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 2 季 13F 持有人
Principal Financial Group Inc 在 2022/6/30 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
- 691
- 較 2022 年第 1 季 +14 家
- 持有股數
- 1.89 億
- 較 2022 年第 1 季 +264.8 萬 (+1.4%)
- 總市值
- $125.9 億
- 較 2022 年第 1 季 −$10.4 億 (−7.6%)
- 新進機構
- 68
- 另有 240 家加碼
- 清倉機構
- 54
- 另有 238 家減碼
另有 10 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 2,080 | $13.9 萬 | 0.02% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 2,183 | $14.6 萬 | 0.01% | −57−2.5% | 減碼 |
| Harbour Investments, Inc. | 2,184 | $14.6 萬 | 0.01% | +2,184 | 新進 |
| Parallel Advisors, LLC | 2,222 | $14.8 萬 | 0.01% | −544−19.7% | 減碼 |
| Tobam | 2,260 | $15.1 萬 | 0.01% | +1,044+85.9% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,288 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 2,289 | $15.3 萬 | 0.03% | 00.0% | 不變 |
| Bartlett & Co. LLC | 2,288 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 2,353 | $15.7 萬 | 0.01% | +2,353 | 新進 |
| Harvest Fund Management Co., Ltd | 2,364 | $15.8 萬 | 0.04% | 00.0% | 不變 |
| Syverson Strege & Co | 2,404 | $16.1 萬 | 0.06% | −297−11.0% | 減碼 |
| Meeder Asset Management Inc | 2,417 | $16.1 萬 | 0.01% | +58+2.5% | 加碼 |
| TSFG, LLC | 2,507 | $16.7 萬 | 0.07% | +28+1.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,510 | $16.8 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 2,537 | $16.9 萬 | 0.00% | −500−16.5% | 減碼 |
| Sageworth Trust Co | 2,577 | $17.2 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,766 | $18.5 萬 | 0.02% | −129−4.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,931 | $19.6 萬 | 0.00% | +910+45.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 2,941 | $19.6 萬 | 0.01% | −291−9.0% | 減碼 |
| AIA Group Ltd | 2,986 | $19.9 萬 | 0.01% | +705+30.9% | 加碼 |
| Security National Bank of So Dak | 3,000 | $20.0 萬 | 0.17% | 00.0% | 不變 |
| CRA Financial Services, LLC | 3,000 | $20.0 萬 | 0.07% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $20.0 萬 | 0.12% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 3,010 | $20.1 萬 | 0.09% | +10+0.3% | 加碼 |
| Ieq Capital, LLC | 3,041 | $20.3 萬 | 0.01% | −537−15.0% | 減碼 |
| Wesbanco Bank Inc | 3,047 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| Brown Advisory Inc | 3,038 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| Barings LLC | 3,069 | $20.5 萬 | 0.01% | −911−22.9% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $20.5 萬 | 0.10% | 00.0% | 不變 |
| Pitcairn Co | 3,086 | $20.6 萬 | 0.02% | +47+1.5% | 加碼 |
| Eudaimonia Partners, LLC | 3,111 | $20.8 萬 | 0.04% | +47+1.5% | 加碼 |
| Foundations Investment Advisors, LLC | 3,149 | $20.9 萬 | 0.01% | 00.0% | 不變 |
| Kinloch Capital, LLC | 3,130 | $20.9 萬 | 0.13% | 00.0% | 不變 |
| OPSEU Pension Plan Trust Fund | 3,171 | $20.9 萬 | 0.05% | +3,171 | 新進 |
| Paragon Capital Management Ltd | 3,153 | $21.1 萬 | 0.06% | +15+0.5% | 加碼 |
| Oak Thistle LLC | 3,163 | $21.2 萬 | 0.41% | +3,163 | 新進 |
| Checchi Capital Advisers, LLC | 3,181 | $21.3 萬 | 0.02% | +199+6.7% | 加碼 |
| Cigna Investments Inc | 3,215 | $21.5 萬 | 0.04% | −1,194−27.1% | 減碼 |
| Chesley Taft & Associates LLC | 3,259 | $21.8 萬 | 0.01% | +3,259 | 新進 |
| Signaturefd, LLC | 3,322 | $22.2 萬 | 0.01% | −455−12.0% | 減碼 |
| Jump Financial, LLC | 3,333 | $22.2 萬 | 0.01% | +3,333 | 新進 |
| Keybank National Association | 3,399 | $22.7 萬 | 0.00% | +218+6.9% | 加碼 |
| Bessemer Group Inc | 3,401 | $22.8 萬 | 0.00% | +679+24.9% | 加碼 |
| Hunter Associates Investment Management LLC | 3,411 | $22.8 萬 | 0.06% | +3,411 | 新進 |
| Pathstone Family Office, LLC | 3,450 | $23.0 萬 | 0.01% | +3,450 | 新進 |
| ExodusPoint Capital Management, LP | 3,476 | $23.2 萬 | 0.00% | −60,731−94.6% | 減碼 |
| Mma Asset Management LLC | 3,482 | $23.3 萬 | 0.20% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,502 | $23.4 萬 | 0.02% | −311−8.2% | 減碼 |
