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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 31,329 | $237.6 萬 | 0.01% | −6,922−18.1% | 減碼 |
| Xponance, Inc. | 31,216 | $236.7 萬 | 0.03% | +97+0.3% | 加碼 |
| La Banque Postale Asset Management SA | 31,148 | $236.2 萬 | 0.06% | +2,395+8.3% | 加碼 |
| Mackenzie Financial Corp | 30,840 | $236.2 萬 | 0.00% | +2,120+7.4% | 加碼 |
| Banque Pictet & Cie SA | 30,375 | $230.4 萬 | 0.02% | +13,875+84.1% | 加碼 |
| Conning Inc. | 30,012 | $227.6 萬 | 0.08% | +6,947+30.1% | 加碼 |
| Pinebridge Investments, L.P. | 29,735 | $225.5 萬 | 0.02% | +29,735 | 新進 |
| Public Employees Retirement Association of Colorado | 29,523 | $223.9 萬 | 0.01% | −426−1.4% | 減碼 |
| Ascent Group, LLC | 28,202 | $222.8 萬 | 0.25% | +2,164+8.3% | 加碼 |
| Vident Investment Advisory, LLC | 28,069 | $212.9 萬 | 0.07% | −11,943−29.8% | 減碼 |
| BerganKDV Wealth Management, LLC | 27,620 | $209.5 萬 | 0.21% | −2,301−7.7% | 減碼 |
| SEI Investments Co | 27,340 | $207.4 萬 | 0.00% | −42,418−60.8% | 減碼 |
| Mount Lucas Management LP | 26,795 | $203.2 萬 | 0.73% | −5,243−16.4% | 減碼 |
| Czech National Bank | 26,728 | $202.7 萬 | 0.05% | −112−0.4% | 減碼 |
| Cetera Advisor Networks LLC | 26,498 | $201.0 萬 | 0.01% | +1,988+8.1% | 加碼 |
| Nissay Asset Management Corp | 25,753 | $195.3 萬 | 0.02% | −1,094−4.1% | 減碼 |
| SG Americas Securities, LLC | 25,675 | $194.7 萬 | 0.02% | +15,966+164.4% | 加碼 |
| Hohimer Wealth Management, LLC | 25,008 | $189.7 萬 | 0.52% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 24,878 | $188.7 萬 | 0.00% | +2,246+9.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 24,524 | $185.9 萬 | 0.05% | −7,661−23.8% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 24,505 | $185.8 萬 | 0.40% | −2,582−9.5% | 減碼 |
| Hancock Whitney Corp | 24,459 | $185.4 萬 | 0.07% | −3,916−13.8% | 減碼 |
| Ontario Teachers Pension Plan Board | 24,384 | $184.9 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 23,900 | $181.3 萬 | 0.06% | −450−1.8% | 減碼 |
| Mariner, LLC | 23,742 | $180.1 萬 | 0.00% | −2,015−7.8% | 減碼 |
| Toroso Investments, LLC | 23,341 | $177.0 萬 | 0.05% | +2,930+14.4% | 加碼 |
| STRS Ohio | 23,293 | $176.6 萬 | 0.01% | −7,587−24.6% | 減碼 |
| Creative Planning | 23,192 | $175.9 萬 | 0.00% | +975+4.4% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,697 | $172.1 萬 | 1.70% | −1,414−5.9% | 減碼 |
| Columbus Macro, LLC | 21,923 | $168.1 萬 | 0.67% | −899−3.9% | 減碼 |
| Janney Montgomery Scott LLC | 21,998 | $166.8 萬 | 0.01% | −540−2.4% | 減碼 |
| British Columbia Investment Management Corp | 21,795 | $165.3 萬 | 0.02% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 21,601 | $163.8 萬 | 0.00% | +21,600+2,160,000.0% | 加碼 |
