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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 5,082 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| Chicago Trust Co NA | 5,100 | $36.8 萬 | 0.10% | −3,900−43.3% | 減碼 |
| CWA Asset Management Group, LLC | 5,119 | $36.9 萬 | 0.04% | −180−3.4% | 減碼 |
| Redpoint Investment Management Pty Ltd | 5,112 | $36.9 萬 | 0.05% | 00.0% | 不變 |
| MAI Capital Management | 5,128 | $37.0 萬 | 0.01% | +5,128 | 新進 |
| Geneos Wealth Management Inc. | 5,148 | $37.1 萬 | 0.03% | −412−7.4% | 減碼 |
| Benin Management CORP | 5,200 | $37.5 萬 | 0.16% | 00.0% | 不變 |
| Wedbush Securities Inc | 5,233 | $37.8 萬 | 0.02% | −49−0.9% | 減碼 |
| Summit X, LLC | 5,293 | $37.8 萬 | 0.11% | +103+2.0% | 加碼 |
| Contravisory Investment Management, Inc. | 5,334 | $38.5 萬 | 0.13% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 5,380 | $38.8 萬 | 0.01% | −325−5.7% | 減碼 |
| First Hawaiian Bank | 5,410 | $39.0 萬 | 0.02% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 5,530 | $39.8 萬 | 0.02% | −6−0.1% | 減碼 |
| Assenagon Asset Management S.A. | 5,534 | $39.9 萬 | 0.00% | −30,083−84.5% | 減碼 |
| Romano Brothers and Company | 5,628 | $40.6 萬 | 0.07% | +5,628 | 新進 |
| Lake Street Financial LLC | 5,722 | $41.3 萬 | 0.10% | −366−6.0% | 減碼 |
| TCWP LLC | 5,728 | $41.3 萬 | 0.09% | +525+10.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,889 | $42.5 萬 | 0.01% | +60+1.0% | 加碼 |
| Arete Wealth Advisors, LLC | 5,963 | $43.0 萬 | 0.04% | +4+0.1% | 加碼 |
| Two Sigma Securities, LLC | 5,999 | $43.3 萬 | 0.06% | +5,999 | 新進 |
| Hilltop Holdings Inc. | 6,027 | $43.5 萬 | 0.06% | +163+2.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 6,042 | $43.5 萬 | 0.01% | +286+5.0% | 加碼 |
| Empirical Finance, LLC | 6,044 | $43.6 萬 | 0.05% | +922+18.0% | 加碼 |
| Colony Group LLC | 6,076 | $43.8 萬 | 0.01% | −3,711−37.9% | 減碼 |
| Archford Capital Strategies, LLC | 6,241 | $45.0 萬 | 0.12% | +178+2.9% | 加碼 |
| Rockefeller Capital Management L.P. | 6,244 | $45.0 萬 | 0.00% | +632+11.3% | 加碼 |
| Trustmark National Bank Trust Department | 6,286 | $45.4 萬 | 0.04% | +6,286 | 新進 |
| Fifth Third Bancorp | 6,375 | $46.0 萬 | 0.00% | −955−13.0% | 減碼 |
| Nicolet Bankshares Inc | 6,418 | $46.3 萬 | 0.13% | 00.0% | 不變 |
| Erste Asset Management GmbH | 6,700 | $47.9 萬 | 0.01% | +900+15.5% | 加碼 |
| Sompo Asset Management Co., Ltd. | 6,660 | $48.0 萬 | 0.12% | +2,550+62.0% | 加碼 |
| Mokosak Advisory Group, LLC | 6,679 | $48.2 萬 | 0.24% | −318−4.5% | 減碼 |
| Regions Financial Corp | 6,764 | $48.8 萬 | 0.00% | +299+4.6% | 加碼 |
| Cetera Advisors LLC | 6,778 | $48.9 萬 | 0.01% | +726+12.0% | 加碼 |
| UBP Investment Advisors SA | 6,829 | $49.0 萬 | 0.25% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 7,343 | $49.0 萬 | 0.04% | +787+12.0% | 加碼 |
| Jmac Enterprises LLC | 6,800 | $49.1 萬 | 0.14% | 00.0% | 不變 |
| Forum Financial Management, LP | 6,879 | $49.6 萬 | 0.02% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 6,975 | $50.3 萬 | 0.01% | +375+5.7% | 加碼 |
| Twin Capital Management Inc | 7,006 | $50.5 萬 | 0.07% | −12,929−64.9% | 減碼 |
| Cookson Peirce & Co Inc | 7,006 | $50.5 萬 | 0.04% | +718+11.4% | 加碼 |
| Virtu Financial LLC | 7,032 | $50.7 萬 | 0.05% | +7,032 | 新進 |
| Palisade Asset Management, LLC | 7,050 | $50.9 萬 | 0.07% | −200−2.8% | 減碼 |
| Greenleaf Trust | 7,110 | $51.3 萬 | 0.01% | +277+4.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,219 | $52.1 萬 | 0.03% | −460−6.0% | 減碼 |
| Csenge Advisory Group | 7,286 | $52.6 萬 | 0.04% | +242+3.4% | 加碼 |
| Allworth Financial LP | 7,324 | $52.8 萬 | 0.01% | +1,470+25.1% | 加碼 |
| My Legacy Advisors, LLC | 6,902 | $52.9 萬 | 0.27% | +1,800+35.3% | 加碼 |
| GWM Advisors LLC | 7,358 | $53.1 萬 | 0.01% | +976+15.3% | 加碼 |
