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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 10,879 | $78.7 萬 | 0.03% | +10,879 | 新進 |
| Thrivent Financial for Lutherans | 10,832 | $78.3 萬 | 0.00% | −157−1.4% | 減碼 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,701 | $77.4 萬 | 0.86% | −300−2.7% | 減碼 |
| Sageworth Trust Co of South Dakota | 10,687 | $77.3 萬 | 1.19% | +10,687 | 新進 |
| Holderness Investments Co | 10,490 | $75.9 萬 | 0.22% | −6−0.1% | 減碼 |
| Citadel Advisors LLC | 10,444 | $75.5 萬 | 0.00% | +10,444 | 新進 |
| Ausdal Financial Partners, Inc. | 10,423 | $75.4 萬 | 0.10% | 00.0% | 不變 |
| Independent Advisor Alliance | 10,389 | $75.1 萬 | 0.04% | +1,687+19.4% | 加碼 |
| Panagora Asset Management Inc | 10,168 | $73.5 萬 | 0.00% | −5,351−34.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,116 | $73.2 萬 | 0.01% | −16−0.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 10,113 | $73.1 萬 | 0.01% | −22,780−69.3% | 減碼 |
| Cetera Advisor Networks LLC | 10,028 | $72.5 萬 | 0.01% | −738−6.9% | 減碼 |
| Colony Group LLC | 9,947 | $71.9 萬 | 0.01% | +10.0% | 加碼 |
| Martin Capital Partners, LLC | 9,565 | $69.2 萬 | 0.33% | +112+1.2% | 加碼 |
| Venture Visionary Partners LLC | 9,558 | $69.1 萬 | 0.04% | +1,221+14.6% | 加碼 |
| Barings LLC | 9,534 | $69.0 萬 | 0.02% | −552−5.5% | 減碼 |
| First Hawaiian Bank | 9,443 | $68.3 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 9,244 | $66.8 萬 | 0.01% | +1,552+20.2% | 加碼 |
| Impax Asset Management Group plc | 9,172 | $66.3 萬 | 0.00% | −296,564−97.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 9,046 | $65.4 萬 | 0.04% | 00.0% | 不變 |
| Chicago Trust Co NA | 9,000 | $65.1 萬 | 0.13% | −250−2.7% | 減碼 |
| Cresset Asset Management, LLC | 8,902 | $64.4 萬 | 0.01% | +5,108+134.6% | 加碼 |
| City State Bank | 8,839 | $63.9 萬 | 0.39% | +8,839 | 新進 |
| Savant Capital, LLC | 8,582 | $62.1 萬 | 0.02% | +311+3.8% | 加碼 |
| Financial Advisory Service, Inc. | 8,549 | $61.8 萬 | 0.06% | +4,260+99.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 8,493 | $61.4 萬 | 0.15% | +2,255+36.1% | 加碼 |
| Carret Asset Management, LLC | 8,449 | $61.1 萬 | 0.07% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 8,366 | $60.5 萬 | 0.03% | +375+4.7% | 加碼 |
| Balentine LLC | 8,297 | $60.0 萬 | 0.02% | +1,477+21.7% | 加碼 |
| Basepoint Wealth LLC | 8,214 | $59.4 萬 | 0.58% | +8,214 | 新進 |
| Norinchukin Bank, The | 8,200 | $59.3 萬 | 0.01% | −230−2.7% | 減碼 |
| Kinneret Advisory, LLC | 8,190 | $59.2 萬 | 0.06% | 00.0% | 不變 |
| Winton Group Ltd | 8,131 | $58.8 萬 | 0.04% | +8,131 | 新進 |
| DCM Advisors, LLC | 8,069 | $58.4 萬 | 0.17% | +202+2.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,959 | $57.6 萬 | 0.04% | +250+3.2% | 加碼 |
| Wolff Financial Management LLC | 7,815 | $56.5 萬 | 0.21% | 00.0% | 不變 |
| Seeyond | 7,772 | $56.2 萬 | 0.05% | −84−1.1% | 減碼 |
| CWM, LLC | 7,776 | $56.2 萬 | 0.00% | +7,776 | 新進 |
| Banque Cantonale Vaudoise | 7,355 | $53.2 萬 | 0.02% | −27,400−78.8% | 減碼 |
| Gilbert & Cook, Inc. | 7,282 | $52.7 萬 | 0.08% | +224+3.2% | 加碼 |
| Jmac Enterprises LLC | 6,800 | $52.1 萬 | 0.12% | +6,800 | 新進 |
| Erste Asset Management GmbH | 7,200 | $52.0 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 7,002 | $50.6 萬 | 0.00% | +2,133+43.8% | 加碼 |
| Greenleaf Trust | 6,947 | $50.2 萬 | 0.01% | +245+3.7% | 加碼 |
| Forum Financial Management, LP | 6,889 | $49.8 萬 | 0.03% | +6,889 | 新進 |
| Mokosak Advisory Group, LLC | 6,875 | $49.7 萬 | 0.19% | +276+4.2% | 加碼 |
