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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 5,381 | $40.8 萬 | 0.01% | −29−0.5% | 減碼 |
| Sawtooth Solutions, LLC | 5,375 | $40.8 萬 | 0.01% | −40−0.7% | 減碼 |
| CWA Asset Management Group, LLC | 5,362 | $40.7 萬 | 0.03% | +159+3.1% | 加碼 |
| Banco BTG Pactual S.A. | 5,346 | $40.5 萬 | 0.26% | +5,346 | 新進 |
| RSM US Wealth Management LLC | 5,326 | $40.4 萬 | 0.01% | +257+5.1% | 加碼 |
| Coldstream Capital Management Inc | 5,325 | $40.4 萬 | 0.01% | −550−9.4% | 減碼 |
| MQS Management LLC | 5,319 | $40.3 萬 | 0.27% | +5,319 | 新進 |
| MAI Capital Management | 5,310 | $40.3 萬 | 0.01% | −1,074−16.8% | 減碼 |
| Romano Brothers and Company | 5,278 | $40.0 萬 | 0.06% | −175−3.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 5,242 | $39.8 萬 | 0.03% | +162+3.2% | 加碼 |
| Benin Management CORP | 5,200 | $39.4 萬 | 0.14% | 00.0% | 不變 |
| Balentine LLC | 5,138 | $39.0 萬 | 0.01% | −4,161−44.7% | 減碼 |
| IFP Advisors, Inc | 6,885 | $38.9 萬 | 0.02% | +981+16.6% | 加碼 |
| Rockefeller Capital Management L.P. | 5,101 | $38.7 萬 | 0.00% | −173−3.3% | 減碼 |
| Symmetry Partners, LLC | 5,082 | $38.5 萬 | 0.02% | −1,055−17.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,070 | $38.4 萬 | 0.07% | +322+6.8% | 加碼 |
| JT Stratford LLC | 5,013 | $38.0 萬 | 0.10% | −1,697−25.3% | 減碼 |
| 180 Wealth Advisors, LLC | 4,945 | $37.9 萬 | 0.08% | −1,228−19.9% | 減碼 |
| Erste Asset Management GmbH | 4,900 | $37.0 萬 | 0.01% | 00.0% | 不變 |
| Cedrus LLC | 4,850 | $36.8 萬 | 0.26% | +148+3.1% | 加碼 |
| Kingsview Wealth Management, LLC | 4,791 | $36.3 萬 | 0.01% | +398+9.1% | 加碼 |
| Summit X, LLC | 4,769 | $36.2 萬 | 0.09% | −151−3.1% | 減碼 |
| Apollon Wealth Management, LLC | 4,765 | $36.1 萬 | 0.02% | +333+7.5% | 加碼 |
| Arete Wealth Advisors, LLC | 4,703 | $35.7 萬 | 0.03% | +4,703 | 新進 |
| Independent Advisor Alliance | 4,637 | $35.2 萬 | 0.02% | +83+1.8% | 加碼 |
| Ritholtz Wealth Management | 4,604 | $34.9 萬 | 0.02% | −696−13.1% | 減碼 |
| Centennial Wealth Advisory LLC | 4,595 | $34.9 萬 | 0.18% | −51−1.1% | 減碼 |
| Sageworth Trust Co of South Dakota | 4,571 | $34.7 萬 | 0.86% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 4,535 | $34.4 萬 | 0.09% | +356+8.5% | 加碼 |
| Kinneret Advisory, LLC | 4,504 | $34.2 萬 | 0.04% | 00.0% | 不變 |
| Ellevest, Inc. | 4,495 | $34.1 萬 | 0.03% | −5−0.1% | 減碼 |
| Verition Fund Management LLC | 4,478 | $34.0 萬 | 0.01% | −4,288−48.9% | 減碼 |
| Blair William & Co | 4,475 | $33.9 萬 | 0.00% | −9−0.2% | 減碼 |
| Farmers & Merchants Investments Inc | 4,338 | $32.9 萬 | 0.01% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 4,306 | $32.7 萬 | 0.01% | −79−1.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,300 | $32.6 萬 | 0.00% | −454−9.5% | 減碼 |
| Center For Asset Management LLC | 4,214 | $32.0 萬 | 0.30% | +4,214 | 新進 |
| Lake Street Financial LLC | 4,212 | $31.9 萬 | 0.06% | −985−19.0% | 減碼 |
| Clarius Group, LLC | 4,208 | $31.9 萬 | 0.02% | +574+15.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 4,155 | $31.5 萬 | 0.01% | +2,000+92.8% | 加碼 |
| Bartlett & Co. LLC | 4,155 | $31.5 萬 | 0.01% | +2,000+92.8% | 加碼 |
| HBK Sorce Advisory LLC | 4,153 | $31.5 萬 | 0.01% | +140+3.5% | 加碼 |
| Ieq Capital, LLC | 4,145 | $31.4 萬 | 0.01% | −1,536−27.0% | 減碼 |
| Alps Advisors Inc | 4,124 | $31.3 萬 | 0.00% | +30+0.7% | 加碼 |
| Petrus Trust Company, LTA | 4,048 | $30.7 萬 | 0.03% | +4,048 | 新進 |
| Cornercap Investment Counsel Inc | 3,987 | $30.2 萬 | 0.05% | 00.0% | 不變 |
| Colony Group LLC | 3,956 | $30.0 萬 | 0.00% | −25−0.6% | 減碼 |
| Harbor Capital Advisors, Inc. | 3,923 | $29.8 萬 | 0.06% | 00.0% | 不變 |
| Everence Capital Management Inc | 4,530 | $29.7 萬 | 0.02% | 00.0% | 不變 |
