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 2 季 13F 持有人
Principal Financial Group Inc 在 2023/6/30 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
- 731
- 較 2023 年第 1 季 −9 家
- 持有股數
- 1.74 億
- 較 2023 年第 1 季 −1,034 萬 (−5.6%)
- 總市值
- $132.1 億
- 較 2023 年第 1 季 −$2.28 億 (−1.7%)
- 新進機構
- 57
- 另有 225 家加碼
- 清倉機構
- 66
- 另有 296 家減碼
另有 5 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 29,456,419 | $22.3 億 | 0.05% | −283,759−1.0% | 減碼 |
| BlackRock Inc. | 19,917,907 | $15.1 億 | 0.04% | −1,530,026−7.1% | 減碼 |
| Nippon Life Insurance Co | 18,137,000 | $13.8 億 | 65.67% | 00.0% | 不變 |
| Bank of America Corp | 13,722,620 | $10.4 億 | 0.12% | −2,871,168−17.3% | 減碼 |
| State Street Corp | 10,146,771 | $7.70 億 | 0.04% | +258,621+2.6% | 加碼 |
| Capital Research Global Investors | 9,149,111 | $6.94 億 | 0.19% | +813,139+9.8% | 加碼 |
| Geode Capital Management, LLC | 5,603,444 | $4.24 億 | 0.05% | +87,605+1.6% | 加碼 |
| Northern Trust Corp | 3,904,863 | $2.96 億 | 0.06% | −53,885−1.4% | 減碼 |
| Dimensional Fund Advisors LP | 3,872,839 | $2.94 億 | 0.09% | +227,364+6.2% | 加碼 |
| Wellington Management Group LLP | 3,848,329 | $2.92 億 | 0.06% | +870,872+29.2% | 加碼 |
| Norges Bank | 2,700,235 | $2.05 億 | 0.04% | +58,981+2.2% | 加碼 |
| Morgan Stanley | 2,662,521 | $2.02 億 | 0.02% | −231,343−8.0% | 減碼 |
| First Trust Advisors LP | 2,661,992 | $2.02 億 | 0.23% | −2,240,032−45.7% | 減碼 |
| Goldman Sachs Group Inc | 2,344,673 | $1.78 億 | 0.05% | −34,552−1.5% | 減碼 |
| Legal & General Group Plc | 2,094,887 | $1.59 億 | 0.05% | +277,588+15.3% | 加碼 |
| Royal Bank of Canada | 2,002,886 | $1.52 億 | 0.04% | −161,755−7.5% | 減碼 |
| Invesco Ltd. | 1,982,630 | $1.50 億 | 0.04% | +182,922+10.2% | 加碼 |
| Bank of New York Mellon Corp | 1,759,323 | $1.33 億 | 0.03% | −50,420−2.8% | 減碼 |
| Charles Schwab Investment Management Inc | 1,278,571 | $9,697 萬 | 0.03% | −2,650−0.2% | 減碼 |
| Mairs & Power Inc | 1,202,659 | $9,121 萬 | 0.99% | −16,076−1.3% | 減碼 |
| UBS Asset Management Americas Inc | 1,109,980 | $8,249 萬 | 0.04% | 00.0% | 不變 |
| Swiss National Bank | 877,600 | $6,656 萬 | 0.05% | −93,500−9.6% | 減碼 |
| HSBC Holdings PLC | 754,530 | $5,723 萬 | 0.06% | +138,612+22.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 676,869 | $5,133 萬 | 0.04% | −68,228−9.2% | 減碼 |
| Amundi | 668,307 | $5,119 萬 | 0.03% | +13,974+2.1% | 加碼 |
| Deutsche Bank AG | 619,796 | $4,701 萬 | 0.02% | +2,974+0.5% | 加碼 |
| FMR LLC | 598,322 | $4,538 萬 | 0.00% | −32,086−5.1% | 減碼 |
| AQR Capital Management LLC | 586,284 | $4,446 萬 | 0.09% | −26,242−4.3% | 減碼 |
| Nuveen Asset Management, LLC | 565,692 | $4,290 萬 | 0.01% | −8,302−1.4% | 減碼 |
| Barclays PLC | 562,034 | $4,262 萬 | 0.03% | −80,082−12.5% | 減碼 |
| Rhumbline Advisers | 533,363 | $4,045 萬 | 0.05% | +12,533+2.4% | 加碼 |
