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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 13,758 | $115.5 萬 | 0.07% | +970+7.6% | 加碼 |
| PSI Advisors, LLC | 13,514 | $113.4 萬 | 0.60% | −1,783−11.7% | 減碼 |
| Gotham Asset Management, LLC | 13,510 | $113.4 萬 | 0.03% | −6,623−32.9% | 減碼 |
| Foster Group, Inc. | 13,387 | $112.3 萬 | 0.08% | −577−4.1% | 減碼 |
| Resources Investment Advisors, LLC. | 13,193 | $110.7 萬 | 0.03% | −4,426−25.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 13,126 | $110.2 萬 | 0.02% | −7,186−35.4% | 減碼 |
| Metropolitan Life Insurance Co | 12,834 | $107.7 萬 | 0.05% | −964−7.0% | 減碼 |
| South Dakota Investment Council | 12,830 | $107.7 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 12,783 | $107.3 萬 | 0.02% | +7,655+149.3% | 加碼 |
| Virtu Financial LLC | 12,472 | $104.7 萬 | 0.14% | +5,440+77.4% | 加碼 |
| Federated Hermes, Inc. | 12,410 | $104.1 萬 | 0.00% | +4,090+49.2% | 加碼 |
| Seeyond | 12,402 | $104.1 萬 | 0.10% | −913−6.9% | 減碼 |
| West Bancorporation Inc | 12,363 | $103.8 萬 | 0.77% | −48−0.4% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 12,286 | $103.1 萬 | 0.70% | −128−1.0% | 減碼 |
| Norinchukin Bank, The | 12,142 | $101.9 萬 | 0.02% | −4,020−24.9% | 減碼 |
| Banque Cantonale Vaudoise | 11,955 | $100.3 萬 | 0.05% | +2,600+27.8% | 加碼 |
| Pearl River Capital, LLC | 11,833 | $99.3 萬 | 0.17% | +11,833 | 新進 |
| Adams Wealth Management | 11,639 | $97.7 萬 | 0.35% | +307+2.7% | 加碼 |
| Panagora Asset Management Inc | 11,466 | $96.2 萬 | 0.01% | −4,664−28.9% | 減碼 |
| Pinnacle Associates Ltd | 11,244 | $94.4 萬 | 0.02% | −1,926−14.6% | 減碼 |
| Gibson Wealth Advisors LLC | 10,962 | $94.0 萬 | 0.02% | +10,788+6,200.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 10,928 | $91.7 萬 | 0.06% | +10,928 | 新進 |
| Argent Trust Co | 10,903 | $91.5 萬 | 0.06% | +2,421+28.5% | 加碼 |
| Park Edge Advisors, LLC | 10,891 | $91.4 萬 | 0.40% | +10,891 | 新進 |
| Sound View Wealth Advisors Group, LLC | 11,588 | $91.2 萬 | 0.10% | +659+6.0% | 加碼 |
| New Mexico Educational Retirement Board | 10,854 | $91.1 萬 | 0.05% | −1,200−10.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 10,700 | $89.8 萬 | 0.04% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 10,608 | $89.0 萬 | 0.01% | −4,124−28.0% | 減碼 |
| Martin Capital Partners, LLC | 10,557 | $88.6 萬 | 0.37% | −1,002−8.7% | 減碼 |
| Plimoth Trust Co LLC | 10,513 | $88.3 萬 | 0.28% | −440−4.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,443 | $87.6 萬 | 0.01% | −403−3.7% | 減碼 |
