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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 5,115 | $34.2 萬 | 0.07% | +267+5.5% | 加碼 |
| Summit X, LLC | 5,190 | $34.4 萬 | 0.10% | +2,102+68.1% | 加碼 |
| Benin Management CORP | 5,200 | $34.7 萬 | 0.13% | −100−1.9% | 減碼 |
| TCWP LLC | 5,203 | $34.7 萬 | 0.07% | +1,044+25.1% | 加碼 |
| Wedbush Securities Inc | 5,282 | $35.3 萬 | 0.02% | +4+0.1% | 加碼 |
| CWA Asset Management Group, LLC | 5,299 | $35.4 萬 | 0.03% | −36−0.7% | 減碼 |
| Contravisory Investment Management, Inc. | 5,334 | $35.6 萬 | 0.12% | +6+0.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 5,355 | $35.8 萬 | 0.00% | +5,355 | 新進 |
| First Hawaiian Bank | 5,410 | $36.1 萬 | 0.01% | −4,033−42.7% | 減碼 |
| Ellevest, Inc. | 5,484 | $36.6 萬 | 0.03% | −108−1.9% | 減碼 |
| Waldron Private Wealth LLC | 5,536 | $36.9 萬 | 0.02% | −56−1.0% | 減碼 |
| Rockefeller Capital Management L.P. | 5,612 | $37.4 萬 | 0.00% | +1,481+35.9% | 加碼 |
| Geneos Wealth Management Inc. | 5,560 | $37.6 萬 | 0.02% | −20−0.4% | 減碼 |
| Synovus Financial Corp | 5,642 | $37.7 萬 | 0.00% | +203+3.7% | 加碼 |
| Capital Investment Advisors, LLC | 5,705 | $38.1 萬 | 0.01% | −6−0.1% | 減碼 |
| Coldstream Capital Management Inc | 5,775 | $38.5 萬 | 0.01% | +977+20.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 5,756 | $38.7 萬 | 0.01% | −716−11.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 5,829 | $38.9 萬 | 0.01% | −389−6.3% | 減碼 |
| Erste Asset Management GmbH | 5,800 | $39.1 萬 | 0.01% | −1,400−19.4% | 減碼 |
| Allworth Financial LP | 5,854 | $39.1 萬 | 0.01% | −369−5.9% | 減碼 |
| Hilltop Holdings Inc. | 5,864 | $39.2 萬 | 0.05% | +266+4.8% | 加碼 |
| Centennial Wealth Advisory LLC | 5,914 | $39.5 萬 | 0.22% | +1,637+38.3% | 加碼 |
| Arete Wealth Advisors, LLC | 5,959 | $39.8 萬 | 0.04% | +5+0.1% | 加碼 |
| Cetera Advisors LLC | 6,052 | $40.4 萬 | 0.01% | +1,507+33.2% | 加碼 |
| Archford Capital Strategies, LLC | 6,063 | $40.5 萬 | 0.10% | +1,774+41.4% | 加碼 |
| Vestcor Inc | 6,079 | $40.6 萬 | 0.02% | +1,884+44.9% | 加碼 |
| Lake Street Financial LLC | 6,088 | $40.7 萬 | 0.09% | +1,692+38.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,128 | $40.9 萬 | 0.00% | +836+15.8% | 加碼 |
| Western Wealth Management, LLC | 6,137 | $41.0 萬 | 0.02% | +10.0% | 加碼 |
| Mercer Global Advisors Inc | 6,178 | $41.3 萬 | 0.00% | +873+16.5% | 加碼 |
| Cookson Peirce & Co Inc | 6,288 | $42.0 萬 | 0.03% | +568+9.9% | 加碼 |
| Community Capital Management, Inc. | 6,300 | $42.1 萬 | 0.51% | +6,300 | 新進 |
| GWM Advisors LLC | 6,382 | $42.6 萬 | 0.01% | −11,657−64.6% | 減碼 |
| Nicolet Bankshares Inc | 6,418 | $42.9 萬 | 0.11% | −25−0.4% | 減碼 |
| Regions Financial Corp | 6,465 | $43.2 萬 | 0.00% | +10.0% | 加碼 |
| Corient Capital Partners, LLC | 6,556 | $43.7 萬 | 0.03% | −583−8.2% | 減碼 |
| Johnson Investment Counsel Inc | 6,600 | $44.1 萬 | 0.01% | 00.0% | 不變 |
| KC Investment Advisors, LLC | 6,608 | $44.1 萬 | 0.37% | +2,818+74.4% | 加碼 |
| Jmac Enterprises LLC | 6,800 | $45.4 萬 | 0.12% | 00.0% | 不變 |
| Prudential PLC | 6,818 | $45.5 萬 | 0.01% | −135−1.9% | 減碼 |
| Greenleaf Trust | 6,833 | $45.6 萬 | 0.01% | +60+0.9% | 加碼 |
| Forum Financial Management, LP | 6,879 | $45.9 萬 | 0.02% | +192+2.9% | 加碼 |
| UBP Investment Advisors SA | 6,829 | $46.0 萬 | 0.18% | +6,829 | 新進 |
| Alpha Paradigm Partners, LLC | 6,981 | $46.6 萬 | 0.19% | +6,559+1,554.3% | 加碼 |
| Mokosak Advisory Group, LLC | 6,997 | $46.7 萬 | 0.22% | +65+0.9% | 加碼 |
| Sageworth Trust Co of South Dakota | 7,040 | $47.0 萬 | 0.97% | −2,235−24.1% | 減碼 |
| Csenge Advisory Group | 7,044 | $47.0 萬 | 0.04% | +524+8.0% | 加碼 |
| HighPoint Advisor Group LLC | 7,204 | $47.8 萬 | 0.05% | +7,204 | 新進 |
| Palisade Asset Management, LLC | 7,250 | $48.4 萬 | 0.06% | 00.0% | 不變 |
