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 13F 持有人
Principal Financial Group Inc 在 2021/12/31 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
- 664
- 較 2021 年第 3 季 +49 家
- 持有股數
- 1.97 億
- 較 2021 年第 3 季 +296.4 萬 (+1.5%)
- 總市值
- $142.1 億
- 較 2021 年第 3 季 +$17.4 億 (+13.9%)
- 新進機構
- 111
- 另有 202 家加碼
- 清倉機構
- 62
- 另有 214 家減碼
另有 9 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gladius Capital Management LP | 1,897 | $13.8 萬 | 0.05% | +1,897 | 新進 |
| Stonebridge Capital Advisors LLC | 2,022 | $14.6 萬 | 0.02% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,051 | $14.8 萬 | 0.01% | +2,051 | 新進 |
| Commons Capital, LLC | 2,153 | $15.6 萬 | 0.15% | +2,153 | 新進 |
| Deseret Mutual Benefit Administrators | 2,214 | $16.0 萬 | 0.03% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 2,217 | $16.0 萬 | 0.00% | +500+29.1% | 加碼 |
| Longfellow Investment Management Co LLC | 2,289 | $16.6 萬 | 0.03% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 2,364 | $17.0 萬 | 0.03% | +1,823+337.0% | 加碼 |
| TSFG, LLC | 2,479 | $17.9 萬 | 0.06% | 00.0% | 不變 |
| Whittier Trust Co | 2,500 | $18.1 萬 | 0.00% | +2,500 | 新進 |
| Cullen/Frost Bankers, Inc. | 2,510 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 2,527 | $18.3 萬 | 0.02% | +336+15.3% | 加碼 |
| Optimum Investment Advisors | 2,550 | $18.4 萬 | 0.07% | 00.0% | 不變 |
| Bessemer Group Inc | 2,677 | $19.3 萬 | 0.00% | −57−2.1% | 減碼 |
| Syverson Strege & Co | 2,698 | $19.5 萬 | 0.14% | −805−23.0% | 減碼 |
| Evergreen Capital Management LLC | 2,783 | $20.1 萬 | 0.01% | +2,783 | 新進 |
| Wesbanco Bank Inc | 2,783 | $20.2 萬 | 0.01% | −1,500−35.0% | 減碼 |
| SevenBridge Financial Group, LLC | 2,819 | $20.4 萬 | 0.06% | +2,819 | 新進 |
| Cerity Partners LLC | 2,836 | $20.5 萬 | 0.00% | +2,836 | 新進 |
| Quadrant Capital Group LLC | 2,895 | $20.9 萬 | 0.02% | +101+3.6% | 加碼 |
| Gateway Investment Advisers LLC | 2,893 | $20.9 萬 | 0.00% | +2,893 | 新進 |
| Two Sigma Securities, LLC | 2,895 | $20.9 萬 | 0.04% | +2,895 | 新進 |
| Security National Bank | 2,905 | $21.0 萬 | 0.05% | +2,905 | 新進 |
| Lake Street Financial LLC | 2,958 | $21.4 萬 | 0.04% | +2,958 | 新進 |
| Ieq Capital, LLC | 2,982 | $21.6 萬 | 0.00% | −231−7.2% | 減碼 |
| CRA Financial Services, LLC | 3,000 | $21.7 萬 | 0.06% | +3,000 | 新進 |
| Paragon Capital Management Ltd | 3,037 | $22.0 萬 | 0.04% | +3,037 | 新進 |
| Jacobi Capital Management LLC | 3,056 | $22.1 萬 | 0.03% | +48+1.6% | 加碼 |
| Western Wealth Management, LLC | 3,067 | $22.1 萬 | 0.02% | +3,067 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $22.2 萬 | 0.11% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 3,066 | $22.2 萬 | 0.02% | +3,066 | 新進 |
| Pitcairn Co | 3,102 | $22.4 萬 | 0.01% | +3,102 | 新進 |
| Redhawk Wealth Advisors, Inc. | 3,129 | $22.6 萬 | 0.06% | 00.0% | 不變 |
| Kinloch Capital, LLC | 3,130 | $22.6 萬 | 0.14% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,145 | $22.7 萬 | 0.01% | +416+15.2% | 加碼 |
| Sigma Planning Corp | 3,144 | $22.7 萬 | 0.01% | +3,144 | 新進 |
| Keybank National Association | 3,165 | $22.9 萬 | 0.00% | +3,165 | 新進 |
| Sageworth Trust Co | 3,212 | $23.2 萬 | 0.02% | −10,692−76.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,203 | $23.2 萬 | 0.00% | −6,574−67.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 3,232 | $23.4 萬 | 0.01% | −277−7.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,237 | $23.4 萬 | 0.01% | +87+2.8% | 加碼 |
| Denali Advisors LLC | 3,300 | $23.9 萬 | 0.09% | −4,700−58.8% | 減碼 |
| Foundations Investment Advisors, LLC | 3,149 | $24.1 萬 | 0.01% | +3,149 | 新進 |
| MML Investors Services, LLC | 3,354 | $24.3 萬 | 0.00% | +3,354 | 新進 |
| Profund Advisors LLC | 3,404 | $24.6 萬 | 0.01% | −66−1.9% | 減碼 |
| TCWP LLC | 3,407 | $24.6 萬 | 0.05% | +3,407 | 新進 |
| Brown Advisory Inc | 3,493 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 3,536 | $25.6 萬 | 0.00% | +286+8.8% | 加碼 |
