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。
2022 年第 1 季 13F 持有人
Principal Financial Group Inc 在 2022/3/31 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
- 687
- 較 2021 年第 4 季 +33 家
- 持有股數
- 1.88 億
- 較 2021 年第 4 季 −877.7 萬 (−4.5%)
- 總市值
- $137.6 億
- 較 2021 年第 4 季 −$4.42 億 (−3.1%)
- 新進機構
- 89
- 另有 234 家加碼
- 清倉機構
- 56
- 另有 214 家減碼
另有 10 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 2,767 | $20.3 萬 | 0.02% | +1,106+66.6% | 加碼 |
| Evergreen Capital Management LLC | 2,790 | $20.5 萬 | 0.01% | +7+0.3% | 加碼 |
| AQR Capital Management LLC | 2,786 | $20.5 萬 | 0.00% | +2,786 | 新進 |
| Parallel Advisors, LLC | 2,766 | $20.6 萬 | 0.01% | −379−12.1% | 減碼 |
| Brighton Jones LLC | 2,803 | $20.6 萬 | 0.01% | +2,803 | 新進 |
| J.W. Cole Advisors, Inc. | 2,804 | $20.6 萬 | 0.01% | +2,804 | 新進 |
| Security National Bank | 2,905 | $21.3 萬 | 0.05% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,895 | $21.3 萬 | 0.03% | 00.0% | 不變 |
| Cerity Partners LLC | 2,956 | $21.8 萬 | 0.00% | +120+4.2% | 加碼 |
| Checchi Capital Advisers, LLC | 2,982 | $21.9 萬 | 0.02% | +2,982 | 新進 |
| Redhawk Wealth Advisors, Inc. | 3,000 | $22.0 萬 | 0.06% | −129−4.1% | 減碼 |
| CRA Financial Services, LLC | 3,000 | $22.0 萬 | 0.07% | 00.0% | 不變 |
| Security National Bank of So Dak | 3,000 | $22.0 萬 | 0.15% | +3,000 | 新進 |
| Avantax Advisory Services, Inc. | 2,998 | $22.0 萬 | 0.00% | +2,998 | 新進 |
| Glassy Mountain Advisors, Inc. | 3,000 | $22.0 萬 | 0.11% | +3,000 | 新進 |
| Horizon Investments, LLC | 3,023 | $22.2 萬 | 0.01% | +3,023 | 新進 |
| Brown Advisory Inc | 3,038 | $22.3 萬 | 0.00% | −455−13.0% | 減碼 |
| Pitcairn Co | 3,039 | $22.3 萬 | 0.02% | −63−2.0% | 減碼 |
| Wesbanco Bank Inc | 3,047 | $22.3 萬 | 0.01% | +264+9.5% | 加碼 |
| Whittier Trust Co | 3,037 | $22.3 萬 | 0.00% | +537+21.5% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $22.5 萬 | 0.09% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 3,064 | $22.5 萬 | 0.04% | +3,064 | 新進 |
| Summit X, LLC | 3,088 | $22.8 萬 | 0.06% | +3,088 | 新進 |
| Kinloch Capital, LLC | 3,130 | $23.0 萬 | 0.14% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 3,138 | $23.0 萬 | 0.04% | +101+3.3% | 加碼 |
| Sigma Planning Corp | 3,150 | $23.1 萬 | 0.01% | +6+0.2% | 加碼 |
| Snowden Capital Advisors LLC | 3,157 | $23.1 萬 | 0.01% | +1,106+53.9% | 加碼 |
| Foundations Investment Advisors, LLC | 3,149 | $23.3 萬 | 0.01% | 00.0% | 不變 |
| Keybank National Association | 3,181 | $23.4 萬 | 0.00% | +16+0.5% | 加碼 |
| Northwest Wealth Management, LLC | 3,200 | $23.5 萬 | 0.12% | +3,200 | 新進 |
| Ameritas Investment Partners, Inc. | 3,232 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Mma Asset Management LLC | 3,482 | $24.1 萬 | 0.19% | +3,482 | 新進 |
| Profund Advisors LLC | 3,303 | $24.2 萬 | 0.01% | −101−3.0% | 減碼 |
| ASB Consultores, LLC | 3,396 | $24.9 萬 | 0.11% | −524−13.4% | 減碼 |
| Commons Capital, LLC | 3,519 | $25.8 萬 | 0.28% | +1,366+63.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,532 | $25.9 萬 | 0.03% | +466+15.2% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,555 | $26.1 萬 | 0.02% | −122−3.3% | 減碼 |
| ETF Managers Group, LLC | 3,494 | $26.1 萬 | 0.01% | +3,494 | 新進 |
| Duality Advisers, LP | 3,550 | $26.1 萬 | 0.03% | +3,550 | 新進 |
| Ieq Capital, LLC | 3,578 | $26.3 萬 | 0.01% | +596+20.0% | 加碼 |
| Apollon Wealth Management, LLC | 3,593 | $26.4 萬 | 0.02% | +3,593 | 新進 |
| MML Investors Services, LLC | 3,615 | $26.5 萬 | 0.00% | +261+7.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,694 | $27.1 萬 | 0.01% | +457+14.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 3,728 | $27.4 萬 | 0.02% | +78+2.1% | 加碼 |
| Iron Horse Wealth Management, LLC | 3,754 | $27.6 萬 | 0.15% | +100+2.7% | 加碼 |
| Blair William & Co | 3,762 | $27.6 萬 | 0.00% | +123+3.4% | 加碼 |
| Signaturefd, LLC | 3,777 | $27.7 萬 | 0.01% | +69+1.9% | 加碼 |
| KC Investment Advisors, LLC | 3,790 | $27.8 萬 | 0.19% | +3,790 | 新進 |
