跳到主要內容

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 4 季與 2021 年第 3 季比較

持有 Principal Financial Group Inc 的機構從 2021 年第 3 季到 2021 年第 4 季的變化。

2021 年第 4 季全部持有人2021 年第 3 季全部持有人

PFG 的 13F 持有人:2021 年第 3 季與 2021 年第 4 季比較
項目2021 年第 3 季其中尚未申報 2021 年第 4 季2021 年第 4 季變化
持有家數6249664+49
股數1.94 億6.30 萬1.97 億+296.4 萬 (+1.5%)
市值$124.8 億$413.3 萬$142.1 億+$17.4 億 (+13.9%)

9 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(111 家)

2021 年第 4 季季末持有 Principal Financial Group Inc、2021 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 111 家。

2021 年第 4 季新進 PFG 的機構
機構股數市值佔組合 %
Alps Advisors Inc322,870$2,335 萬0.26%
Mount Lucas Management LP56,460$408.4 萬1.17%
Yousif Capital Management, LLC42,145$304.8 萬0.03%
Tredje AP-fonden37,177$268.9 萬0.05%
Capitolis Advisors LLC27,915$201.9 萬0.01%
Weaver C. Barksdale & Associates, Inc.23,652$171.1 萬1.55%
National Bank of Canada22,233$160.9 萬0.01%
B. Metzler seel. Sohn & Co. AG18,654$134.5 萬0.02%
Aigen Investment Management, LP18,781$133.6 萬0.08%
Redwood Investment Management, LLC18,369$132.9 萬0.17%
Allspring Global Investments Holdings, LLC16,582$119.9 萬0.00%
Employees Provident Fund Board13,500$97.6 萬0.02%
Point72 Hong Kong Ltd13,158$95.2 萬0.08%
TKG Advisors, LLC13,062$94.5 萬0.75%
Gotham Asset Management, LLC10,879$78.7 萬0.03%
Sageworth Trust Co of South Dakota10,687$77.3 萬1.19%
Citadel Advisors LLC10,444$75.5 萬0.00%
City State Bank8,839$63.9 萬0.39%
Basepoint Wealth LLC8,214$59.4 萬0.58%
Winton Group Ltd8,131$58.8 萬0.04%
CWM, LLC7,776$56.2 萬0.00%
Jmac Enterprises LLC6,800$52.1 萬0.12%
Forum Financial Management, LP6,889$49.8 萬0.03%
Coldstream Capital Management Inc5,507$39.8 萬0.01%
Keeler & Nadler Financial Planning & Wealth Management4,533$32.8 萬0.30%
Marshall Financial Group LLC4,465$32.3 萬0.12%
TownSquare Capital, LLC4,409$31.9 萬0.01%
Cookson Peirce & Co Inc4,400$31.8 萬0.02%
Cornerstone Advisors Asset Management, LLC4,091$29.6 萬0.22%
ASB Consultores, LLC3,920$28.4 萬0.14%
Lombard Odier Asset Management (Switzerland) SA3,720$26.9 萬0.02%
CAPROCK Group, Inc.3,704$26.8 萬0.02%
FORA Capital, LLC3,550$25.7 萬0.10%
Focus Financial Network, Inc.3,539$25.6 萬0.04%
TCWP LLC3,407$24.6 萬0.05%
MML Investors Services, LLC3,354$24.3 萬0.00%
Foundations Investment Advisors, LLC3,149$24.1 萬0.01%
Keybank National Association3,165$22.9 萬0.00%
Sigma Planning Corp3,144$22.7 萬0.01%
Pitcairn Co3,102$22.4 萬0.01%
SeaCrest Wealth Management, LLC3,066$22.2 萬0.02%
Western Wealth Management, LLC3,067$22.1 萬0.02%
Paragon Capital Management Ltd3,037$22.0 萬0.04%
