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 13F 持有人
Principal Financial Group Inc 在 2023/3/31 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
- 745
- 較 2022 年第 4 季 −22 家
- 持有股數
- 1.85 億
- 較 2022 年第 4 季 +5.01 萬 (0.0%)
- 總市值
- $134.4 億
- 較 2022 年第 4 季 −$20.5 億 (−13.2%)
- 新進機構
- 71
- 另有 279 家加碼
- 清倉機構
- 93
- 另有 246 家減碼
另有 17 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 2,126 | $15.8 萬 | 0.02% | −3−0.1% | 減碼 |
| Bartlett & Co. LLC | 2,155 | $16.0 萬 | 0.00% | −133−5.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 2,155 | $16.0 萬 | 0.00% | −133−5.8% | 減碼 |
| Huntington National Bank | 2,168 | $16.1 萬 | 0.00% | +249+13.0% | 加碼 |
| Harbour Investments, Inc. | 2,356 | $17.5 萬 | 0.01% | +366+18.4% | 加碼 |
| Denali Advisors LLC | 2,433 | $18.1 萬 | 0.08% | −1,967−44.7% | 減碼 |
| Signaturefd, LLC | 2,443 | $18.2 萬 | 0.00% | −102−4.0% | 減碼 |
| WealthPLAN Partners, LLC | 2,466 | $18.3 萬 | 0.02% | +39+1.6% | 加碼 |
| Parallel Advisors, LLC | 2,473 | $18.4 萬 | 0.01% | +529+27.2% | 加碼 |
| TSFG, LLC | 2,479 | $18.4 萬 | 0.07% | 00.0% | 不變 |
| Whittier Trust Co | 2,518 | $18.7 萬 | 0.00% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 1,688 | $19.0 萬 | 0.08% | 00.0% | 不變 |
| Sageworth Trust Co | 2,577 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 2,692 | $20.0 萬 | 0.13% | +210+8.5% | 加碼 |
| IHT Wealth Management, LLC | 2,719 | $20.2 萬 | 0.01% | −366−11.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,747 | $20.4 萬 | 0.01% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 2,752 | $20.5 萬 | 0.09% | −469−14.6% | 減碼 |
| Sather Financial Group Inc | 2,754 | $20.5 萬 | 0.02% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 2,761 | $20.5 萬 | 0.04% | +255+10.2% | 加碼 |
| Profund Advisors LLC | 2,772 | $20.6 萬 | 0.01% | +186+7.2% | 加碼 |
| PFG Investments, LLC | 2,776 | $20.6 萬 | 0.04% | +2,776 | 新進 |
| Atria Wealth Solutions, Inc. | 2,779 | $20.7 萬 | 0.00% | −5,072−64.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 2,780 | $20.7 萬 | 0.01% | +3+0.1% | 加碼 |
| Security National Bank | 2,795 | $20.8 萬 | 0.06% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 2,823 | $21.0 萬 | 0.02% | +245+9.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,825 | $21.0 萬 | 0.05% | −2,221−44.0% | 減碼 |
| Boston Private Wealth LLC | 2,891 | $21.5 萬 | 0.00% | −2,392−45.3% | 減碼 |
| Avantax Advisory Services, Inc. | 2,896 | $21.5 萬 | 0.00% | +456+18.7% | 加碼 |
| StrategIQ Financial Group, LLC | 2,920 | $21.7 萬 | 0.03% | +2,920 | 新進 |
| Prime Capital Investment Advisors, LLC | 2,925 | $21.7 萬 | 0.01% | −1,769−37.7% | 減碼 |
| Atlas Capital Advisors LLC | 2,927 | $21.8 萬 | 0.03% | −193−6.2% | 減碼 |
| Cigna Investments Inc | 2,925 | $21.8 萬 | 0.04% | −104−3.4% | 減碼 |
| Nilsine Partners, LLC | 2,949 | $21.9 萬 | 0.03% | +2,949 | 新進 |
| Horizon Investments, LLC | 2,960 | $22.0 萬 | 0.01% | −7,271−71.1% | 減碼 |
| Wexford Capital LP | 2,963 | $22.0 萬 | 0.05% | +2,963 | 新進 |
| Redhawk Wealth Advisors, Inc. | 3,000 | $22.3 萬 | 0.08% | 00.0% | 不變 |
| CRA Financial Services, LLC | 3,000 | $22.3 萬 | 0.07% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 3,004 | $22.3 萬 | 0.02% | −15−0.5% | 減碼 |
| Brown Advisory Inc | 3,010 | $22.4 萬 | 0.00% | −117−3.7% | 減碼 |
| Comerica Securities,inc. | 3,013 | $22.4 萬 | 0.02% | −157−5.0% | 減碼 |
| Sigma Planning Corp | 3,030 | $22.5 萬 | 0.01% | +9+0.3% | 加碼 |
| Renaissance Group LLC | 3,050 | $22.7 萬 | 0.01% | −312−9.3% | 減碼 |
| Paragon Capital Management Ltd | 3,059 | $22.7 萬 | 0.05% | −14−0.5% | 減碼 |
| Meritage Group LP | 3,063 | $22.8 萬 | 0.01% | +3,063 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $22.8 萬 | 0.11% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 3,171 | $23.0 萬 | 0.10% | +184+6.2% | 加碼 |
| Kinloch Capital, LLC | 3,130 | $23.3 萬 | 0.14% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 3,162 | $23.5 萬 | 0.00% | +286+9.9% | 加碼 |
