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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 32,413 | $234.4 萬 | 0.02% | −21,416−39.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 32,252 | $233.3 萬 | 0.03% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 31,810 | $229.4 萬 | 0.15% | −4,604−12.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,942 | $223.8 萬 | 0.02% | −338−1.1% | 減碼 |
| Leelyn Smith, LLC | 29,619 | $214.2 萬 | 0.57% | −603−2.0% | 減碼 |
| Allstate Corp | 29,011 | $209.8 萬 | 0.04% | +20,676+248.1% | 加碼 |
| Hartford Investment Management Co | 28,871 | $208.8 萬 | 0.05% | +2,011+7.5% | 加碼 |
| APG Asset Management N.V. | 32,547 | $207.0 萬 | 0.00% | −6,900−17.5% | 減碼 |
| Metropolitan Life Insurance Co | 28,480 | $206.0 萬 | 0.03% | −1,185−4.0% | 減碼 |
| American Century Companies Inc | 28,215 | $204.1 萬 | 0.00% | +6,006+27.0% | 加碼 |
| Nissay Asset Management Corp | 28,127 | $203.4 萬 | 0.02% | +371+1.3% | 加碼 |
| Ethic Inc. | 28,098 | $203.2 萬 | 0.16% | +8,451+43.0% | 加碼 |
| Capitolis Advisors LLC | 27,915 | $201.9 萬 | 0.01% | +27,915 | 新進 |
| Columbus Macro, LLC | 27,015 | $195.4 萬 | 0.66% | −2,802−9.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 26,699 | $193.1 萬 | 0.03% | −94−0.4% | 減碼 |
| Sunbelt Securities, Inc. | 24,547 | $191.9 萬 | 0.31% | −5,155−17.4% | 減碼 |
| First Republic Investment Management, Inc. | 26,032 | $188.3 萬 | 0.00% | +2,777+11.9% | 加碼 |
| PGGM Investments | 25,853 | $187.0 萬 | 0.01% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 25,398 | $183.7 萬 | 0.39% | −21−0.1% | 減碼 |
| CIBC Asset Management Inc | 25,070 | $181.3 萬 | 0.01% | +910+3.8% | 加碼 |
| Mackenzie Financial Corp | 23,746 | $171.8 萬 | 0.00% | −461−1.9% | 減碼 |
| G&S Capital LLC | 23,679 | $171.3 萬 | 0.85% | −35,129−59.7% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 23,652 | $171.1 萬 | 1.55% | +23,652 | 新進 |
| Vident Investment Advisory, LLC | 23,447 | $169.6 萬 | 0.04% | +1,860+8.6% | 加碼 |
| Westpac Banking Corp | 23,417 | $169.4 萬 | 0.02% | +689+3.0% | 加碼 |
| Montag A & Associates Inc | 22,576 | $163.3 萬 | 0.08% | −2,086−8.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 22,256 | $161.0 萬 | 0.01% | −4,439−16.6% | 減碼 |
| National Bank of Canada | 22,233 | $160.9 萬 | 0.01% | +22,233 | 新進 |
| Cypress Capital, LLC | 21,848 | $158.0 萬 | 0.18% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 20,776 | $150.3 萬 | 0.04% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 20,657 | $149.4 萬 | 0.04% | +1,359+7.0% | 加碼 |
| Mork Capital Management, LLC | 20,500 | $148.3 萬 | 1.00% | 00.0% | 不變 |
| Burney Co | 20,393 | $147.5 萬 | 0.06% | −164−0.8% | 減碼 |
| Securian Asset Management, Inc | 20,240 | $146.4 萬 | 0.03% | −513−2.5% | 減碼 |
| Twin Capital Management Inc | 20,105 | $145.4 萬 | 0.15% | −1,880−8.6% | 減碼 |
| GWM Advisors LLC | 19,368 | $140.1 萬 | 0.02% | +5,520+39.9% | 加碼 |
| Rockland Trust Co | 19,309 | $139.7 萬 | 0.09% | −34−0.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 18,977 | $137.3 萬 | 0.03% | −9,660−33.7% | 減碼 |
| Veritable, L.P. | 18,668 | $135.0 萬 | 0.02% | +846+4.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 18,654 | $134.5 萬 | 0.02% | +18,654 | 新進 |
| Aigen Investment Management, LP | 18,781 | $133.6 萬 | 0.08% | +18,781 | 新進 |
| Forsta Ap-Fonden | 18,400 | $133.1 萬 | 0.01% | −82,500−81.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 18,407 | $133.1 萬 | 0.01% | −1,343−6.8% | 減碼 |
| Redwood Investment Management, LLC | 18,369 | $132.9 萬 | 0.17% | +18,369 | 新進 |
| Franklin Resources Inc | 18,136 | $131.1 萬 | 0.00% | +1,611+9.7% | 加碼 |
| Janney Montgomery Scott LLC | 18,007 | $130.3 萬 | 0.01% | +319+1.8% | 加碼 |
| Resources Investment Advisors, LLC. | 17,995 | $130.2 萬 | 0.05% | +30.0% | 加碼 |
| South Dakota Investment Council | 17,287 | $125.0 萬 | 0.02% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 17,050 | $123.3 萬 | 0.18% | −43,046−71.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,675 | $120.6 萬 | 0.03% | −13,016−43.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 16,582 | $119.9 萬 | 0.00% | +16,582 | 新進 |