| Marshall Wace, LLP | 527,218 | $3,998 萬 | 0.09% | +337,855+178.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 488,101 | $3,702 萬 | 0.27% | +880.0% | 加碼 |
| California Public Employees Retirement System | 476,381 | $3,613 萬 | 0.03% | −45,315−8.7% | 減碼 |
| Balyasny Asset Management LLC | 473,664 | $3,592 萬 | 0.10% | −151,371−24.2% | 減碼 |
| JPMorgan Chase & Co | 473,407 | $3,590 萬 | 0.00% | −8,155−1.7% | 減碼 |
| Millennium Management LLC | 460,637 | $3,493 萬 | 0.04% | +275,481+148.8% | 加碼 |
| Citadel Advisors LLC | 456,931 | $3,465 萬 | 0.04% | +444,862+3,686.0% | 加碼 |
| Victory Capital Management Inc | 456,049 | $3,459 萬 | 0.04% | −257,947−36.1% | 減碼 |
| Assetmark, Inc | 444,791 | $3,373 萬 | 0.13% | −50,559−10.2% | 減碼 |
| Envestnet Asset Management Inc | 439,223 | $3,331 萬 | 0.01% | −3,685,735−89.4% | 減碼 |
| Credit Suisse AG | 421,147 | $3,199 萬 | 0.03% | −371,329−46.9% | 減碼 |
| National Pension Service | 407,176 | $3,079 萬 | 0.05% | +38,152+10.3% | 加碼 |
| California State Teachers Retirement System | 401,730 | $3,047 萬 | 0.04% | −18,949−4.5% | 減碼 |
| Allianz Asset Management GmbH | 395,847 | $3,002 萬 | 0.06% | −11,166−2.7% | 減碼 |
| North Star Asset Management Inc | 394,494 | $2,992 萬 | 1.65% | +3,050+0.8% | 加碼 |
| Qube Research & Technologies Ltd | 391,229 | $2,967 萬 | 0.12% | +314,091+407.2% | 加碼 |
| UBS Group AG | 360,583 | $2,735 萬 | 0.01% | +23,991+7.1% | 加碼 |
| Brandywine Global Investment Management, LLC | 346,628 | $2,629 萬 | 0.22% | −52,123−13.1% | 減碼 |
| Korea Investment CORP | 338,691 | $2,569 萬 | 0.07% | +111,603+49.1% | 加碼 |
| Alliancebernstein L.P. | 337,638 | $2,561 萬 | 0.01% | −21,518−6.0% | 減碼 |
| Great West Life Assurance Co | 327,617 | $2,498 萬 | 0.06% | +46,784+16.7% | 加碼 |
| GW Henssler & Associates Ltd | 325,816 | $2,471 萬 | 1.62% | +2,607+0.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 314,717 | $2,387 萬 | 0.35% | +67,204+27.2% | 加碼 |
| New York State Teachers Retirement System | 306,182 | $2,322 萬 | 0.05% | −4,074−1.3% | 減碼 |
| Price T Rowe Associates Inc | 304,277 | $2,308 萬 | 0.00% | −2,970−1.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 297,274 | $2,255 萬 | 0.15% | −172,309−36.7% | 減碼 |
| Storebrand Asset Management AS | 295,985 | $2,245 萬 | 0.10% | −2,258−0.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 288,697 | $2,189 萬 | 0.05% | −8,192−2.8% | 減碼 |
| Principal Financial Group Inc | 271,171 | $2,057 萬 | 0.01% | −3,666−1.3% | 減碼 |
| Man Group plc | 258,527 | $1,961 萬 | 0.06% | – | – |
| New York State Common Retirement Fund | 251,909 | $1,910 萬 | 0.02% | −13,952−5.2% | 減碼 |
| Russell Investments Group, Ltd. | 251,440 | $1,906 萬 | 0.04% | +68,337+37.3% | 加碼 |
| AustralianSuper Pty Ltd | 239,321 | $1,815 萬 | 0.12% | −80,596−25.2% | 減碼 |
| AE Wealth Management LLC | 229,324 | $1,739 萬 | 0.10% | −9,814−4.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 226,336 | $1,717 萬 | 0.03% | −46,643−17.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 225,000 | $1,706 萬 | 0.04% | +225,000 | 新進 |
