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 |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 8,507 | $63.2 萬 | 0.53% | +103+1.2% | 加碼 |
| Allworth Financial LP | 8,520 | $63.3 萬 | 0.01% | +1,166+15.9% | 加碼 |
| Unigestion Holding SA | 8,659 | $64.2 萬 | 0.03% | +8,659 | 新進 |
| Venture Visionary Partners LLC | 8,645 | $64.2 萬 | 0.04% | −10,000−53.6% | 減碼 |
| Sunbelt Securities, Inc. | 8,743 | $64.8 萬 | 0.10% | 00.0% | 不變 |
| Verition Fund Management LLC | 8,766 | $65.1 萬 | 0.01% | +3,490+66.1% | 加碼 |
| Magnetar Financial LLC | 8,996 | $66.9 萬 | 0.01% | +8,996 | 新進 |
| Two Sigma Securities, LLC | 9,051 | $67.3 萬 | 0.06% | +2,096+30.1% | 加碼 |
| Proequities, Inc. | 9,119 | $67.8 萬 | 0.05% | +1,607+21.4% | 加碼 |
| Csenge Advisory Group | 9,255 | $68.8 萬 | 0.05% | +958+11.5% | 加碼 |
| Balentine LLC | 9,299 | $69.1 萬 | 0.02% | −879−8.6% | 減碼 |
| Proquility Private Wealth Partners, LLC | 9,391 | $69.8 萬 | 0.28% | +9,391 | 新進 |
| APG Asset Management N.V. | 10,247 | $70.1 萬 | 0.00% | −44,565−81.3% | 減碼 |
| Ostrum Asset Management | 9,472 | $70.4 萬 | 0.06% | +9,472 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $70.7 萬 | 0.05% | 00.0% | 不變 |
| Veritable, L.P. | 9,544 | $70.9 萬 | 0.01% | −4,342−31.3% | 減碼 |
| Strategic Investment Advisors | 9,595 | $71.3 萬 | 0.13% | +9,595 | 新進 |
| Axq Capital, LP | 9,700 | $72.1 萬 | 0.29% | +9,700 | 新進 |
| SG Americas Securities, LLC | 9,709 | $72.2 萬 | 0.01% | +3,910+67.4% | 加碼 |
| Empowered Funds, LLC | 9,789 | $72.8 萬 | 0.04% | +952+10.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,924 | $73.8 萬 | 0.03% | +29+0.3% | 加碼 |
| Virtus ETF Advisers LLC | 9,934 | $73.8 萬 | 0.41% | +133+1.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 9,935 | $73.8 萬 | 0.01% | −508−4.9% | 減碼 |
| Holderness Investments Co | 10,029 | $74.5 萬 | 0.30% | +35+0.4% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,160 | $75.5 萬 | 0.10% | +259+2.6% | 加碼 |
| Vontobel Holding Ltd. | 10,162 | $75.5 萬 | 0.01% | +1,119+12.4% | 加碼 |
| Metropolitan Life Insurance Co | 10,177 | $75.6 萬 | 0.04% | −2,657−20.7% | 減碼 |
| My Legacy Advisors, LLC | 10,183 | $75.6 萬 | 0.32% | +1,151+12.7% | 加碼 |
| CWM, LLC | 10,185 | $75.7 萬 | 0.01% | +763+8.1% | 加碼 |
| Plimoth Trust Co LLC | 10,228 | $76.0 萬 | 0.24% | −285−2.7% | 減碼 |
| New Mexico Educational Retirement Board | 10,554 | $78.4 萬 | 0.04% | −300−2.8% | 減碼 |
| Pinnacle Associates Ltd | 10,687 | $79.4 萬 | 0.02% | −557−5.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 10,700 | $79.5 萬 | 0.03% | 00.0% | 不變 |
| West Bancorporation Inc | 10,726 | $79.7 萬 | 0.61% | −1,637−13.2% | 減碼 |
| Park Edge Advisors, LLC | 10,891 | $80.9 萬 | 0.31% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 10,905 | $81.0 萬 | 0.34% | +348+3.3% | 加碼 |
| Aigen Investment Management, LP | 11,288 | $83.9 萬 | 0.12% | +11,288 | 新進 |
| SageView Advisory Group, LLC | 11,691 | $86.9 萬 | 0.06% | +11,691 | 新進 |
| Argent Trust Co | 11,896 | $88.4 萬 | 0.06% | +993+9.1% | 加碼 |
| Citadel Advisors LLC | 12,069 | $89.7 萬 | 0.00% | −40,474−77.0% | 減碼 |
| Quantinno Capital Management LP | 12,189 | $90.6 萬 | 0.06% | +4,426+57.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 12,246 | $91.0 萬 | 0.12% | +658+5.7% | 加碼 |
| Savant Capital, LLC | 12,333 | $91.7 萬 | 0.02% | +607+5.2% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 12,359 | $91.9 萬 | 0.55% | +73+0.6% | 加碼 |
| Norinchukin Bank, The | 12,505 | $92.9 萬 | 0.02% | +363+3.0% | 加碼 |
| Glenmede Trust Co NA | 12,555 | $93.3 萬 | 0.01% | −1,920−13.3% | 減碼 |
| Foster Group, Inc. | 12,790 | $95.1 萬 | 0.06% | −597−4.5% | 減碼 |
| Agf Management Ltd | 12,793 | $95.1 萬 | 0.01% | +7,569+144.9% | 加碼 |
| South Dakota Investment Council | 12,830 | $95.4 萬 | 0.02% | 00.0% | 不變 |
| PSI Advisors, LLC | 12,993 | $96.6 萬 | 0.47% | −521−3.9% | 減碼 |
| Kestra Advisory Services, LLC | 13,007 | $96.7 萬 | 0.01% | −23,381−64.3% | 減碼 |
