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 3 季 13F 持有人
Principal Financial Group Inc 在 2023/9/30 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
- 723
- 較 2023 年第 2 季 +1 家
- 持有股數
- 1.72 億
- 較 2023 年第 2 季 −245.3 萬 (−1.4%)
- 總市值
- $123.8 億
- 較 2023 年第 2 季 −$8.12 億 (−6.2%)
- 新進機構
- 65
- 另有 215 家加碼
- 清倉機構
- 64
- 另有 282 家減碼
另有 9 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 29,034,408 | $20.9 億 | 0.05% | −422,011−1.4% | 減碼 |
| BlackRock Inc. | 19,538,217 | $14.1 億 | 0.04% | −379,690−1.9% | 減碼 |
| Nippon Life Insurance Co | 18,137,000 | $13.1 億 | 63.79% | 00.0% | 不變 |
| Bank of America Corp | 12,096,839 | $8.72 億 | 0.11% | −1,625,781−11.8% | 減碼 |
| State Street Corp | 9,872,652 | $7.12 億 | 0.04% | −274,119−2.7% | 減碼 |
| Capital Research Global Investors | 9,796,073 | $7.06 億 | 0.19% | +646,962+7.1% | 加碼 |
| Geode Capital Management, LLC | 5,163,150 | $3.72 億 | 0.04% | −440,294−7.9% | 減碼 |
| Wellington Management Group LLP | 4,423,975 | $3.19 億 | 0.06% | +575,646+15.0% | 加碼 |
| Dimensional Fund Advisors LP | 3,922,987 | $2.83 億 | 0.09% | +50,148+1.3% | 加碼 |
| Northern Trust Corp | 3,920,915 | $2.83 億 | 0.05% | +16,052+0.4% | 加碼 |
| Norges Bank | 2,741,216 | $1.98 億 | 0.04% | +40,981+1.5% | 加碼 |
| First Trust Advisors LP | 2,639,316 | $1.90 億 | 0.23% | −22,676−0.9% | 減碼 |
| Morgan Stanley | 2,613,880 | $1.88 億 | 0.02% | −48,641−1.8% | 減碼 |
| Invesco Ltd. | 2,231,757 | $1.61 億 | 0.04% | +249,127+12.6% | 加碼 |
| Legal & General Group Plc | 2,006,272 | $1.45 億 | 0.05% | −88,615−4.2% | 減碼 |
| Goldman Sachs Group Inc | 1,957,656 | $1.41 億 | 0.04% | −387,017−16.5% | 減碼 |
| Royal Bank of Canada | 1,846,670 | $1.33 億 | 0.04% | −156,216−7.8% | 減碼 |
| Bank of New York Mellon Corp | 1,633,908 | $1.18 億 | 0.03% | −125,415−7.1% | 減碼 |
| Balyasny Asset Management LLC | 1,437,428 | $1.04 億 | 0.29% | +963,764+203.5% | 加碼 |
| Charles Schwab Investment Management Inc | 1,281,761 | $9,238 萬 | 0.03% | +3,190+0.2% | 加碼 |
| HSBC Holdings PLC | 1,210,985 | $8,731 萬 | 0.10% | +456,455+60.5% | 加碼 |
| Mairs & Power Inc | 1,193,278 | $8,600 萬 | 1.01% | −9,381−0.8% | 減碼 |
| UBS Asset Management Americas Inc | 1,161,662 | $8,372 萬 | 0.04% | +51,682+4.7% | 加碼 |
| Swiss National Bank | 780,900 | $5,628 萬 | 0.04% | −96,700−11.0% | 減碼 |
| Amundi | 752,369 | $5,249 萬 | 0.03% | +84,062+12.6% | 加碼 |
| Citadel Advisors LLC | 682,205 | $4,917 萬 | 0.05% | +225,274+49.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 668,507 | $4,818 萬 | 0.04% | −8,362−1.2% | 減碼 |
| Deutsche Bank AG | 653,258 | $4,708 萬 | 0.03% | +33,462+5.4% | 加碼 |
| Barclays PLC | 643,198 | $4,636 萬 | 0.03% | +81,164+14.4% | 加碼 |
| FMR LLC | 588,846 | $4,244 萬 | 0.00% | −9,476−1.6% | 減碼 |
| Nuveen Asset Management, LLC | 555,156 | $4,001 萬 | 0.01% | −10,536−1.9% | 減碼 |
| Qube Research & Technologies Ltd | 536,958 | $3,870 萬 | 0.11% | +145,729+37.2% | 加碼 |