| Creative Planning | 16,519 | $119.5 萬 | 0.00% | −60.0% | 減碼 |
| Xponance, Inc. | 16,488 | $119.3 萬 | 0.02% | +3,598+27.9% | 加碼 |
| Trilogy Capital Inc. | 16,180 | $117.0 萬 | 0.09% | +216+1.4% | 加碼 |
| PSI Advisors, LLC | 16,028 | $115.9 萬 | 0.47% | +501+3.2% | 加碼 |
| Truist Financial Corp | 15,854 | $114.7 萬 | 0.00% | +3,887+32.5% | 加碼 |
| D.A. Davidson & Co. | 15,842 | $114.6 萬 | 0.01% | −1,905−10.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 15,720 | $113.7 萬 | 0.00% | +3,795+31.8% | 加碼 |
| Zurich Insurance Group Ltd | 15,700 | $113.6 萬 | 0.01% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 15,483 | $112.0 萬 | 0.01% | +335+2.2% | 加碼 |
| Foster Group, Inc. | 15,470 | $111.9 萬 | 0.10% | +129+0.8% | 加碼 |
| Louisiana State Employees Retirement System | 15,400 | $111.4 萬 | 0.02% | −100−0.6% | 減碼 |
| Vestcor Inc | 15,313 | $110.8 萬 | 0.04% | +11,290+280.6% | 加碼 |
| Oppenheimer & Co Inc | 15,292 | $110.6 萬 | 0.02% | +7,160+88.0% | 加碼 |
| New Mexico Educational Retirement Board | 15,254 | $110.3 萬 | 0.04% | −1,300−7.9% | 減碼 |
| Jane Street Group, LLC | 15,231 | $110.2 萬 | 0.00% | −16,098−51.4% | 減碼 |
| Kentucky Retirement Systems | 14,898 | $107.8 萬 | 0.04% | +526+3.7% | 加碼 |
| Nordea Investment Management AB | 14,842 | $107.3 萬 | 0.00% | +701+5.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,754 | $106.7 萬 | 0.05% | −2,288−13.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 14,700 | $106.3 萬 | 0.03% | +2,400+19.5% | 加碼 |
| United Capital Financial Advisers, LLC | 14,591 | $105.5 萬 | 0.00% | −1,355−8.5% | 減碼 |
| JustInvest LLC | 14,581 | $105.5 萬 | 0.06% | +6,376+77.7% | 加碼 |
| Plimoth Trust Co LLC | 14,383 | $104.0 萬 | 0.26% | −560−3.7% | 減碼 |
| Premier Asset Management LLC | 14,160 | $102.4 萬 | 0.18% | −12,160−46.2% | 減碼 |
| Toroso Investments, LLC | 14,160 | $102.4 萬 | 0.03% | +3,000+26.9% | 加碼 |
| WBI Investments | 14,133 | $102.2 萬 | 0.16% | +2,632+22.9% | 加碼 |
| Employees Provident Fund Board | 13,500 | $97.6 萬 | 0.02% | +13,500 | 新進 |
| Advisor Partners LLC | 13,286 | $96.1 萬 | 0.06% | +1,332+11.1% | 加碼 |
| Community Capital Management, Inc. | 18,400 | $95.9 萬 | 1.03% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 13,158 | $95.2 萬 | 0.08% | +13,158 | 新進 |
| Neuberger Berman Group LLC | 16,138 | $95.0 萬 | 0.00% | +3,882+31.7% | 加碼 |
| TKG Advisors, LLC | 13,062 | $94.5 萬 | 0.75% | +13,062 | 新進 |
| M&T Bank Corp | 13,032 | $94.3 萬 | 0.00% | −2,614−16.7% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 13,043 | $94.3 萬 | 0.42% | +492+3.9% | 加碼 |
| Adams Wealth Management | 12,948 | $93.7 萬 | 0.30% | −1,412−9.8% | 減碼 |
| HighTower Advisors, LLC | 12,822 | $92.6 萬 | 0.00% | +1,257+10.9% | 加碼 |
| Kestra Advisory Services, LLC | 12,774 | $92.4 萬 | 0.01% | +874+7.3% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,741 | $92.1 萬 | 0.06% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 12,686 | $91.8 萬 | 0.03% | +3,806+42.9% | 加碼 |
| Greenwood Capital Associates LLC | 12,665 | $91.6 萬 | 0.13% | +2,363+22.9% | 加碼 |
| Acropolis Investment Management, LLC | 12,482 | $90.3 萬 | 0.08% | +1,768+16.5% | 加碼 |
| Mariner, LLC | 12,071 | $87.3 萬 | 0.00% | +1,094+10.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 11,690 | $84.5 萬 | 0.17% | −1,560−11.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 11,572 | $83.7 萬 | 0.01% | +10,874+1,557.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,474 | $83.0 萬 | 0.01% | +8,836+335.0% | 加碼 |
| Foster & Motley Inc | 11,413 | $82.6 萬 | 0.06% | +2,922+34.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 11,220 | $81.2 萬 | 0.04% | −4,050−26.5% | 減碼 |
| Ontario Teachers Pension Plan Board | 11,212 | $81.1 萬 | 0.01% | +5,457+94.8% | 加碼 |
| Everence Capital Management Inc | 11,170 | $80.8 萬 | 0.06% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 11,091 | $80.2 萬 | 0.02% | −246−2.2% | 減碼 |