跳到主要內容

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 季與 2023 年第 2 季比較

持有 Principal Financial Group Inc 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

PFG 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數7319723+1
股數1.74 億20.3 萬1.72 億−245.3 萬 (−1.4%)
市值$132.1 億$1,543 萬$123.8 億−$8.12 億 (−6.2%)

9 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(65 家)

2023 年第 3 季季末持有 Principal Financial Group Inc、2023 年第 2 季季末沒有持有的機構。

2023 年第 3 季新進 PFG 的機構
機構股數市值佔組合 %
Gillson Capital LP322,491$2,324 萬1.72%
QRG Capital Management, Inc.315,327$2,273 萬0.39%
Twinbeech Capital LP173,335$1,249 萬0.24%
Pictet Asset Management Holding SA147,508$1,063 萬0.01%
Tudor Investment Corp Et Al131,852$950.3 萬0.14%
HRT Financial LP84,341$607.8 萬0.06%
Walleye Capital LLC73,220$527.7 萬0.08%
Comerica Bank64,757$466.7 萬0.02%
Schonfeld Strategic Advisors LLC45,646$329.0 萬0.03%
Wealth Enhancement Advisory Services, LLC36,443$262.6 萬0.01%
Vident Advisory, LLC36,081$260.0 萬0.08%
Campbell & CO Investment Adviser LLC35,121$253.1 萬0.30%
Dynamic Technology Lab Private Ltd27,580$198.7 萬0.20%
Point72 Asset Management, L.P.24,030$173.2 萬0.01%
Virginia Retirement Systems Et Al23,400$168.6 萬0.02%
Centiva Capital, LP21,390$154.2 萬0.08%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH21,088$152.0 萬0.07%
ISAM Funds (UK) Ltd20,532$148.0 萬0.94%
Walleye Trading LLC18,316$132.0 萬0.03%
Pearl River Capital, LLC13,542$97.6 萬0.15%
Neo Ivy Capital Management13,328$96.1 萬0.42%
Cipher Capital LP12,907$93.0 萬0.66%
Aquatic Capital Management LLC11,700$84.3 萬0.04%
Y-Intercept (Hong Kong) Ltd11,508$82.9 萬0.08%
Fox Run Management, L.L.C.10,932$78.8 萬0.23%
Teza Capital Management LLC8,710$62.8 萬0.10%
Envestnet Portfolio Solutions, Inc.8,002$57.7 萬0.00%
Garda Capital Partners LP7,884$56.8 萬0.36%
Burns Matteson Capital Management, LLC7,842$56.5 萬0.36%
Legacy Financial Group LLC7,754$55.9 萬0.13%
Sciencast Management LP7,600$54.8 萬0.25%
Machina Capital S.A.S.7,128$51.4 萬0.29%
Two Sigma Securities, LLC6,379$46.0 萬0.02%
Echo Street Capital Management LLC6,378$46.0 萬0.00%
Prospera Financial Services Inc6,333$45.6 萬0.02%
HB Wealth Management, LLC4,861$35.0 萬0.01%
GTS Securities LLC4,498$32.4 萬0.01%
Hartford Funds Management Co LLC4,478$32.3 萬0.03%
Syon Capital LLC4,030$29.0 萬0.04%
Qsemble Capital Management, LP3,900$28.1 萬0.05%
RIA Advisory Group LLC3,036$21.9 萬0.10%
Boston Private Wealth LLC2,892$20.8 萬0.00%
Virtu Financial LLC2,854$20.6 萬0.02%
Dai-Ichi Life Insurance Company, Ltd2,843$20.5 萬0.00%
Maven Securities LTD2,826$20.4 萬0.02%
Credit Agricole S A2,093$15.1 萬0.00%
Sentry Investment Management LLC1,291$9.30 萬0.04%
Optiver Holding B.V.1,090$7.86 萬0.00%
First Command Advisory Services, Inc.628$4.53 萬0.00%
Flaharty Asset Management, LLC609$4.39 萬0.01%
Authentikos Wealth Advisory, LLC569$4.10 萬0.04%
Fortis Group Advisors, LLC458$3.30 萬0.01%
Carmel Capital Partners, LLC187$1.35 萬0.01%
NBC Securities, Inc.190$1.30 萬0.00%
Team Financial Group, LLC160$1.15 萬0.01%
TD Waterhouse Canada Inc.112$1.07 萬0.00%
Kapitalo Investimentos Ltda123$8,8650.00%
Salomon & Ludwin, LLC119$8,5760.00%
Peoples Bank110$7,9260.01%
CarsonAllaria Wealth Management, Ltd.100$7,2070.01%
Northwest Investment Counselors, LLC50$3,6040.00%
Albion Financial Group32$2,3070.00%
Baystate Wealth Management LLC30$2,1820.00%
Perkins Coie Trust Co8$5760.00%
Annis Gardner Whiting Capital Advisors, LLC1$730.00%