| Rhumbline Advisers | 500,588 | $3,608 萬 | 0.04% | −32,775−6.1% | 減碼 |
| JPMorgan Chase & Co | 490,529 | $3,535 萬 | 0.00% | +17,122+3.6% | 加碼 |
| Assetmark, Inc | 478,189 | $3,446 萬 | 0.14% | +33,398+7.5% | 加碼 |
| California Public Employees Retirement System | 476,359 | $3,433 萬 | 0.03% | −220.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 424,274 | $3,058 萬 | 0.23% | −63,827−13.1% | 減碼 |
| Credit Suisse AG | 420,463 | $3,030 萬 | 0.03% | −684−0.2% | 減碼 |
| National Pension Service | 398,146 | $2,897 萬 | 0.05% | −9,030−2.2% | 減碼 |
| North Star Asset Management Inc | 395,863 | $2,853 萬 | 1.64% | +1,369+0.3% | 加碼 |
| California State Teachers Retirement System | 390,965 | $2,818 萬 | 0.04% | −10,765−2.7% | 減碼 |
| Brandywine Global Investment Management, LLC | 358,618 | $2,585 萬 | 0.23% | +11,990+3.5% | 加碼 |
| Marshall Wace, LLP | 349,741 | $2,521 萬 | 0.05% | −177,477−33.7% | 減碼 |
| Gillson Capital LP | 322,491 | $2,324 萬 | 1.72% | +322,491 | 新進 |
| QRG Capital Management, Inc. | 315,327 | $2,273 萬 | 0.39% | +315,327 | 新進 |
| Price T Rowe Associates Inc | 298,732 | $2,153 萬 | 0.00% | −5,545−1.8% | 減碼 |
| Victory Capital Management Inc | 298,301 | $2,150 萬 | 0.02% | −157,748−34.6% | 減碼 |
| Great West Life Assurance Co | 297,242 | $2,141 萬 | 0.05% | −30,375−9.3% | 減碼 |
| Alliancebernstein L.P. | 292,756 | $2,110 萬 | 0.01% | −44,882−13.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 287,657 | $2,073 萬 | 0.05% | −1,040−0.4% | 減碼 |
| Storebrand Asset Management AS | 284,407 | $2,050 萬 | 0.10% | −11,578−3.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 276,844 | $1,995 萬 | 0.30% | −37,873−12.0% | 減碼 |
| Man Group plc | – | $1,995 萬 | 0.06% | – | – |
| New York State Teachers Retirement System | 265,073 | $1,910 萬 | 0.05% | −41,109−13.4% | 減碼 |
| UBS Group AG | 264,981 | $1,910 萬 | 0.01% | −95,602−26.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 262,882 | $1,895 萬 | 0.04% | +36,546+16.1% | 加碼 |
| Principal Financial Group Inc | 259,018 | $1,867 萬 | 0.01% | −12,153−4.5% | 減碼 |
| Advisor Group Holdings, Inc. | 250,874 | $1,808 萬 | 0.03% | +116,506+86.7% | 加碼 |
| Russell Investments Group, Ltd. | 243,396 | $1,756 萬 | 0.03% | −8,044−3.2% | 減碼 |
| Squarepoint Ops LLC | 241,404 | $1,740 萬 | 0.08% | +34,292+16.6% | 加碼 |
| AustralianSuper Pty Ltd | 239,321 | $1,725 萬 | 0.11% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 237,931 | $1,715 萬 | 0.07% | +29,181+14.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 229,578 | $1,655 萬 | 0.03% | +16,235+7.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 214,410 | $1,545 萬 | 0.01% | −6,438−2.9% | 減碼 |
| Millennium Management LLC | 213,794 | $1,541 萬 | 0.02% | −246,843−53.6% | 減碼 |
| AE Wealth Management LLC | 210,079 | $1,514 萬 | 0.09% | −19,245−8.4% | 減碼 |
