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 |
|---|---|---|---|---|---|
| Columbus Macro, LLC | 21,923 | $168.1 萬 | 0.67% | −899−3.9% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,697 | $172.1 萬 | 1.70% | −1,414−5.9% | 減碼 |
| Creative Planning | 23,192 | $175.9 萬 | 0.00% | +975+4.4% | 加碼 |
| STRS Ohio | 23,293 | $176.6 萬 | 0.01% | −7,587−24.6% | 減碼 |
| Toroso Investments, LLC | 23,341 | $177.0 萬 | 0.05% | +2,930+14.4% | 加碼 |
| Mariner, LLC | 23,742 | $180.1 萬 | 0.00% | −2,015−7.8% | 減碼 |
| JustInvest LLC | 23,900 | $181.3 萬 | 0.06% | −450−1.8% | 減碼 |
| Ontario Teachers Pension Plan Board | 24,384 | $184.9 萬 | 0.02% | 00.0% | 不變 |
| Hancock Whitney Corp | 24,459 | $185.4 萬 | 0.07% | −3,916−13.8% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 24,505 | $185.8 萬 | 0.40% | −2,582−9.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 24,524 | $185.9 萬 | 0.05% | −7,661−23.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 24,878 | $188.7 萬 | 0.00% | +2,246+9.9% | 加碼 |
| Hohimer Wealth Management, LLC | 25,008 | $189.7 萬 | 0.52% | 00.0% | 不變 |
| SG Americas Securities, LLC | 25,675 | $194.7 萬 | 0.02% | +15,966+164.4% | 加碼 |
| Nissay Asset Management Corp | 25,753 | $195.3 萬 | 0.02% | −1,094−4.1% | 減碼 |
| Cetera Advisor Networks LLC | 26,498 | $201.0 萬 | 0.01% | +1,988+8.1% | 加碼 |
| Czech National Bank | 26,728 | $202.7 萬 | 0.05% | −112−0.4% | 減碼 |
| Mount Lucas Management LP | 26,795 | $203.2 萬 | 0.73% | −5,243−16.4% | 減碼 |
| SEI Investments Co | 27,340 | $207.4 萬 | 0.00% | −42,418−60.8% | 減碼 |
| BerganKDV Wealth Management, LLC | 27,620 | $209.5 萬 | 0.21% | −2,301−7.7% | 減碼 |
| Vident Investment Advisory, LLC | 28,069 | $212.9 萬 | 0.07% | −11,943−29.8% | 減碼 |
| Ascent Group, LLC | 28,202 | $222.8 萬 | 0.25% | +2,164+8.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,523 | $223.9 萬 | 0.01% | −426−1.4% | 減碼 |
| Pinebridge Investments, L.P. | 29,735 | $225.5 萬 | 0.02% | +29,735 | 新進 |
| Conning Inc. | 30,012 | $227.6 萬 | 0.08% | +6,947+30.1% | 加碼 |
| Banque Pictet & Cie SA | 30,375 | $230.4 萬 | 0.02% | +13,875+84.1% | 加碼 |
| Mackenzie Financial Corp | 30,840 | $236.2 萬 | 0.00% | +2,120+7.4% | 加碼 |
| La Banque Postale Asset Management SA | 31,148 | $236.2 萬 | 0.06% | +2,395+8.3% | 加碼 |
| Xponance, Inc. | 31,216 | $236.7 萬 | 0.03% | +97+0.3% | 加碼 |
| First Republic Investment Management, Inc. | 31,329 | $237.6 萬 | 0.01% | −6,922−18.1% | 減碼 |
| Investment Management Corp of Ontario | 31,607 | $239.7 萬 | 0.10% | +6,074+23.8% | 加碼 |
| Siemens Fonds Invest GmbH | 31,858 | $240.4 萬 | 0.23% | −567−1.7% | 減碼 |
| ExodusPoint Capital Management, LP | 31,881 | $241.8 萬 | 0.03% | −20,238−38.8% | 減碼 |