| Nicolet Bankshares Inc | 6,651 | $48.1 萬 | 0.11% | −117−1.7% | 減碼 |
| Roosevelt Investment Group LLC | 6,594 | $47.7 萬 | 0.03% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,524 | $47.2 萬 | 0.04% | +100+1.6% | 加碼 |
| Regions Financial Corp | 6,435 | $46.5 萬 | 0.00% | +3,000+87.3% | 加碼 |
| JT Stratford LLC | 6,414 | $46.4 萬 | 0.13% | −192−2.9% | 減碼 |
| IFP Advisors, Inc | 6,202 | $44.9 萬 | 0.01% | −499−7.4% | 減碼 |
| RSM US Wealth Management LLC | 6,175 | $44.7 萬 | 0.02% | −129−2.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,170 | $44.5 萬 | 0.01% | +52+0.8% | 加碼 |
| Geneos Wealth Management Inc. | 6,036 | $43.6 萬 | 0.02% | −1,834−23.3% | 減碼 |
| Fifth Third Bancorp | 5,999 | $43.4 萬 | 0.00% | +468+8.5% | 加碼 |
| AlphaCrest Capital Management LLC | 5,825 | $42.1 萬 | 0.02% | −15,226−72.3% | 減碼 |
| Cigna Investments Inc | 5,720 | $41.4 萬 | 0.03% | −2,050−26.4% | 減碼 |
| Capital Investment Advisors, LLC | 5,711 | $41.3 萬 | 0.01% | −645−10.1% | 減碼 |
| Vontobel Holding Ltd. | 5,653 | $40.8 萬 | 0.00% | +916+19.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,609 | $40.6 萬 | 0.01% | +347+6.6% | 加碼 |
| IndexIQ Advisors LLC | 5,612 | $40.6 萬 | 0.01% | +915+19.5% | 加碼 |
| Synovus Financial Corp | 5,605 | $40.3 萬 | 0.00% | +145+2.7% | 加碼 |
| Corient Capital Partners, LLC | 5,521 | $39.9 萬 | 0.03% | +258+4.9% | 加碼 |
| Coldstream Capital Management Inc | 5,507 | $39.8 萬 | 0.01% | +5,507 | 新進 |
| Waldron Private Wealth LLC | 5,495 | $39.7 萬 | 0.02% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 5,430 | $39.3 萬 | 0.00% | +135+2.5% | 加碼 |
| Hilltop Holdings Inc. | 5,426 | $39.2 萬 | 0.04% | +982+22.1% | 加碼 |
| 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 |
| 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 |
| Wedbush Securities Inc | 5,275 | $38.2 萬 | 0.02% | −146−2.7% | 減碼 |
| Sunflower Bank, N.A. | 5,219 | $37.7 萬 | 0.05% | −460−8.1% | 減碼 |
| Redpoint Investment Management Pty Ltd | 5,112 | $37.0 萬 | 0.03% | 00.0% | 不變 |
| Symmetry Partners, LLC | 5,082 | $36.8 萬 | 0.02% | −1,202−19.1% | 減碼 |
| 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 |
| Farmers & Merchants Investments Inc | 4,955 | $35.8 萬 | 0.01% | +905+22.3% | 加碼 |
| Ellevest, Inc. | 4,914 | $35.5 萬 | 0.03% | +834+20.4% | 加碼 |
| Concord Wealth Partners | 4,606 | $33.3 萬 | 0.08% | +1,275+38.3% | 加碼 |
| Legacy Bridge, LLC | 4,570 | $33.1 萬 | 0.17% | 00.0% | 不變 |
| 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 |
| Keeler & Nadler Financial Planning & Wealth Management | 4,533 | $32.8 萬 | 0.30% | +4,533 | 新進 |
| Advisory Services Network, LLC | 4,503 | $32.6 萬 | 0.01% | +1,033+29.8% | 加碼 |
| Marshall Financial Group LLC | 4,465 | $32.3 萬 | 0.12% | +4,465 | 新進 |
| IBM Retirement Fund | 4,424 | $32.0 萬 | 0.04% | −3,219−42.1% | 減碼 |
| 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 |
| Cookson Peirce & Co Inc | 4,400 | $31.8 萬 | 0.02% | +4,400 | 新進 |
| 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 |
| Palisade Asset Management, LLC | 4,250 | $30.7 萬 | 0.03% | −3,000−41.4% | 減碼 |
| Johnson Midwest Financial, LLC | 4,164 | $30.1 萬 | 0.23% | +8+0.2% | 加碼 |
| Cornerstone Advisors Asset Management, LLC | 4,091 | $29.6 萬 | 0.22% | +4,091 | 新進 |
| Clarius Group, LLC | 4,040 | $29.2 萬 | 0.02% | +242+6.4% | 加碼 |
| 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 |
| Renaissance Group LLC | 3,971 | $28.7 萬 | 0.01% | 00.0% | 不變 |