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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 5,060 | $36.5 萬 | 0.01% | −315−5.9% | 減碼 |
| Symmetry Partners, LLC | 5,082 | $36.6 萬 | 0.02% | 00.0% | 不變 |
| Balentine LLC | 5,150 | $37.1 萬 | 0.01% | +12+0.2% | 加碼 |
| MAI Capital Management | 5,165 | $37.2 萬 | 0.01% | −145−2.7% | 減碼 |
| Wedbush Securities Inc | 5,192 | $37.4 萬 | 0.02% | −361−6.5% | 減碼 |
| Benin Management CORP | 5,200 | $37.5 萬 | 0.14% | 00.0% | 不變 |
| Romano Brothers and Company | 5,278 | $38.0 萬 | 0.06% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 5,304 | $38.2 萬 | 0.01% | −22−0.4% | 減碼 |
| CWA Asset Management Group, LLC | 5,358 | $38.6 萬 | 0.03% | −4−0.1% | 減碼 |
| Coldstream Capital Management Inc | 5,368 | $38.7 萬 | 0.01% | +43+0.8% | 加碼 |
| Waldron Private Wealth LLC | 5,379 | $38.8 萬 | 0.02% | −151−2.7% | 減碼 |
| Ieq Capital, LLC | 5,412 | $39.0 萬 | 0.01% | +1,267+30.6% | 加碼 |
| Resolute Wealth Strategies, LLC | 5,475 | $39.5 萬 | 0.30% | +4+0.1% | 加碼 |
| Bessemer Group Inc | 5,486 | $39.6 萬 | 0.00% | +2,547+86.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,522 | $39.8 萬 | 0.01% | −450−7.5% | 減碼 |
| Advisory Services Network, LLC | 5,550 | $40.0 萬 | 0.01% | +2,278+69.6% | 加碼 |
| Capital Investment Advisors, LLC | 5,724 | $41.3 萬 | 0.01% | +114+2.0% | 加碼 |
| Twin Capital Management Inc | 5,725 | $41.3 萬 | 0.06% | −551−8.8% | 減碼 |
| Heartland Bank & Trust Co | 5,732 | $41.3 萬 | 0.33% | +84+1.5% | 加碼 |
| Nicolet Bankshares Inc | 5,808 | $41.9 萬 | 0.13% | −190−3.2% | 減碼 |
| GWM Advisors LLC | 5,876 | $42.4 萬 | 0.00% | −1,647−21.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 5,889 | $42.4 萬 | 0.01% | +451+8.3% | 加碼 |
| Personal Cfo Solutions, LLC | 5,922 | $42.7 萬 | 0.08% | −1,226−17.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 5,937 | $42.8 萬 | 0.03% | +695+13.3% | 加碼 |
| Burney Co | 5,949 | $42.9 萬 | 0.02% | −227−3.7% | 減碼 |
| Equitable Holdings, Inc. | 5,990 | $43.2 萬 | 0.01% | +569+10.5% | 加碼 |
| Hilltop Holdings Inc. | 6,049 | $43.6 萬 | 0.05% | +32+0.5% | 加碼 |
| Sompo Asset Management Co., Ltd. | 6,070 | $43.7 萬 | 0.10% | +2,280+60.2% | 加碼 |
| Continuum Advisory, LLC | 6,248 | $45.0 萬 | 0.07% | −19−0.3% | 減碼 |
| Marquette Asset Management, LLC | 6,262 | $45.1 萬 | 0.11% | +5,534+760.2% | 加碼 |
| Prospera Financial Services Inc | 6,333 | $45.6 萬 | 0.02% | +6,333 | 新進 |
| Echo Street Capital Management LLC | 6,378 | $46.0 萬 | 0.00% | +6,378 | 新進 |
| Two Sigma Securities, LLC | 6,379 | $46.0 萬 | 0.02% | +6,379 | 新進 |
| Greenleaf Trust | 6,497 | $46.8 萬 | 0.01% | −418−6.0% | 減碼 |
| SG Americas Securities, LLC | 6,643 | $47.9 萬 | 0.01% | −19,032−74.1% | 減碼 |
| Regions Financial Corp | 6,672 | $48.1 萬 | 0.00% | −93−1.4% | 減碼 |
| Occudo Quantitative Strategies LP | 6,692 | $48.2 萬 | 0.06% | −14,081−67.8% | 減碼 |
| TownSquare Capital, LLC | 6,693 | $48.2 萬 | 0.01% | +194+3.0% | 加碼 |
| Mokosak Advisory Group, LLC | 6,760 | $48.7 萬 | 0.20% | −43−0.6% | 減碼 |
| Palisade Asset Management, LLC | 6,800 | $49.0 萬 | 0.06% | −100−1.4% | 減碼 |
| IFP Advisors, Inc | 6,810 | $49.1 萬 | 0.02% | −75−1.1% | 減碼 |
| Venture Visionary Partners LLC | 6,811 | $49.1 萬 | 0.03% | −656−8.8% | 減碼 |
| Argonautica Private Wealth Management, Inc | 6,815 | $49.1 萬 | 0.22% | +89+1.3% | 加碼 |
| Impax Asset Management Group plc | 6,878 | $49.6 萬 | 0.00% | −14−0.2% | 減碼 |
| Forum Financial Management, LP | 6,879 | $49.6 萬 | 0.01% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 6,898 | $49.7 萬 | 0.01% | −54−0.8% | 減碼 |
| Merit Financial Group, LLC | 6,947 | $50.1 萬 | 0.02% | +153+2.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,019 | $50.6 萬 | 0.01% | −102−1.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,079 | $51.0 萬 | 0.02% | +690+10.8% | 加碼 |