| Horizon Investments, LLC | 10,231 | $85.9 萬 | 0.02% | +1,016+11.0% | 加碼 |
| Balentine LLC | 10,178 | $85.4 萬 | 0.03% | +444+4.6% | 加碼 |
| Holderness Investments Co | 9,994 | $83.9 萬 | 0.36% | −165−1.6% | 減碼 |
| My Legacy Advisors, LLC | 9,032 | $83.4 萬 | 0.36% | +2,130+30.9% | 加碼 |
| Ausdal Financial Partners, Inc. | 9,901 | $83.1 萬 | 0.12% | +70+0.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,895 | $83.0 萬 | 0.04% | +230+2.4% | 加碼 |
| Acropolis Investment Management, LLC | 9,860 | $82.7 萬 | 0.07% | −5,416−35.5% | 減碼 |
| Savant Capital, LLC | 11,726 | $82.5 萬 | 0.02% | +3,156+36.8% | 加碼 |
| Virtus ETF Advisers LLC | 9,801 | $82.3 萬 | 0.43% | +9,801 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $79.8 萬 | 0.06% | +343+3.7% | 加碼 |
| CWM, LLC | 9,422 | $79.1 萬 | 0.01% | −745−7.3% | 減碼 |
| Cetera Advisors LLC | 9,329 | $78.3 萬 | 0.01% | +2,551+37.6% | 加碼 |
| Personal Cfo Solutions, LLC | 9,320 | $78.2 萬 | 0.17% | +6,378+216.8% | 加碼 |
| Vontobel Holding Ltd. | 9,043 | $76.3 萬 | 0.01% | +5,117+130.3% | 加碼 |
| Friedenthal Financial | 8,921 | $74.9 萬 | 0.52% | +8,921 | 新進 |
| FORA Capital, LLC | 8,858 | $74.3 萬 | 0.12% | +8,858 | 新進 |
| Empowered Funds, LLC | 8,837 | $74.2 萬 | 0.05% | +8,837 | 新進 |
| Sunbelt Securities, Inc. | 8,743 | $73.4 萬 | 0.14% | +400+4.8% | 加碼 |
| Impax Asset Management Group plc | 8,698 | $73.0 萬 | 0.00% | −6−0.1% | 減碼 |
| Gilbert & Cook, Inc. | 8,406 | $70.5 萬 | 0.13% | +495+6.3% | 加碼 |
| Basepoint Wealth LLC | 8,404 | $70.5 萬 | 0.62% | +30.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 8,369 | $70.2 萬 | 0.03% | +1,150+15.9% | 加碼 |
| Allstate Corp | 8,335 | $69.9 萬 | 0.02% | 00.0% | 不變 |
| Allstate Investment Management Co | 8,335 | $69.9 萬 | 0.02% | +8,335 | 新進 |
| Carret Asset Management, LLC | 8,316 | $69.8 萬 | 0.10% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,307 | $69.7 萬 | 0.06% | 00.0% | 不變 |
| Csenge Advisory Group | 8,297 | $69.6 萬 | 0.05% | +1,011+13.9% | 加碼 |
| HRT Financial LP | 8,260 | $69.3 萬 | 0.01% | +8,260 | 新進 |
| Campbell & CO Investment Adviser LLC | 8,170 | $68.6 萬 | 0.16% | +8,170 | 新進 |
| United Capital Financial Advisers, LLC | 7,923 | $66.5 萬 | 0.00% | −142−1.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 7,851 | $65.9 萬 | 0.01% | +31+0.4% | 加碼 |
| Wolff Financial Management LLC | 7,815 | $65.6 萬 | 0.24% | 00.0% | 不變 |
| Quantinno Capital Management LP | 7,763 | $65.1 萬 | 0.05% | +7,763 | 新進 |
| Alpha Paradigm Partners, LLC | 7,700 | $64.6 萬 | 0.27% | −2,135−21.7% | 減碼 |
| Wetherby Asset Management Inc | 7,661 | $64.3 萬 | 0.04% | +10.0% | 加碼 |
