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 4 季 13F 持有人
Principal Financial Group Inc 在 2022/12/31 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
- 784
- 較 2022 年第 3 季 +89 家
- 持有股數
- 1.85 億
- 較 2022 年第 3 季 +44.7 萬 (+0.2%)
- 總市值
- $155.0 億
- 較 2022 年第 3 季 +$22.0 億 (+16.5%)
- 新進機構
- 137
- 另有 275 家加碼
- 清倉機構
- 48
- 另有 234 家減碼
另有 12 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Commons Capital, LLC | 3,491 | $29.3 萬 | 0.48% | +12+0.3% | 加碼 |
| Pathstone Family Office, LLC | 11,161 | $29.9 萬 | 0.01% | +7,805+232.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,564 | $29.9 萬 | 0.02% | +4+0.1% | 加碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,575 | $30.0 萬 | 0.27% | +3,575 | 新進 |
| D'Orazio & Associates, Inc. | 3,586 | $30.1 萬 | 0.07% | +679+23.4% | 加碼 |
| Clarius Group, LLC | 3,662 | $30.7 萬 | 0.03% | −68−1.8% | 減碼 |
| Cambiar Investors LLC | 3,670 | $30.8 萬 | 0.01% | −418,798−99.1% | 減碼 |
| Bessemer Group Inc | 3,654 | $30.8 萬 | 0.00% | +173+5.0% | 加碼 |
| Echo Street Capital Management LLC | 3,721 | $31.2 萬 | 0.00% | +3,721 | 新進 |
| Olistico Wealth, LLC | 3,778 | $31.7 萬 | 0.34% | +3,778 | 新進 |
| AIA Group Ltd | 3,787 | $31.8 萬 | 0.02% | +1,939+104.9% | 加碼 |
| Auxano Advisors, LLC | 3,855 | $32.4 萬 | 0.15% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 3,865 | $32.4 萬 | 0.07% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 3,879 | $32.6 萬 | 0.18% | +2,601+203.5% | 加碼 |
| Prossimo Advisors, LLC | 3,900 | $32.7 萬 | 0.76% | +3,900 | 新進 |
| Legacy Bridge, LLC | 3,899 | $32.7 萬 | 0.23% | +4+0.1% | 加碼 |
| CAPROCK Group, Inc. | 3,905 | $32.8 萬 | 0.03% | +260+7.1% | 加碼 |
| Johnson Midwest Financial, LLC | 3,923 | $32.9 萬 | 1.20% | −104−2.6% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 3,925 | $32.9 萬 | 0.12% | 00.0% | 不變 |
| WESPAC Advisors, LLC | 3,970 | $33.3 萬 | 0.58% | +3,970 | 新進 |
| Snowden Capital Advisors LLC | 3,973 | $33.3 萬 | 0.01% | −432−9.8% | 減碼 |
| Colony Group LLC | 3,982 | $33.4 萬 | 0.00% | −2,094−34.5% | 減碼 |
| Cornercap Investment Counsel Inc | 3,987 | $33.5 萬 | 0.06% | −134−3.3% | 減碼 |
| Concord Wealth Partners | 4,046 | $34.0 萬 | 0.10% | −592−12.8% | 減碼 |
| Centiva Capital, LP | 4,051 | $34.0 萬 | 0.03% | +4,051 | 新進 |
| Apollon Wealth Management, LLC | 4,057 | $34.0 萬 | 0.02% | −143−3.4% | 減碼 |
| Centennial Wealth Advisory LLC | 4,070 | $34.2 萬 | 0.19% | +246+6.4% | 加碼 |
| Alps Advisors Inc | 4,077 | $34.2 萬 | 0.00% | −315,152−98.7% | 減碼 |
| Summit X, LLC | 5,190 | $34.7 萬 | 0.10% | −103−1.9% | 減碼 |
| Qtron Investments LLC | 4,154 | $34.9 萬 | 0.07% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 4,154 | $34.9 萬 | 0.10% | +301+7.8% | 加碼 |