清倉機構(64 家)

2023 年第 2 季季末持有 Principal Financial Group Inc、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 PFG 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
NewEdge Wealth, LLC159,029$1,206 萬
Brookfield Asset Management Inc.143,245$1,086 萬
Connor, Clark & Lunn Investment Management Ltd.83,683$634.7 萬
Healthcare of Ontario Pension Plan Trust Fund45,000$341.3 萬
Investment Management Corp of Ontario31,607$239.7 萬
Vident Investment Advisory, LLC28,069$212.9 萬
Crestline Management, LP20,000$151.7 萬
Edgestream Partners, L.P.14,936$113.3 萬
Polianta Ltd14,000$106.1 萬
Ergoteles LLC13,885$105.3 萬
Jefferies Financial Group Inc.13,238$100.4 萬
Bridgefront Capital, LLC11,425$86.6 萬
Gotham Asset Management, LLC11,315$85.8 萬
Magnetar Financial LLC8,927$67.7 萬
Strategy Asset Managers LLC8,474$64.3 萬
Veritable, L.P.8,216$62.3 萬
Unigestion Holding SA7,138$54.0 萬
Donoghue Forlines LLC5,859$44.4 萬
Sherbrooke Park Advisers LLC5,700$43.2 萬
Banco BTG Pactual S.A.5,346$40.5 萬
MQS Management LLC5,319$40.3 萬
Rockefeller Capital Management L.P.5,101$38.7 萬
Summit X, LLC4,769$36.2 萬
Capstone Investment Advisors, LLC4,306$32.7 萬
Alps Advisors Inc4,124$31.3 萬
Olistico Wealth, LLC3,830$29.0 萬
Inceptionr LLC3,791$28.8 萬
Mma Asset Management LLC3,505$26.6 萬
Astoria Portfolio Advisors LLC.3,260$26.1 萬
Cigna Investments Inc2,925$22.1 萬
IHT Wealth Management, LLC2,886$21.9 萬
Cora Capital Advisors LLC2,878$21.8 萬
Latitude Advisors, LLC2,873$21.8 萬
Atria Wealth Solutions, Inc.2,796$21.2 萬
Commons Capital, LLC2,754$20.9 萬
Sather Financial Group Inc2,754$20.9 萬
Oxford Financial Group Ltd2,751$20.9 萬
Sigma Planning Corp2,744$20.8 萬
Profund Advisors LLC2,702$20.5 萬
Brighton Jones LLC2,701$20.5 萬
Trust Asset Management LLC2,678$20.3 萬
WealthPLAN Partners, LLC1,969$14.9 萬
State of Wyoming1,606$12.2 萬
CVA Family Office, LLC750$5.69 萬
Fairfield, Bush & Co.700$5.31 萬
O'Dell Group, LLC609$4.62 萬
Avalon Trust Co465$3.53 萬
Fiduciary Alliance LLC457$3.47 萬
ICA Group Wealth Management, LLC400$3.03 萬
Clear Street Markets LLC296$2.20 萬
Belmont Capital, LLC198$1.50 萬
MRP Capital Investments, LLC150$1.14 萬
HM Payson & Co128$9,708
South State Corp.114$8,646
Tilia Fiduciary Partners, Inc.108$8,191
Hoese & Co LLP100$7,584
Ridgewood Investments LLC96$7,281
Carmichael Hill & Associates, Inc.87$6,599
Grove Bank & Trust80$6,067
Horan Securities, Inc.40$3,034
Disciplined Investments, LLC35$2,654
Piscataqua Savings Bank35$2,654
Sofos Investments, Inc.76$1,946
Impact Partnership Wealth, LLC25$1,896

尚未申報 2023 年第 3 季的機構(9 家)

2023 年第 2 季季末持有 Principal Financial Group Inc、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 PFG、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA161,446$1,224 萬
BerganKDV Wealth Management, LLC27,620$209.5 萬
EA Series Trust10,872$82.5 萬
Ten Capital Wealth Advisors, LLC1,707$12.9 萬
First Command Bank628$4.76 萬
First Command Financial Services, Inc.628$4.76 萬
Kistler-Tiffany Companies, LLC270$2.05 萬
BDO Wealth Advisors, LLC170$1.29 萬
First Capital Advisors Group, LLC.127$9,632