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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 3,059 | $22.7 萬 | 0.05% | −14−0.5% | 減碼 |
| Renaissance Group LLC | 3,050 | $22.7 萬 | 0.01% | −312−9.3% | 減碼 |
| Sigma Planning Corp | 3,030 | $22.5 萬 | 0.01% | +9+0.3% | 加碼 |
| Comerica Securities,inc. | 3,013 | $22.4 萬 | 0.02% | −157−5.0% | 減碼 |
| Brown Advisory Inc | 3,010 | $22.4 萬 | 0.00% | −117−3.7% | 減碼 |
| Koshinski Asset Management, Inc. | 3,004 | $22.3 萬 | 0.02% | −15−0.5% | 減碼 |
| 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 |
| Wexford Capital LP | 2,963 | $22.0 萬 | 0.05% | +2,963 | 新進 |
| Horizon Investments, LLC | 2,960 | $22.0 萬 | 0.01% | −7,271−71.1% | 減碼 |
| Nilsine Partners, LLC | 2,949 | $21.9 萬 | 0.03% | +2,949 | 新進 |
| Cigna Investments Inc | 2,925 | $21.8 萬 | 0.04% | −104−3.4% | 減碼 |
| Atlas Capital Advisors LLC | 2,927 | $21.8 萬 | 0.03% | −193−6.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 2,925 | $21.7 萬 | 0.01% | −1,769−37.7% | 減碼 |
| StrategIQ Financial Group, LLC | 2,920 | $21.7 萬 | 0.03% | +2,920 | 新進 |
| Avantax Advisory Services, Inc. | 2,896 | $21.5 萬 | 0.00% | +456+18.7% | 加碼 |
| Boston Private Wealth LLC | 2,891 | $21.5 萬 | 0.00% | −2,392−45.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 2,825 | $21.0 萬 | 0.05% | −2,221−44.0% | 減碼 |
| Axxcess Wealth Management, LLC | 2,823 | $21.0 萬 | 0.02% | +245+9.5% | 加碼 |
| Security National Bank | 2,795 | $20.8 萬 | 0.06% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 2,780 | $20.7 萬 | 0.01% | +3+0.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 2,779 | $20.7 萬 | 0.00% | −5,072−64.6% | 減碼 |
| PFG Investments, LLC | 2,776 | $20.6 萬 | 0.04% | +2,776 | 新進 |
| Profund Advisors LLC | 2,772 | $20.6 萬 | 0.01% | +186+7.2% | 加碼 |
| Fund Management at Engine No. 1 LLC | 2,761 | $20.5 萬 | 0.04% | +255+10.2% | 加碼 |
| Sather Financial Group Inc | 2,754 | $20.5 萬 | 0.02% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 2,752 | $20.5 萬 | 0.09% | −469−14.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,747 | $20.4 萬 | 0.01% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 2,719 | $20.2 萬 | 0.01% | −366−11.9% | 減碼 |
| Resurgent Financial Advisors LLC | 2,692 | $20.0 萬 | 0.13% | +210+8.5% | 加碼 |
| Sageworth Trust Co | 2,577 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 1,688 | $19.0 萬 | 0.08% | 00.0% | 不變 |
| Whittier Trust Co | 2,518 | $18.7 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 2,479 | $18.4 萬 | 0.07% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,473 | $18.4 萬 | 0.01% | +529+27.2% | 加碼 |
| WealthPLAN Partners, LLC | 2,466 | $18.3 萬 | 0.02% | +39+1.6% | 加碼 |
| Signaturefd, LLC | 2,443 | $18.2 萬 | 0.00% | −102−4.0% | 減碼 |
| Denali Advisors LLC | 2,433 | $18.1 萬 | 0.08% | −1,967−44.7% | 減碼 |
| Harbour Investments, Inc. | 2,356 | $17.5 萬 | 0.01% | +366+18.4% | 加碼 |
| Huntington National Bank | 2,168 | $16.1 萬 | 0.00% | +249+13.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,155 | $16.0 萬 | 0.00% | −133−5.8% | 減碼 |
| Bartlett & Co. LLC | 2,155 | $16.0 萬 | 0.00% | −133−5.8% | 減碼 |
| Quadrant Capital Group LLC | 2,126 | $15.8 萬 | 0.02% | −3−0.1% | 減碼 |
| Accel Wealth Management | 1,956 | $14.5 萬 | 0.06% | +323+19.8% | 加碼 |
| Optimum Investment Advisors | 1,950 | $14.5 萬 | 0.08% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,908 | $14.2 萬 | 0.02% | +1,908 | 新進 |
| Syverson Strege & Co | 1,875 | $13.9 萬 | 0.06% | +38+2.1% | 加碼 |
| West Financial Advisors, LLC | 1,771 | $13.2 萬 | 0.03% | −55−3.0% | 減碼 |
| Silvant Capital Management LLC | 1,747 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Desjardins Global Asset Management Inc. | 1,710 | $12.7 萬 | 0.02% | +888+108.0% | 加碼 |