CRA Financial Services, LLC3,000$21.7 萬0.06%
Lake Street Financial LLC2,958$21.4 萬0.04%
Security National Bank2,905$21.0 萬0.05%
Gateway Investment Advisers LLC2,893$20.9 萬0.00%
Two Sigma Securities, LLC2,895$20.9 萬0.04%
Cerity Partners LLC2,836$20.5 萬0.00%
SevenBridge Financial Group, LLC2,819$20.4 萬0.06%
Evergreen Capital Management LLC2,783$20.1 萬0.01%
Whittier Trust Co2,500$18.1 萬0.00%
Commons Capital, LLC2,153$15.6 萬0.15%
Snowden Capital Advisors LLC2,051$14.8 萬0.01%
Gladius Capital Management LP1,897$13.8 萬0.05%
Neo Ivy Capital Management1,793$13.0 萬0.19%
AIA Group Ltd1,221$8.80 萬0.00%
AlphaCentric Advisors LLC1,189$8.60 萬0.03%
Cornerstone Advisory, LLC1,100$8.00 萬0.01%
Sit Investment Associates Inc1,072$7.80 萬0.00%
Covestor Ltd980$7.10 萬0.10%
Desjardins Global Asset Management Inc.894$6.40 萬0.01%
FSB Premier Wealth Management, Inc.883$6.30 萬0.03%
Level Financial Advisors, Inc.867$6.30 萬0.05%
Dixon Hughes Goodman Wealth Advisors LLC808$5.80 萬0.02%
Stephens Consulting, LLC725$5.24 萬0.04%
Quent Capital, LLC704$5.10 萬0.01%
West Bancorporation Inc672$4.90 萬0.04%
RE Dickinson Investment Advisors, LLC651$4.70 萬0.04%
Ahrens Investment Partners LLC600$4.30 萬0.02%
CoreCap Advisors, LLC587$4.30 萬0.00%
CVA Family Office, LLC580$4.20 萬0.01%
EverSource Wealth Advisors, LLC560$4.10 萬0.01%
Clearview Wealth Advisors LLC513$3.70 萬0.02%
Mystic Asset Management, Inc.485$3.50 萬0.02%
Miller Wealth Advisors, LLC396$2.90 萬0.02%
Ford Financial Group, LLC365$2.60 萬0.01%
Schubert & Co314$2.30 萬0.02%
Steward Financial Group LLC309$2.20 萬0.02%
Bivin & Associates, Inc.304$2.20 萬0.02%
First Community Trust NA293$2.12 萬0.02%
Proequities, Inc.257$1.90 萬0.00%
Leverty Financial Group, LLC247$1.70 萬0.01%
Zullo Investment Group, Inc.235$1.70 萬0.01%
Cassady Schiller Wealth Management, LLC227$1.60 萬0.01%
Gibson Wealth Advisors LLC174$1.30 萬0.01%
Richwood Investment Advisors, LLC162$1.20 萬0.01%
Retirement Planning Co of New England, Inc.165$1.10 萬0.01%
Blue Bell Private Wealth Management, LLC134$1.00 萬0.00%
Confluence Wealth Services, Inc.145$1.00 萬0.00%
Lazard Asset Management LLC131$9,0000.00%
Spire Wealth Management125$9,0000.00%
Ahl Investment Management, Inc.125$9,0000.01%
Aspire Private Capital, LLC113$8,0000.00%
Key Financial Inc113$8,0000.00%
Amplius Wealth Advisors, LLC116$8,0000.00%
Tilia Fiduciary Partners, Inc.108$8,0000.01%
Arlington Partners LLC91$7,0000.00%
Investmark Advisory Group LLC100$7,0000.01%
Signet Financial Management, LLC50$4,0000.00%

清倉機構(62 家)

