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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 81,254 | $616.2 萬 | 0.03% | −25,398−23.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 83,683 | $634.7 萬 | 0.03% | −55,418−39.8% | 減碼 |
| Voya Investment Management LLC | 83,701 | $634.8 萬 | 0.01% | −1,447−1.7% | 減碼 |
| Nisa Investment Advisors, LLC | 83,995 | $637.0 萬 | 0.05% | −695−0.8% | 減碼 |
| Raymond James & Associates | 84,590 | $641.5 萬 | 0.01% | −283−0.3% | 減碼 |
| Commonwealth Equity Services, LLC | 85,148 | $645.8 萬 | 0.01% | −1,751−2.0% | 減碼 |
| Macquarie Group Ltd | 85,235 | $646.4 萬 | 0.01% | +724+0.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,718 | $650.1 萬 | 0.03% | −1,789−2.0% | 減碼 |
| American Century Companies Inc | 86,017 | $652.4 萬 | 0.00% | −2,775−3.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 86,827 | $658.5 萬 | 0.09% | −9,202−9.6% | 減碼 |
| Standard Life Aberdeen plc | 90,841 | $688.9 萬 | 0.02% | +16,420+22.1% | 加碼 |
| KBC Group NV | 90,920 | $689.5 萬 | 0.03% | −138,817−60.4% | 減碼 |
| Nomura Asset Management Co Ltd | 95,064 | $721.0 萬 | 0.03% | +31,139+48.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 95,119 | $721.4 萬 | 0.03% | +4,387+4.8% | 加碼 |
| NewSquare Capital LLC | 98,338 | $745.8 萬 | 0.78% | +6,534+7.1% | 加碼 |
| Asset Management One Co.,Ltd. | 99,351 | $753.5 萬 | 0.03% | −1,296−1.3% | 減碼 |
| AMG National Trust Bank | 100,070 | $758.9 萬 | 0.25% | +15,761+18.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 100,356 | $761.1 萬 | 0.02% | +22,113+28.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 100,351 | $761.1 萬 | 0.09% | −17,900−15.1% | 減碼 |
| TD Asset Management Inc | 102,470 | $777.1 萬 | 0.01% | −1,367−1.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 104,343 | $791.3 萬 | 0.02% | −113,979−52.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,480 | $800.0 萬 | 0.01% | +458+0.4% | 加碼 |
| Handelsbanken Fonder AB | 106,587 | $808.4 萬 | 0.04% | +10,041+10.4% | 加碼 |
| Treasurer of the State of North Carolina | 108,876 | $825.7 萬 | 0.04% | −405−0.4% | 減碼 |
| Cambria Investment Management, L.P. | 109,368 | $829.4 萬 | 0.69% | −11,996−9.9% | 減碼 |
| Churchill Management Corp | 114,656 | $869.5 萬 | 0.15% | +925+0.8% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 115,780 | $878.1 萬 | 0.08% | −12,900−10.0% | 減碼 |
| Capital Management Corp | 119,584 | $906.9 萬 | 1.94% | +9,388+8.5% | 加碼 |
| LPL Financial LLC | 124,260 | $942.4 萬 | 0.01% | +5,617+4.7% | 加碼 |
| Public Employees Retirement System of Ohio | 124,551 | $944.6 萬 | 0.04% | −15,576−11.1% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 129,887 | $985.1 萬 | 0.04% | −2,350−1.8% | 減碼 |
| Commerce Bank | 131,112 | $994.4 萬 | 0.07% | −759−0.6% | 減碼 |
| State of Wisconsin Investment Board | 131,288 | $995.7 萬 | 0.03% | −1,817−1.4% | 減碼 |