| FDx Advisors, Inc. | 4,162 | $34.9 萬 | 0.02% | +4,162 | 新進 |
| Continuum Advisory, LLC | 4,316 | $36.2 萬 | 0.07% | +108+2.6% | 加碼 |
| Hohimer Wealth Management, LLC | 4,333 | $36.4 萬 | 0.12% | −20,815−82.8% | 減碼 |
| Farmers & Merchants Investments Inc | 4,338 | $36.4 萬 | 0.01% | −628−12.6% | 減碼 |
| JT Stratford LLC | 4,394 | $36.9 萬 | 0.12% | +276+6.7% | 加碼 |
| Cedrus LLC | 4,394 | $36.9 萬 | 0.30% | +1,443+48.9% | 加碼 |
| Denali Advisors LLC | 4,400 | $36.9 萬 | 0.15% | +2,600+144.4% | 加碼 |
| Lincoln National Corp | 4,463 | $37.5 萬 | 0.01% | +4,463 | 新進 |
| Miramar Capital, LLC | 4,475 | $37.6 萬 | 0.10% | −2,500−35.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,502 | $37.8 萬 | 0.02% | −16,220−78.3% | 減碼 |
| TownSquare Capital, LLC | 4,514 | $37.9 萬 | 0.01% | +4,514 | 新進 |
| Everence Capital Management Inc | 4,530 | $38.0 萬 | 0.03% | −6,640−59.4% | 減碼 |
| Sompo Asset Management Co., Ltd. | 4,540 | $38.1 萬 | 0.09% | −2,120−31.8% | 減碼 |
| Verdence Capital Advisors LLC | 4,561 | $38.3 萬 | 0.05% | +4,561 | 新進 |
| Legacy Financial Advisors, Inc. | 4,607 | $38.7 萬 | 0.08% | −247−5.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 4,694 | $39.4 萬 | 0.01% | +4,694 | 新進 |
| Waldron Private Wealth LLC | 5,530 | $39.8 萬 | 0.02% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 4,746 | $39.8 萬 | 0.05% | −3,813−44.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,747 | $39.8 萬 | 0.00% | +773+19.5% | 加碼 |
| Metis Global Partners, LLC | 4,880 | $41.0 萬 | 0.04% | +1,320+37.1% | 加碼 |
| BCJ Capital Management, LLC | 4,992 | $41.9 萬 | 0.04% | +357+7.7% | 加碼 |
| Erste Asset Management GmbH | 4,900 | $41.9 萬 | 0.01% | −1,800−26.9% | 減碼 |
| RSM US Wealth Management LLC | 5,033 | $42.2 萬 | 0.02% | +3+0.1% | 加碼 |
| Sageworth Trust Co of South Dakota | 5,068 | $42.5 萬 | 0.95% | 00.0% | 不變 |
| Symmetry Partners, LLC | 5,082 | $42.6 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 5,079 | $42.6 萬 | 0.01% | +10.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 5,080 | $42.6 萬 | 0.03% | +307+6.4% | 加碼 |
| CWA Asset Management Group, LLC | 5,134 | $43.1 萬 | 0.03% | +15+0.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 5,046 | $43.1 萬 | 0.11% | +1,165+30.0% | 加碼 |
| Capital Investment Advisors, LLC | 5,176 | $43.4 萬 | 0.01% | −204−3.8% | 減碼 |
| Rockefeller Capital Management L.P. | 5,203 | $43.6 萬 | 0.00% | −1,041−16.7% | 減碼 |
| Benin Management CORP | 5,200 | $43.6 萬 | 0.18% | 00.0% | 不變 |
| Ritholtz Wealth Management | 5,203 | $43.7 萬 | 0.02% | +1,737+50.1% | 加碼 |
| Agf Management Ltd | 5,224 | $43.8 萬 | 0.00% | +5,224 | 新進 |
