬 | 0.17% | +411+6.7% | 加碼 |
| Benin Management CORP | 6,500 | $41.1 萬 | 0.13% | −5,800−47.2% | 減碼 |
| Barings LLC | 6,334 | $40.0 萬 | 0.01% | +6,334 | 新進 |
| Maven Securities LTD | 6,329 | $40.0 萬 | 0.04% | +6,329 | 新進 |
| Greenleaf Trust | 6,314 | $39.9 萬 | 0.00% | +340+5.7% | 加碼 |
| Sunflower Bank, N.A. | 6,299 | $39.8 萬 | 0.06% | −707−10.1% | 減碼 |
| Symmetry Partners, LLC | 6,284 | $39.7 萬 | 0.03% | 00.0% | 不變 |
| Burns Matteson Capital Management, LLC | 6,224 | $39.3 萬 | 0.31% | +6,224 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,089 | $38.5 萬 | 0.01% | +457+8.1% | 加碼 |
| CWM, LLC | 6,008 | $38.0 萬 | 0.00% | 00.0% | 不變 |
| Pendal Group Limited | 6,003 | $37.9 萬 | 0.00% | +6,003 | 新進 |
| Mirabella Financial Services LLP | 5,945 | $37.6 萬 | 0.07% | +5,945 | 新進 |
| Corient Capital Partners, LLC | 5,700 | $36.0 萬 | 0.03% | −463−7.5% | 減碼 |
| Wedbush Securities Inc | 5,483 | $34.6 萬 | 0.02% | +4+0.1% | 加碼 |
| CWA Asset Management Group, LLC | 5,386 | $34.2 萬 | 0.03% | +157+3.0% | 加碼 |
| Denali Advisors LLC | 5,400 | $34.1 萬 | 0.13% | −14,100−72.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,322 | $33.7 萬 | 0.01% | −37,551−87.6% | 減碼 |
| Fifth Third Bancorp | 5,316 | $33.6 萬 | 0.00% | −35−0.7% | 減碼 |
| Arete Wealth Advisors, LLC | 5,320 | $33.6 萬 | 0.05% | +488+10.1% | 加碼 |
| Waldron Private Wealth LLC | 5,315 | $33.5 萬 | 0.02% | −1,223−18.7% | 減碼 |
| Redpoint Investment Management Pty Ltd | 5,112 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 5,000 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 4,801 | $30.3 萬 | 0.05% | +859+21.8% | 加碼 |
| Allworth Financial LP | 4,607 | $29.1 萬 | 0.01% | +5+0.1% | 加碼 |
| Vestcor Inc | 4,574 | $28.9 萬 | 0.01% | −180−3.8% | 減碼 |
| Legacy Bridge, LLC | 4,570 | $28.9 萬 | 0.16% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 4,579 | $28.9 萬 | 0.00% | +4,474+4,261.0% | 加碼 |
| Standard Family Office LLC | 4,543 | $28.7 萬 | 0.06% | +1,300+40.1% | 加碼 |
| IndexIQ Advisors LLC | 4,494 | $28.4 萬 | 0.01% | +111+2.5% | 加碼 |
| Wealthstar Advisors, LLC | 4,397 | $27.7 萬 | 0.11% | +4,397 | 新進 |
| Advisory Services Network, LLC | 4,341 | $27.4 萬 | 0.01% | +4,341 | 新進 |
| Ontario Teachers Pension Plan Board | 4,277 | $27.0 萬 | 0.00% | −5,907−58.0% | 減碼 |
| Wesbanco Bank Inc | 4,283 | $27.0 萬 | 0.01% | −361−7.8% | 減碼 |
| Legacy Financial Advisors, Inc. | 4,222 | $26.7 萬 | 0.07% | +602+16.6% | 加碼 |
| Johnson Midwest Financial, LLC | 4,148 | $26.2 萬 | 0.26% | +9+0.2% | 加碼 |
| Brown Advisory Inc | 4,141 | $26.1 萬 | 0.00% | +4,141 | 新進 |
| Farmers & Merchants Investments Inc | 4,085 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 4,081 | $25.8 萬 | 0.02% | +446+12.3% | 加碼 |
| DuPont Capital Management Corp | 4,041 | $25.5 萬 | 0.01% | +104+2.6% | 加碼 |
| Inlet Private Wealth, LLC | 4,000 | $25.3 萬 | 0.07% | 00.0% | 不變 |
| Renaissance Group LLC | 3,971 | $25.1 萬 | 0.01% | −1,076−21.3% | 減碼 |