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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 4,504 | $34.2 萬 | 0.04% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 4,535 | $34.4 萬 | 0.09% | +356+8.5% | 加碼 |
| Sageworth Trust Co of South Dakota | 4,571 | $34.7 萬 | 0.86% | 00.0% | 不變 |
| Centennial Wealth Advisory LLC | 4,595 | $34.9 萬 | 0.18% | −51−1.1% | 減碼 |
| Ritholtz Wealth Management | 4,604 | $34.9 萬 | 0.02% | −696−13.1% | 減碼 |
| Independent Advisor Alliance | 4,637 | $35.2 萬 | 0.02% | +83+1.8% | 加碼 |
| Arete Wealth Advisors, LLC | 4,703 | $35.7 萬 | 0.03% | +4,703 | 新進 |
| Apollon Wealth Management, LLC | 4,765 | $36.1 萬 | 0.02% | +333+7.5% | 加碼 |
| Summit X, LLC | 4,769 | $36.2 萬 | 0.09% | −151−3.1% | 減碼 |
| Kingsview Wealth Management, LLC | 4,791 | $36.3 萬 | 0.01% | +398+9.1% | 加碼 |
| Cedrus LLC | 4,850 | $36.8 萬 | 0.26% | +148+3.1% | 加碼 |
| Erste Asset Management GmbH | 4,900 | $37.0 萬 | 0.01% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 4,945 | $37.9 萬 | 0.08% | −1,228−19.9% | 減碼 |
| JT Stratford LLC | 5,013 | $38.0 萬 | 0.10% | −1,697−25.3% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,070 | $38.4 萬 | 0.07% | +322+6.8% | 加碼 |
| Symmetry Partners, LLC | 5,082 | $38.5 萬 | 0.02% | −1,055−17.2% | 減碼 |
| Rockefeller Capital Management L.P. | 5,101 | $38.7 萬 | 0.00% | −173−3.3% | 減碼 |
| IFP Advisors, Inc | 6,885 | $38.9 萬 | 0.02% | +981+16.6% | 加碼 |
| Balentine LLC | 5,138 | $39.0 萬 | 0.01% | −4,161−44.7% | 減碼 |
| Benin Management CORP | 5,200 | $39.4 萬 | 0.14% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 5,242 | $39.8 萬 | 0.03% | +162+3.2% | 加碼 |
| Romano Brothers and Company | 5,278 | $40.0 萬 | 0.06% | −175−3.2% | 減碼 |
| MAI Capital Management | 5,310 | $40.3 萬 | 0.01% | −1,074−16.8% | 減碼 |
| MQS Management LLC | 5,319 | $40.3 萬 | 0.27% | +5,319 | 新進 |
| Coldstream Capital Management Inc | 5,325 | $40.4 萬 | 0.01% | −550−9.4% | 減碼 |
| RSM US Wealth Management LLC | 5,326 | $40.4 萬 | 0.01% | +257+5.1% | 加碼 |
| Banco BTG Pactual S.A. | 5,346 | $40.5 萬 | 0.26% | +5,346 | 新進 |
| CWA Asset Management Group, LLC | 5,362 | $40.7 萬 | 0.03% | +159+3.1% | 加碼 |
| Sawtooth Solutions, LLC | 5,375 | $40.8 萬 | 0.01% | −40−0.7% | 減碼 |
| Bleakley Financial Group, LLC | 5,381 | $40.8 萬 | 0.01% | −29−0.5% | 減碼 |
| United Capital Financial Advisers, LLC | 5,411 | $41.0 萬 | 0.00% | −77−1.4% | 減碼 |
| Equitable Holdings, Inc. | 5,421 | $41.1 萬 | 0.01% | +38+0.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,438 | $41.2 萬 | 0.01% | −211−3.7% | 減碼 |