| KC Investment Advisors, LLC | 7,464 | $53.9 萬 | 0.47% | +856+13.0% | 加碼 |
| Western Wealth Management, LLC | 7,618 | $54.9 萬 | 0.03% | +1,481+24.1% | 加碼 |
| Wetherby Asset Management Inc | 7,660 | $55.3 萬 | 0.04% | −80−1.0% | 減碼 |
| Prudential PLC | 7,678 | $55.4 萬 | 0.01% | +860+12.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 7,749 | $55.9 萬 | 0.06% | +7,749 | 新進 |
| Proequities, Inc. | 7,759 | $56.0 萬 | 0.05% | −157−2.0% | 減碼 |
| Wolff Financial Management LLC | 7,815 | $56.3 萬 | 0.26% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 7,820 | $56.4 萬 | 0.01% | +7,820 | 新進 |
| United Capital Financial Advisers, LLC | 8,065 | $58.2 萬 | 0.00% | −2,114−20.8% | 減碼 |
| SEI Investments Co | 8,165 | $58.9 萬 | 0.00% | −381−4.5% | 減碼 |
| City State Bank | 8,263 | $59.6 萬 | 0.42% | −200−2.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,307 | $59.9 萬 | 0.06% | +278+3.5% | 加碼 |
| Federated Hermes, Inc. | 8,320 | $60.0 萬 | 0.00% | −671−7.5% | 減碼 |
| Carret Asset Management, LLC | 8,316 | $60.0 萬 | 0.09% | 00.0% | 不變 |
| Allstate Corp | 8,335 | $60.1 萬 | 0.02% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 8,343 | $60.2 萬 | 0.13% | −400−4.6% | 減碼 |
| Bayesian Capital Management, LP | 8,406 | $60.6 萬 | 0.12% | +8,406 | 新進 |
| Basepoint Wealth LLC | 8,401 | $60.6 萬 | 0.65% | +118+1.4% | 加碼 |
| Burney Co | 8,484 | $61.2 萬 | 0.03% | −1,358−13.8% | 減碼 |
| Argent Trust Co | 8,482 | $61.2 萬 | 0.04% | +3,679+76.6% | 加碼 |
| Savant Capital, LLC | 8,570 | $61.8 萬 | 0.02% | −244−2.8% | 減碼 |
| Kinneret Advisory, LLC | 8,559 | $61.8 萬 | 0.09% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 8,609 | $62.1 萬 | 0.02% | −783−8.3% | 減碼 |
| Miramar Capital, LLC | 6,975 | $62.4 萬 | 0.17% | −4,600−39.7% | 減碼 |
| Impax Asset Management Group plc | 8,704 | $62.8 萬 | 0.00% | −191−2.1% | 減碼 |
| Umb Bank N A | 8,821 | $63.6 萬 | 0.01% | −43−0.5% | 減碼 |
| V Wealth Advisors LLC | 8,995 | $64.9 萬 | 0.13% | +304+3.5% | 加碼 |
| Verition Fund Management LLC | 9,000 | $64.9 萬 | 0.01% | +9,000 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 9,168 | $66.1 萬 | 0.05% | 00.0% | 不變 |
| Horizon Investments, LLC | 9,215 | $66.5 萬 | 0.02% | +9,215 | 新進 |
| Banque Cantonale Vaudoise | 9,355 | $67.5 萬 | 0.04% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 9,430 | $68.0 萬 | 0.70% | +9,430 | 新進 |
| Gilbert & Cook, Inc. | 7,911 | $68.7 萬 | 0.15% | −725−8.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,665 | $69.7 萬 | 0.04% | −1,175−10.8% | 減碼 |
| Balentine LLC | 9,734 | $70.2 萬 | 0.03% | −12,176−55.6% | 減碼 |
| Ausdal Financial Partners, Inc. | 9,831 | $70.9 萬 | 0.11% | −192−1.9% | 減碼 |
| Alpha Paradigm Partners, LLC | 9,835 | $71.0 萬 | 0.31% | +2,854+40.9% | 加碼 |
| IFP Advisors, Inc | 12,573 | $72.1 萬 | 0.02% | +346+2.8% | 加碼 |
| DCM Advisors, LLC | 10,078 | $72.7 萬 | 0.37% | −128−1.3% | 減碼 |
| Holderness Investments Co | 10,159 | $73.3 萬 | 0.33% | −36−0.4% | 減碼 |
| CWM, LLC | 10,167 | $73.4 萬 | 0.01% | +92+0.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 10,700 | $77.2 萬 | 0.04% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 10,846 | $78.3 萬 | 0.01% | +273+2.6% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 10,929 | $78.9 萬 | 0.18% | +5,814+113.7% | 加碼 |
| Plimoth Trust Co LLC | 10,953 | $79.0 萬 | 0.27% | −122−1.1% | 減碼 |
| Everence Capital Management Inc | 11,170 | $80.6 萬 | 0.07% | 00.0% | 不變 |
| Adams Wealth Management | 11,332 | $81.8 萬 | 0.31% | −684−5.7% | 減碼 |
| Quadrature Capital Ltd | 11,512 | $83.0 萬 | 0.03% | +11,512 | 新進 |
| Martin Capital Partners, LLC | 11,559 | $83.4 萬 | 0.39% | +1,290+12.6% | 加碼 |
| New Mexico Educational Retirement Board | 12,054 | $87.0 萬 | 0.05% | −1,400−10.4% | 減碼 |
| WBI Investments | 12,107 | $87.3 萬 | 0.25% | +2,607+27.4% | 加碼 |