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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 5,335 | $39.2 萬 | 0.03% | 00.0% | 不變 |
| Synovus Financial Corp | 5,439 | $39.6 萬 | 0.00% | −166−3.0% | 減碼 |
| JT Stratford LLC | 5,462 | $40.1 萬 | 0.12% | −952−14.8% | 減碼 |
| Independent Advisor Alliance | 5,521 | $40.5 萬 | 0.02% | −4,868−46.9% | 減碼 |
| IndexIQ Advisors LLC | 5,542 | $40.7 萬 | 0.01% | −70−1.2% | 減碼 |
| Geneos Wealth Management Inc. | 5,580 | $40.9 萬 | 0.02% | −456−7.6% | 減碼 |
| Waldron Private Wealth LLC | 5,592 | $41.0 萬 | 0.02% | +97+1.8% | 加碼 |
| Hilltop Holdings Inc. | 5,598 | $41.1 萬 | 0.05% | +172+3.2% | 加碼 |
| Ellevest, Inc. | 5,592 | $41.1 萬 | 0.03% | +678+13.8% | 加碼 |
| Natixis Investment Managers International | 5,661 | $41.5 萬 | 0.01% | +5,661 | 新進 |
| Capital Investment Advisors, LLC | 5,711 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 5,720 | $42.0 萬 | 0.02% | +1,320+30.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,848 | $43.3 萬 | 0.01% | −322−5.2% | 減碼 |
| Arete Wealth Advisors, LLC | 5,954 | $43.7 萬 | 0.04% | +726+13.9% | 加碼 |
| Western Wealth Management, LLC | 6,136 | $45.0 萬 | 0.02% | +3,069+100.1% | 加碼 |
| RSM US Wealth Management LLC | 6,176 | $45.3 萬 | 0.02% | +10.0% | 加碼 |
| Buckingham Strategic Wealth, LLC | 6,218 | $45.6 萬 | 0.01% | +609+10.9% | 加碼 |
| Allworth Financial LP | 6,223 | $45.6 萬 | 0.01% | +1,870+43.0% | 加碼 |
| Nicolet Bankshares Inc | 6,443 | $47.3 萬 | 0.10% | −208−3.1% | 減碼 |
| Regions Financial Corp | 6,464 | $47.5 萬 | 0.00% | +29+0.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 6,472 | $47.5 萬 | 0.01% | +2,735+73.2% | 加碼 |
| Csenge Advisory Group | 6,520 | $47.9 萬 | 0.04% | +6,520 | 新進 |
| City State Bank | 6,591 | $48.4 萬 | 0.29% | −2,248−25.4% | 減碼 |
| Johnson Investment Counsel Inc | 6,600 | $48.5 萬 | 0.01% | +1,170+21.5% | 加碼 |
| Fifth Third Bancorp | 6,625 | $48.6 萬 | 0.00% | +626+10.4% | 加碼 |
| Forum Financial Management, LP | 6,687 | $49.0 萬 | 0.02% | −202−2.9% | 減碼 |
| Greenleaf Trust | 6,773 | $49.7 萬 | 0.01% | −174−2.5% | 減碼 |
| Jmac Enterprises LLC | 6,800 | $49.9 萬 | 0.12% | 00.0% | 不變 |
| LMR Partners LLP | 6,792 | $49.9 萬 | 0.01% | +6,792 | 新進 |
| Mokosak Advisory Group, LLC | 6,932 | $51.0 萬 | 0.21% | +57+0.8% | 加碼 |
| Prudential PLC | 6,953 | $51.0 萬 | 0.01% | +6,953 | 新進 |
| Corient Capital Partners, LLC | 7,139 | $52.4 萬 | 0.03% | +1,618+29.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 7,171 | $52.6 萬 | 0.05% | +647+9.9% | 加碼 |
| Proequities, Inc. | 7,181 | $52.7 萬 | 0.04% | +6,924+2,694.2% | 加碼 |
| Palisade Asset Management, LLC | 7,250 | $53.2 萬 | 0.06% | +3,000+70.6% | 加碼 |
| Erste Asset Management GmbH | 7,200 | $53.7 萬 | 0.01% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 7,355 | $54.0 萬 | 0.02% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 7,369 | $54.1 萬 | 0.03% | −590−7.4% | 減碼 |
| Wolff Financial Management LLC | 7,815 | $57.4 萬 | 0.23% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 7,880 | $57.8 萬 | 0.13% | −3,810−32.6% | 減碼 |
| Basepoint Wealth LLC | 8,216 | $60.3 萬 | 0.56% | +20.0% | 加碼 |
| Paloma Partners Management Co | 8,300 | $60.9 萬 | 0.05% | +8,300 | 新進 |
| Carret Asset Management, LLC | 8,316 | $61.0 萬 | 0.07% | −133−1.6% | 減碼 |
| Wetherby Asset Management Inc | 8,332 | $61.2 萬 | 0.04% | −34−0.4% | 減碼 |
| Ontario Teachers Pension Plan Board | 8,356 | $61.3 萬 | 0.01% | −2,856−25.5% | 減碼 |
| Kinneret Advisory, LLC | 8,377 | $61.5 萬 | 0.07% | +187+2.3% | 加碼 |
| Gilbert & Cook, Inc. | 8,499 | $62.4 萬 | 0.10% | +1,217+16.7% | 加碼 |
| Seven Eight Capital, LP | 8,541 | $62.7 萬 | 0.08% | +8,541 | 新進 |
| Allstate Corp | 8,555 | $62.8 萬 | 0.02% | −20,456−70.5% | 減碼 |
| Cresset Asset Management, LLC | 8,616 | $63.3 萬 | 0.01% | −286−3.2% | 減碼 |