2021 年第 3 季季末持有 Principal Financial Group Inc、2021 年第 4 季有申報但已經沒有持有的機構。

2021 年第 4 季清倉 PFG 的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Nomura Holdings Inc364,366$2,390 萬
Schonfeld Strategic Advisors LLC323,240$2,082 萬
Adage Capital Partners GP, L.L.C.234,300$1,509 萬
Bridgeway Capital Management, LLC221,150$1,424 萬
AMF Pensionsforsakring AB188,839$1,216 萬
Putnam Investments LLC172,046$1,108 萬
AMP Capital Investors Ltd93,244$600.7 萬
Kiwi Wealth Investments Limited Partnership86,841$559.3 萬
Qube Research & Technologies Ltd54,618$351.7 萬
Crestline Management, LP42,604$274.4 萬
Gyon Technologies Capital Management, LP42,529$273.9 萬
AQR Capital Management LLC32,115$206.8 萬
Twin Tree Management, LP28,936$186.3 萬
Global Retirement Partners, LLC28,818$185.6 萬
HRT Financial LP26,720$172.0 萬
Paloma Partners Management Co23,711$152.8 萬
ExodusPoint Capital Management, LP22,109$142.4 萬
Achmea Investment Management B.V.20,796$134.0 萬
Dynamic Technology Lab Private Ltd18,960$122.1 萬
Seven Eight Capital, LP18,310$117.9 萬
Enterprise Financial Services Corp16,858$108.6 萬
Ergoteles LLC14,370$92.5 萬
McDonald Partners LLC11,126$71.7 萬
United Services Automobile Association10,204$65.7 萬
Shelton Capital Management7,776$50.1 萬
Polar Asset Management Partners Inc.7,763$50.0 萬
Teza Capital Management LLC7,663$49.3 萬
Simplex Trading, LLC7,673$48.7 萬
Wolverine Trading, LLC6,442$42.1 萬
KMG Fiduciary Partners, LLC6,179$39.8 萬
Mma Asset Management LLC3,837$24.7 萬
Mirabella Financial Services LLP3,560$22.9 萬
Wealthspire Advisors, LLC3,392$21.8 萬
ACG Wealth3,122$20.1 萬
Focused Wealth Management, Inc2,150$13.8 萬
D'Orazio & Associates, Inc.1,983$12.8 萬
Bartlett & Co. LLC1,924$12.4 萬
Bartlett & Co. Wealth Management LLC1,924$12.4 萬
NuWave Investment Management, LLC1,766$11.4 萬
Brewin Dolphin Ltd1,574$10.1 萬
Jones Financial Companies LLLP1,385$8.90 萬
Compagnie Lombard Odier SCmA1,090$7.00 萬
CX Institutional902$5.80 萬
Kowal Investment Group, LLC903$5.80 萬
Systematic Alpha Investments, LLC700$4.70 萬
Evolution Wealth Advisors, LLC711$4.60 萬
TD Ameritrade Investment Management, LLC835$3.40 萬
Arkadios Wealth Advisors536$3.40 萬
Liberty Wealth Management LLC425$2.70 萬
MCF Advisors LLC394$2.50 萬
Loomis Sayles & Co L P317$2.00 萬
Joseph P. Lucia & Associates, LLC305$2.00 萬
Glen Eagle Advisors, LLC270$1.74 萬
Eagle Bay Advisors LLC250$1.60 萬
Atlas Private Wealth Advisors234$1.50 萬
Hillsdale Investment Management Inc.200$1.30 萬
West Paces Advisors Inc.120$7,728
Cutler Group LP123$7,000
Ironwood Financial, llc100$6,000
Meridian Wealth Partners, LLC91$6,000
Resolute Partners Group51$3,000
Baystate Wealth Management LLC11$1,000

尚未申報 2021 年第 4 季的機構(9 家)

2021 年第 3 季季末持有 Principal Financial Group Inc、還沒有申報 2021 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 3 季持有 PFG、尚未申報 2021 年第 4 季的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Covenant Multifamily Offices, LLC35,145$234.2 萬
World Asset Management Inc8,247$53.1 萬
B. Metzler seel. Sohn & Co. Holding AG7,443$47.9 萬
HighPoint Advisor Group LLC6,822$43.9 萬
Berman Capital Advisors, LLC3,487$22.3 萬
First Mercantile Trust Co1,006$6.50 萬
BBVA USA514$3.30 萬
Sonora Investment Management, LLC213$1.40 萬
Security National Trust Co107$7,000