| New York State Common Retirement Fund | 209,956 | $1,513 萬 | 0.02% | −41,953−16.7% | 減碼 |
| Envestnet Asset Management Inc | 200,119 | $1,442 萬 | 0.01% | −239,104−54.4% | 減碼 |
| GW Henssler & Associates Ltd | 196,006 | $1,413 萬 | 0.96% | −129,810−39.8% | 減碼 |
| Wells Fargo & Company | 195,803 | $1,411 萬 | 0.00% | −14,384−6.8% | 減碼 |
| Prudential Financial Inc | 195,091 | $1,406 萬 | 0.02% | −5,423−2.7% | 減碼 |
| Susquehanna International Group, LLP | 188,685 | $1,360 萬 | 0.02% | −31,095−14.1% | 減碼 |
| Ameriprise Financial Inc | 187,569 | $1,352 萬 | 0.00% | −1,772−0.9% | 減碼 |
| Bank of Montreal | 171,717 | $1,327 萬 | 0.01% | −1,367−0.8% | 減碼 |
| Swedbank AB | 183,582 | $1,323 萬 | 0.02% | −21,580−10.5% | 減碼 |
| Twinbeech Capital LP | 173,335 | $1,249 萬 | 0.24% | +173,335 | 新進 |
| Royal London Asset Management Ltd | 172,994 | $1,246 萬 | 0.04% | +17,376+11.2% | 加碼 |
| Achmea Investment Management B.V. | 171,963 | $1,239 萬 | 0.27% | −21,220−11.0% | 減碼 |
| State of Tennessee, Treasury Department | 166,453 | $1,200 萬 | 0.05% | +129,682+352.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 164,367 | $1,185 萬 | 0.02% | +18,697+12.8% | 加碼 |
| State of Wisconsin Investment Board | 164,231 | $1,184 萬 | 0.04% | +32,943+25.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 160,912 | $1,160 萬 | 0.03% | −5,426−3.3% | 減碼 |
| Korea Investment CORP | 155,226 | $1,119 萬 | 0.03% | −183,465−54.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 154,935 | $1,117 萬 | 0.01% | −1,418−0.9% | 減碼 |
| Sound Income Strategies, LLC | 154,529 | $1,114 萬 | 0.94% | +10,772+7.5% | 加碼 |
| Pictet Asset Management Holding SA | 147,508 | $1,063 萬 | 0.01% | +147,508 | 新進 |
| Teacher Retirement System of Texas | 145,709 | $1,050 萬 | 0.07% | +5,755+4.1% | 加碼 |
| Canada Pension Plan Investment Board | 140,901 | $1,015 萬 | 0.01% | +119,300+552.3% | 加碼 |
| Citigroup Inc | 138,981 | $1,002 萬 | 0.01% | −9,605−6.5% | 減碼 |
| Tudor Investment Corp Et Al | 131,852 | $950.3 萬 | 0.14% | +131,852 | 新進 |
| State of New Jersey Common Pension Fund D | 130,702 | $942.0 萬 | 0.03% | −5,044−3.7% | 減碼 |
| ExodusPoint Capital Management, LP | 129,117 | $930.5 萬 | 0.12% | +97,236+305.0% | 加碼 |
| Goelzer Investment Management, Inc. | 128,979 | $929.6 萬 | 0.65% | −2,667−2.0% | 減碼 |
| Jane Street Group, LLC | 127,403 | $918.2 萬 | 0.01% | +70,441+123.7% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 125,000 | $900.9 萬 | 0.04% | −4,887−3.8% | 減碼 |
| TD Asset Management Inc | 123,624 | $891.0 萬 | 0.01% | +21,154+20.6% | 加碼 |
| Intech Investment Management LLC | 121,095 | $872.7 萬 | 0.13% | −16,794−12.2% | 減碼 |
| CBOE Vest Financial, LLC | 119,867 | $863.9 萬 | 0.47% | +50,022+71.6% | 加碼 |
| Toronto Dominion Bank | 118,912 | $857.0 萬 | 0.01% | −43,854−26.9% | 減碼 |
| Cambria Investment Management, L.P. | 118,629 | $855.0 萬 | 0.69% | +9,261+8.5% | 加碼 |