| Brinker Capital Investments, LLC | 3,162 | $23.5 萬 | 0.00% | +3,162 | 新進 |
| Bessemer Group Inc | 3,197 | $23.8 萬 | 0.00% | −457−12.5% | 減碼 |
| Concord Wealth Partners | 3,217 | $23.9 萬 | 0.07% | −829−20.5% | 減碼 |
| Commons Capital, LLC | 3,218 | $23.9 萬 | 0.38% | −273−7.8% | 減碼 |
| Kapitalo Investimentos Ltda | 3,258 | $24.2 萬 | 0.08% | +3,258 | 新進 |
| HB Wealth Management, LLC | 3,259 | $24.2 萬 | 0.00% | +112+3.6% | 加碼 |
| Affinity Wealth Management LLC | 3,259 | $24.2 萬 | 0.06% | +186+6.1% | 加碼 |
| Chesley Taft & Associates LLC | 3,263 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| Gateway Advisory, LLC | 3,269 | $24.3 萬 | 0.05% | +3,269 | 新進 |
| Northwest Wealth Management, LLC | 3,274 | $24.3 萬 | 0.09% | −99−2.9% | 減碼 |
| Wedge Capital Management L L P | 3,295 | $24.5 萬 | 0.00% | +384+13.2% | 加碼 |
| WESPAC Advisors, LLC | 3,323 | $24.7 萬 | 0.23% | −647−16.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,353 | $24.9 萬 | 0.01% | −62−1.8% | 減碼 |
| Rehmann Capital Advisory Group | 3,412 | $25.4 萬 | 0.02% | +34+1.0% | 加碼 |
| Northern Oak Wealth Management Inc | 3,414 | $25.4 萬 | 0.03% | +3,414 | 新進 |
| Mma Asset Management LLC | 3,448 | $25.6 萬 | 0.18% | 00.0% | 不變 |
| AIA Group Ltd | 3,464 | $25.7 萬 | 0.01% | −323−8.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 3,489 | $25.9 萬 | 0.05% | −4,681−57.3% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 3,500 | $26.0 萬 | 0.09% | −425−10.8% | 減碼 |
| Raymond James Trust N.A. | 3,511 | $26.1 萬 | 0.01% | +184+5.5% | 加碼 |
| Keybank National Association | 3,513 | $26.1 萬 | 0.00% | +25+0.7% | 加碼 |
| Prossimo Advisors, LLC | 3,539 | $26.3 萬 | 0.64% | −361−9.3% | 減碼 |
| Cresset Asset Management, LLC | 3,538 | $26.3 萬 | 0.01% | +1,120+46.3% | 加碼 |
| Western Wealth Management, LLC | 3,546 | $26.4 萬 | 0.02% | +72+2.1% | 加碼 |
| Snowden Capital Advisors LLC | 3,580 | $26.6 萬 | 0.01% | −393−9.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 3,621 | $26.9 萬 | 0.00% | +1,100+43.6% | 加碼 |
| Clarius Group, LLC | 3,634 | $27.0 萬 | 0.02% | −28−0.8% | 減碼 |
| Pathstone Family Office, LLC | 3,540 | $27.2 萬 | 0.00% | −7,621−68.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,790 | $28.2 萬 | 0.06% | −750−16.5% | 減碼 |
| Itau Unibanco Holding S.A. | 3,798 | $28.2 萬 | 0.01% | +3,798 | 新進 |
| Bayesian Capital Management, LP | 3,800 | $28.2 萬 | 0.03% | +3,800 | 新進 |
| Lincoln National Corp | 3,801 | $28.3 萬 | 0.01% | −662−14.8% | 減碼 |
| Olistico Wealth, LLC | 3,804 | $28.3 萬 | 0.27% | +26+0.7% | 加碼 |
| Auxano Advisors, LLC | 3,855 | $28.7 萬 | 0.11% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 3,865 | $28.7 萬 | 0.06% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 3,879 | $28.8 萬 | 0.14% | 00.0% | 不變 |
| Pitcairn Co | 3,882 | $28.9 萬 | 0.03% | +892+29.8% | 加碼 |
| Legacy Bridge, LLC | 3,895 | $28.9 萬 | 0.20% | −4−0.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 3,923 | $29.2 萬 | 0.08% | +3,923 | 新進 |
| Johnson Midwest Financial, LLC | 3,929 | $29.2 萬 | 0.42% | +6+0.2% | 加碼 |
| Colony Group LLC | 3,981 | $29.6 萬 | 0.00% | −10.0% | 減碼 |
| Cornercap Investment Counsel Inc | 3,987 | $29.6 萬 | 0.05% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 4,013 | $29.8 萬 | 0.01% | −1,875−31.8% | 減碼 |
| Belpointe Asset Management LLC | 4,017 | $29.9 萬 | 0.02% | +742+22.7% | 加碼 |
| Alps Advisors Inc | 4,094 | $30.4 萬 | 0.00% | +17+0.4% | 加碼 |
| CAPROCK Group, Inc. | 4,131 | $30.7 萬 | 0.02% | +226+5.8% | 加碼 |
| J. W. Coons Advisors, LLC | 4,179 | $31.1 萬 | 0.09% | +25+0.6% | 加碼 |
| XTX Topco Ltd | 4,188 | $31.1 萬 | 0.07% | +4,188 | 新進 |
| Cyndeo Wealth Partners, LLC | 4,314 | $32.1 萬 | 0.03% | −46,709−91.5% | 減碼 |
| Farmers & Merchants Investments Inc | 4,338 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 4,385 | $32.6 萬 | 0.01% | +4,385 | 新進 |
| Kingsview Wealth Management, LLC | 4,393 | $32.6 萬 | 0.01% | −14,679−77.0% | 減碼 |