| EHP Funds Inc. | 21,100 | $160.0 萬 | 0.45% | −28,230−57.2% | 減碼 |
| Occudo Quantitative Strategies LP | 20,773 | $157.5 萬 | 0.16% | +20,773 | 新進 |
| Financial Advisory Service, Inc. | 20,760 | $157.4 萬 | 0.20% | +2,733+15.2% | 加碼 |
| Truist Financial Corp | 20,668 | $156.7 萬 | 0.00% | −2,347−10.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 20,608 | $156.3 萬 | 0.02% | −1,501−6.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 20,431 | $154.9 萬 | 0.00% | −295−1.4% | 減碼 |
| Cerity Partners LLC | 20,262 | $153.7 萬 | 0.01% | +13,383+194.5% | 加碼 |
| HighTower Advisors, LLC | 20,302 | $153.7 萬 | 0.00% | −17,956−46.9% | 減碼 |
| Bank of Nova Scotia | 20,095 | $152.4 萬 | 0.00% | +2,611+14.9% | 加碼 |
| Elo Mutual Pension Insurance Co | 20,061 | $152.1 萬 | 0.04% | +317+1.6% | 加碼 |
| Crestline Management, LP | 20,000 | $151.7 萬 | 0.17% | +5,000+33.3% | 加碼 |
| Great Diamond Partners, LLC | 19,822 | $150.3 萬 | 0.40% | −56−0.3% | 減碼 |
| M&T Bank Corp | 19,617 | $148.8 萬 | 0.01% | −2,979−13.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,554 | $148.3 萬 | 0.02% | +72+0.4% | 加碼 |
| Assenagon Asset Management S.A. | 19,187 | $145.5 萬 | 0.01% | −90,184−82.5% | 減碼 |
| Norinchukin Bank, The | 18,905 | $143.4 萬 | 0.02% | +6,400+51.2% | 加碼 |
| Securian Asset Management, Inc | 18,626 | $141.3 萬 | 0.04% | −227−1.2% | 減碼 |
| CI Private Wealth, LLC | 18,607 | $141.1 萬 | 0.00% | −11,441−38.1% | 減碼 |
| Daiwa Securities Group Inc. | 18,602 | $141.1 萬 | 0.01% | +432+2.4% | 加碼 |
| Guggenheim Capital LLC | 18,523 | $140.5 萬 | 0.01% | −34,707−65.2% | 減碼 |
| Maryland State Retirement & Pension System | 18,456 | $140.0 萬 | 0.03% | −793−4.1% | 減碼 |
| Kentucky Retirement Systems | 18,153 | $137.7 萬 | 0.05% | +161+0.9% | 加碼 |
| Montag A & Associates Inc | 17,946 | $136.1 萬 | 0.08% | −630−3.4% | 減碼 |
| Prudential PLC | 17,860 | $135.5 萬 | 0.02% | +2,086+13.2% | 加碼 |
| Federated Hermes, Inc. | 17,470 | $132.5 萬 | 0.00% | +12,646+262.1% | 加碼 |
| Centric Wealth Management | 17,226 | $132.1 萬 | 0.53% | +1,256+7.9% | 加碼 |
| Stifel Financial Corp | 17,240 | $130.7 萬 | 0.00% | −6,848−28.4% | 減碼 |
| Hartford Investment Management Co | 16,869 | $127.9 萬 | 0.05% | −2,993−15.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 15,729 | $125.0 萬 | 0.03% | −545−3.3% | 減碼 |
| Nordea Investment Management AB | 16,440 | $124.8 萬 | 0.00% | 00.0% | 不變 |
| Greenwood Capital Associates LLC | 16,355 | $124.0 萬 | 0.17% | −216−1.3% | 減碼 |
| Resources Investment Advisors, LLC. | 16,354 | $124.0 萬 | 0.03% | −339−2.0% | 減碼 |