| Goelzer Investment Management, Inc. | 131,646 | $998.4 萬 | 0.85% | +11,502+9.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 133,095 | $1,009 萬 | 0.03% | +4,522+3.5% | 加碼 |
| Advisor Group Holdings, Inc. | 134,368 | $1,020 萬 | 0.02% | +3,280+2.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 135,746 | $1,029 萬 | 0.03% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 137,109 | $1,040 萬 | 0.02% | +3,246+2.4% | 加碼 |
| Intech Investment Management LLC | 137,889 | $1,046 萬 | 0.11% | −133,361−49.2% | 減碼 |
| Teacher Retirement System of Texas | 139,954 | $1,061 萬 | 0.07% | +17,883+14.6% | 加碼 |
| Brookfield Asset Management Inc. | 143,245 | $1,086 萬 | 0.04% | −34,595−19.5% | 減碼 |
| Sound Income Strategies, LLC | 143,757 | $1,090 萬 | 1.12% | +10,447+7.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 145,670 | $1,105 萬 | 0.02% | +55,809+62.1% | 加碼 |
| Citigroup Inc | 148,586 | $1,127 萬 | 0.01% | −201,838−57.6% | 減碼 |
| Royal London Asset Management Ltd | 155,618 | $1,180 萬 | 0.04% | +50,177+47.6% | 加碼 |
| Ensign Peak Advisors, Inc | 156,220 | $1,185 萬 | 0.02% | −77,725−33.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 156,353 | $1,186 萬 | 0.01% | −4,856−3.0% | 減碼 |
| NewEdge Wealth, LLC | 159,029 | $1,206 萬 | 0.40% | +8,548+5.7% | 加碼 |
| Pictet Asset Management SA | 161,446 | $1,224 萬 | 0.01% | +6,051+3.9% | 加碼 |
| Toronto Dominion Bank | 162,766 | $1,234 萬 | 0.02% | +36,012+28.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 166,338 | $1,262 萬 | 0.03% | −3,058−1.8% | 減碼 |
| Bank of Montreal | 173,084 | $1,320 萬 | 0.01% | −1,027−0.6% | 減碼 |
| Ameriprise Financial Inc | 189,341 | $1,436 萬 | 0.00% | −40,682−17.7% | 減碼 |
| Achmea Investment Management B.V. | 193,183 | $1,465 萬 | 0.31% | +30,333+18.6% | 加碼 |
| Prudential Financial Inc | 200,514 | $1,521 萬 | 0.02% | −2,577−1.3% | 減碼 |
| Swedbank AB | 205,162 | $1,556 萬 | 0.03% | 00.0% | 不變 |
| Argent Capital Management LLC | 206,961 | $1,570 萬 | 0.51% | −128,807−38.4% | 減碼 |
| Squarepoint Ops LLC | 207,112 | $1,571 萬 | 0.09% | −101,414−32.9% | 減碼 |
| Mercer Global Advisors Inc | 208,750 | $1,583 萬 | 0.06% | +4,989+2.4% | 加碼 |
| Wells Fargo & Company | 210,187 | $1,594 萬 | 0.00% | −24,216−10.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213,343 | $1,618 萬 | 0.03% | +28,641+15.5% | 加碼 |
| Susquehanna International Group, LLP | 219,780 | $1,667 萬 | 0.03% | −78,756−26.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 220,848 | $1,675 萬 | 0.01% | −13,895−5.9% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 225,000 | $1,706 萬 | 0.04% | +225,000 | 新進 |
| BNP Paribas Arbitrage, SA | 226,336 | $1,717 萬 | 0.03% | −46,643−17.1% | 減碼 |
| AE Wealth Management LLC | 229,324 | $1,739 萬 | 0.10% | −9,814−4.1% | 減碼 |
