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 3 季 13F 持有人
Principal Financial Group Inc 在 2022/9/30 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
- 707
- 較 2022 年第 2 季 +24 家
- 持有股數
- 1.85 億
- 較 2022 年第 2 季 −372.7 萬 (−2.0%)
- 總市值
- $133.4 億
- 較 2022 年第 2 季 +$7.58 億 (+6.0%)
- 新進機構
- 81
- 另有 227 家加碼
- 清倉機構
- 57
- 另有 246 家減碼
另有 8 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 2,521 | $18.2 萬 | 0.00% | +11+0.4% | 加碼 |
| Whittier Trust Co | 2,555 | $18.4 萬 | 0.00% | +18+0.7% | 加碼 |
| Signaturefd, LLC | 2,559 | $18.5 萬 | 0.01% | −763−23.0% | 減碼 |
| Sageworth Trust Co | 2,577 | $18.6 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 2,775 | $20.0 萬 | 0.02% | +2,775 | 新進 |
| Koshinski Asset Management, Inc. | 2,797 | $20.2 萬 | 0.02% | +2,797 | 新進 |
| First Citizens Financial Corp | 2,799 | $20.2 萬 | 0.20% | +2,799 | 新進 |
| BCGM Wealth Management, LLC | 2,340 | $20.3 萬 | 0.10% | +2,340 | 新進 |
| Pinnacle Financial Partners Inc | 2,838 | $20.5 萬 | 0.01% | +2,838 | 新進 |
| HBK Sorce Advisory LLC | 2,852 | $20.6 萬 | 0.01% | +2,852 | 新進 |
| Rehmann Capital Advisory Group | 2,884 | $20.8 萬 | 0.02% | +2,884 | 新進 |
| Raymond James Trust N.A. | 2,910 | $21.0 萬 | 0.01% | +2,910 | 新進 |
| D'Orazio & Associates, Inc. | 2,907 | $21.0 萬 | 0.06% | +2,907 | 新進 |
| Security National Bank | 2,905 | $21.0 萬 | 0.06% | +2,905 | 新進 |
| Ameritas Investment Partners, Inc. | 2,941 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 2,942 | $21.2 萬 | 0.05% | +2,942 | 新進 |
| Cedrus LLC | 2,951 | $21.3 萬 | 0.20% | +2,951 | 新進 |
| Sigma Planning Corp | 2,982 | $21.5 萬 | 0.01% | +2,982 | 新進 |
| Redhawk Wealth Advisors, Inc. | 3,000 | $21.6 萬 | 0.09% | −10−0.3% | 減碼 |
| Security National Bank of So Dak | 3,000 | $21.6 萬 | 0.19% | 00.0% | 不變 |
| CRA Financial Services, LLC | 3,000 | $21.6 萬 | 0.08% | 00.0% | 不變 |
| RFG Advisory, LLC | 2,382 | $21.6 萬 | 0.01% | +2,382 | 新進 |
| Belpointe Asset Management LLC | 3,028 | $21.8 萬 | 0.01% | +845+38.7% | 加碼 |
| Brown Advisory Inc | 3,038 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| WealthPlan Investment Management, LLC | 2,424 | $21.9 萬 | 0.02% | +2,424 | 新進 |
| Pitcairn Co | 3,049 | $22.0 萬 | 0.02% | −37−1.2% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 3,068 | $22.1 萬 | 0.17% | −1,023−25.0% | 減碼 |
| Cigna Investments Inc | 3,077 | $22.2 萬 | 0.05% | −138−4.3% | 減碼 |
| Paragon Capital Management Ltd | 3,073 | $22.2 萬 | 0.06% | −80−2.5% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $22.2 萬 | 0.12% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 3,114 | $22.5 萬 | 0.06% | +3+0.1% | 加碼 |
| Cresset Asset Management, LLC | 3,116 | $22.5 萬 | 0.00% | +3,116 | 新進 |
| Atlas Capital Advisors LLC | 3,120 | $22.5 萬 | 0.04% | +2,912+1,400.0% | 加碼 |
| Kinloch Capital, LLC | 3,130 | $22.6 萬 | 0.15% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 3,136 | $22.6 萬 | 0.00% | +3,136 | 新進 |
| Checchi Capital Advisers, LLC | 3,181 | $23.0 萬 | 0.03% | 00.0% | 不變 |
| Inlet Private Wealth, LLC | 3,237 | $23.4 萬 | 0.07% | −391−10.8% | 減碼 |
| 55I, LLC | 3,251 | $23.4 萬 | 0.01% | +3,251 | 新進 |
| Chesley Taft & Associates LLC | 3,259 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| OPSEU Pension Plan Trust Fund | 3,200 | $23.7 萬 | 0.06% | +29+0.9% | 加碼 |
| PEAK6 Investments LLC | 3,291 | $23.7 萬 | 0.01% | +3,291 | 新進 |
| Wedge Capital Management L L P | 3,322 | $24.0 萬 | 0.00% | −432,348−99.2% | 減碼 |
| Northwest Wealth Management, LLC | 3,340 | $24.1 萬 | 0.11% | −160−4.6% | 減碼 |
| Pathstone Family Office, LLC | 3,356 | $24.2 萬 | 0.00% | −94−2.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,390 | $24.5 萬 | 0.04% | −153−4.3% | 減碼 |
| Global Assets Advisory, LLC | 2,825 | $24.9 萬 | 0.25% | +2,825 | 新進 |
| Ritholtz Wealth Management | 3,466 | $25.0 萬 | 0.01% | +3,466 | 新進 |
| Commons Capital, LLC | 3,479 | $25.1 萬 | 0.40% | −102−2.8% | 減碼 |