| Resolute Wealth Strategies, LLC | 5,471 | $41.5 萬 | 0.32% | +4+0.1% | 加碼 |
| Waldron Private Wealth LLC | 5,530 | $41.9 萬 | 0.02% | +18+0.3% | 加碼 |
| Wedbush Securities Inc | 5,553 | $42.1 萬 | 0.02% | −389−6.5% | 減碼 |
| Integrated Wealth Concepts LLC | 5,554 | $42.1 萬 | 0.01% | −2,468−30.8% | 減碼 |
| Engineers Gate Manager LP | 5,596 | $42.4 萬 | 0.02% | +5,596 | 新進 |
| Beacon Pointe Advisors, LLC | 5,596 | $42.4 萬 | 0.01% | −12−0.2% | 減碼 |
| Capital Investment Advisors, LLC | 5,610 | $42.5 萬 | 0.01% | +333+6.3% | 加碼 |
| Heartland Bank & Trust Co | 5,648 | $42.8 萬 | 0.33% | −238−4.0% | 減碼 |
| Nemes Rush Group LLC | 5,673 | $43.0 萬 | 0.08% | +5,673 | 新進 |
| Sherbrooke Park Advisers LLC | 5,700 | $43.2 萬 | 0.23% | +5,700 | 新進 |
| Desjardins Global Asset Management Inc. | 5,733 | $43.5 萬 | 0.05% | +4,023+235.3% | 加碼 |
| Qtron Investments LLC | 5,842 | $44.3 萬 | 0.08% | −1,487−20.3% | 減碼 |
| Donoghue Forlines LLC | 5,859 | $44.4 萬 | 0.14% | −13,522−69.8% | 減碼 |
| Vestcor Inc | 5,876 | $44.6 萬 | 0.02% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 5,903 | $44.8 萬 | 0.02% | +5,903 | 新進 |
| FDx Advisors, Inc. | 5,902 | $44.8 萬 | 0.02% | +1,740+41.8% | 加碼 |
| Jacobi Capital Management LLC | 5,914 | $44.9 萬 | 0.05% | +1,238+26.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,972 | $45.3 萬 | 0.01% | +3,047+104.2% | 加碼 |
| Nicolet Bankshares Inc | 5,998 | $45.5 萬 | 0.13% | −50−0.8% | 減碼 |
| Hilltop Holdings Inc. | 6,017 | $45.6 萬 | 0.06% | +515+9.4% | 加碼 |
| Burney Co | 6,176 | $46.8 萬 | 0.02% | −1,304−17.4% | 減碼 |
| Continuum Advisory, LLC | 6,267 | $47.5 萬 | 0.08% | −62−1.0% | 減碼 |
| Twin Capital Management Inc | 6,276 | $47.6 萬 | 0.06% | −159−2.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,389 | $48.5 萬 | 0.02% | −320−4.8% | 減碼 |
| TownSquare Capital, LLC | 6,499 | $49.3 萬 | 0.01% | −72−1.1% | 減碼 |
| Axq Capital, LP | 6,600 | $50.1 萬 | 0.62% | −3,100−32.0% | 減碼 |
| Argonautica Private Wealth Management, Inc | 6,726 | $51.0 萬 | 0.23% | +199+3.0% | 加碼 |
| Regions Financial Corp | 6,765 | $51.3 萬 | 0.00% | +33+0.5% | 加碼 |
| ING Groep NV | 6,771 | $51.4 萬 | 0.00% | +6,771 | 新進 |
| Merit Financial Group, LLC | 6,794 | $51.5 萬 | 0.02% | +638+10.4% | 加碼 |
| Mokosak Advisory Group, LLC | 6,803 | $51.6 萬 | 0.20% | +18+0.3% | 加碼 |
| Acropolis Investment Management, LLC | 6,809 | $51.6 萬 | 0.04% | −1,214−15.1% | 減碼 |
| Forum Financial Management, LP | 6,879 | $52.2 萬 | 0.01% | −20.0% | 減碼 |