| Northwest Wealth Management, LLC | 3,500 | $23.4 萬 | 0.10% | +300+9.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,543 | $23.7 萬 | 0.03% | +11+0.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,559 | $23.8 萬 | 0.02% | +4+0.1% | 加碼 |
| Commons Capital, LLC | 3,581 | $23.9 萬 | 0.36% | +62+1.8% | 加碼 |
| Inlet Private Wealth, LLC | 3,628 | $24.2 萬 | 0.07% | −390−9.7% | 減碼 |
| Boothbay Fund Management, LLC | 3,674 | $24.5 萬 | 0.01% | +3,674 | 新進 |
| Metis Global Partners, LLC | 3,685 | $24.6 萬 | 0.04% | −329−8.2% | 減碼 |
| Advisory Services Network, LLC | 3,705 | $24.7 萬 | 0.01% | −873−19.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,809 | $25.4 萬 | 0.01% | +115+3.1% | 加碼 |
| 9258 Wealth Management, LLC | 3,865 | $25.8 萬 | 0.07% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 3,853 | $25.8 萬 | 0.09% | +3,853 | 新進 |
| Zeke Capital Advisors, LLC | 3,899 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Legacy Bridge, LLC | 3,895 | $26.0 萬 | 0.19% | 00.0% | 不變 |
| MML Investors Services, LLC | 3,887 | $26.0 萬 | 0.00% | +272+7.5% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 3,925 | $26.2 萬 | 0.10% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 3,954 | $26.4 萬 | 0.15% | +200+5.3% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 4,004 | $26.7 萬 | 0.13% | +4+0.1% | 加碼 |
| Cerity Partners LLC | 4,355 | $26.8 萬 | 0.00% | +1,399+47.3% | 加碼 |
| Johnson Midwest Financial, LLC | 4,020 | $26.9 萬 | 0.36% | −152−3.6% | 減碼 |
| Clarius Group, LLC | 4,024 | $26.9 萬 | 0.03% | −16−0.4% | 減碼 |
| Ground Swell Capital, LLC | 4,033 | $26.9 萬 | 0.49% | +4,033 | 新進 |
| Winton Group Ltd | 4,069 | $27.2 萬 | 0.01% | −6,961−63.1% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 4,091 | $27.3 萬 | 0.19% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 4,110 | $27.4 萬 | 0.07% | −3,770−47.8% | 減碼 |
| Renaissance Group LLC | 4,102 | $27.4 萬 | 0.01% | +131+3.3% | 加碼 |
| Cornercap Investment Counsel Inc | 4,121 | $27.5 萬 | 0.05% | −9,871−70.5% | 減碼 |
| Qtron Investments LLC | 4,154 | $27.7 萬 | 0.06% | +4,154 | 新進 |
| Cypress Capital Group | 4,181 | $27.9 萬 | 0.04% | −50−1.2% | 減碼 |
| Eads & Heald Wealth Management | 4,226 | $28.2 萬 | 0.15% | −305−6.7% | 減碼 |
| Apollon Wealth Management, LLC | 4,358 | $29.1 萬 | 0.02% | +765+21.3% | 加碼 |
| Independent Advisor Alliance | 4,422 | $29.5 萬 | 0.02% | −1,099−19.9% | 減碼 |
| Snowden Capital Advisors LLC | 4,435 | $29.6 萬 | 0.01% | +1,278+40.5% | 加碼 |
| JT Stratford LLC | 4,479 | $29.9 萬 | 0.09% | −983−18.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 4,523 | $30.2 萬 | 0.03% | +795+21.3% | 加碼 |
| Blair William & Co | 4,534 | $30.3 萬 | 0.00% | +772+20.5% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,565 | $30.5 萬 | 0.08% | +299+7.0% | 加碼 |
| Continuum Advisory, LLC | 4,582 | $30.6 萬 | 0.06% | −439−8.7% | 減碼 |
| Vontobel Holding Ltd. | 4,632 | $31.3 萬 | 0.00% | −615−11.7% | 減碼 |
| Wolverine Trading, LLC | 4,646 | $31.3 萬 | 0.01% | +4,646 | 新進 |
| 180 Wealth Advisors, LLC | 4,638 | $31.4 萬 | 0.08% | +4,638 | 新進 |
| Pacer Advisors, Inc. | 4,718 | $31.5 萬 | 0.00% | −14,416−75.3% | 減碼 |
| Argent Trust Co | 4,803 | $32.1 萬 | 0.02% | +4,803 | 新進 |
| RSM US Wealth Management LLC | 4,940 | $33.0 萬 | 0.02% | −1,236−20.0% | 減碼 |
| Sunflower Bank, N.A. | 4,934 | $33.0 萬 | 0.07% | −198−3.9% | 減碼 |
| Farmers & Merchants Investments Inc | 4,935 | $33.0 萬 | 0.01% | +220+4.7% | 加碼 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 5,000 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 5,038 | $33.6 萬 | 0.01% | +10.0% | 加碼 |
| Concord Wealth Partners | 5,068 | $33.8 萬 | 0.09% | +317+6.7% | 加碼 |
| My Legacy Advisors, LLC | 5,102 | $33.8 萬 | 0.17% | +5,102 | 新進 |
| Symmetry Partners, LLC | 5,082 | $33.9 萬 | 0.02% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 5,112 | $34.1 萬 | 0.04% | 00.0% | 不變 |
| Empirical Finance, LLC | 5,122 | $34.2 萬 | 0.04% | +260+5.3% | 加碼 |