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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 5,615 | $41.7 萬 | 0.04% | −6,857−55.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 5,608 | $41.7 萬 | 0.01% | −535−8.7% | 減碼 |
| Seven Eight Capital, LP | 5,596 | $41.6 萬 | 0.09% | +5,596 | 新進 |
| Waldron Private Wealth LLC | 5,512 | $41.0 萬 | 0.02% | −18−0.3% | 減碼 |
| Hilltop Holdings Inc. | 5,502 | $40.9 萬 | 0.06% | +30+0.5% | 加碼 |
| Jefferies Financial Group Inc. | 5,495 | $40.8 萬 | 0.01% | −30,168−84.6% | 減碼 |
| United Capital Financial Advisers, LLC | 5,488 | $40.8 萬 | 0.00% | −2,435−30.7% | 減碼 |
| Resolute Wealth Strategies, LLC | 5,467 | $40.6 萬 | 0.35% | +5,467 | 新進 |
| Romano Brothers and Company | 5,453 | $40.5 萬 | 0.06% | −175−3.1% | 減碼 |
| Sawtooth Solutions, LLC | 5,415 | $40.2 萬 | 0.01% | +2,990+123.3% | 加碼 |
| Bleakley Financial Group, LLC | 5,410 | $40.2 萬 | 0.01% | −810−13.0% | 減碼 |
| Contravisory Investment Management, Inc. | 5,401 | $40.1 萬 | 0.11% | +63+1.2% | 加碼 |
| Equitable Holdings, Inc. | 5,383 | $40.0 萬 | 0.01% | +304+6.0% | 加碼 |
| Ritholtz Wealth Management | 5,300 | $39.4 萬 | 0.02% | +97+1.9% | 加碼 |
| Capital Investment Advisors, LLC | 5,277 | $39.2 萬 | 0.01% | +101+2.0% | 加碼 |
| Rockefeller Capital Management L.P. | 5,274 | $39.1 萬 | 0.00% | +71+1.4% | 加碼 |
| CWA Asset Management Group, LLC | 5,203 | $38.7 萬 | 0.03% | +69+1.3% | 加碼 |
| Benin Management CORP | 5,200 | $38.6 萬 | 0.15% | 00.0% | 不變 |
| Lake Street Financial LLC | 5,197 | $38.6 萬 | 0.07% | −331−6.0% | 減碼 |
| Maven Securities LTD | 5,115 | $38.0 萬 | 0.06% | +5,115 | 新進 |
| Tokio Marine Asset Management Co Ltd | 5,080 | $37.8 萬 | 0.03% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 5,069 | $37.7 萬 | 0.01% | +36+0.7% | 加碼 |
| Echo Street Capital Management LLC | 5,052 | $37.5 萬 | 0.00% | +1,331+35.8% | 加碼 |
| Kula Investments, LLC | 4,994 | $37.1 萬 | 0.09% | +4,994 | 新進 |
| Summit X, LLC | 4,920 | $36.6 萬 | 0.09% | −270−5.2% | 減碼 |
| Erste Asset Management GmbH | 4,900 | $36.3 萬 | 0.01% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 4,832 | $35.9 萬 | 0.07% | −37,098−88.5% | 減碼 |
| Federated Hermes, Inc. | 4,824 | $35.9 萬 | 0.00% | −7,586−61.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,754 | $35.3 萬 | 0.00% | +7+0.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,748 | $35.3 萬 | 0.07% | +141+3.1% | 加碼 |
| Cedrus LLC | 4,702 | $34.9 萬 | 0.25% | +308+7.0% | 加碼 |
| FDx Advisors, Inc. | 4,162 | $34.9 萬 | 0.02% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 4,676 | $34.8 萬 | 0.04% | +1,215+35.1% | 加碼 |
| Centennial Wealth Advisory LLC | 4,646 | $34.5 萬 | 0.18% | +576+14.2% | 加碼 |
| Sageworth Trust Co of South Dakota | 4,571 | $34.0 萬 | 0.79% | −497−9.8% | 減碼 |
| Independent Advisor Alliance | 4,554 | $33.8 萬 | 0.02% | +4,554 | 新進 |
| Everence Capital Management Inc | 4,530 | $33.7 萬 | 0.03% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 4,504 | $33.5 萬 | 0.04% | −242−5.1% | 減碼 |
| Ellevest, Inc. | 4,500 | $33.4 萬 | 0.03% | −742−14.2% | 減碼 |
| IFP Advisors, Inc | 5,904 | $33.3 萬 | 0.02% | −4,816−44.9% | 減碼 |
| Blair William & Co | 4,484 | $33.3 萬 | 0.00% | −763−14.5% | 減碼 |
| Fox Run Management, L.L.C. | 4,478 | $33.3 萬 | 0.11% | +4,478 | 新進 |
| Apollon Wealth Management, LLC | 4,432 | $32.9 萬 | 0.02% | +375+9.2% | 加碼 |
| Kingsview Wealth Management, LLC | 4,393 | $32.6 萬 | 0.01% | −14,679−77.0% | 減碼 |
| Capstone Investment Advisors, LLC | 4,385 | $32.6 萬 | 0.01% | +4,385 | 新進 |
| Farmers & Merchants Investments Inc | 4,338 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 4,314 | $32.1 萬 | 0.03% | −46,709−91.5% | 減碼 |
