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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。

2023 年第 1 季與 2022 年第 4 季比較

持有 Principal Financial Group Inc 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

PFG 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數78417745−22
股數1.85 億18.8 萬1.85 億+5.01 萬 (0.0%)
市值$155.0 億$1,611 萬$134.4 億−$20.5 億 (−13.2%)

17 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(71 家)

2023 年第 1 季季末持有 Principal Financial Group Inc、2022 年第 4 季季末沒有持有的機構。

2023 年第 1 季新進 PFG 的機構
機構股數市值佔組合 %
Balyasny Asset Management LLC625,035$4,645 萬0.15%
Brookfield Asset Management Inc.177,840$1,322 萬0.05%
NewEdge Wealth, LLC150,481$1,118 萬0.42%
MKP Capital Management, L.L.C.61,194$454.8 萬0.73%
Quantbot Technologies LP34,168$253.9 萬0.18%
CBOE Vest Financial, LLC19,272$143.2 萬0.19%
Tudor Investment Corp Et Al18,105$134.6 萬0.03%
Kestra Private Wealth Services, LLC17,788$132.2 萬0.05%
Centric Wealth Management15,970$118.7 萬0.52%
Crestline Management, LP15,000$111.5 萬0.14%
Industrial Alliance Investment Management Inc.14,963$111.2 萬0.03%
Polianta Ltd14,000$104.0 萬0.48%
Laurion Capital Management LP13,821$102.7 萬0.05%
Estate Counselors, LLC13,070$97.1 萬0.13%
SageView Advisory Group, LLC11,691$86.9 萬0.06%
Aigen Investment Management, LP11,288$83.9 萬0.12%
Axq Capital, LP9,700$72.1 萬0.29%
Strategic Investment Advisors9,595$71.3 萬0.13%
Ostrum Asset Management9,472$70.4 萬0.06%
Proquility Private Wealth Partners, LLC9,391$69.8 萬0.28%
Magnetar Financial LLC8,996$66.9 萬0.01%
Unigestion Holding SA8,659$64.2 萬0.03%
Lion Street Advisors, LLC8,389$62.3 萬0.19%
Strategy Asset Managers LLC7,916$58.8 萬0.14%
Blueshift Asset Management, LLC6,515$48.4 萬0.20%
ISAM Funds (UK) Ltd6,325$47.0 萬0.60%
Ramiah Investment Group6,134$45.6 萬0.41%
Versor Investments LP5,908$43.9 萬0.06%
Cipher Capital LP5,631$41.8 萬0.08%
Seven Eight Capital, LP5,596$41.6 萬0.09%
Resolute Wealth Strategies, LLC5,467$40.6 萬0.35%
Maven Securities LTD5,115$38.0 萬0.06%
Kula Investments, LLC4,994$37.1 萬0.09%
Independent Advisor Alliance4,554$33.8 萬0.02%
Fox Run Management, L.L.C.4,478$33.3 萬0.11%
Capstone Investment Advisors, LLC4,385$32.6 萬0.01%
XTX Topco Ltd4,188$31.1 萬0.07%
Harbor Capital Advisors, Inc.3,923$29.2 萬0.08%
Bayesian Capital Management, LP3,800$28.2 萬0.03%
Itau Unibanco Holding S.A.3,798$28.2 萬0.01%
Northern Oak Wealth Management Inc3,414$25.4 萬0.03%
Gateway Advisory, LLC3,269$24.3 萬0.05%
Kapitalo Investimentos Ltda3,258$24.2 萬0.08%
Brinker Capital Investments, LLC3,162$23.5 萬0.00%
Meritage Group LP3,063$22.8 萬0.01%
Wexford Capital LP2,963$22.0 萬0.05%
Nilsine Partners, LLC2,949$21.9 萬0.03%
StrategIQ Financial Group, LLC2,920$21.7 萬0.03%
PFG Investments, LLC2,776$20.6 萬0.04%
International Assets Investment Management, LLC1,908$14.2 萬0.02%
Bokf, NA1,188$8.83 萬0.00%
Ameritas Advisory Services, LLC922$6.93 萬0.00%
Systematic Alpha Investments, LLC700$5.20 萬0.00%
Ahrens Investment Partners LLC600$4.46 萬0.02%
PEAK6 Investments LLC480$3.57 萬0.00%
Avalon Trust Co465$3.46 萬0.00%
Paladin Advisory Group, LLC449$3.34 萬0.03%
Venturi Wealth Management, LLC436$3.24 萬0.00%
GPS Wealth Strategies Group, LLC382$2.84 萬0.01%
Belmont Capital, LLC198$1.47 萬0.01%
Strategic Investment Solutions, Inc.189$1.40 萬0.00%
Jones Financial Companies LLLP125$9,2900.00%
Pointe Capital Management LLC115$8,5470.01%
Ridgewood Investments LLC96$7,1350.00%
Loomis Sayles & Co L P42$3,0000.00%
Guardian Wealth Management, Inc.40$2,9730.00%
SkyView Investment Advisors, LLC26$2,0000.00%
Central Bank & Trust Co16$1,1880.00%
Baldrige Asset Management LLC16$1,0000.00%
25 LLC7$5000.00%
Wolff Wiese Magana LLC5$3720.00%

