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 |
|---|---|---|---|---|---|
| Barclays PLC | 562,034 | $4,262 萬 | 0.03% | −80,082−12.5% | 減碼 |
| Nuveen Asset Management, LLC | 565,692 | $4,290 萬 | 0.01% | −8,302−1.4% | 減碼 |
| AQR Capital Management LLC | 586,284 | $4,446 萬 | 0.09% | −26,242−4.3% | 減碼 |
| FMR LLC | 598,322 | $4,538 萬 | 0.00% | −32,086−5.1% | 減碼 |
| Deutsche Bank AG | 619,796 | $4,701 萬 | 0.02% | +2,974+0.5% | 加碼 |
| Amundi | 668,307 | $5,119 萬 | 0.03% | +13,974+2.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 676,869 | $5,133 萬 | 0.04% | −68,228−9.2% | 減碼 |
| HSBC Holdings PLC | 754,530 | $5,723 萬 | 0.06% | +138,612+22.5% | 加碼 |
| Swiss National Bank | 877,600 | $6,656 萬 | 0.05% | −93,500−9.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,109,980 | $8,249 萬 | 0.04% | 00.0% | 不變 |
| Mairs & Power Inc | 1,202,659 | $9,121 萬 | 0.99% | −16,076−1.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,278,571 | $9,697 萬 | 0.03% | −2,650−0.2% | 減碼 |
| Bank of New York Mellon Corp | 1,759,323 | $1.33 億 | 0.03% | −50,420−2.8% | 減碼 |
| Invesco Ltd. | 1,982,630 | $1.50 億 | 0.04% | +182,922+10.2% | 加碼 |
| Royal Bank of Canada | 2,002,886 | $1.52 億 | 0.04% | −161,755−7.5% | 減碼 |
| Legal & General Group Plc | 2,094,887 | $1.59 億 | 0.05% | +277,588+15.3% | 加碼 |
| Goldman Sachs Group Inc | 2,344,673 | $1.78 億 | 0.05% | −34,552−1.5% | 減碼 |
| First Trust Advisors LP | 2,661,992 | $2.02 億 | 0.23% | −2,240,032−45.7% | 減碼 |
| Morgan Stanley | 2,662,521 | $2.02 億 | 0.02% | −231,343−8.0% | 減碼 |
| Norges Bank | 2,700,235 | $2.05 億 | 0.04% | +58,981+2.2% | 加碼 |
| Wellington Management Group LLP | 3,848,329 | $2.92 億 | 0.06% | +870,872+29.2% | 加碼 |
| Dimensional Fund Advisors LP | 3,872,839 | $2.94 億 | 0.09% | +227,364+6.2% | 加碼 |
| Northern Trust Corp | 3,904,863 | $2.96 億 | 0.06% | −53,885−1.4% | 減碼 |
| Geode Capital Management, LLC | 5,603,444 | $4.24 億 | 0.05% | +87,605+1.6% | 加碼 |
| Capital Research Global Investors | 9,149,111 | $6.94 億 | 0.19% | +813,139+9.8% | 加碼 |
| State Street Corp | 10,146,771 | $7.70 億 | 0.04% | +258,621+2.6% | 加碼 |
| Bank of America Corp | 13,722,620 | $10.4 億 | 0.12% | −2,871,168−17.3% | 減碼 |
| Nippon Life Insurance Co | 18,137,000 | $13.8 億 | 65.67% | 00.0% | 不變 |
| BlackRock Inc. | 19,917,907 | $15.1 億 | 0.04% | −1,530,026−7.1% | 減碼 |
| Vanguard Group Inc | 29,456,419 | $22.3 億 | 0.05% | −283,759−1.0% | 減碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| HRT Financial LP | 0 | $0 | 0.00% | −184,724−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −64,806−100.0% | 清倉 |
| MKP Capital Management, L.L.C. | 0 | $0 | 0.00% | −61,194−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,168−100.0% | 清倉 |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −32,725−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −32,533−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −19,660−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,105−100.0% | 清倉 |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −14,963−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,821−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,288−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,051−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −7,465−100.0% | 清倉 |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −6,823−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,515−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,325−100.0% | 清倉 |
| Ramiah Investment Group | 0 | $0 | 0.00% | −6,134−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −5,908−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −5,729−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,631−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,615−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,596−100.0% | 清倉 |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −5,401−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −5,115−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −5,052−100.0% | 清倉 |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −4,832−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,478−100.0% | 清倉 |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −4,314−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,188−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,017−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,800−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,798−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,489−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −3,464−100.0% | 清倉 |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −3,269−100.0% | 清倉 |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −3,259−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,258−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −3,162−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −3,162−100.0% | 清倉 |
| Meritage Group LP | 0 | $0 | 0.00% | −3,063−100.0% | 清倉 |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −3,059−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,010−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −2,963−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −2,896−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,891−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,823−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −2,776−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −2,577−100.0% | 清倉 |
| Accel Wealth Management | 0 | $0 | 0.00% | −1,956−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,908−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −1,875−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,054−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −922−100.0% | 清倉 |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −922−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −480−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −351−100.0% | 清倉 |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −321−100.0% | 清倉 |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −189−100.0% | 清倉 |
| Colonial Trust Co | 0 | $0 | 0.00% | −133−100.0% | 清倉 |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −126−100.0% | 清倉 |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| 25 LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Kula Investments, LLC | – | – | – | – | 本季未申報 |
| LeJeune Puetz Investment Counsel LLC | – | – | – | – | 本季未申報 |
| Ahrens Investment Partners LLC | – | – | – | – | 本季未申報 |