| XTX Topco Ltd | 4,188 | $31.1 萬 | 0.07% | +4,188 | 新進 |
| J. W. Coons Advisors, LLC | 4,179 | $31.1 萬 | 0.09% | +25+0.6% | 加碼 |
| CAPROCK Group, Inc. | 4,131 | $30.7 萬 | 0.02% | +226+5.8% | 加碼 |
| Alps Advisors Inc | 4,094 | $30.4 萬 | 0.00% | +17+0.4% | 加碼 |
| Belpointe Asset Management LLC | 4,017 | $29.9 萬 | 0.02% | +742+22.7% | 加碼 |
| HBK Sorce Advisory LLC | 4,013 | $29.8 萬 | 0.01% | −1,875−31.8% | 減碼 |
| Cornercap Investment Counsel Inc | 3,987 | $29.6 萬 | 0.05% | 00.0% | 不變 |
| Colony Group LLC | 3,981 | $29.6 萬 | 0.00% | −10.0% | 減碼 |
| Johnson Midwest Financial, LLC | 3,929 | $29.2 萬 | 0.42% | +6+0.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 3,923 | $29.2 萬 | 0.08% | +3,923 | 新進 |
| Legacy Bridge, LLC | 3,895 | $28.9 萬 | 0.20% | −4−0.1% | 減碼 |
| Pitcairn Co | 3,882 | $28.9 萬 | 0.03% | +892+29.8% | 加碼 |
| Iron Horse Wealth Management, LLC | 3,879 | $28.8 萬 | 0.14% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 3,865 | $28.7 萬 | 0.06% | 00.0% | 不變 |
| Auxano Advisors, LLC | 3,855 | $28.7 萬 | 0.11% | 00.0% | 不變 |
| Olistico Wealth, LLC | 3,804 | $28.3 萬 | 0.27% | +26+0.7% | 加碼 |
| Lincoln National Corp | 3,801 | $28.3 萬 | 0.01% | −662−14.8% | 減碼 |
| Bayesian Capital Management, LP | 3,800 | $28.2 萬 | 0.03% | +3,800 | 新進 |
| Itau Unibanco Holding S.A. | 3,798 | $28.2 萬 | 0.01% | +3,798 | 新進 |
| Sompo Asset Management Co., Ltd. | 3,790 | $28.2 萬 | 0.06% | −750−16.5% | 減碼 |
| Pathstone Family Office, LLC | 3,540 | $27.2 萬 | 0.00% | −7,621−68.3% | 減碼 |
| Clarius Group, LLC | 3,634 | $27.0 萬 | 0.02% | −28−0.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 3,621 | $26.9 萬 | 0.00% | +1,100+43.6% | 加碼 |
| Snowden Capital Advisors LLC | 3,580 | $26.6 萬 | 0.01% | −393−9.9% | 減碼 |
| Western Wealth Management, LLC | 3,546 | $26.4 萬 | 0.02% | +72+2.1% | 加碼 |
| Cresset Asset Management, LLC | 3,538 | $26.3 萬 | 0.01% | +1,120+46.3% | 加碼 |
| Prossimo Advisors, LLC | 3,539 | $26.3 萬 | 0.64% | −361−9.3% | 減碼 |
| Keybank National Association | 3,513 | $26.1 萬 | 0.00% | +25+0.7% | 加碼 |
| Raymond James Trust N.A. | 3,511 | $26.1 萬 | 0.01% | +184+5.5% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 3,500 | $26.0 萬 | 0.09% | −425−10.8% | 減碼 |
| Campbell & CO Investment Adviser LLC | 3,489 | $25.9 萬 | 0.05% | −4,681−57.3% | 減碼 |
| AIA Group Ltd | 3,464 | $25.7 萬 | 0.01% | −323−8.5% | 減碼 |
| Mma Asset Management LLC | 3,448 | $25.6 萬 | 0.18% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 3,414 | $25.4 萬 | 0.03% | +3,414 | 新進 |
| Rehmann Capital Advisory Group | 3,412 | $25.4 萬 | 0.02% | +34+1.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,353 | $24.9 萬 | 0.01% | −62−1.8% | 減碼 |
| WESPAC Advisors, LLC | 3,323 | $24.7 萬 | 0.23% | −647−16.3% | 減碼 |
| Wedge Capital Management L L P | 3,295 | $24.5 萬 | 0.00% | +384+13.2% | 加碼 |
| Northwest Wealth Management, LLC | 3,274 | $24.3 萬 | 0.09% | −99−2.9% | 減碼 |
| Gateway Advisory, LLC | 3,269 | $24.3 萬 | 0.05% | +3,269 | 新進 |
| Chesley Taft & Associates LLC | 3,263 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| Kapitalo Investimentos Ltda | 3,258 | $24.2 萬 | 0.08% | +3,258 | 新進 |
| Commons Capital, LLC | 3,218 | $23.9 萬 | 0.38% | −273−7.8% | 減碼 |
| Concord Wealth Partners | 3,217 | $23.9 萬 | 0.07% | −829−20.5% | 減碼 |
| Bessemer Group Inc | 3,197 | $23.8 萬 | 0.00% | −457−12.5% | 減碼 |
| 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 |
| Kinloch Capital, LLC | 3,130 | $23.3 萬 | 0.14% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 3,171 | $23.0 萬 | 0.10% | +184+6.2% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $22.8 萬 | 0.11% | 00.0% | 不變 |
| Meritage Group LP | 3,063 | $22.8 萬 | 0.01% | +3,063 | 新進 |