| Fifth Third Bancorp | 7,330 | $49.0 萬 | 0.00% | +705+10.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,679 | $51.3 萬 | 0.03% | +310+4.2% | 加碼 |
| Wetherby Asset Management Inc | 7,740 | $51.7 萬 | 0.04% | −592−7.1% | 減碼 |
| Wolff Financial Management LLC | 7,815 | $52.2 萬 | 0.23% | 00.0% | 不變 |
| LMR Partners LLP | 7,843 | $52.4 萬 | 0.01% | +1,051+15.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,851 | $52.5 萬 | 0.01% | +2,003+34.3% | 加碼 |
| Proequities, Inc. | 7,916 | $52.9 萬 | 0.04% | +735+10.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,029 | $53.6 萬 | 0.05% | +858+12.0% | 加碼 |
| Basepoint Wealth LLC | 8,283 | $55.3 萬 | 0.58% | +67+0.8% | 加碼 |
| Carret Asset Management, LLC | 8,316 | $55.5 萬 | 0.08% | 00.0% | 不變 |
| Allstate Corp | 8,335 | $55.7 萬 | 0.02% | −220−2.6% | 減碼 |
| City State Bank | 8,463 | $56.5 萬 | 0.39% | +1,872+28.4% | 加碼 |
| ING Groep NV | 8,517 | $56.9 萬 | 0.01% | −32,823−79.4% | 減碼 |
| SEI Investments Co | 8,546 | $57.1 萬 | 0.00% | +8,546 | 新進 |
| Kinneret Advisory, LLC | 8,559 | $57.2 萬 | 0.07% | +182+2.2% | 加碼 |
| Gilbert & Cook, Inc. | 8,636 | $57.7 萬 | 0.10% | +137+1.6% | 加碼 |
| V Wealth Advisors LLC | 8,691 | $58.1 萬 | 0.11% | +8,691 | 新進 |
| Sunbelt Securities, Inc. | 8,743 | $58.4 萬 | 0.12% | −442−4.8% | 減碼 |
| Savant Capital, LLC | 8,814 | $58.9 萬 | 0.02% | +26+0.3% | 加碼 |
| Umb Bank N A | 8,864 | $59.2 萬 | 0.01% | −100−1.1% | 減碼 |
| Impax Asset Management Group plc | 8,895 | $59.4 萬 | 0.00% | −286−3.1% | 減碼 |
| Federated Hermes, Inc. | 8,991 | $60.0 萬 | 0.00% | +7,511+507.5% | 加碼 |
| Chicago Trust Co NA | 9,000 | $60.1 萬 | 0.15% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 9,168 | $61.2 萬 | 0.04% | +122+1.3% | 加碼 |
| Walleye Trading LLC | 9,184 | $61.3 萬 | 0.01% | +9,184 | 新進 |
| Banque Cantonale Vaudoise | 9,355 | $62.4 萬 | 0.03% | +2,000+27.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 9,392 | $62.7 萬 | 0.01% | −271−2.8% | 減碼 |
| WBI Investments | 9,500 | $63.4 萬 | 0.14% | −3,026−24.2% | 減碼 |
| Colony Group LLC | 9,787 | $65.4 萬 | 0.01% | −421−4.1% | 減碼 |
| Burney Co | 9,842 | $65.7 萬 | 0.03% | −9,167−48.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 10,023 | $66.9 萬 | 0.10% | −400−3.8% | 減碼 |
| CWM, LLC | 10,075 | $67.3 萬 | 0.01% | +630+6.7% | 加碼 |
| United Capital Financial Advisers, LLC | 10,179 | $68.0 萬 | 0.00% | −1,473−12.6% | 減碼 |
| Holderness Investments Co | 10,195 | $68.1 萬 | 0.28% | −295−2.8% | 減碼 |
| DCM Advisors, LLC | 10,206 | $68.3 萬 | 0.30% | −1,659−14.0% | 減碼 |
| Martin Capital Partners, LLC | 10,269 | $68.6 萬 | 0.33% | +93+0.9% | 加碼 |
| Thrivent Financial for Lutherans | 10,401 | $69.5 萬 | 0.00% | −309−2.9% | 減碼 |
| IFP Advisors, Inc | 12,227 | $69.7 萬 | 0.02% | −6,769−35.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,573 | $70.6 萬 | 0.01% | +448+4.4% | 加碼 |
| Natixis Investment Managers International | 10,657 | $71.1 萬 | 0.01% | +4,996+88.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 10,700 | $71.5 萬 | 0.03% | −4,000−27.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,840 | $72.4 萬 | 0.04% | −3,072−22.1% | 減碼 |
| Plimoth Trust Co LLC | 11,075 | $74.0 萬 | 0.23% | −513−4.4% | 減碼 |
| McDonald Partners LLC | 11,118 | $74.3 萬 | 0.19% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 11,158 | $74.5 萬 | 0.01% | +678+6.5% | 加碼 |
| Everence Capital Management Inc | 11,170 | $74.6 萬 | 0.07% | 00.0% | 不變 |
| Miramar Capital, LLC | 11,575 | $77.3 萬 | 0.22% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 11,596 | $77.5 萬 | 0.06% | +1,742+17.7% | 加碼 |
| Financial Advisory Service, Inc. | 11,830 | $79.0 萬 | 0.08% | −325−2.7% | 減碼 |
| Adams Wealth Management | 12,016 | $80.3 萬 | 0.30% | −277−2.3% | 減碼 |
| M&T Bank Corp | 13,652 | $81.2 萬 | 0.00% | +2,286+20.1% | 加碼 |