| Estate Counselors, LLC | 13,070 | $97.1 萬 | 0.13% | +13,070 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 13,126 | $97.6 萬 | 0.02% | 00.0% | 不變 |
| Adams Wealth Management | 13,204 | $98.1 萬 | 0.32% | +1,565+13.4% | 加碼 |
| Oppenheimer & Co Inc | 13,796 | $102.5 萬 | 0.02% | −5,059−26.8% | 減碼 |
| Laurion Capital Management LP | 13,821 | $102.7 萬 | 0.05% | +13,821 | 新進 |
| Rockland Trust Co | 13,912 | $103.4 萬 | 0.06% | −220−1.6% | 減碼 |
| Polianta Ltd | 14,000 | $104.0 萬 | 0.48% | +14,000 | 新進 |
| Glaxis Capital Management, LLC | 14,005 | $104.1 萬 | 15.51% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 14,133 | $105.0 萬 | 0.00% | +6,867+94.5% | 加碼 |
| Advisor Partners II, LLC | 14,498 | $107.8 萬 | 0.06% | +740+5.4% | 加碼 |
| Louisiana State Employees Retirement System | 14,800 | $110.0 萬 | 0.03% | +100+0.7% | 加碼 |
| Industrial Alliance Investment Management Inc. | 14,963 | $111.2 萬 | 0.03% | +14,963 | 新進 |
| Crestline Management, LP | 15,000 | $111.5 萬 | 0.14% | +15,000 | 新進 |
| D.A. Davidson & Co. | 15,121 | $112.4 萬 | 0.01% | +373+2.5% | 加碼 |
| MML Investors Services, LLC | 15,772 | $117.2 萬 | 0.01% | −6,572−29.4% | 減碼 |
| Prudential PLC | 15,774 | $117.2 萬 | 0.01% | −1,699−9.7% | 減碼 |
| Centric Wealth Management | 15,970 | $118.7 萬 | 0.52% | +15,970 | 新進 |
| Nordea Investment Management AB | 16,440 | $120.5 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 16,274 | $121.0 萬 | 0.03% | −1,208−6.9% | 減碼 |
| Banque Pictet & Cie SA | 16,500 | $122.6 萬 | 0.01% | −5,563−25.2% | 減碼 |
| Gotham Asset Management, LLC | 16,549 | $123.0 萬 | 0.03% | +3,039+22.5% | 加碼 |
| Greenwood Capital Associates LLC | 16,571 | $123.2 萬 | 0.18% | +2,497+17.7% | 加碼 |
| Resources Investment Advisors, LLC. | 16,693 | $124.1 萬 | 0.03% | +3,500+26.5% | 加碼 |
| Natixis | 16,915 | $125.7 萬 | 0.01% | −3,695−17.9% | 減碼 |
| Bank of Nova Scotia | 17,484 | $129.9 萬 | 0.00% | −5,554−24.1% | 減碼 |
| GoalVest Advisory LLC | 17,700 | $131.5 萬 | 0.77% | +1,882+11.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,788 | $132.2 萬 | 0.05% | +17,788 | 新進 |
| Kentucky Retirement Systems | 17,992 | $133.7 萬 | 0.05% | −232−1.3% | 減碼 |
| Paradigm Financial Partners, LLC | 18,022 | $133.9 萬 | 0.36% | +787+4.6% | 加碼 |
| Financial Advisory Service, Inc. | 18,027 | $134.0 萬 | 0.15% | +893+5.2% | 加碼 |
| Tudor Investment Corp Et Al | 18,105 | $134.6 萬 | 0.03% | +18,105 | 新進 |
| Daiwa Securities Group Inc. | 18,170 | $135.0 萬 | 0.01% | −752−4.0% | 減碼 |
| Montag A & Associates Inc | 18,576 | $138.1 萬 | 0.09% | 00.0% | 不變 |
| Securian Asset Management, Inc | 18,853 | $140.1 萬 | 0.04% | −100−0.5% | 減碼 |
| Maryland State Retirement & Pension System | 19,249 | $143.1 萬 | 0.03% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 19,272 | $143.2 萬 | 0.19% | +19,272 | 新進 |
| Donoghue Forlines LLC | 19,381 | $144.0 萬 | 0.52% | −6,590−25.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,482 | $144.8 萬 | 0.03% | +88+0.5% | 加碼 |
| LMR Partners LLP | 19,660 | $146.1 萬 | 0.03% | −20,661−51.2% | 減碼 |
| Elo Mutual Pension Insurance Co | 19,744 | $146.7 萬 | 0.05% | +450+2.3% | 加碼 |
| Hartford Investment Management Co | 19,862 | $147.6 萬 | 0.05% | −3,085−13.4% | 減碼 |
| Great Diamond Partners, LLC | 19,878 | $147.7 萬 | 0.43% | +14,282+255.2% | 加碼 |
| Toroso Investments, LLC | 20,411 | $151.7 萬 | 0.05% | +6,480+46.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 20,726 | $154.0 萬 | 0.00% | +328+1.6% | 加碼 |
| British Columbia Investment Management Corp | 21,795 | $162.0 萬 | 0.02% | −285−1.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 22,109 | $164.3 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 22,217 | $165.1 萬 | 0.00% | +435+2.0% | 加碼 |
| Janney Montgomery Scott LLC | 22,538 | $167.5 萬 | 0.01% | −2,232−9.0% | 減碼 |
| M&T Bank Corp | 22,596 | $167.9 萬 | 0.01% | +1,445+6.8% | 加碼 |