| Focus Financial Network, Inc. | 3,539 | $25.6 萬 | 0.04% | +3,539 | 新進 |
| FORA Capital, LLC | 3,550 | $25.7 萬 | 0.10% | +3,550 | 新進 |
| Blair William & Co | 3,639 | $26.3 萬 | 0.00% | −725−16.6% | 減碼 |
| Iron Horse Wealth Management, LLC | 3,654 | $26.4 萬 | 0.15% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 3,650 | $26.4 萬 | 0.02% | +366+11.1% | 加碼 |
| Centennial Wealth Advisory LLC | 3,668 | $26.5 萬 | 0.15% | +205+5.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,677 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 3,708 | $26.8 萬 | 0.01% | +658+21.6% | 加碼 |
| CAPROCK Group, Inc. | 3,704 | $26.8 萬 | 0.02% | +3,704 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 3,720 | $26.9 萬 | 0.02% | +3,720 | 新進 |
| Beacon Pointe Advisors, LLC | 3,737 | $27.0 萬 | 0.01% | −811−17.8% | 減碼 |
| Echo Street Capital Management LLC | 3,786 | $27.4 萬 | 0.00% | −409−9.7% | 減碼 |
| 9258 Wealth Management, LLC | 3,865 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| Archford Capital Strategies, LLC | 3,888 | $28.1 萬 | 0.06% | +26+0.7% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 3,925 | $28.4 萬 | 0.10% | 00.0% | 不變 |
| ASB Consultores, LLC | 3,920 | $28.4 萬 | 0.14% | +3,920 | 新進 |
| Renaissance Group LLC | 3,971 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 4,006 | $29.0 萬 | 0.02% | −31−0.8% | 減碼 |
| Inlet Private Wealth, LLC | 4,009 | $29.0 萬 | 0.07% | +9+0.2% | 加碼 |
| Clarius Group, LLC | 4,040 | $29.2 萬 | 0.02% | +242+6.4% | 加碼 |
| Cornerstone Advisors Asset Management, LLC | 4,091 | $29.6 萬 | 0.22% | +4,091 | 新進 |
| Johnson Midwest Financial, LLC | 4,164 | $30.1 萬 | 0.23% | +8+0.2% | 加碼 |
| Palisade Asset Management, LLC | 4,250 | $30.7 萬 | 0.03% | −3,000−41.4% | 減碼 |
| Cetera Advisors LLC | 4,352 | $31.5 萬 | 0.01% | −349−7.4% | 減碼 |
| Allworth Financial LP | 4,353 | $31.5 萬 | 0.00% | +166+4.0% | 加碼 |
| Empirical Finance, LLC | 4,358 | $31.5 萬 | 0.04% | +1,130+35.0% | 加碼 |
| Cookson Peirce & Co Inc | 4,400 | $31.8 萬 | 0.02% | +4,400 | 新進 |
| Qtron Investments LLC | 4,412 | $31.9 萬 | 0.07% | 00.0% | 不變 |
| TownSquare Capital, LLC | 4,409 | $31.9 萬 | 0.01% | +4,409 | 新進 |
| IBM Retirement Fund | 4,424 | $32.0 萬 | 0.04% | −3,219−42.1% | 減碼 |
| Marshall Financial Group LLC | 4,465 | $32.3 萬 | 0.12% | +4,465 | 新進 |
| Advisory Services Network, LLC | 4,503 | $32.6 萬 | 0.01% | +1,033+29.8% | 加碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 4,533 | $32.8 萬 | 0.30% | +4,533 | 新進 |
| Eads & Heald Wealth Management | 4,531 | $32.8 萬 | 0.14% | −30−0.7% | 減碼 |
| Legacy Financial Advisors, Inc. | 4,541 | $32.8 萬 | 0.08% | +236+5.5% | 加碼 |
| Legacy Bridge, LLC | 4,570 | $33.1 萬 | 0.17% | 00.0% | 不變 |
| Concord Wealth Partners | 4,606 | $33.3 萬 | 0.08% | +1,275+38.3% | 加碼 |
| Ellevest, Inc. | 4,914 | $35.5 萬 | 0.03% | +834+20.4% | 加碼 |
| Farmers & Merchants Investments Inc | 4,955 | $35.8 萬 | 0.01% | +905+22.3% | 加碼 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 5,000 | $36.2 萬 | 0.01% | 00.0% | 不變 |
| Symmetry Partners, LLC | 5,082 | $36.8 萬 | 0.02% | −1,202−19.1% | 減碼 |
| Redpoint Investment Management Pty Ltd | 5,112 | $37.0 萬 | 0.03% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 5,219 | $37.7 萬 | 0.05% | −460−8.1% | 減碼 |
| Wedbush Securities Inc | 5,275 | $38.2 萬 | 0.02% | −146−2.7% | 減碼 |
| Benin Management CORP | 5,300 | $38.3 萬 | 0.12% | −1,200−18.5% | 減碼 |
| Arete Wealth Advisors, LLC | 5,228 | $38.3 萬 | 0.03% | −269−4.9% | 減碼 |
| CWA Asset Management Group, LLC | 5,335 | $38.6 萬 | 0.03% | +20.0% | 加碼 |
| Mercer Global Advisors Inc | 5,340 | $38.6 萬 | 0.00% | +427+8.7% | 加碼 |
| Hilltop Holdings Inc. | 5,426 | $39.2 萬 | 0.04% | +982+22.1% | 加碼 |
| Johnson Investment Counsel Inc | 5,430 | $39.3 萬 | 0.00% | +135+2.5% | 加碼 |
| Waldron Private Wealth LLC | 5,495 | $39.7 萬 | 0.02% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 5,507 | $39.8 萬 | 0.01% | +5,507 | 新進 |