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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 4,432 | $32.9 萬 | 0.02% | +375+9.2% | 加碼 |
| Fox Run Management, L.L.C. | 4,478 | $33.3 萬 | 0.11% | +4,478 | 新進 |
| Blair William & Co | 4,484 | $33.3 萬 | 0.00% | −763−14.5% | 減碼 |
| IFP Advisors, Inc | 5,904 | $33.3 萬 | 0.02% | −4,816−44.9% | 減碼 |
| Ellevest, Inc. | 4,500 | $33.4 萬 | 0.03% | −742−14.2% | 減碼 |
| Kinneret Advisory, LLC | 4,504 | $33.5 萬 | 0.04% | −242−5.1% | 減碼 |
| Everence Capital Management Inc | 4,530 | $33.7 萬 | 0.03% | 00.0% | 不變 |
| Independent Advisor Alliance | 4,554 | $33.8 萬 | 0.02% | +4,554 | 新進 |
| Sageworth Trust Co of South Dakota | 4,571 | $34.0 萬 | 0.79% | −497−9.8% | 減碼 |
| Centennial Wealth Advisory LLC | 4,646 | $34.5 萬 | 0.18% | +576+14.2% | 加碼 |
| Jacobi Capital Management LLC | 4,676 | $34.8 萬 | 0.04% | +1,215+35.1% | 加碼 |
| FDx Advisors, Inc. | 4,162 | $34.9 萬 | 0.02% | 00.0% | 不變 |
| Cedrus LLC | 4,702 | $34.9 萬 | 0.25% | +308+7.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,748 | $35.3 萬 | 0.07% | +141+3.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,754 | $35.3 萬 | 0.00% | +7+0.1% | 加碼 |
| Federated Hermes, Inc. | 4,824 | $35.9 萬 | 0.00% | −7,586−61.1% | 減碼 |
| Teamwork Financial Advisors, LLC | 4,832 | $35.9 萬 | 0.07% | −37,098−88.5% | 減碼 |
| Erste Asset Management GmbH | 4,900 | $36.3 萬 | 0.01% | 00.0% | 不變 |
| Summit X, LLC | 4,920 | $36.6 萬 | 0.09% | −270−5.2% | 減碼 |
| Kula Investments, LLC | 4,994 | $37.1 萬 | 0.09% | +4,994 | 新進 |
| Echo Street Capital Management LLC | 5,052 | $37.5 萬 | 0.00% | +1,331+35.8% | 加碼 |
| RSM US Wealth Management LLC | 5,069 | $37.7 萬 | 0.01% | +36+0.7% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 5,080 | $37.8 萬 | 0.03% | 00.0% | 不變 |
| Maven Securities LTD | 5,115 | $38.0 萬 | 0.06% | +5,115 | 新進 |
| Lake Street Financial LLC | 5,197 | $38.6 萬 | 0.07% | −331−6.0% | 減碼 |
| Benin Management CORP | 5,200 | $38.6 萬 | 0.15% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 5,203 | $38.7 萬 | 0.03% | +69+1.3% | 加碼 |
| Rockefeller Capital Management L.P. | 5,274 | $39.1 萬 | 0.00% | +71+1.4% | 加碼 |
| Capital Investment Advisors, LLC | 5,277 | $39.2 萬 | 0.01% | +101+2.0% | 加碼 |
| Ritholtz Wealth Management | 5,300 | $39.4 萬 | 0.02% | +97+1.9% | 加碼 |
| Equitable Holdings, Inc. | 5,383 | $40.0 萬 | 0.01% | +304+6.0% | 加碼 |
| Contravisory Investment Management, Inc. | 5,401 | $40.1 萬 | 0.11% | +63+1.2% | 加碼 |
| Bleakley Financial Group, LLC | 5,410 | $40.2 萬 | 0.01% | −810−13.0% | 減碼 |