| Old National Bancorp | 16,342 | $123.9 萬 | 0.04% | −7,289−30.8% | 減碼 |
| MML Investors Services, LLC | 16,105 | $122.1 萬 | 0.01% | +333+2.1% | 加碼 |
| Paradigm Financial Partners, LLC | 15,804 | $119.9 萬 | 0.32% | −2,218−12.3% | 減碼 |
| D.A. Davidson & Co. | 15,756 | $119.5 萬 | 0.01% | +635+4.2% | 加碼 |
| Argent Trust Co | 15,664 | $118.8 萬 | 0.06% | +3,768+31.7% | 加碼 |
| Quantinno Capital Management LP | 15,451 | $117.2 萬 | 0.07% | +3,262+26.8% | 加碼 |
| Advisor Partners II, LLC | 15,162 | $115.0 萬 | 0.05% | +664+4.6% | 加碼 |
| GoalVest Advisory LLC | 14,982 | $113.6 萬 | 0.59% | −2,718−15.4% | 減碼 |
| Edgestream Partners, L.P. | 14,936 | $113.3 萬 | 0.10% | +14,936 | 新進 |
| Sound View Wealth Advisors Group, LLC | 14,763 | $112.0 萬 | 0.15% | +2,517+20.6% | 加碼 |
| Banque Cantonale Vaudoise | 14,655 | $111.2 萬 | 0.05% | +7,000+91.4% | 加碼 |
| Duality Advisers, LP | 14,478 | $109.8 萬 | 0.14% | +14,478 | 新進 |
| Cresset Asset Management, LLC | 14,258 | $108.1 萬 | 0.01% | +10,720+303.0% | 加碼 |
| Umb Bank N A | 14,250 | $108.1 萬 | 0.02% | −198,544−93.3% | 減碼 |
| Glaxis Capital Management, LLC | 14,127 | $107.1 萬 | 4.07% | +122+0.9% | 加碼 |
| Kestra Advisory Services, LLC | 14,025 | $106.4 萬 | 0.01% | +1,018+7.8% | 加碼 |
| Louisiana State Employees Retirement System | 14,000 | $106.2 萬 | 0.02% | −800−5.4% | 減碼 |
| Pacer Advisors, Inc. | 13,993 | $106.1 萬 | 0.00% | −140−1.0% | 減碼 |
| Polianta Ltd | 14,000 | $106.1 萬 | 0.49% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 13,984 | $106.1 萬 | 0.01% | −13,809−49.7% | 減碼 |
| Ergoteles LLC | 13,885 | $105.3 萬 | 0.05% | −316,227−95.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 13,628 | $103.4 萬 | 0.04% | −4,160−23.4% | 減碼 |
| Bridgewater Associates, LP | 13,615 | $103.3 萬 | 0.01% | +13,615 | 新進 |
| Rockland Trust Co | 13,596 | $103.1 萬 | 0.06% | −316−2.3% | 減碼 |
| Adams Wealth Management | 13,555 | $102.8 萬 | 0.32% | +351+2.7% | 加碼 |
| Jefferies Financial Group Inc. | 13,238 | $100.4 萬 | 0.02% | +7,743+140.9% | 加碼 |
| Estate Counselors, LLC | 13,070 | $99.1 萬 | 0.13% | 00.0% | 不變 |
| PSI Advisors, LLC | 12,993 | $98.5 萬 | 0.43% | 00.0% | 不變 |
| Savant Capital, LLC | 12,888 | $97.7 萬 | 0.02% | +555+4.5% | 加碼 |
| Natixis | 12,827 | $97.3 萬 | 0.01% | −4,088−24.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 12,483 | $94.7 萬 | 0.01% | −643−4.9% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 12,309 | $93.4 萬 | 0.67% | −50−0.4% | 減碼 |
| Glenmede Trust Co NA | 12,555 | $93.3 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 12,273 | $93.1 萬 | 0.02% | −1,523−11.0% | 減碼 |
| Foster Group, Inc. | 11,970 | $90.8 萬 | 0.05% | −820−6.4% | 減碼 |