清倉機構(93 家)

2022 年第 4 季季末持有 Principal Financial Group Inc、2023 年第 1 季有申報但已經沒有持有的機構。

2023 年第 1 季清倉 PFG 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Twinbeech Capital LP235,930$1,980 萬
Bridgewater Associates, LP58,518$491.1 萬
Dynamic Technology Lab Private Ltd57,146$479.6 萬
CIBC World Markets Inc.48,102$403.7 萬
Occudo Quantitative Strategies LP42,101$353.3 萬
Trexquant Investment LP41,137$345.2 萬
Worldquant Millennium Advisors LLC38,660$324.4 萬
Engineers Gate Manager LP35,552$298.4 萬
Dai-Ichi Life Insurance Company, Ltd32,252$270.7 萬
Wakefield Asset Management LLLP29,666$249.0 萬
Holocene Advisors, LP19,707$165.4 萬
Eqis Capital Management, Inc.19,149$160.7 萬
Headlands Technologies LLC17,590$147.6 萬
Redwood Investment Management, LLC17,396$146.0 萬
Intrua Financial, LLC16,482$143.2 萬
Syntal Capital Partners, LLC15,918$133.6 萬
Renaissance Technologies LLC15,822$132.8 萬
Y-Intercept (Hong Kong) Ltd15,428$129.5 萬
Pearl River Capital, LLC11,833$99.3 萬
Panagora Asset Management Inc11,466$96.2 萬
Gladstone Institutional Advisory LLC10,928$91.7 萬
Friedenthal Financial8,921$74.9 萬
FORA Capital, LLC8,858$74.3 萬
Allstate Corp8,335$69.9 萬
Burns Matteson Capital Management, LLC7,645$64.2 萬
Cypress Capital Group6,852$57.5 萬
Meiji Yasuda Life Insurance Co6,540$54.9 萬
Jmac Enterprises LLC6,000$50.4 萬
Quantitative Investment Management, LLC5,428$45.5 萬
Caliber Wealth Management, LLC5,312$44.6 萬
Graham Capital Management, L.P.5,286$44.4 萬
BCJ Capital Management, LLC4,992$41.9 萬
Miramar Capital, LLC4,475$37.6 萬
Cambiar Investors LLC3,670$30.8 萬
D'Orazio & Associates, Inc.3,586$30.1 萬
Dynamic Advisor Solutions LLC3,564$29.9 萬
Eads & Heald Wealth Management3,321$27.9 萬
ING Groep NV3,208$26.9 萬
CenterBook Partners LP3,095$26.0 萬
Cornerstone Advisors Asset Management, LLC3,068$25.7 萬
Community Capital Management, Inc.3,000$25.2 萬
Glassy Mountain Advisors, Inc.3,000$25.2 萬
Lane & Associates LLC2,950$24.8 萬
Global Assets Advisory, LLC2,945$24.7 萬
Brookstone Capital Management2,817$24.6 萬
Checchi Capital Advisers, LLC2,934$24.6 萬
Leavell Investment Management, Inc.2,730$22.9 萬
VisionPoint Advisory Group, LLC2,462$22.9 萬
Stock Yards Bank & Trust Co2,716$22.8 萬
Trust Asset Management LLC2,673$22.4 萬
Meeder Advisory Services, Inc.2,655$22.3 萬
Brighton Jones LLC2,627$22.0 萬
First National Trust Co2,606$21.9 萬
Chicago Trust Co NA2,600$21.8 萬
Rothschild Investment Corp2,580$21.7 萬