| Park Avenue Securities LLC | 32,213 | $244.3 萬 | 0.04% | −2,943−8.4% | 減碼 |
| Mutual of America Capital Management LLC | 32,488 | $246.4 萬 | 0.03% | −84−0.3% | 減碼 |
| Alaska Permanent Fund Corp | 32,700 | $248.0 萬 | 0.05% | +32,700 | 新進 |
| Franklin Resources Inc | 33,053 | $250.7 萬 | 0.00% | −50,605−60.5% | 減碼 |
| Van Eck Associates Corp | 33,321 | $252.7 萬 | 0.01% | +764+2.3% | 加碼 |
| US Bancorp | 33,375 | $253.1 萬 | 0.00% | −731−2.1% | 減碼 |
| Schroder Investment Management Group | 33,971 | $257.6 萬 | 0.00% | −2,949−8.0% | 減碼 |
| Janus Henderson Group PLC | 34,049 | $258.2 萬 | 0.00% | −2,349−6.5% | 減碼 |
| Avantax Planning Partners, Inc. | 34,046 | $258.2 萬 | 0.10% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 34,187 | $259.3 萬 | 0.03% | +306+0.9% | 加碼 |
| Dakota Wealth Management | 34,408 | $261.0 萬 | 0.12% | 00.0% | 不變 |
| Private Advisor Group, LLC | 34,007 | $267.3 萬 | 0.02% | +2,897+9.3% | 加碼 |
| Cetera Investment Advisers | 35,255 | $267.4 萬 | 0.02% | −1,281−3.5% | 減碼 |
| New York Life Investment Management LLC | 35,596 | $270.0 萬 | 0.03% | −459−1.3% | 減碼 |
| Arjuna Capital | 35,934 | $272.5 萬 | 0.97% | +1,171+3.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 36,248 | $274.9 萬 | 0.03% | −39,543−52.2% | 減碼 |
| State of Tennessee, Treasury Department | 36,771 | $278.9 萬 | 0.01% | 00.0% | 不變 |
| Foster & Motley Inc | 38,212 | $289.8 萬 | 0.22% | +10,654+38.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,377 | $298.6 萬 | 0.02% | +801+2.1% | 加碼 |
| Bridgeway Capital Management, LLC | 39,500 | $299.6 萬 | 0.07% | +39,500 | 新進 |
| 1832 Asset Management L.P. | 40,394 | $306.3 萬 | 0.01% | +1,069+2.7% | 加碼 |
| Ethic Inc. | 40,692 | $308.6 萬 | 0.11% | +3,142+8.4% | 加碼 |
| Iowa State Bank | 41,298 | $313.2 萬 | 0.79% | +236+0.6% | 加碼 |
| Utah Retirement Systems | 41,513 | $314.8 萬 | 0.04% | −1,600−3.7% | 減碼 |
| CIBC Asset Management Inc | 42,028 | $318.7 萬 | 0.01% | −1,047−2.4% | 減碼 |
| Meritage Portfolio Management | 42,455 | $322.0 萬 | 0.23% | +1,703+4.2% | 加碼 |
| Tredje AP-fonden | 43,856 | $332.6 萬 | 0.05% | −8,028−15.5% | 減碼 |
| Freestone Capital Holdings, LLC | 44,506 | $337.5 萬 | 0.14% | +95+0.2% | 加碼 |
| Wedge Capital Management L L P | 44,668 | $338.8 萬 | 0.05% | +41,373+1,255.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $341.3 萬 | 0.02% | +43,578+3,064.6% | 加碼 |
| CIBC World Markets Corp | 46,054 | $349.3 萬 | 0.03% | +16,162+54.1% | 加碼 |
| Texas Permanent School Fund | 48,463 | $367.5 萬 | 0.03% | −93−0.2% | 減碼 |
| Neuberger Berman Group LLC | 50,877 | $385.9 萬 | 0.00% | +16,899+49.7% | 加碼 |