| Savant Capital, LLC | 8,788 | $64.5 萬 | 0.02% | +206+2.4% | 加碼 |
| Umb Bank N A | 8,964 | $65.8 萬 | 0.01% | −280−3.0% | 減碼 |
| Chicago Trust Co NA | 9,000 | $66.1 萬 | 0.14% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 9,046 | $66.4 萬 | 0.04% | 00.0% | 不變 |
| Impax Asset Management Group plc | 9,181 | $67.4 萬 | 0.00% | +9+0.1% | 加碼 |
| Sageworth Trust Co of South Dakota | 9,275 | $68.1 萬 | 1.27% | −1,412−13.2% | 減碼 |
| Sunbelt Securities, Inc. | 9,185 | $68.5 萬 | 0.13% | −15,362−62.6% | 減碼 |
| First Hawaiian Bank | 9,443 | $69.3 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 9,445 | $69.3 萬 | 0.00% | +1,669+21.5% | 加碼 |
| Seeyond | 9,470 | $69.5 萬 | 0.07% | +1,698+21.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 9,663 | $70.9 萬 | 0.02% | −1,428−12.9% | 減碼 |
| Aaron Wealth Advisors | 52,047 | $70.9 萬 | 0.01% | +52,047 | 新進 |
| Venture Visionary Partners LLC | 9,854 | $72.3 萬 | 0.05% | +296+3.1% | 加碼 |
| Norinchukin Bank, The | 9,928 | $72.9 萬 | 0.01% | +1,728+21.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 10,125 | $74.3 萬 | 0.01% | +9+0.1% | 加碼 |
| Martin Capital Partners, LLC | 10,176 | $74.7 萬 | 0.34% | +611+6.4% | 加碼 |
| Colony Group LLC | 10,208 | $74.9 萬 | 0.01% | +261+2.6% | 加碼 |
| Ossiam | 10,228 | $75.1 萬 | 0.02% | +9,911+3,126.5% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,423 | $76.5 萬 | 0.10% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 10,480 | $76.9 萬 | 0.01% | −1,092−9.4% | 減碼 |
| Holderness Investments Co | 10,490 | $77.0 萬 | 0.26% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 10,710 | $78.6 萬 | 0.00% | −122−1.1% | 減碼 |
| Winton Group Ltd | 11,030 | $81.0 萬 | 0.04% | +2,899+35.7% | 加碼 |
| McDonald Partners LLC | 11,118 | $81.6 萬 | 0.18% | +11,118 | 新進 |
| Everence Capital Management Inc | 11,170 | $82.0 萬 | 0.06% | 00.0% | 不變 |
| M&T Bank Corp | 11,366 | $83.5 萬 | 0.00% | −1,666−12.8% | 減碼 |
| JustInvest LLC | 11,417 | $83.8 萬 | 0.04% | −3,164−21.7% | 減碼 |
| Miramar Capital, LLC | 11,575 | $85.0 萬 | 0.23% | +11,575 | 新進 |
| Plimoth Trust Co LLC | 11,588 | $85.1 萬 | 0.23% | −2,795−19.4% | 減碼 |
| United Capital Financial Advisers, LLC | 11,652 | $85.5 萬 | 0.00% | −2,939−20.1% | 減碼 |
| Intrua Financial, LLC | 11,732 | $86.1 萬 | 0.15% | +11,732 | 新進 |
| XTX Topco Ltd | 11,740 | $86.2 萬 | 0.38% | +11,740 | 新進 |
| DCM Advisors, LLC | 11,865 | $87.1 萬 | 0.31% | +3,796+47.0% | 加碼 |
| Advisor Partners LLC | 12,083 | $88.7 萬 | 0.06% | −1,203−9.1% | 減碼 |
| Financial Advisory Service, Inc. | 12,155 | $89.2 萬 | 0.08% | +3,606+42.2% | 加碼 |
| CoreCap Advisors, LLC | 12,152 | $89.2 萬 | 0.06% | +11,565+1,970.2% | 加碼 |
| Adams Wealth Management | 12,293 | $90.2 萬 | 0.30% | −655−5.1% | 減碼 |
| West Bancorporation Inc | 12,487 | $91.7 萬 | 0.57% | +11,815+1,758.2% | 加碼 |
| Pinnacle Associates Ltd | 12,521 | $91.9 萬 | 0.02% | −27,930−69.0% | 減碼 |
| WBI Investments | 12,526 | $91.9 萬 | 0.15% | −1,607−11.4% | 減碼 |
| Illinois Municipal Retirement Fund | 12,686 | $93.1 萬 | 0.03% | 00.0% | 不變 |
| South Dakota Investment Council | 12,830 | $94.2 萬 | 0.02% | −4,457−25.8% | 減碼 |
| Cetera Advisor Networks LLC | 12,872 | $94.5 萬 | 0.01% | +2,844+28.4% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 12,889 | $94.6 萬 | 0.44% | −154−1.2% | 減碼 |
| Glaxis Capital Management, LLC | 13,650 | $100.2 萬 | 1.42% | +13,650 | 新進 |
| SG Americas Securities, LLC | 13,685 | $100.5 萬 | 0.01% | −202,274−93.7% | 減碼 |
| Foster & Motley Inc | 13,723 | $100.7 萬 | 0.08% | +2,310+20.2% | 加碼 |
| Kestra Advisory Services, LLC | 13,831 | $101.5 萬 | 0.01% | +1,057+8.3% | 加碼 |
| TKG Advisors, LLC | 13,848 | $101.7 萬 | 0.81% | +786+6.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,912 | $102.1 萬 | 0.05% | −842−5.7% | 減碼 |