| Sawtooth Solutions, LLC | 5,415 | $40.2 萬 | 0.01% | +2,990+123.3% | 加碼 |
| Romano Brothers and Company | 5,453 | $40.5 萬 | 0.06% | −175−3.1% | 減碼 |
| Resolute Wealth Strategies, LLC | 5,467 | $40.6 萬 | 0.35% | +5,467 | 新進 |
| United Capital Financial Advisers, LLC | 5,488 | $40.8 萬 | 0.00% | −2,435−30.7% | 減碼 |
| Jefferies Financial Group Inc. | 5,495 | $40.8 萬 | 0.01% | −30,168−84.6% | 減碼 |
| Hilltop Holdings Inc. | 5,502 | $40.9 萬 | 0.06% | +30+0.5% | 加碼 |
| Waldron Private Wealth LLC | 5,512 | $41.0 萬 | 0.02% | −18−0.3% | 減碼 |
| Seven Eight Capital, LP | 5,596 | $41.6 萬 | 0.09% | +5,596 | 新進 |
| Beacon Pointe Advisors, LLC | 5,608 | $41.7 萬 | 0.01% | −535−8.7% | 減碼 |
| Virtu Financial LLC | 5,615 | $41.7 萬 | 0.04% | −6,857−55.0% | 減碼 |
| Cipher Capital LP | 5,631 | $41.8 萬 | 0.08% | +5,631 | 新進 |
| Ieq Capital, LLC | 5,681 | $42.2 萬 | 0.01% | +2,342+70.1% | 加碼 |
| TCWP LLC | 5,729 | $42.6 萬 | 0.08% | +331+6.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,871 | $43.6 萬 | 0.01% | +1,369+30.4% | 加碼 |
| Coldstream Capital Management Inc | 5,875 | $43.7 萬 | 0.01% | −86−1.4% | 減碼 |
| Vestcor Inc | 5,876 | $43.7 萬 | 0.02% | −15,822−72.9% | 減碼 |
| Heartland Bank & Trust Co | 5,886 | $43.7 萬 | 0.33% | +378+6.9% | 加碼 |
| Versor Investments LP | 5,908 | $43.9 萬 | 0.06% | +5,908 | 新進 |
| Wedbush Securities Inc | 5,942 | $44.2 萬 | 0.02% | +506+9.3% | 加碼 |
| Nicolet Bankshares Inc | 6,048 | $44.9 萬 | 0.15% | −215−3.4% | 減碼 |
| Ramiah Investment Group | 6,134 | $45.6 萬 | 0.41% | +6,134 | 新進 |
| Symmetry Partners, LLC | 6,137 | $45.6 萬 | 0.03% | +1,055+20.8% | 加碼 |
| Merit Financial Group, LLC | 6,156 | $45.8 萬 | 0.02% | +375+6.5% | 加碼 |
| 180 Wealth Advisors, LLC | 6,173 | $45.9 萬 | 0.11% | +1,316+27.1% | 加碼 |
| Advisory Services Network, LLC | 6,320 | $47.0 萬 | 0.01% | +3,202+102.7% | 加碼 |
| ISAM Funds (UK) Ltd | 6,325 | $47.0 萬 | 0.60% | +6,325 | 新進 |
| Continuum Advisory, LLC | 6,329 | $47.0 萬 | 0.08% | +2,013+46.6% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,649 | $47.4 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 6,384 | $47.4 萬 | 0.01% | −6,399−50.1% | 減碼 |
| Twin Capital Management Inc | 6,435 | $47.8 萬 | 0.07% | −502−7.2% | 減碼 |
| Blueshift Asset Management, LLC | 6,515 | $48.4 萬 | 0.20% | +6,515 | 新進 |
| Argonautica Private Wealth Management, Inc | 6,527 | $48.5 萬 | 0.24% | −595−8.4% | 減碼 |
| TownSquare Capital, LLC | 6,571 | $48.8 萬 | 0.01% | +2,057+45.6% | 加碼 |
| Verdence Capital Advisors LLC | 6,659 | $49.5 萬 | 0.06% | +2,098+46.0% | 加碼 |