| AustralianSuper Pty Ltd | 239,321 | $1,815 萬 | 0.12% | −80,596−25.2% | 減碼 |
| Russell Investments Group, Ltd. | 251,440 | $1,906 萬 | 0.04% | +68,337+37.3% | 加碼 |
| New York State Common Retirement Fund | 251,909 | $1,910 萬 | 0.02% | −13,952−5.2% | 減碼 |
| Man Group plc | 258,527 | $1,961 萬 | 0.06% | – | – |
| Principal Financial Group Inc | 271,171 | $2,057 萬 | 0.01% | −3,666−1.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 288,697 | $2,189 萬 | 0.05% | −8,192−2.8% | 減碼 |
| Storebrand Asset Management AS | 295,985 | $2,245 萬 | 0.10% | −2,258−0.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 297,274 | $2,255 萬 | 0.15% | −172,309−36.7% | 減碼 |
| Price T Rowe Associates Inc | 304,277 | $2,308 萬 | 0.00% | −2,970−1.0% | 減碼 |
| New York State Teachers Retirement System | 306,182 | $2,322 萬 | 0.05% | −4,074−1.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 314,717 | $2,387 萬 | 0.35% | +67,204+27.2% | 加碼 |
| GW Henssler & Associates Ltd | 325,816 | $2,471 萬 | 1.62% | +2,607+0.8% | 加碼 |
| Great West Life Assurance Co | 327,617 | $2,498 萬 | 0.06% | +46,784+16.7% | 加碼 |
| Alliancebernstein L.P. | 337,638 | $2,561 萬 | 0.01% | −21,518−6.0% | 減碼 |
| Korea Investment CORP | 338,691 | $2,569 萬 | 0.07% | +111,603+49.1% | 加碼 |
| Brandywine Global Investment Management, LLC | 346,628 | $2,629 萬 | 0.22% | −52,123−13.1% | 減碼 |
| UBS Group AG | 360,583 | $2,735 萬 | 0.01% | +23,991+7.1% | 加碼 |
| Qube Research & Technologies Ltd | 391,229 | $2,967 萬 | 0.12% | +314,091+407.2% | 加碼 |
| North Star Asset Management Inc | 394,494 | $2,992 萬 | 1.65% | +3,050+0.8% | 加碼 |
| Allianz Asset Management GmbH | 395,847 | $3,002 萬 | 0.06% | −11,166−2.7% | 減碼 |
| California State Teachers Retirement System | 401,730 | $3,047 萬 | 0.04% | −18,949−4.5% | 減碼 |
| National Pension Service | 407,176 | $3,079 萬 | 0.05% | +38,152+10.3% | 加碼 |
| Credit Suisse AG | 421,147 | $3,199 萬 | 0.03% | −371,329−46.9% | 減碼 |
| Envestnet Asset Management Inc | 439,223 | $3,331 萬 | 0.01% | −3,685,735−89.4% | 減碼 |
| Assetmark, Inc | 444,791 | $3,373 萬 | 0.13% | −50,559−10.2% | 減碼 |
| Victory Capital Management Inc | 456,049 | $3,459 萬 | 0.04% | −257,947−36.1% | 減碼 |
| Citadel Advisors LLC | 456,931 | $3,465 萬 | 0.04% | +444,862+3,686.0% | 加碼 |
| Millennium Management LLC | 460,637 | $3,493 萬 | 0.04% | +275,481+148.8% | 加碼 |
| JPMorgan Chase & Co | 473,407 | $3,590 萬 | 0.00% | −8,155−1.7% | 減碼 |
| Balyasny Asset Management LLC | 473,664 | $3,592 萬 | 0.10% | −151,371−24.2% | 減碼 |
| California Public Employees Retirement System | 476,381 | $3,613 萬 | 0.03% | −45,315−8.7% | 減碼 |
| Fort Washington Investment Advisors Inc | 488,101 | $3,702 萬 | 0.27% | +880.0% | 加碼 |
| Marshall Wace, LLP | 527,218 | $3,998 萬 | 0.09% | +337,855+178.4% | 加碼 |
| Rhumbline Advisers | 533,363 | $4,045 萬 | 0.05% | +12,533+2.4% | 加碼 |