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 |
|---|---|---|---|---|---|
| North Star Asset Management Inc | 391,444 | $2,909 萬 | 1.71% | −10,318−2.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 398,751 | $2,964 萬 | 0.24% | +48,563+13.9% | 加碼 |
| Allianz Asset Management GmbH | 407,013 | $3,025 萬 | 0.06% | +318,521+359.9% | 加碼 |
| California State Teachers Retirement System | 420,679 | $3,126 萬 | 0.05% | −9,901−2.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 469,583 | $3,490 萬 | 0.24% | −1,790−0.4% | 減碼 |
| JPMorgan Chase & Co | 481,562 | $3,579 萬 | 0.00% | +63,123+15.1% | 加碼 |
| Fort Washington Investment Advisors Inc | 488,013 | $3,627 萬 | 0.27% | +5,447+1.1% | 加碼 |
| Assetmark, Inc | 495,350 | $3,681 萬 | 0.15% | +493,146+22,375.0% | 加碼 |
| Rhumbline Advisers | 520,830 | $3,871 萬 | 0.05% | +20,865+4.2% | 加碼 |
| California Public Employees Retirement System | 521,696 | $3,877 萬 | 0.03% | −70,758−11.9% | 減碼 |
| Nuveen Asset Management, LLC | 573,994 | $4,266 萬 | 0.02% | −8,341−1.4% | 減碼 |
| AQR Capital Management LLC | 612,526 | $4,489 萬 | 0.10% | +316,872+107.2% | 加碼 |
| HSBC Holdings PLC | 615,918 | $4,571 萬 | 0.06% | −11,715−1.9% | 減碼 |
| Deutsche Bank AG | 616,822 | $4,584 萬 | 0.03% | −59,096−8.7% | 減碼 |
| Balyasny Asset Management LLC | 625,035 | $4,645 萬 | 0.15% | +625,035 | 新進 |
| FMR LLC | 630,408 | $4,685 萬 | 0.00% | +4,692+0.7% | 加碼 |
| Barclays PLC | 642,116 | $4,772 萬 | 0.05% | +110,449+20.8% | 加碼 |
| Amundi | 654,333 | $4,781 萬 | 0.03% | −211,020−24.4% | 減碼 |
| Victory Capital Management Inc | 713,996 | $5,306 萬 | 0.06% | −167,508−19.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 745,097 | $5,538 萬 | 0.04% | −83,592−10.1% | 減碼 |
| Credit Suisse AG | 792,476 | $5,891 萬 | 0.06% | +7,747+1.0% | 加碼 |
| Swiss National Bank | 971,100 | $7,217 萬 | 0.05% | −41,900−4.1% | 減碼 |
| UBS Asset Management Americas Inc | 1,109,980 | $8,249 萬 | 0.04% | −154,162−12.2% | 減碼 |
| Mairs & Power Inc | 1,218,735 | $9,058 萬 | 1.05% | −76,182−5.9% | 減碼 |
| Charles Schwab Investment Management Inc | 1,281,221 | $9,522 萬 | 0.03% | −3,629,184−73.9% | 減碼 |
| Invesco Ltd. | 1,799,708 | $1.34 億 | 0.04% | −185,947−9.4% | 減碼 |
| Bank of New York Mellon Corp | 1,809,743 | $1.35 億 | 0.03% | −62,002−3.3% | 減碼 |
| Legal & General Group Plc | 1,817,299 | $1.35 億 | 0.05% | −8,599−0.5% | 減碼 |
| Royal Bank of Canada | 2,164,641 | $1.61 億 | 0.05% | +173,672+8.7% | 加碼 |
| Goldman Sachs Group Inc | 2,379,225 | $1.77 億 | 0.05% | +518,552+27.9% | 加碼 |
| Norges Bank | 2,641,254 | $1.96 億 | 0.04% | +1,700,606+180.8% | 加碼 |
| Morgan Stanley | 2,893,864 | $2.15 億 | 0.02% | −1,620,260−35.9% | 減碼 |
| Wellington Management Group LLP | 2,977,457 | $2.21 億 | 0.04% | −56,968−1.9% | 減碼 |
| Dimensional Fund Advisors LP | 3,645,475 | $2.71 億 | 0.09% | −181,843−4.8% | 減碼 |
| Northern Trust Corp | 3,958,748 | $2.94 億 | 0.06% | +12,832+0.3% | 加碼 |
| First Trust Advisors LP | 4,902,024 | $3.64 億 | 0.42% | +2,063,939+72.7% | 加碼 |
| Geode Capital Management, LLC | 5,515,839 | $4.09 億 | 0.05% | −78,891−1.4% | 減碼 |
| Capital Research Global Investors | 8,335,972 | $6.20 億 | 0.18% | −162,073−1.9% | 減碼 |
| State Street Corp | 9,888,150 | $7.35 億 | 0.04% | −1,973,865−16.6% | 減碼 |
| Bank of America Corp | 16,593,788 | $12.3 億 | 0.14% | −231,433−1.4% | 減碼 |
| Nippon Life Insurance Co | 18,137,000 | $13.5 億 | 67.51% | 00.0% | 不變 |
| BlackRock Inc. | 21,447,933 | $15.9 億 | 0.05% | −2,054,834−8.7% | 減碼 |
| Vanguard Group Inc | 29,740,178 | $22.1 億 | 0.06% | +1,459,820+5.2% | 加碼 |
| Cerity Partners LLC | 6,879 | – | – | +1,405+25.7% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −513−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −235,930−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −58,518−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −57,146−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −48,102−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −42,101−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −41,137−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −38,660−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −35,552−100.0% | 清倉 |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −32,252−100.0% | 清倉 |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −29,666−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −19,707−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −19,149−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −17,590−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −17,396−100.0% | 清倉 |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −16,482−100.0% | 清倉 |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −15,918−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −15,822−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,428−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −11,833−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11,466−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −10,928−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −8,921−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,858−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −8,335−100.0% | 清倉 |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,645−100.0% | 清倉 |
| Cypress Capital Group | 0 | $0 | 0.00% | −6,852−100.0% | 清倉 |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −6,540−100.0% | 清倉 |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,428−100.0% | 清倉 |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −5,312−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,286−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −4,992−100.0% | 清倉 |
| Miramar Capital, LLC | 0 | $0 | 0.00% | −4,475−100.0% | 清倉 |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −3,670−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −3,586−100.0% | 清倉 |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −3,564−100.0% | 清倉 |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −3,321−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −3,208−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,095−100.0% | 清倉 |
| Cornerstone Advisors Asset Management, LLC | 0 | $0 | 0.00% | −3,068−100.0% | 清倉 |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Lane & Associates LLC | 0 | $0 | 0.00% | −2,950−100.0% | 清倉 |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −2,945−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,817−100.0% | 清倉 |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −2,934−100.0% | 清倉 |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −2,730−100.0% | 清倉 |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −2,462−100.0% | 清倉 |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −2,716−100.0% | 清倉 |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −2,673−100.0% | 清倉 |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −2,655−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,627−100.0% | 清倉 |
| First National Trust Co | 0 | $0 | 0.00% | −2,606−100.0% | 清倉 |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −2,600−100.0% | 清倉 |