| ProShare Advisors LLC | 50,903 | $386.0 萬 | 0.01% | +572+1.1% | 加碼 |
| Retirement Systems of Alabama | 51,316 | $389.2 萬 | 0.02% | −15,944−23.7% | 減碼 |
| IFM Investors Pty Ltd | 51,612 | $391.4 萬 | 0.05% | +973+1.9% | 加碼 |
| Public Sector Pension Investment Board | 51,694 | $392.0 萬 | 0.03% | −3,273−6.0% | 減碼 |
| Wealthfront Advisers LLC | 54,179 | $410.9 萬 | 0.02% | −5,602−9.4% | 減碼 |
| Unison Advisors LLC | 55,646 | $422.0 萬 | 0.47% | +466+0.8% | 加碼 |
| LSV Asset Management | 56,400 | $427.7 萬 | 0.01% | −171,900−75.3% | 減碼 |
| Jane Street Group, LLC | 56,962 | $432.0 萬 | 0.01% | −43,459−43.3% | 減碼 |
| MetLife Investment Management | 57,619 | $437.0 萬 | 0.03% | −1,404−2.4% | 減碼 |
| DnB Asset Management AS | 58,203 | $441.4 萬 | 0.03% | −174−0.3% | 減碼 |
| National Bank of Canada | 58,403 | $445.4 萬 | 0.01% | +22,494+62.6% | 加碼 |
| Amalgamated Bank | 59,448 | $450.9 萬 | 0.04% | −773−1.3% | 減碼 |
| Beacon Financial Group | 60,096 | $454.4 萬 | 0.62% | −456−0.8% | 減碼 |
| Captrust Financial Advisors | 60,257 | $457.0 萬 | 0.02% | +1,574+2.7% | 加碼 |
| Hoylecohen, LLC | 61,377 | $465.5 萬 | 0.41% | −1,710−2.7% | 減碼 |
| American International Group, Inc. | 62,091 | $470.9 萬 | 0.03% | −124−0.2% | 減碼 |
| Forsta Ap-Fonden | 62,400 | $473.2 萬 | 0.05% | +20,900+50.4% | 加碼 |
| State of Alaska, Department of Revenue | 62,439 | $473.5 萬 | 0.06% | +26,470+73.6% | 加碼 |
| Advisors Asset Management, Inc. | 63,129 | $478.8 萬 | 0.10% | +516+0.8% | 加碼 |
| USS Investment Management Ltd | 64,262 | $487.3 萬 | 0.06% | 00.0% | 不變 |
| Dean Investment Associates, LLC | 65,351 | $495.6 萬 | 0.81% | −142−0.2% | 減碼 |
| Natixis Advisors, L.P. | 66,030 | $500.8 萬 | 0.02% | +705+1.1% | 加碼 |
| Arizona State Retirement System | 66,311 | $502.9 萬 | 0.04% | −4,825−6.8% | 減碼 |
| State of Michigan Retirement System | 67,180 | $509.5 萬 | 0.03% | −9,000−11.8% | 減碼 |
| Baird Financial Group, Inc. | 68,454 | $519.2 萬 | 0.01% | +371+0.5% | 加碼 |
| Andra AP-fonden | 68,500 | $519.5 萬 | 0.13% | +10,700+18.5% | 加碼 |
| CBOE Vest Financial, LLC | 69,845 | $530.2 萬 | 0.49% | +50,573+262.4% | 加碼 |
| PGGM Investments | 71,286 | $540.6 萬 | 0.09% | −1,788−2.4% | 減碼 |
| Rafferty Asset Management, LLC | 72,489 | $549.8 萬 | 0.03% | −4,194−5.5% | 減碼 |
| Swiss Life Asset Management Ltd | 74,108 | $562.0 萬 | 0.08% | −27,666−27.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 75,481 | $572.4 萬 | 0.47% | −558−0.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 77,629 | $584.4 萬 | 0.01% | −5,065−6.1% | 減碼 |
| Illinois Municipal Retirement Fund | 77,130 | $585.0 萬 | 0.12% | +52,503+213.2% | 加碼 |
| Ci Investments Inc. | 79,196 | $600.6 萬 | 0.03% | −6,146−7.2% | 減碼 |