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 |
|---|---|---|---|---|---|
| West Financial Advisors, LLC | 2,515 | $18.1 萬 | 0.05% | −10−0.4% | 減碼 |
| Whittier Trust Co | 2,541 | $18.3 萬 | 0.00% | +41+1.6% | 加碼 |
| Resurgent Financial Advisors LLC | 2,690 | $19.4 萬 | 0.13% | 00.0% | 不變 |
| Security National Bank | 2,795 | $20.3 萬 | 0.06% | 00.0% | 不變 |
| Maven Securities LTD | 2,826 | $20.4 萬 | 0.02% | +2,826 | 新進 |
| Ameritas Investment Partners, Inc. | 2,831 | $20.4 萬 | 0.01% | +84+3.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 2,843 | $20.5 萬 | 0.00% | +2,843 | 新進 |
| Virtu Financial LLC | 2,854 | $20.6 萬 | 0.02% | +2,854 | 新進 |
| Boston Private Wealth LLC | 2,892 | $20.8 萬 | 0.00% | +2,892 | 新進 |
| Checchi Capital Advisers, LLC | 2,903 | $20.9 萬 | 0.02% | +252+9.5% | 加碼 |
| Glassy Mountain Advisors, Inc. | 3,000 | $21.1 萬 | 0.10% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 2,935 | $21.2 萬 | 0.02% | +138+4.9% | 加碼 |
| Geller Advisors LLC | 2,958 | $21.3 萬 | 0.02% | −290−8.9% | 減碼 |
| Nilsine Partners, LLC | 2,980 | $21.5 萬 | 0.03% | +9+0.3% | 加碼 |
| Rehmann Capital Advisory Group | 2,980 | $21.5 萬 | 0.02% | −127−4.1% | 減碼 |
| Security National Bank of So Dak | 3,000 | $21.6 萬 | 0.16% | 00.0% | 不變 |
| CRA Financial Services, LLC | 3,000 | $21.6 萬 | 0.06% | 00.0% | 不變 |
| Lincoln National Corp | 3,002 | $21.6 萬 | 0.00% | −104−3.3% | 減碼 |
| Signaturefd, LLC | 3,010 | $21.7 萬 | 0.01% | +600+24.9% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 3,015 | $21.7 萬 | 0.07% | 00.0% | 不變 |
| Veriti Management LLC | 3,017 | $21.7 萬 | 0.02% | −18−0.6% | 減碼 |
| Central Trust Co | 3,028 | $21.8 萬 | 0.01% | −37−1.2% | 減碼 |
| Northwest Wealth Management, LLC | 3,029 | $21.8 萬 | 0.08% | +6+0.2% | 加碼 |
| RIA Advisory Group LLC | 3,036 | $21.9 萬 | 0.10% | +3,036 | 新進 |
| Park National Corp | 3,055 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Comerica Securities,inc. | 3,060 | $22.1 萬 | 0.02% | +66+2.2% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $22.1 萬 | 0.11% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 3,178 | $22.2 萬 | 0.10% | +196+6.6% | 加碼 |
| Kinloch Capital, LLC | 3,130 | $22.6 萬 | 0.14% | 00.0% | 不變 |
| Horizon Investments, LLC | 3,135 | $22.6 萬 | 0.01% | −27−0.9% | 減碼 |
| JT Stratford LLC | 3,164 | $22.8 萬 | 0.06% | −1,849−36.9% | 減碼 |
| Fund Management at Engine No. 1 LLC | 3,179 | $22.9 萬 | 0.04% | +239+8.1% | 加碼 |
| Western Wealth Management, LLC | 3,183 | $22.9 萬 | 0.02% | +4+0.1% | 加碼 |
| Snowden Capital Advisors LLC | 3,194 | $23.0 萬 | 0.01% | −293−8.4% | 減碼 |
| Prossimo Advisors, LLC | 3,239 | $23.3 萬 | 0.55% | −20−0.6% | 減碼 |
| First Citizens Financial Corp | 3,261 | $23.5 萬 | 0.17% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 3,268 | $23.6 萬 | 0.02% | +2+0.1% | 加碼 |
| Koshinski Asset Management, Inc. | 3,303 | $23.8 萬 | 0.03% | +132+4.2% | 加碼 |
| Northern Oak Wealth Management Inc | 3,308 | $23.8 萬 | 0.03% | 00.0% | 不變 |
| Concord Wealth Partners | 3,354 | $24.2 萬 | 0.05% | 00.0% | 不變 |
| Ritholtz Wealth Management | 3,378 | $24.3 萬 | 0.01% | −1,226−26.6% | 減碼 |
| Renaissance Group LLC | 3,392 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 3,424 | $24.7 萬 | 0.09% | +191+5.9% | 加碼 |
| Keybank National Association | 3,467 | $25.0 萬 | 0.00% | +29+0.8% | 加碼 |
| StrategIQ Financial Group, LLC | 3,474 | $25.0 萬 | 0.03% | +54+1.6% | 加碼 |
| Archer Investment Corp | 3,479 | $25.1 萬 | 0.09% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 3,535 | $25.5 萬 | 0.05% | −452−11.3% | 減碼 |
| Clarius Group, LLC | 3,536 | $25.5 萬 | 0.02% | −672−16.0% | 減碼 |
| WESPAC Advisors, LLC | 3,613 | $26.0 萬 | 0.19% | +290+8.7% | 加碼 |
| Iron Horse Wealth Management, LLC | 3,629 | $26.2 萬 | 0.13% | 00.0% | 不變 |