| CAPROCK Group, Inc. | 3,813 | $28.0 萬 | 0.03% | +109+2.9% | 加碼 |
| 9258 Wealth Management, LLC | 3,865 | $28.4 萬 | 0.07% | 00.0% | 不變 |
| Legacy Bridge, LLC | 3,895 | $28.6 萬 | 0.17% | −675−14.8% | 減碼 |
| Zeke Capital Advisors, LLC | 3,899 | $28.6 萬 | 0.01% | +3,899 | 新進 |
| LeJeune Puetz Investment Counsel LLC | 3,925 | $28.8 萬 | 0.10% | 00.0% | 不變 |
| Barings LLC | 3,980 | $29.2 萬 | 0.01% | −5,554−58.3% | 減碼 |
| Clarius Group, LLC | 4,040 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Renaissance Group LLC | 3,971 | $29.2 萬 | 0.01% | 00.0% | 不變 |
| Rappaport Reiches Capital Management, LLC | 4,000 | $29.4 萬 | 0.16% | +4,000 | 新進 |
| Vestmark Advisory Solutions, Inc. | 4,006 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| Inlet Private Wealth, LLC | 4,018 | $29.5 萬 | 0.07% | +9+0.2% | 加碼 |
| Metis Global Partners, LLC | 4,014 | $29.5 萬 | 0.04% | +4,014 | 新進 |
| Cypress Capital Group | 4,231 | $29.6 萬 | 0.04% | +4,231 | 新進 |
| Cornerstone Advisors Asset Management, LLC | 4,091 | $30.0 萬 | 0.21% | 00.0% | 不變 |
| Jefferies Group LLC | 4,097 | $30.1 萬 | 0.01% | +4,097 | 新進 |
| Rockefeller Capital Management L.P. | 4,131 | $30.3 萬 | 0.00% | +3,990+2,829.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 4,139 | $30.4 萬 | 0.07% | −4,354−51.3% | 減碼 |
| TCWP LLC | 4,159 | $30.5 萬 | 0.06% | +752+22.1% | 加碼 |
| Johnson Midwest Financial, LLC | 4,172 | $30.6 萬 | 0.43% | +8+0.2% | 加碼 |
| IBM Retirement Fund | 4,185 | $30.7 萬 | 0.04% | −239−5.4% | 減碼 |
| Vestcor Inc | 4,195 | $30.8 萬 | 0.01% | −11,118−72.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 4,266 | $31.3 萬 | 0.07% | −275−6.1% | 減碼 |
| Centennial Wealth Advisory LLC | 4,277 | $31.4 萬 | 0.17% | +609+16.6% | 加碼 |
| Archford Capital Strategies, LLC | 4,289 | $31.9 萬 | 0.07% | +401+10.3% | 加碼 |
| Cigna Investments Inc | 4,409 | $32.3 萬 | 0.04% | −1,311−22.9% | 減碼 |
| Lake Street Financial LLC | 4,396 | $32.3 萬 | 0.06% | +1,438+48.6% | 加碼 |
| Marshall Financial Group LLC | 4,465 | $32.8 萬 | 0.13% | 00.0% | 不變 |
| HRT Financial LP | 4,514 | $33.1 萬 | 0.00% | +4,514 | 新進 |
| Eads & Heald Wealth Management | 4,531 | $33.3 萬 | 0.15% | 00.0% | 不變 |
| Cetera Advisors LLC | 4,545 | $33.4 萬 | 0.01% | +193+4.4% | 加碼 |
| Advisory Services Network, LLC | 4,578 | $33.6 萬 | 0.01% | +75+1.7% | 加碼 |
| Laurion Capital Management LP | 4,600 | $33.8 萬 | 0.01% | +4,600 | 新進 |
| Nomura Holdings Inc | 4,635 | $34.2 萬 | 0.00% | +4,635 | 新進 |
| Continuum Advisory, LLC | 5,021 | $34.2 萬 | 0.06% | +5,021 | 新進 |
| Farmers & Merchants Investments Inc | 4,715 | $34.6 萬 | 0.01% | −240−4.8% | 減碼 |
| Concord Wealth Partners | 4,751 | $34.9 萬 | 0.09% | +145+3.1% | 加碼 |
| Latitude Advisors, LLC | 4,766 | $35.0 萬 | 0.08% | +4,766 | 新進 |
| Coldstream Capital Management Inc | 4,798 | $35.2 萬 | 0.01% | −709−12.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,848 | $35.6 萬 | 0.07% | +4,848 | 新進 |
| Empirical Finance, LLC | 4,862 | $35.7 萬 | 0.04% | +504+11.6% | 加碼 |
| Walleye Capital LLC | 4,988 | $36.6 萬 | 0.01% | +4,988 | 新進 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 5,000 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 5,037 | $37.0 萬 | 0.01% | +1,501+42.4% | 加碼 |
| Symmetry Partners, LLC | 5,082 | $37.3 萬 | 0.02% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 5,112 | $37.5 萬 | 0.04% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 5,132 | $37.7 萬 | 0.05% | −87−1.7% | 減碼 |
| Wedbush Securities Inc | 5,278 | $38.7 萬 | 0.02% | +3+0.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,292 | $38.8 萬 | 0.00% | +2,089+65.2% | 加碼 |
| Mercer Global Advisors Inc | 5,305 | $38.9 萬 | 0.00% | −35−0.7% | 減碼 |
| Benin Management CORP | 5,300 | $38.9 萬 | 0.12% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 5,247 | $39.1 萬 | 0.00% | −406−7.2% | 減碼 |
| Contravisory Investment Management, Inc. | 5,328 | $39.1 萬 | 0.11% | +5,328 | 新進 |