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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 1,969 | $14.9 萬 | 0.02% | −497−20.2% | 減碼 |
| Quadrant Capital Group LLC | 2,119 | $16.1 萬 | 0.02% | −7−0.3% | 減碼 |
| Tobam | 2,169 | $16.4 萬 | 0.01% | +923+74.1% | 加碼 |
| Parallel Advisors, LLC | 2,216 | $16.8 萬 | 0.01% | −257−10.4% | 減碼 |
| Signaturefd, LLC | 2,410 | $18.3 萬 | 0.00% | −33−1.4% | 減碼 |
| VisionPoint Advisory Group, LLC | 2,462 | $18.7 萬 | 0.08% | +2,462 | 新進 |
| TSFG, LLC | 2,479 | $18.8 萬 | 0.07% | 00.0% | 不變 |
| Whittier Trust Co | 2,500 | $19.0 萬 | 0.00% | −18−0.7% | 減碼 |
| West Financial Advisors, LLC | 2,525 | $19.1 萬 | 0.05% | +754+42.6% | 加碼 |
| Atlas Capital Advisors LLC | 2,535 | $19.2 萬 | 0.03% | −392−13.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,557 | $19.4 萬 | 0.01% | −3,314−56.4% | 減碼 |
| Checchi Capital Advisers, LLC | 2,651 | $20.1 萬 | 0.02% | +2,651 | 新進 |
| Trust Asset Management LLC | 2,678 | $20.3 萬 | 0.02% | +2,678 | 新進 |
| Resurgent Financial Advisors LLC | 2,690 | $20.4 萬 | 0.14% | −2−0.1% | 減碼 |
| Brighton Jones LLC | 2,701 | $20.5 萬 | 0.01% | +2,701 | 新進 |
| Profund Advisors LLC | 2,702 | $20.5 萬 | 0.01% | −70−2.5% | 減碼 |
| Sigma Planning Corp | 2,744 | $20.8 萬 | 0.01% | −286−9.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,747 | $20.8 萬 | 0.01% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 2,751 | $20.9 萬 | 0.02% | +2,751 | 新進 |
| Sather Financial Group Inc | 2,754 | $20.9 萬 | 0.02% | 00.0% | 不變 |
| Commons Capital, LLC | 2,754 | $20.9 萬 | 0.31% | −464−14.4% | 減碼 |
| Security National Bank | 2,795 | $21.2 萬 | 0.05% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 2,796 | $21.2 萬 | 0.00% | +17+0.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 2,797 | $21.2 萬 | 0.02% | +17+0.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,825 | $21.4 萬 | 0.04% | 00.0% | 不變 |
| Latitude Advisors, LLC | 2,873 | $21.8 萬 | 0.15% | +2,873 | 新進 |
| Cora Capital Advisors LLC | 2,878 | $21.8 萬 | 0.15% | +2,878 | 新進 |
| IHT Wealth Management, LLC | 2,886 | $21.9 萬 | 0.01% | +167+6.1% | 加碼 |
| Cigna Investments Inc | 2,925 | $22.1 萬 | 0.04% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 2,940 | $22.3 萬 | 0.04% | +179+6.5% | 加碼 |
| Bessemer Group Inc | 2,939 | $22.3 萬 | 0.00% | −258−8.1% | 減碼 |
| Nilsine Partners, LLC | 2,971 | $22.5 萬 | 0.03% | +22+0.7% | 加碼 |
| Comerica Securities,inc. | 2,994 | $22.7 萬 | 0.02% | −19−0.6% | 減碼 |
| CRA Financial Services, LLC | 3,000 | $22.8 萬 | 0.06% | 00.0% | 不變 |
| Security National Bank of So Dak | 3,000 | $22.8 萬 | 0.16% | +3,000 | 新進 |
| Glassy Mountain Advisors, Inc. | 3,000 | $22.8 萬 | 0.10% | +3,000 | 新進 |
| Redhawk Wealth Advisors, Inc. | 3,015 | $22.9 萬 | 0.07% | +15+0.5% | 加碼 |
| Northwest Wealth Management, LLC | 3,023 | $22.9 萬 | 0.08% | −251−7.7% | 減碼 |
| Veriti Management LLC | 3,035 | $23.0 萬 | 0.03% | +3,035 | 新進 |
| Park National Corp | 3,055 | $23.2 萬 | 0.01% | +3,055 | 新進 |
| Central Trust Co | 3,065 | $23.2 萬 | 0.01% | +1,500+95.8% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $23.3 萬 | 0.11% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 2,982 | $23.4 萬 | 0.10% | +1,294+76.7% | 加碼 |
| Lincoln National Corp | 3,106 | $23.6 萬 | 0.00% | −695−18.3% | 減碼 |
| Rehmann Capital Advisory Group | 3,107 | $23.6 萬 | 0.02% | −305−8.9% | 減碼 |
| Kinloch Capital, LLC | 3,130 | $23.7 萬 | 0.14% | 00.0% | 不變 |
| AXA S.A. | 3,151 | $23.9 萬 | 0.00% | −32,191−91.1% | 減碼 |
| Horizon Investments, LLC | 3,162 | $24.0 萬 | 0.01% | +202+6.8% | 加碼 |
| Koshinski Asset Management, Inc. | 3,171 | $24.0 萬 | 0.03% | +167+5.6% | 加碼 |
| Western Wealth Management, LLC | 3,179 | $24.1 萬 | 0.02% | −367−10.3% | 減碼 |
