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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 2,940 | $22.3 萬 | 0.04% | +179+6.5% | 加碼 |
| Cigna Investments Inc | 2,925 | $22.1 萬 | 0.04% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 2,886 | $21.9 萬 | 0.01% | +167+6.1% | 加碼 |
| Cora Capital Advisors LLC | 2,878 | $21.8 萬 | 0.15% | +2,878 | 新進 |
| Latitude Advisors, LLC | 2,873 | $21.8 萬 | 0.15% | +2,873 | 新進 |
| Harvest Fund Management Co., Ltd | 2,825 | $21.4 萬 | 0.04% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 2,797 | $21.2 萬 | 0.02% | +17+0.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 2,796 | $21.2 萬 | 0.00% | +17+0.6% | 加碼 |
| Security National Bank | 2,795 | $21.2 萬 | 0.05% | 00.0% | 不變 |
| Commons Capital, LLC | 2,754 | $20.9 萬 | 0.31% | −464−14.4% | 減碼 |
| Sather Financial Group Inc | 2,754 | $20.9 萬 | 0.02% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 2,751 | $20.9 萬 | 0.02% | +2,751 | 新進 |
| Ameritas Investment Partners, Inc. | 2,747 | $20.8 萬 | 0.01% | 00.0% | 不變 |
| Sigma Planning Corp | 2,744 | $20.8 萬 | 0.01% | −286−9.4% | 減碼 |
| Profund Advisors LLC | 2,702 | $20.5 萬 | 0.01% | −70−2.5% | 減碼 |
| Brighton Jones LLC | 2,701 | $20.5 萬 | 0.01% | +2,701 | 新進 |
| Resurgent Financial Advisors LLC | 2,690 | $20.4 萬 | 0.14% | −2−0.1% | 減碼 |
| Trust Asset Management LLC | 2,678 | $20.3 萬 | 0.02% | +2,678 | 新進 |
| Checchi Capital Advisers, LLC | 2,651 | $20.1 萬 | 0.02% | +2,651 | 新進 |
| Tower Research Capital LLC (TRC) | 2,557 | $19.4 萬 | 0.01% | −3,314−56.4% | 減碼 |
| Atlas Capital Advisors LLC | 2,535 | $19.2 萬 | 0.03% | −392−13.4% | 減碼 |
| West Financial Advisors, LLC | 2,525 | $19.1 萬 | 0.05% | +754+42.6% | 加碼 |
| Whittier Trust Co | 2,500 | $19.0 萬 | 0.00% | −18−0.7% | 減碼 |
| TSFG, LLC | 2,479 | $18.8 萬 | 0.07% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 2,462 | $18.7 萬 | 0.08% | +2,462 | 新進 |
| Signaturefd, LLC | 2,410 | $18.3 萬 | 0.00% | −33−1.4% | 減碼 |
| Parallel Advisors, LLC | 2,216 | $16.8 萬 | 0.01% | −257−10.4% | 減碼 |
| Tobam | 2,169 | $16.4 萬 | 0.01% | +923+74.1% | 加碼 |
| Quadrant Capital Group LLC | 2,119 | $16.1 萬 | 0.02% | −7−0.3% | 減碼 |
| WealthPLAN Partners, LLC | 1,969 | $14.9 萬 | 0.02% | −497−20.2% | 減碼 |
| Optimum Investment Advisors | 1,950 | $14.8 萬 | 0.07% | 00.0% | 不變 |
| Huntington National Bank | 1,876 | $14.2 萬 | 0.00% | −292−13.5% | 減碼 |
| Harbour Investments, Inc. | 1,852 | $14.0 萬 | 0.01% | −504−21.4% | 減碼 |
| UniSuper Management Pty Ltd | 1,800 | $13.7 萬 | 0.00% | +1,800 | 新進 |
| Silvant Capital Management LLC | 1,747 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 1,707 | $12.9 萬 | 0.04% | +129+8.2% | 加碼 |
| Stonebridge Capital Advisors LLC | 1,644 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| State of Wyoming | 1,606 | $12.2 萬 | 0.04% | +448+38.7% | 加碼 |
| Harbor Investment Advisory, LLC | 1,576 | $12.0 萬 | 0.02% | 00.0% | 不變 |
| Hills Bank & Trust Co | 1,552 | $11.8 萬 | 0.02% | +150+10.7% | 加碼 |
| JNBA Financial Advisors | 1,532 | $11.6 萬 | 0.01% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 1,499 | $11.4 萬 | 0.08% | +1,499 | 新進 |
| Penserra Capital Management LLC | 1,468 | $11.1 萬 | 0.00% | +1,454+10,385.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,457 | $11.0 萬 | 0.00% | −344,494−99.6% | 減碼 |
| AlphaCentric Advisors LLC | 1,448 | $11.0 萬 | 0.06% | −70−4.6% | 減碼 |
| Laffer Tengler Investments | 1,392 | $10.6 萬 | 0.03% | 00.0% | 不變 |
| Capital Analysts, LLC | 1,382 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| TCTC Holdings, LLC | 1,380 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,202 | $10.1 萬 | 0.02% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,321 | $10.0 萬 | 0.01% | +21+1.6% | 加碼 |