| JT Stratford LLC | 6,710 | $49.9 萬 | 0.14% | +2,316+52.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,709 | $49.9 萬 | 0.03% | −1,660−19.8% | 減碼 |
| Regions Financial Corp | 6,732 | $50.0 萬 | 0.00% | +147+2.2% | 加碼 |
| Empirical Finance, LLC | 6,756 | $50.2 萬 | 0.05% | +255+3.9% | 加碼 |
| Mokosak Advisory Group, LLC | 6,785 | $50.4 萬 | 0.21% | +4+0.1% | 加碼 |
| Trustmark National Bank Trust Department | 6,823 | $50.7 萬 | 0.05% | +215+3.3% | 加碼 |
| Impax Asset Management Group plc | 6,838 | $50.8 萬 | 0.00% | −1,860−21.4% | 減碼 |
| Forum Financial Management, LP | 6,881 | $51.1 萬 | 0.01% | +20.0% | 加碼 |
| Palisade Asset Management, LLC | 6,900 | $51.3 萬 | 0.06% | −180−2.5% | 減碼 |
| Johnson Investment Counsel Inc | 6,952 | $51.7 萬 | 0.01% | 00.0% | 不變 |
| Archford Capital Strategies, LLC | 7,152 | $52.3 萬 | 0.11% | +239+3.5% | 加碼 |
| Personal Cfo Solutions, LLC | 7,042 | $52.3 萬 | 0.11% | −2,278−24.4% | 減碼 |
| Greenleaf Trust | 7,075 | $52.6 萬 | 0.01% | −147−2.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,153 | $53.2 萬 | 0.01% | +21+0.3% | 加碼 |
| Fifth Third Bancorp | 7,165 | $53.3 萬 | 0.00% | +640+9.8% | 加碼 |
| Metis Global Partners, LLC | 7,274 | $54.1 萬 | 0.03% | +2,394+49.1% | 加碼 |
| Qtron Investments LLC | 7,329 | $54.5 萬 | 0.11% | +3,175+76.4% | 加碼 |
| GWM Advisors LLC | 7,347 | $54.6 萬 | 0.01% | −8,059−52.3% | 減碼 |
| Carret Asset Management, LLC | 7,391 | $54.9 萬 | 0.08% | −925−11.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 7,465 | $55.5 萬 | 0.01% | −54,359−87.9% | 減碼 |
| Burney Co | 7,480 | $55.6 萬 | 0.03% | +49+0.7% | 加碼 |
| Wetherby Asset Management Inc | 7,606 | $56.5 萬 | 0.03% | −55−0.7% | 減碼 |
| Banque Cantonale Vaudoise | 7,655 | $56.8 萬 | 0.03% | −4,300−36.0% | 減碼 |
| City State Bank | 7,658 | $56.9 萬 | 0.33% | +535+7.5% | 加碼 |
| Wolff Financial Management LLC | 7,815 | $58.1 萬 | 0.20% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 7,916 | $58.8 萬 | 0.14% | +7,916 | 新進 |
| Integrated Wealth Concepts LLC | 8,022 | $59.6 萬 | 0.01% | +1,123+16.3% | 加碼 |
| Acropolis Investment Management, LLC | 8,023 | $59.6 萬 | 0.05% | −1,837−18.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,097 | $60.2 萬 | 0.05% | −210−2.5% | 減碼 |
| KC Investment Advisors, LLC | 8,146 | $60.5 萬 | 0.57% | +995+13.9% | 加碼 |
| Cetera Advisors LLC | 8,388 | $62.3 萬 | 0.01% | −941−10.1% | 減碼 |
| Lion Street Advisors, LLC | 8,389 | $62.3 萬 | 0.19% | +8,389 | 新進 |
| Gilbert & Cook, Inc. | 8,406 | $62.5 萬 | 0.11% | 00.0% | 不變 |