| Pathstone Family Office, LLC | 3,208 | $24.3 萬 | 0.00% | −332−9.4% | 減碼 |
| DoubleLine ETF Adviser LP | 3,233 | $24.5 萬 | 0.09% | +481+17.5% | 加碼 |
| Geller Advisors LLC | 3,248 | $24.6 萬 | 0.03% | +3,248 | 新進 |
| Prossimo Advisors, LLC | 3,259 | $24.7 萬 | 0.24% | −280−7.9% | 減碼 |
| First Citizens Financial Corp | 3,261 | $24.7 萬 | 0.17% | +3,261 | 新進 |
| Chesley Taft & Associates LLC | 3,266 | $24.8 萬 | 0.02% | +3+0.1% | 加碼 |
| Advisory Services Network, LLC | 3,272 | $24.8 萬 | 0.01% | −3,048−48.2% | 減碼 |
| Ossiam | 3,303 | $25.1 萬 | 0.00% | −108,355−97.0% | 減碼 |
| Northern Oak Wealth Management Inc | 3,308 | $25.1 萬 | 0.03% | −106−3.1% | 減碼 |
| WESPAC Advisors, LLC | 3,323 | $25.2 萬 | 0.20% | 00.0% | 不變 |
| Concord Wealth Partners | 3,354 | $25.4 萬 | 0.05% | +137+4.3% | 加碼 |
| Renaissance Group LLC | 3,392 | $25.7 萬 | 0.01% | +342+11.2% | 加碼 |
| StrategIQ Financial Group, LLC | 3,420 | $25.9 萬 | 0.03% | +500+17.1% | 加碼 |
| Astoria Portfolio Advisors LLC. | 3,260 | $26.1 萬 | 0.10% | +89+2.8% | 加碼 |
| Keybank National Association | 3,438 | $26.1 萬 | 0.00% | −75−2.1% | 減碼 |
| Raymond James Trust N.A. | 3,450 | $26.2 萬 | 0.01% | −61−1.7% | 減碼 |
| Archer Investment Corp | 3,479 | $26.4 萬 | 0.09% | +2,235+179.7% | 加碼 |
| Snowden Capital Advisors LLC | 3,487 | $26.4 萬 | 0.01% | −93−2.6% | 減碼 |
| Mma Asset Management LLC | 3,505 | $26.6 萬 | 0.16% | +57+1.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,595 | $27.3 萬 | 0.01% | +242+7.2% | 加碼 |
| Iron Horse Wealth Management, LLC | 3,629 | $27.5 萬 | 0.14% | −250−6.4% | 減碼 |
| Adviser Investments LLC | 3,752 | $28.5 萬 | 0.01% | +3,752 | 新進 |
| Auxano Advisors, LLC | 3,855 | $28.7 萬 | 0.11% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 3,780 | $28.7 萬 | 0.07% | +521+16.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 3,790 | $28.7 萬 | 0.05% | 00.0% | 不變 |
| Inceptionr LLC | 3,791 | $28.8 萬 | 0.15% | +3,791 | 新進 |
| CAPROCK Group, Inc. | 3,791 | $28.8 萬 | 0.02% | −340−8.2% | 減碼 |
| Olistico Wealth, LLC | 3,830 | $29.0 萬 | 0.25% | +26+0.7% | 加碼 |
| Pitcairn Co | 3,863 | $29.3 萬 | 0.02% | −19−0.5% | 減碼 |
| 9258 Wealth Management, LLC | 3,883 | $29.4 萬 | 0.06% | +18+0.5% | 加碼 |
| Legacy Bridge, LLC | 3,895 | $29.5 萬 | 0.20% | 00.0% | 不變 |
| Everence Capital Management Inc | 4,530 | $29.7 萬 | 0.02% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 3,923 | $29.8 萬 | 0.06% | 00.0% | 不變 |
| Colony Group LLC | 3,956 | $30.0 萬 | 0.00% | −25−0.6% | 減碼 |
| Cornercap Investment Counsel Inc | 3,987 | $30.2 萬 | 0.05% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 4,048 | $30.7 萬 | 0.03% | +4,048 | 新進 |
| Alps Advisors Inc | 4,124 | $31.3 萬 | 0.00% | +30+0.7% | 加碼 |
| Ieq Capital, LLC | 4,145 | $31.4 萬 | 0.01% | −1,536−27.0% | 減碼 |
| HBK Sorce Advisory LLC | 4,153 | $31.5 萬 | 0.01% | +140+3.5% | 加碼 |
| Bartlett & Co. LLC | 4,155 | $31.5 萬 | 0.01% | +2,000+92.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 4,155 | $31.5 萬 | 0.01% | +2,000+92.8% | 加碼 |
| Clarius Group, LLC | 4,208 | $31.9 萬 | 0.02% | +574+15.8% | 加碼 |
| Lake Street Financial LLC | 4,212 | $31.9 萬 | 0.06% | −985−19.0% | 減碼 |
| Center For Asset Management LLC | 4,214 | $32.0 萬 | 0.30% | +4,214 | 新進 |
| Federation des caisses Desjardins du Quebec | 4,300 | $32.6 萬 | 0.00% | −454−9.5% | 減碼 |
| Capstone Investment Advisors, LLC | 4,306 | $32.7 萬 | 0.01% | −79−1.8% | 減碼 |
| Farmers & Merchants Investments Inc | 4,338 | $32.9 萬 | 0.01% | 00.0% | 不變 |
| Blair William & Co | 4,475 | $33.9 萬 | 0.00% | −9−0.2% | 減碼 |
| Verition Fund Management LLC | 4,478 | $34.0 萬 | 0.01% | −4,288−48.9% | 減碼 |
| Ellevest, Inc. | 4,495 | $34.1 萬 | 0.03% | −5−0.1% | 減碼 |