| Stonebridge Capital Advisors LLC | 1,644 | $12.2 萬 | 0.01% | +74+4.7% | 加碼 |
| Ten Capital Wealth Advisors, LLC | 1,578 | $11.7 萬 | 0.04% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,576 | $11.7 萬 | 0.02% | 00.0% | 不變 |
| Central Trust Co | 1,565 | $11.6 萬 | 0.00% | +137+9.6% | 加碼 |
| JNBA Financial Advisors | 1,532 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| AlphaCentric Advisors LLC | 1,518 | $11.3 萬 | 0.08% | −76−4.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,422 | $10.6 萬 | 0.00% | −205,578−99.3% | 減碼 |
| Hills Bank & Trust Co | 1,402 | $10.4 萬 | 0.01% | 00.0% | 不變 |
| Laffer Tengler Investments | 1,392 | $10.3 萬 | 0.03% | 00.0% | 不變 |
| Capital Analysts, LLC | 1,382 | $10.3 萬 | 0.01% | 00.0% | 不變 |
| TCTC Holdings, LLC | 1,380 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,202 | $10.1 萬 | 0.02% | 00.0% | 不變 |
| Archer Investment Corp | 1,244 | $9.80 萬 | 0.04% | +1,200+2,727.3% | 加碼 |
| JFS Wealth Advisors, LLC | 1,309 | $9.73 萬 | 0.01% | −43−3.2% | 減碼 |
| AdvisorNet Financial, Inc | 1,300 | $9.66 萬 | 0.01% | −49−3.6% | 減碼 |
| Tobam | 1,246 | $9.30 萬 | 0.01% | +463+59.1% | 加碼 |
| Quent Capital, LLC | 1,222 | $9.08 萬 | 0.02% | −66−5.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 1,203 | $8.90 萬 | 0.00% | −100−7.7% | 減碼 |
| Bokf, NA | 1,188 | $8.83 萬 | 0.00% | +1,188 | 新進 |
| State of Wyoming | 1,158 | $8.61 萬 | 0.03% | −62−5.1% | 減碼 |
| Motco | 1,136 | $8.44 萬 | 0.01% | +142+14.3% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,054 | $7.83 萬 | 0.01% | −2−0.2% | 減碼 |
| Private Trust Co NA | 1,017 | $7.56 萬 | 0.01% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 1,010 | $7.51 萬 | 0.02% | 00.0% | 不變 |
| Manchester Capital Management LLC | 977 | $7.26 萬 | 0.01% | +17+1.8% | 加碼 |
| Global Retirement Partners, LLC | 1,025 | $7.18 萬 | 0.00% | +826+415.1% | 加碼 |
| First Financial Corp | 955 | $7.10 萬 | 0.04% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 951 | $7.07 萬 | 0.03% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $7.06 萬 | 0.00% | −202−17.5% | 減碼 |
| TD Private Client Wealth LLC | 937 | $6.96 萬 | 0.00% | −22−2.3% | 減碼 |
| Ameritas Advisory Services, LLC | 922 | $6.93 萬 | 0.00% | +922 | 新進 |
| Old North State Trust, LLC | 922 | $6.90 萬 | 0.05% | 00.0% | 不變 |
| Level Financial Advisors, Inc. | 867 | $6.44 萬 | 0.04% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 719 | $6.00 萬 | 0.00% | −775−51.9% | 減碼 |
| Johnson Financial Group, Inc. | 804 | $5.98 萬 | 0.00% | +239+42.3% | 加碼 |
| Geneos Wealth Management Inc. | 803 | $5.97 萬 | 0.00% | −245−23.4% | 減碼 |
| Plante Moran Financial Advisors, LLC | 795 | $5.91 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 791 | $5.88 萬 | 0.00% | −1,211−60.5% | 減碼 |
| McClarren Financial Advisors, Inc. | 768 | $5.70 萬 | 0.05% | +5+0.7% | 加碼 |
| Deseret Mutual Benefit Administrators | 750 | $5.57 萬 | 0.02% | 00.0% | 不變 |
| Gradient Investments LLC | 744 | $5.53 萬 | 0.00% | −201−21.3% | 減碼 |
| MV Capital Management, Inc. | 738 | $5.48 萬 | 0.01% | +588+392.0% | 加碼 |
| Marquette Asset Management, LLC | 728 | $5.41 萬 | 0.01% | +360+97.8% | 加碼 |
| Stephens Consulting, LLC | 725 | $5.39 萬 | 0.03% | 00.0% | 不變 |
| CVA Family Office, LLC | 725 | $5.39 萬 | 0.01% | +5+0.7% | 加碼 |
| Parkside Financial Bank & Trust | 711 | $5.28 萬 | 0.01% | +3+0.4% | 加碼 |
| Godsey & Gibb Associates | 700 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 700 | $5.20 萬 | 0.00% | +700 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 676 | $5.02 萬 | 0.02% | 00.0% | 不變 |
| City Holding Co | 672 | $4.99 萬 | 0.01% | 00.0% | 不變 |