Moody National Bank Trust Division2,582$21.7 萬
Wesbanco Bank Inc2,557$21.5 萬
Patriot Financial Group Insurance Agency, LLC2,553$21.4 萬
Ashton Thomas Private Wealth, LLC2,541$21.3 萬
NJ State Employees Deferred Compensation Plan2,500$21.0 萬
Wedmont Private Capital2,392$20.9 萬
S&CO Inc2,500$20.9 萬
SeaCrest Wealth Management, LLC2,453$20.6 萬
RIA Advisory Group LLC3,042$20.5 萬
Independent Wealth Network Inc.2,423$20.3 萬
Hunter Associates Investment Management LLC2,411$20.1 萬
Tompkins Financial Corp2,080$17.5 萬
Sentry Investment Management LLC1,557$13.1 萬
Ameliora Wealth Management Ltd.1,199$10.1 萬
Money Concepts Capital Corp1,169$9.81 萬
Dark Forest Capital Management LP725$6.08 萬
DuPont Capital Management Corp599$5.03 萬
Clearview Wealth Advisors LLC513$4.31 萬
Point72 Middle East FZE468$3.93 萬
Fiduciary Alliance LLC457$3.84 萬
Hanseatic Management Services Inc411$3.40 萬
3Chopt Investment Partners, LLC387$3.25 萬
MinichMacGregor Wealth Management, LLC300$2.52 萬
Zullo Investment Group, Inc.235$1.97 萬
U.S. Capital Wealth Advisors, LLC192$1.61 萬
Accurate Wealth Management, LLC121$1.06 萬
Coppell Advisory Solutions LLC122$1.02 萬
Coppell Advisory Solutions Corp.122$1.02 萬
Adirondack Retirement Specialists, Inc.100$8,392
Crewe Advisors LLC91$7,637
PFG Private Wealth Management, LLC56$5,000
Paragon Wealth Strategies, LLC53$4,448
FWL Investment Management, LLC40$3,357
Antonetti Capital Management LLC33$2,797
American National Bank22$2,000
Ogorek Anthony Joseph12$1,000
New Millennium Group LLC10$839
Addison Advisors LLC5$420

尚未申報 2023 年第 1 季的機構(17 家)

2022 年第 4 季季末持有 Principal Financial Group Inc、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 PFG、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Comerica Bank59,872$534.9 萬
Alaska Permanent Fund Corp35,700$299.6 萬
CoreCap Advisors, LLC20,391$171.1 萬
ARGI Investment Services, LLC16,295$136.7 萬
Seeyond12,402$104.1 萬
Gibson Wealth Advisors LLC10,962$94.0 萬
Allstate Investment Management Co8,335$69.9 萬
Alpha Paradigm Partners, LLC7,700$64.6 萬
Keeler & Nadler Financial Planning & Wealth Management3,575$30.0 萬
First Citizens Financial Corp3,306$27.7 萬
Zeke Capital Advisors, LLC3,110$26.1 萬
Security National Bank of So Dak3,000$25.2 萬
Trustcore Financial Services, LLC971$8.15 萬
Capital Directions Investment Advisors, LLC947$7.95 萬
Burleson & Company, LLC785$6.59 萬
Align Wealth Management, LLC450$3.25 萬
Cornerstone Planning Group LLC100$8,691