| Burns Matteson Capital Management, LLC | 7,645 | $64.2 萬 | 0.43% | +7,645 | 新進 |
| GWM Advisors LLC | 15,406 | $63.4 萬 | 0.02% | +8,048+109.4% | 加碼 |
| Proequities, Inc. | 7,512 | $63.0 萬 | 0.05% | −247−3.2% | 減碼 |
| Burney Co | 7,431 | $62.4 萬 | 0.03% | −1,053−12.4% | 減碼 |
| Allworth Financial LP | 7,354 | $61.7 萬 | 0.01% | +30+0.4% | 加碼 |
| IFP Advisors, Inc | 10,720 | $61.4 萬 | 0.02% | −1,853−14.7% | 減碼 |
| Pacer Advisors, Inc. | 7,266 | $61.0 萬 | 0.00% | +6,793+1,436.2% | 加碼 |
| Greenleaf Trust | 7,222 | $60.6 萬 | 0.01% | +112+1.6% | 加碼 |
| KC Investment Advisors, LLC | 7,151 | $60.0 萬 | 0.57% | −313−4.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,132 | $59.9 萬 | 0.02% | −1,477−17.2% | 減碼 |
| City State Bank | 7,123 | $59.8 萬 | 0.37% | −1,140−13.8% | 減碼 |
| Argonautica Private Wealth Management, Inc | 7,122 | $59.8 萬 | 0.31% | +7,122 | 新進 |
| Palisade Asset Management, LLC | 7,080 | $59.4 萬 | 0.07% | +30+0.4% | 加碼 |
| Two Sigma Securities, LLC | 6,955 | $58.4 萬 | 0.08% | +956+15.9% | 加碼 |
| Johnson Investment Counsel Inc | 6,952 | $58.3 萬 | 0.01% | −23−0.3% | 減碼 |
| Twin Capital Management Inc | 6,937 | $58.2 萬 | 0.08% | −69−1.0% | 減碼 |
| Archford Capital Strategies, LLC | 6,913 | $58.0 萬 | 0.13% | +672+10.8% | 加碼 |
| Integrated Wealth Concepts LLC | 6,899 | $57.9 萬 | 0.02% | +6,899 | 新進 |
| Forum Financial Management, LP | 6,879 | $57.7 萬 | 0.02% | 00.0% | 不變 |
| Cypress Capital Group | 6,852 | $57.5 萬 | 0.09% | +2,481+56.8% | 加碼 |
| Mokosak Advisory Group, LLC | 6,781 | $56.9 萬 | 0.25% | +102+1.5% | 加碼 |
| Trustmark National Bank Trust Department | 6,608 | $55.5 萬 | 0.05% | +322+5.1% | 加碼 |
| Regions Financial Corp | 6,585 | $55.3 萬 | 0.01% | −179−2.6% | 減碼 |
| Meiji Yasuda Life Insurance Co | 6,540 | $54.9 萬 | 0.01% | +6,540 | 新進 |
| Fifth Third Bancorp | 6,525 | $54.8 萬 | 0.00% | +150+2.4% | 加碼 |
| Empirical Finance, LLC | 6,501 | $54.6 萬 | 0.06% | +457+7.6% | 加碼 |
| Nicolet Bankshares Inc | 6,263 | $52.6 萬 | 0.18% | −155−2.4% | 減碼 |
| Bleakley Financial Group, LLC | 6,220 | $52.2 萬 | 0.02% | +6,220 | 新進 |
| Beacon Pointe Advisors, LLC | 6,143 | $51.5 萬 | 0.01% | +101+1.7% | 加碼 |
| Jmac Enterprises LLC | 6,000 | $50.4 萬 | 0.14% | −800−11.8% | 減碼 |
| Coldstream Capital Management Inc | 5,961 | $50.0 萬 | 0.02% | +5,961 | 新進 |
| HBK Sorce Advisory LLC | 5,888 | $49.4 萬 | 0.01% | +3,036+106.5% | 加碼 |
| SG Americas Securities, LLC | 5,799 | $48.7 萬 | 0.01% | −10,924−65.3% | 減碼 |
| Merit Financial Group, LLC | 5,781 | $48.5 萬 | 0.02% | +5,781 | 新進 |