| Ellevest, Inc. | 5,242 | $44.0 萬 | 0.04% | +150+2.9% | 加碼 |
| Blair William & Co | 5,247 | $44.0 萬 | 0.00% | +365+7.5% | 加碼 |
| Verition Fund Management LLC | 5,276 | $44.3 萬 | 0.01% | −3,724−41.4% | 減碼 |
| Boston Private Wealth LLC | 5,283 | $44.3 萬 | 0.01% | +752+16.6% | 加碼 |
| Graham Capital Management, L.P. | 5,286 | $44.4 萬 | 0.02% | +5,286 | 新進 |
| Caliber Wealth Management, LLC | 5,312 | $44.6 萬 | 0.34% | +5,312 | 新進 |
| Contravisory Investment Management, Inc. | 5,338 | $44.8 萬 | 0.12% | +4+0.1% | 加碼 |
| 180 Wealth Advisors, LLC | 4,857 | $44.8 萬 | 0.11% | −124−2.5% | 減碼 |
| TCWP LLC | 5,398 | $45.3 萬 | 0.09% | −330−5.8% | 減碼 |
| Quantitative Investment Management, LLC | 5,428 | $45.5 萬 | 0.09% | +5,428 | 新進 |
| Wedbush Securities Inc | 5,436 | $45.6 萬 | 0.03% | +203+3.9% | 加碼 |
| Hilltop Holdings Inc. | 5,472 | $45.9 萬 | 0.06% | −555−9.2% | 減碼 |
| Cerity Partners LLC | 5,474 | $46.0 萬 | 0.00% | +1,525+38.6% | 加碼 |
| Heartland Bank & Trust Co | 5,508 | $46.2 萬 | 0.34% | +5,508 | 新進 |
| Lake Street Financial LLC | 5,528 | $46.4 萬 | 0.10% | −194−3.4% | 減碼 |
| Great Diamond Partners, LLC | 5,596 | $47.0 萬 | 0.14% | +5,596 | 新進 |
| Romano Brothers and Company | 5,628 | $47.2 萬 | 0.07% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 5,649 | $47.4 萬 | 0.01% | −240−4.1% | 減碼 |
| Merit Financial Group, LLC | 5,781 | $48.5 萬 | 0.02% | +5,781 | 新進 |
| SG Americas Securities, LLC | 5,799 | $48.7 萬 | 0.01% | −10,924−65.3% | 減碼 |
| HBK Sorce Advisory LLC | 5,888 | $49.4 萬 | 0.01% | +3,036+106.5% | 加碼 |
| Coldstream Capital Management Inc | 5,961 | $50.0 萬 | 0.02% | +5,961 | 新進 |
| Jmac Enterprises LLC | 6,000 | $50.4 萬 | 0.14% | −800−11.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 6,143 | $51.5 萬 | 0.01% | +101+1.7% | 加碼 |
| Bleakley Financial Group, LLC | 6,220 | $52.2 萬 | 0.02% | +6,220 | 新進 |
| Nicolet Bankshares Inc | 6,263 | $52.6 萬 | 0.18% | −155−2.4% | 減碼 |
| Empirical Finance, LLC | 6,501 | $54.6 萬 | 0.06% | +457+7.6% | 加碼 |
| Fifth Third Bancorp | 6,525 | $54.8 萬 | 0.00% | +150+2.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 6,540 | $54.9 萬 | 0.01% | +6,540 | 新進 |
| Regions Financial Corp | 6,585 | $55.3 萬 | 0.01% | −179−2.6% | 減碼 |
| Trustmark National Bank Trust Department | 6,608 | $55.5 萬 | 0.05% | +322+5.1% | 加碼 |
| Mokosak Advisory Group, LLC | 6,781 | $56.9 萬 | 0.25% | +102+1.5% | 加碼 |
| Cypress Capital Group | 6,852 | $57.5 萬 | 0.09% | +2,481+56.8% | 加碼 |
| Forum Financial Management, LP | 6,879 | $57.7 萬 | 0.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 6,899 | $57.9 萬 | 0.02% | +6,899 | 新進 |