| Machina Capital S.A.S. | 7,128 | $51.4 萬 | 0.29% | +7,128 | 新進 |
| Desjardins Global Asset Management Inc. | 7,188 | $51.8 萬 | 0.06% | +1,455+25.4% | 加碼 |
| Paradigm Financial Partners, LLC | 7,719 | $52.5 萬 | 0.14% | −8,085−51.2% | 減碼 |
| Carret Asset Management, LLC | 7,291 | $52.5 萬 | 0.07% | −100−1.4% | 減碼 |
| Agf Management Ltd | 7,295 | $52.6 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 7,343 | $52.9 萬 | 0.07% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 7,350 | $53.0 萬 | 0.03% | −136−1.8% | 減碼 |
| Archford Capital Strategies, LLC | 7,381 | $53.2 萬 | 0.11% | +135+1.9% | 加碼 |
| City State Bank | 7,425 | $53.5 萬 | 0.29% | −13−0.2% | 減碼 |
| Fifth Third Bancorp | 7,511 | $54.1 萬 | 0.00% | +559+8.0% | 加碼 |
| Sciencast Management LP | 7,600 | $54.8 萬 | 0.25% | +7,600 | 新進 |
| Legacy Financial Group LLC | 7,754 | $55.9 萬 | 0.13% | +7,754 | 新進 |
| Wolff Financial Management LLC | 7,815 | $56.3 萬 | 0.19% | 00.0% | 不變 |
| Burns Matteson Capital Management, LLC | 7,842 | $56.5 萬 | 0.36% | +7,842 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,881 | $56.8 萬 | 0.02% | +31+0.4% | 加碼 |
| Garda Capital Partners LP | 7,884 | $56.8 萬 | 0.36% | +7,884 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 7,954 | $57.3 萬 | 0.04% | −151−1.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 8,002 | $57.7 萬 | 0.00% | +8,002 | 新進 |
| Empirical Finance, LLC | 8,208 | $59.2 萬 | 0.04% | +691+9.2% | 加碼 |
| Gilbert & Cook, Inc. | 8,256 | $59.5 萬 | 0.09% | −150−1.8% | 減碼 |
| Vontobel Holding Ltd. | 8,288 | $59.7 萬 | 0.01% | −1,500−15.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 8,296 | $59.8 萬 | 0.01% | +135+1.7% | 加碼 |
| SageView Advisory Group, LLC | 8,354 | $60.2 萬 | 0.03% | −2,944−26.1% | 減碼 |
| iA Global Asset Management Inc. | 8,370 | $60.3 萬 | 0.02% | −3,276−28.1% | 減碼 |
| Lion Street Advisors, LLC | 8,422 | $60.7 萬 | 0.20% | +56+0.7% | 加碼 |
| Allworth Financial LP | 8,426 | $60.7 萬 | 0.01% | +16+0.2% | 加碼 |
| Metis Global Partners, LLC | 8,434 | $60.8 萬 | 0.03% | +1,324+18.6% | 加碼 |
| Proequities, Inc. | 8,485 | $61.2 萬 | 0.05% | +7+0.1% | 加碼 |
| APG Asset Management N.V. | 8,647 | $62.3 萬 | 0.00% | −700−7.5% | 減碼 |
| Norinchukin Bank, The | 8,664 | $62.4 萬 | 0.01% | −10,241−54.2% | 減碼 |
| Teza Capital Management LLC | 8,710 | $62.8 萬 | 0.10% | +8,710 | 新進 |
| Graham Capital Management, L.P. | 8,762 | $63.1 萬 | 0.02% | +2,859+48.4% | 加碼 |
| Virtus ETF Advisers LLC | 8,928 | $64.3 萬 | 0.39% | −1,248−12.3% | 減碼 |
| Everence Capital Management Inc | 9,080 | $65.4 萬 | 0.05% | +4,550+100.4% | 加碼 |
| Verition Fund Management LLC | 9,192 | $66.2 萬 | 0.01% | +4,714+105.3% | 加碼 |
| KC Investment Advisors, LLC | 9,193 | $66.3 萬 | 0.43% | +169+1.9% | 加碼 |
| Metropolitan Life Insurance Co | 9,200 | $66.3 萬 | 0.03% | −638−6.5% | 減碼 |
| Csenge Advisory Group | 9,257 | $66.7 萬 | 0.05% | +102+1.1% | 加碼 |
| Basepoint Wealth LLC | 9,275 | $66.8 萬 | 0.55% | +565+6.5% | 加碼 |
| Banque Cantonale Vaudoise | 9,355 | $67.4 萬 | 0.03% | −5,300−36.2% | 減碼 |
| Johnson Midwest Financial, LLC | 9,488 | $68.4 萬 | 1.53% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $68.5 萬 | 0.05% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 9,533 | $68.7 萬 | 0.22% | −510−5.1% | 減碼 |
| Empowered Funds, LLC | 9,639 | $69.5 萬 | 0.02% | −1,233−11.3% | 減碼 |
| Duality Advisers, LP | 9,649 | $69.5 萬 | 0.08% | −4,829−33.4% | 減碼 |
| Pinnacle Associates Ltd | 9,700 | $69.9 萬 | 0.01% | −107−1.1% | 減碼 |
| Cetera Advisors LLC | 9,708 | $70.0 萬 | 0.01% | +254+2.7% | 加碼 |
| Proquility Private Wealth Partners, LLC | 9,722 | $70.1 萬 | 0.29% | −309−3.1% | 減碼 |
| Thrivent Financial for Lutherans | 9,799 | $70.6 萬 | 0.00% | −265−2.6% | 減碼 |
| Holderness Investments Co | 9,936 | $71.6 萬 | 0.28% | −78−0.8% | 減碼 |
| Axq Capital, LP | 10,000 | $72.1 萬 | 0.25% | +3,400+51.5% | 加碼 |