| JFS Wealth Advisors, LLC | 1,316 | $9.98 萬 | 0.01% | +7+0.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,291 | $9.79 萬 | 0.00% | −2,330−64.3% | 減碼 |
| Capital Advisors, Ltd. LLC | 1,202 | $9.10 萬 | 0.01% | +1,192+11,920.0% | 加碼 |
| Bokf, NA | 1,177 | $8.93 萬 | 0.00% | −11−0.9% | 減碼 |
| Global Retirement Partners, LLC | 1,014 | $7.69 萬 | 0.00% | −11−1.1% | 減碼 |
| Duncker Streett & Co Inc | 1,010 | $7.66 萬 | 0.02% | 00.0% | 不變 |
| First Community Trust NA | 1,010 | $7.66 萬 | 0.09% | +376+59.3% | 加碼 |
| Manchester Capital Management LLC | 999 | $7.58 萬 | 0.01% | +22+2.3% | 加碼 |
| Quent Capital, LLC | 961 | $7.29 萬 | 0.01% | −261−21.4% | 減碼 |
| TD Private Client Wealth LLC | 955 | $7.24 萬 | 0.00% | +18+1.9% | 加碼 |
| First Financial Corp | 955 | $7.24 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 951 | $7.21 萬 | 0.02% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 945 | $7.20 萬 | 0.05% | +335+54.9% | 加碼 |
| MV Capital Management, Inc. | 933 | $7.08 萬 | 0.01% | +195+26.4% | 加碼 |
| Denali Advisors LLC | 926 | $7.02 萬 | 0.02% | −1,507−61.9% | 減碼 |
| Westpac Banking Corp | 920 | $6.98 萬 | 0.00% | −22,728−96.1% | 減碼 |
| Geneos Wealth Management Inc. | 903 | $6.85 萬 | 0.00% | +100+12.5% | 加碼 |
| Johnson Financial Group, Inc. | 804 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 798 | $6.00 萬 | 0.02% | +427+115.1% | 加碼 |
| ORG Partners LLC | 781 | $5.98 萬 | 0.01% | +781 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 779 | $5.90 萬 | 0.00% | −424−35.2% | 減碼 |
| Gradient Investments LLC | 771 | $5.85 萬 | 0.00% | +27+3.6% | 加碼 |
| McClarren Financial Advisors, Inc. | 776 | $5.80 萬 | 0.05% | +8+1.0% | 加碼 |
| Deseret Mutual Benefit Administrators | 750 | $5.69 萬 | 0.02% | 00.0% | 不變 |
| CVA Family Office, LLC | 750 | $5.69 萬 | 0.01% | +25+3.4% | 加碼 |
| Marquette Asset Management, LLC | 728 | $5.52 萬 | 0.01% | 00.0% | 不變 |
| Stephens Consulting, LLC | 725 | $5.50 萬 | 0.02% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 719 | $5.45 萬 | 0.00% | +619+619.0% | 加碼 |
| Godsey & Gibb Associates | 700 | $5.31 萬 | 0.01% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 700 | $5.31 萬 | 0.00% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 700 | $5.31 萬 | 0.01% | +700 | 新進 |
| Plante Moran Financial Advisors, LLC | 694 | $5.26 萬 | 0.01% | −101−12.7% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 676 | $5.13 萬 | 0.02% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 674 | $5.11 萬 | 0.01% | −37−5.2% | 減碼 |
| RE Dickinson Investment Advisors, LLC | 668 | $5.10 萬 | 0.02% | −355−34.7% | 減碼 |
| Riggs Asset Managment Co. Inc. | 665 | $5.04 萬 | 0.02% | 00.0% | 不變 |
| Clean Yield Group | 659 | $5.00 萬 | 0.02% | 00.0% | 不變 |
| City Holding Co | 653 | $4.95 萬 | 0.01% | −19−2.8% | 減碼 |
| First Command Bank | 628 | $4.76 萬 | 0.00% | 00.0% | 不變 |
| First Command Financial Services, Inc. | 628 | $4.76 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 628 | $4.76 萬 | 0.01% | 00.0% | 不變 |
| O'Dell Group, LLC | 609 | $4.62 萬 | 0.01% | +609 | 新進 |
| Hazlett, Burt & Watson, Inc. | 583 | $4.40 萬 | 0.03% | 00.0% | 不變 |
| Sit Investment Associates Inc | 575 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 555 | $4.21 萬 | 0.01% | −49−8.1% | 減碼 |
| Private Ocean, LLC | 554 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 563 | $4.20 萬 | 0.00% | −156−21.7% | 減碼 |
| Stilwell Value LLC | 547 | $4.15 萬 | 0.03% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 541 | $4.10 萬 | 0.00% | −25,500−97.9% | 減碼 |