| Impax Asset Management Group plc | 6,892 | $52.3 萬 | 0.00% | +54+0.8% | 加碼 |
| Palisade Asset Management, LLC | 6,900 | $52.3 萬 | 0.06% | 00.0% | 不變 |
| Greenleaf Trust | 6,915 | $52.4 萬 | 0.01% | −160−2.3% | 減碼 |
| Fifth Third Bancorp | 6,952 | $52.7 萬 | 0.00% | −213−3.0% | 減碼 |
| Johnson Investment Counsel Inc | 6,952 | $52.7 萬 | 0.01% | 00.0% | 不變 |
| Metis Global Partners, LLC | 7,110 | $53.9 萬 | 0.03% | −164−2.3% | 減碼 |
| Unigestion Holding SA | 7,138 | $54.0 萬 | 0.03% | −1,521−17.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,121 | $54.0 萬 | 0.01% | −32−0.4% | 減碼 |
| Personal Cfo Solutions, LLC | 7,148 | $54.2 萬 | 0.11% | +106+1.5% | 加碼 |
| Agf Management Ltd | 7,295 | $55.3 萬 | 0.00% | −5,498−43.0% | 減碼 |
| Sunbelt Securities, Inc. | 7,343 | $55.7 萬 | 0.08% | −1,400−16.0% | 減碼 |
| Carret Asset Management, LLC | 7,391 | $56.1 萬 | 0.07% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 8,366 | $56.1 萬 | 0.19% | −23−0.3% | 減碼 |
| City State Bank | 7,438 | $56.4 萬 | 0.30% | −220−2.9% | 減碼 |
| Venture Visionary Partners LLC | 7,467 | $56.6 萬 | 0.03% | −1,178−13.6% | 減碼 |
| Wetherby Asset Management Inc | 7,486 | $56.8 萬 | 0.03% | −120−1.6% | 減碼 |
| Empirical Finance, LLC | 7,517 | $57.0 萬 | 0.04% | +761+11.3% | 加碼 |
| GWM Advisors LLC | 7,523 | $57.1 萬 | 0.01% | +176+2.4% | 加碼 |
| Wolff Financial Management LLC | 7,815 | $59.3 萬 | 0.52% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,850 | $59.5 萬 | 0.02% | −2,074−20.9% | 減碼 |
| Archford Capital Strategies, LLC | 7,246 | $60.7 萬 | 0.12% | +94+1.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,105 | $61.5 萬 | 0.05% | +8+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 8,161 | $61.9 萬 | 0.01% | −1,774−17.9% | 減碼 |
| Veritable, L.P. | 8,216 | $62.3 萬 | 0.01% | −1,328−13.9% | 減碼 |
| Gilbert & Cook, Inc. | 8,406 | $63.8 萬 | 0.10% | 00.0% | 不變 |
| Allworth Financial LP | 8,410 | $63.8 萬 | 0.01% | −110−1.3% | 減碼 |
| Strategy Asset Managers LLC | 8,474 | $64.3 萬 | 0.14% | +558+7.0% | 加碼 |
| Proequities, Inc. | 8,478 | $64.3 萬 | 0.05% | −641−7.0% | 減碼 |
| Verdence Capital Advisors LLC | 8,510 | $64.5 萬 | 0.07% | +1,851+27.8% | 加碼 |
| APG Asset Management N.V. | 9,347 | $65.0 萬 | 0.00% | −900−8.8% | 減碼 |
| Basepoint Wealth LLC | 8,710 | $66.1 萬 | 0.55% | +203+2.4% | 加碼 |
| Magnetar Financial LLC | 8,927 | $67.7 萬 | 0.01% | −69−0.8% | 減碼 |
| My Legacy Advisors, LLC | 8,493 | $67.9 萬 | 0.27% | −1,690−16.6% | 減碼 |
| KC Investment Advisors, LLC | 9,024 | $68.4 萬 | 0.46% | +878+10.8% | 加碼 |