| Raymond James Trust N.A. | 3,635 | $26.2 萬 | 0.01% | +185+5.4% | 加碼 |
| Pitcairn Co | 3,739 | $26.9 萬 | 0.02% | −124−3.2% | 減碼 |
| Petrus Trust Company, LTA | 3,746 | $27.0 萬 | 0.03% | −302−7.5% | 減碼 |
| Affinity Wealth Management LLC | 3,780 | $27.2 萬 | 0.06% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 3,783 | $27.3 萬 | 0.05% | −100−2.6% | 減碼 |
| Colony Group LLC | 3,802 | $27.4 萬 | 0.00% | −154−3.9% | 減碼 |
| Lake Street Financial LLC | 3,820 | $27.8 萬 | 0.05% | −392−9.3% | 減碼 |
| Auxano Advisors, LLC | 3,855 | $27.8 萬 | 0.11% | 00.0% | 不變 |
| FDx Advisors, Inc. | 3,852 | $27.8 萬 | 0.02% | −2,050−34.7% | 減碼 |
| Legacy Bridge, LLC | 3,895 | $28.1 萬 | 0.20% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 3,900 | $28.1 萬 | 0.05% | +3,900 | 新進 |
| CAPROCK Group, Inc. | 3,914 | $28.2 萬 | 0.02% | +123+3.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 3,923 | $28.3 萬 | 0.06% | 00.0% | 不變 |
| Adviser Investments LLC | 3,957 | $28.5 萬 | 0.01% | +205+5.5% | 加碼 |
| Syon Capital LLC | 4,030 | $29.0 萬 | 0.04% | +4,030 | 新進 |
| Apollon Wealth Management, LLC | 4,140 | $29.8 萬 | 0.01% | −625−13.1% | 減碼 |
| HBK Sorce Advisory LLC | 4,145 | $29.9 萬 | 0.01% | −8−0.2% | 減碼 |
| Bartlett & Co. LLC | 4,155 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Qtron Investments LLC | 4,154 | $29.9 萬 | 0.06% | −1,688−28.9% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,155 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Center For Asset Management LLC | 4,190 | $30.2 萬 | 0.30% | −24−0.6% | 減碼 |
| V-Square Quantitative Management LLC | 4,278 | $30.8 萬 | 0.14% | +2,779+185.4% | 加碼 |
| Blair William & Co | 4,294 | $30.9 萬 | 0.00% | −181−4.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,300 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 4,384 | $31.6 萬 | 0.01% | +789+21.9% | 加碼 |
| EHP Funds Inc. | 4,400 | $31.7 萬 | 0.15% | −16,700−79.1% | 減碼 |
| Hartford Funds Management Co LLC | 4,478 | $32.3 萬 | 0.03% | +4,478 | 新進 |
| Arete Wealth Advisors, LLC | 4,489 | $32.4 萬 | 0.06% | −214−4.6% | 減碼 |
| J. W. Coons Advisors, LLC | 4,495 | $32.4 萬 | 0.09% | −40−0.9% | 減碼 |
| My Legacy Advisors, LLC | 4,663 | $32.4 萬 | 0.13% | −3,830−45.1% | 減碼 |
| GTS Securities LLC | 4,498 | $32.4 萬 | 0.01% | +4,498 | 新進 |
| Kinneret Advisory, LLC | 4,501 | $32.4 萬 | 0.04% | −3−0.1% | 減碼 |
| Farmers & Merchants Investments Inc | 4,508 | $32.5 萬 | 0.01% | +170+3.9% | 加碼 |
| Sageworth Trust Co of South Dakota | 4,571 | $32.9 萬 | 0.73% | 00.0% | 不變 |
| Independent Advisor Alliance | 4,606 | $33.2 萬 | 0.02% | −31−0.7% | 減碼 |
| Ellevest, Inc. | 4,644 | $33.5 萬 | 0.03% | +149+3.3% | 加碼 |
| Integrated Wealth Concepts LLC | 4,733 | $34.1 萬 | 0.01% | −821−14.8% | 減碼 |
| Centennial Wealth Advisory LLC | 4,748 | $34.2 萬 | 0.18% | +153+3.3% | 加碼 |
| Kingsview Wealth Management, LLC | 4,766 | $34.3 萬 | 0.01% | −25−0.5% | 減碼 |
| Vestcor Inc | 4,781 | $34.5 萬 | 0.01% | −1,095−18.6% | 減碼 |
| Jacobi Capital Management LLC | 4,846 | $34.9 萬 | 0.04% | −1,068−18.1% | 減碼 |
| Cedrus LLC | 4,850 | $35.0 萬 | 0.25% | 00.0% | 不變 |
| HB Wealth Management, LLC | 4,861 | $35.0 萬 | 0.01% | +4,861 | 新進 |
| Beacon Pointe Advisors, LLC | 4,927 | $35.5 萬 | 0.00% | −669−12.0% | 減碼 |
| Acropolis Investment Management, LLC | 4,939 | $35.6 萬 | 0.03% | −1,870−27.5% | 減碼 |
| Erste Asset Management GmbH | 4,900 | $35.6 萬 | 0.01% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 4,966 | $35.8 萬 | 0.07% | −104−2.1% | 減碼 |
| 180 Wealth Advisors, LLC | 4,979 | $35.9 萬 | 0.08% | +34+0.7% | 加碼 |
| United Capital Financial Advisers, LLC | 5,018 | $36.2 萬 | 0.00% | −393−7.3% | 減碼 |
| Bleakley Financial Group, LLC | 5,060 | $36.5 萬 | 0.01% | −321−6.0% | 減碼 |