| Legacy Bridge, LLC | 3,895 | $29.5 萬 | 0.20% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 3,883 | $29.4 萬 | 0.06% | +18+0.5% | 加碼 |
| Pitcairn Co | 3,863 | $29.3 萬 | 0.02% | −19−0.5% | 減碼 |
| Olistico Wealth, LLC | 3,830 | $29.0 萬 | 0.25% | +26+0.7% | 加碼 |
| CAPROCK Group, Inc. | 3,791 | $28.8 萬 | 0.02% | −340−8.2% | 減碼 |
| Inceptionr LLC | 3,791 | $28.8 萬 | 0.15% | +3,791 | 新進 |
| Sompo Asset Management Co., Ltd. | 3,790 | $28.7 萬 | 0.05% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 3,780 | $28.7 萬 | 0.07% | +521+16.0% | 加碼 |
| Auxano Advisors, LLC | 3,855 | $28.7 萬 | 0.11% | 00.0% | 不變 |
| Adviser Investments LLC | 3,752 | $28.5 萬 | 0.01% | +3,752 | 新進 |
| Iron Horse Wealth Management, LLC | 3,629 | $27.5 萬 | 0.14% | −250−6.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,595 | $27.3 萬 | 0.01% | +242+7.2% | 加碼 |
| Mma Asset Management LLC | 3,505 | $26.6 萬 | 0.16% | +57+1.7% | 加碼 |
| Snowden Capital Advisors LLC | 3,487 | $26.4 萬 | 0.01% | −93−2.6% | 減碼 |
| Archer Investment Corp | 3,479 | $26.4 萬 | 0.09% | +2,235+179.7% | 加碼 |
| Raymond James Trust N.A. | 3,450 | $26.2 萬 | 0.01% | −61−1.7% | 減碼 |
| Keybank National Association | 3,438 | $26.1 萬 | 0.00% | −75−2.1% | 減碼 |
| Astoria Portfolio Advisors LLC. | 3,260 | $26.1 萬 | 0.10% | +89+2.8% | 加碼 |
| StrategIQ Financial Group, LLC | 3,420 | $25.9 萬 | 0.03% | +500+17.1% | 加碼 |
| Renaissance Group LLC | 3,392 | $25.7 萬 | 0.01% | +342+11.2% | 加碼 |
| Concord Wealth Partners | 3,354 | $25.4 萬 | 0.05% | +137+4.3% | 加碼 |
| WESPAC Advisors, LLC | 3,323 | $25.2 萬 | 0.20% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 3,308 | $25.1 萬 | 0.03% | −106−3.1% | 減碼 |
| Ossiam | 3,303 | $25.1 萬 | 0.00% | −108,355−97.0% | 減碼 |
| Advisory Services Network, LLC | 3,272 | $24.8 萬 | 0.01% | −3,048−48.2% | 減碼 |
| Chesley Taft & Associates LLC | 3,266 | $24.8 萬 | 0.02% | +3+0.1% | 加碼 |
| First Citizens Financial Corp | 3,261 | $24.7 萬 | 0.17% | +3,261 | 新進 |
| Prossimo Advisors, LLC | 3,259 | $24.7 萬 | 0.24% | −280−7.9% | 減碼 |
| Geller Advisors LLC | 3,248 | $24.6 萬 | 0.03% | +3,248 | 新進 |
| DoubleLine ETF Adviser LP | 3,233 | $24.5 萬 | 0.09% | +481+17.5% | 加碼 |
| Pathstone Family Office, LLC | 3,208 | $24.3 萬 | 0.00% | −332−9.4% | 減碼 |
| Western Wealth Management, LLC | 3,179 | $24.1 萬 | 0.02% | −367−10.3% | 減碼 |
| Koshinski Asset Management, Inc. | 3,171 | $24.0 萬 | 0.03% | +167+5.6% | 加碼 |
| Horizon Investments, LLC | 3,162 | $24.0 萬 | 0.01% | +202+6.8% | 加碼 |
| AXA S.A. | 3,151 | $23.9 萬 | 0.00% | −32,191−91.1% | 減碼 |
| Kinloch Capital, LLC | 3,130 | $23.7 萬 | 0.14% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 3,107 | $23.6 萬 | 0.02% | −305−8.9% | 減碼 |
| Lincoln National Corp | 3,106 | $23.6 萬 | 0.00% | −695−18.3% | 減碼 |
| MBM Wealth Consultants, LLC | 2,982 | $23.4 萬 | 0.10% | +1,294+76.7% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $23.3 萬 | 0.11% | 00.0% | 不變 |
| Central Trust Co | 3,065 | $23.2 萬 | 0.01% | +1,500+95.8% | 加碼 |
| Park National Corp | 3,055 | $23.2 萬 | 0.01% | +3,055 | 新進 |
| Veriti Management LLC | 3,035 | $23.0 萬 | 0.03% | +3,035 | 新進 |
| Northwest Wealth Management, LLC | 3,023 | $22.9 萬 | 0.08% | −251−7.7% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 3,015 | $22.9 萬 | 0.07% | +15+0.5% | 加碼 |
| CRA Financial Services, LLC | 3,000 | $22.8 萬 | 0.06% | 00.0% | 不變 |
| Security National Bank of So Dak | 3,000 | $22.8 萬 | 0.16% | +3,000 | 新進 |
| Glassy Mountain Advisors, Inc. | 3,000 | $22.8 萬 | 0.10% | +3,000 | 新進 |
| Comerica Securities,inc. | 2,994 | $22.7 萬 | 0.02% | −19−0.6% | 減碼 |
| Nilsine Partners, LLC | 2,971 | $22.5 萬 | 0.03% | +22+0.7% | 加碼 |
| Bessemer Group Inc | 2,939 | $22.3 萬 | 0.00% | −258−8.1% | 減碼 |