| The PNC Financial Services Group, Inc. | 220,848 | $1,675 萬 | 0.01% | −13,895−5.9% | 減碼 |
| Susquehanna International Group, LLP | 219,780 | $1,667 萬 | 0.03% | −78,756−26.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213,343 | $1,618 萬 | 0.03% | +28,641+15.5% | 加碼 |
| Wells Fargo & Company | 210,187 | $1,594 萬 | 0.00% | −24,216−10.3% | 減碼 |
| Mercer Global Advisors Inc | 208,750 | $1,583 萬 | 0.06% | +4,989+2.4% | 加碼 |
| Squarepoint Ops LLC | 207,112 | $1,571 萬 | 0.09% | −101,414−32.9% | 減碼 |
| Argent Capital Management LLC | 206,961 | $1,570 萬 | 0.51% | −128,807−38.4% | 減碼 |
| Swedbank AB | 205,162 | $1,556 萬 | 0.03% | 00.0% | 不變 |
| Prudential Financial Inc | 200,514 | $1,521 萬 | 0.02% | −2,577−1.3% | 減碼 |
| Achmea Investment Management B.V. | 193,183 | $1,465 萬 | 0.31% | +30,333+18.6% | 加碼 |
| Ameriprise Financial Inc | 189,341 | $1,436 萬 | 0.00% | −40,682−17.7% | 減碼 |
| Bank of Montreal | 173,084 | $1,320 萬 | 0.01% | −1,027−0.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 166,338 | $1,262 萬 | 0.03% | −3,058−1.8% | 減碼 |
| Toronto Dominion Bank | 162,766 | $1,234 萬 | 0.02% | +36,012+28.4% | 加碼 |
| Pictet Asset Management SA | 161,446 | $1,224 萬 | 0.01% | +6,051+3.9% | 加碼 |
| NewEdge Wealth, LLC | 159,029 | $1,206 萬 | 0.40% | +8,548+5.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 156,353 | $1,186 萬 | 0.01% | −4,856−3.0% | 減碼 |
| Ensign Peak Advisors, Inc | 156,220 | $1,185 萬 | 0.02% | −77,725−33.2% | 減碼 |
| Royal London Asset Management Ltd | 155,618 | $1,180 萬 | 0.04% | +50,177+47.6% | 加碼 |
| Citigroup Inc | 148,586 | $1,127 萬 | 0.01% | −201,838−57.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 145,670 | $1,105 萬 | 0.02% | +55,809+62.1% | 加碼 |
| Sound Income Strategies, LLC | 143,757 | $1,090 萬 | 1.12% | +10,447+7.8% | 加碼 |
| Brookfield Asset Management Inc. | 143,245 | $1,086 萬 | 0.04% | −34,595−19.5% | 減碼 |
| Teacher Retirement System of Texas | 139,954 | $1,061 萬 | 0.07% | +17,883+14.6% | 加碼 |
| Intech Investment Management LLC | 137,889 | $1,046 萬 | 0.11% | −133,361−49.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 137,109 | $1,040 萬 | 0.02% | +3,246+2.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 135,746 | $1,029 萬 | 0.03% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 134,368 | $1,020 萬 | 0.02% | +3,280+2.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 133,095 | $1,009 萬 | 0.03% | +4,522+3.5% | 加碼 |
| Goelzer Investment Management, Inc. | 131,646 | $998.4 萬 | 0.85% | +11,502+9.6% | 加碼 |
| State of Wisconsin Investment Board | 131,288 | $995.7 萬 | 0.03% | −1,817−1.4% | 減碼 |
| Commerce Bank | 131,112 | $994.4 萬 | 0.07% | −759−0.6% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 129,887 | $985.1 萬 | 0.04% | −2,350−1.8% | 減碼 |