| Bessemer Group Inc | 3,481 | $25.2 萬 | 0.00% | +80+2.4% | 加碼 |
| Jacobi Capital Management LLC | 3,497 | $25.2 萬 | 0.03% | +3,497 | 新進 |
| Aquatic Capital Management LLC | 3,500 | $25.3 萬 | 0.02% | +3,500 | 新進 |
| CenterStar Asset Management, LLC | – | $25.4 萬 | 0.45% | – | 新進 |
| Ieq Capital, LLC | 3,535 | $25.5 萬 | 0.01% | +494+16.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,542 | $25.6 萬 | 0.01% | −267−7.0% | 減碼 |
| Metis Global Partners, LLC | 3,560 | $25.7 萬 | 0.04% | −125−3.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 3,560 | $25.7 萬 | 0.02% | +10.0% | 加碼 |
| Keybank National Association | 3,556 | $25.7 萬 | 0.00% | +157+4.6% | 加碼 |
| Mma Asset Management LLC | 3,628 | $26.2 萬 | 0.23% | +146+4.2% | 加碼 |
| Sunflower Bank, N.A. | 3,645 | $26.3 萬 | 0.06% | −1,289−26.1% | 減碼 |
| CAPROCK Group, Inc. | 3,645 | $26.3 萬 | 0.03% | +143+4.1% | 加碼 |
| Premier Asset Management LLC | 3,650 | $26.4 萬 | 0.27% | +3,650 | 新進 |
| Clarius Group, LLC | 3,730 | $26.9 萬 | 0.03% | −294−7.3% | 減碼 |
| Mutual Advisors, LLC | 3,739 | $27.0 萬 | 0.01% | +3,739 | 新進 |
| Advisory Services Network, LLC | 3,775 | $27.3 萬 | 0.01% | +70+1.9% | 加碼 |
| Centennial Wealth Advisory LLC | 3,824 | $27.6 萬 | 0.16% | −2,090−35.3% | 減碼 |
| J. W. Coons Advisors, LLC | 3,853 | $27.8 萬 | 0.11% | 00.0% | 不變 |
| Auxano Advisors, LLC | 3,855 | $27.8 萬 | 0.13% | +3,855 | 新進 |
| 9258 Wealth Management, LLC | 3,865 | $27.9 萬 | 0.07% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 3,926 | $28.0 萬 | 0.00% | −706−15.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,881 | $28.0 萬 | 0.08% | +1,517+64.2% | 加碼 |
| Zeke Capital Advisors, LLC | 3,899 | $28.1 萬 | 0.02% | 00.0% | 不變 |
| Legacy Bridge, LLC | 3,895 | $28.1 萬 | 0.22% | 00.0% | 不變 |
| LeJeune Puetz Investment Counsel LLC | 3,925 | $28.3 萬 | 0.12% | 00.0% | 不變 |
| Cerity Partners LLC | 3,949 | $28.4 萬 | 0.00% | −406−9.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,974 | $28.7 萬 | 0.00% | +1,043+35.6% | 加碼 |
| Johnson Midwest Financial, LLC | 4,027 | $29.1 萬 | 1.11% | +7+0.2% | 加碼 |
| Independent Advisor Alliance | 4,076 | $29.4 萬 | 0.02% | −346−7.8% | 減碼 |
| Renaissance Group LLC | 4,102 | $29.6 萬 | 0.02% | 00.0% | 不變 |
| JT Stratford LLC | 4,118 | $29.7 萬 | 0.11% | −361−8.1% | 減碼 |
| Cornercap Investment Counsel Inc | 4,121 | $29.7 萬 | 0.06% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 4,161 | $30.0 萬 | 0.17% | −65−1.5% | 減碼 |
| Qtron Investments LLC | 4,154 | $30.0 萬 | 0.07% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 4,200 | $30.3 萬 | 0.02% | −158−3.6% | 減碼 |
| Continuum Advisory, LLC | 4,208 | $30.4 萬 | 0.05% | −374−8.2% | 減碼 |
| Community Capital Management, Inc. | 4,350 | $31.4 萬 | 0.41% | −1,950−31.0% | 減碼 |
| Cypress Capital Group | 4,371 | $31.6 萬 | 0.05% | +190+4.5% | 加碼 |
| Snowden Capital Advisors LLC | 4,405 | $31.7 萬 | 0.01% | −30−0.7% | 減碼 |
| Wolverine Trading, LLC | 4,464 | $31.9 萬 | 0.01% | −182−3.9% | 減碼 |
| Boston Private Wealth LLC | 4,531 | $32.7 萬 | 0.00% | +4,531 | 新進 |
| BCJ Capital Management, LLC | 4,635 | $33.4 萬 | 0.04% | +4,635 | 新進 |
| Concord Wealth Partners | 4,638 | $33.5 萬 | 0.11% | −430−8.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 4,773 | $34.4 萬 | 0.03% | +250+5.5% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,854 | $35.0 萬 | 0.08% | +289+6.3% | 加碼 |
| Blair William & Co | 4,882 | $35.2 萬 | 0.00% | +348+7.7% | 加碼 |
| Farmers & Merchants Investments Inc | 4,966 | $35.8 萬 | 0.02% | +31+0.6% | 加碼 |
| 180 Wealth Advisors, LLC | 4,981 | $35.9 萬 | 0.10% | +343+7.4% | 加碼 |
| RSM US Wealth Management LLC | 5,030 | $36.3 萬 | 0.02% | +90+1.8% | 加碼 |
| Sageworth Trust Co of South Dakota | 5,068 | $36.6 萬 | 0.90% | −1,972−28.0% | 減碼 |
| Equitable Holdings, Inc. | 5,078 | $36.6 萬 | 0.01% | +40+0.8% | 加碼 |
| Ellevest, Inc. | 5,092 | $36.7 萬 | 0.03% | −392−7.1% | 減碼 |