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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 10,145 | $73.1 萬 | 0.10% | −73−0.7% | 減碼 |
| PSI Advisors, LLC | 10,284 | $74.1 萬 | 0.32% | −2,709−20.8% | 減碼 |
| CWM, LLC | 10,335 | $74.5 萬 | 0.00% | +551+5.6% | 加碼 |
| Strategic Investment Advisors | 10,389 | $74.9 萬 | 0.12% | +528+5.4% | 加碼 |
| West Bancorporation Inc | 10,678 | $77.0 萬 | 0.54% | −38−0.4% | 減碼 |
| Park Edge Advisors, LLC | 10,891 | $78.5 萬 | 0.28% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 10,932 | $78.8 萬 | 0.23% | +10,932 | 新進 |
| Old National Bancorp | 10,935 | $78.8 萬 | 0.02% | −5,407−33.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 10,986 | $79.2 萬 | 0.02% | +8,429+329.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 11,062 | $79.7 萬 | 0.02% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 11,067 | $79.8 萬 | 0.34% | +32+0.3% | 加碼 |
| South Dakota Investment Council | 11,130 | $80.2 萬 | 0.02% | −800−6.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 11,143 | $80.3 萬 | 0.10% | −3,620−24.5% | 減碼 |
| AXA S.A. | 11,208 | $80.8 萬 | 0.00% | +8,057+255.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 11,440 | $82.4 萬 | 0.00% | −13,438−54.0% | 減碼 |
| LSV Asset Management | 11,500 | $82.9 萬 | 0.00% | −44,900−79.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 11,508 | $82.9 萬 | 0.08% | +11,508 | 新進 |
| Verdence Capital Advisors LLC | 11,623 | $83.8 萬 | 0.09% | +3,113+36.6% | 加碼 |
| Aquatic Capital Management LLC | 11,700 | $84.3 萬 | 0.04% | +11,700 | 新進 |
| New Mexico Educational Retirement Board | 11,754 | $84.7 萬 | 0.04% | +700+6.3% | 加碼 |
| Pathstone Family Office, LLC | 11,830 | $85.3 萬 | 0.01% | +8,622+268.8% | 加碼 |
| E. Ohman J:or Asset Management AB | 11,900 | $85.8 萬 | 0.03% | +1,200+11.2% | 加碼 |
| Oppenheimer & Co Inc | 11,933 | $86.0 萬 | 0.02% | −340−2.8% | 減碼 |
| Glenmede Trust Co NA | 11,963 | $86.2 萬 | 0.00% | −592−4.7% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 12,115 | $87.3 萬 | 0.50% | −194−1.6% | 減碼 |
| Foster Group, Inc. | 12,429 | $89.6 萬 | 0.05% | +459+3.8% | 加碼 |
| Savant Capital, LLC | 12,618 | $90.9 萬 | 0.01% | −270−2.1% | 減碼 |
| Cipher Capital LP | 12,907 | $93.0 萬 | 0.66% | +12,907 | 新進 |
| Umb Bank N A | 12,921 | $93.1 萬 | 0.01% | −1,329−9.3% | 減碼 |
| Rockland Trust Co | 13,012 | $93.8 萬 | 0.06% | −584−4.3% | 減碼 |
| Estate Counselors, LLC | 13,210 | $95.2 萬 | 0.13% | +140+1.1% | 加碼 |
| Adams Wealth Management | 13,240 | $95.4 萬 | 0.32% | −315−2.3% | 減碼 |
| Neo Ivy Capital Management | 13,328 | $96.1 萬 | 0.42% | +13,328 | 新進 |
| Pearl River Capital, LLC | 13,542 | $97.6 萬 | 0.15% | +13,542 | 新進 |
| Resources Investment Advisors, LLC. | 13,612 | $98.1 萬 | 0.02% | −2,742−16.8% | 減碼 |
| Louisiana State Employees Retirement System | 13,800 | $99.5 萬 | 0.02% | −200−1.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,861 | $99.9 萬 | 0.00% | −67,393−82.9% | 減碼 |
| Ascent Group, LLC | 14,588 | $100.5 萬 | 0.11% | −13,614−48.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,944 | $101.0 萬 | 0.01% | −72,883−83.9% | 減碼 |
| Glaxis Capital Management, LLC | 14,127 | $101.8 萬 | 6.74% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 14,177 | $102.2 萬 | 0.02% | +1,694+13.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 14,230 | $102.6 萬 | 0.03% | +602+4.4% | 加碼 |
| Kestra Advisory Services, LLC | 14,284 | $102.9 萬 | 0.01% | +259+1.8% | 加碼 |
| Pacer Advisors, Inc. | 14,339 | $103.3 萬 | 0.00% | +346+2.5% | 加碼 |
| Prudential PLC | 14,719 | $106.1 萬 | 0.01% | −3,141−17.6% | 減碼 |
| Ostrum Asset Management | 14,722 | $106.1 萬 | 0.10% | +5,215+54.9% | 加碼 |
| M&T Bank Corp | 14,895 | $107.3 萬 | 0.00% | −4,722−24.1% | 減碼 |
| Hartford Investment Management Co | 15,243 | $109.9 萬 | 0.04% | −1,626−9.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 15,989 | $112.5 萬 | 0.03% | +260+1.7% | 加碼 |
| D.A. Davidson & Co. | 15,655 | $112.8 萬 | 0.01% | −101−0.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 15,708 | $113.2 萬 | 0.01% | +1,724+12.3% | 加碼 |
| GoalVest Advisory LLC | 15,915 | $114.7 萬 | 0.57% | +933+6.2% | 加碼 |
| Advisor Partners II, LLC | 15,921 | $114.7 萬 | 0.05% | +759+5.0% | 加碼 |
| Securian Asset Management, Inc | 15,957 | $115.0 萬 | 0.03% | −2,669−14.3% | 減碼 |
| Wedge Capital Management L L P | 16,514 | $119.0 萬 | 0.02% | −28,154−63.0% | 減碼 |
| Cresset Asset Management, LLC | 16,549 | $119.3 萬 | 0.01% | +2,291+16.1% | 加碼 |
| Nordea Investment Management AB | 16,440 | $119.8 萬 | 0.00% | 00.0% | 不變 |
| Greenwood Capital Associates LLC | 16,952 | $122.2 萬 | 0.18% | +597+3.7% | 加碼 |
| Ossiam | 16,953 | $122.2 萬 | 0.02% | +13,650+413.3% | 加碼 |
| Montag A & Associates Inc | 17,596 | $126.8 萬 | 0.08% | −350−2.0% | 減碼 |
| Truist Financial Corp | 17,603 | $126.9 萬 | 0.00% | −3,065−14.8% | 減碼 |
| Ontario Teachers Pension Plan Board | 17,626 | $127.0 萬 | 0.01% | −6,758−27.7% | 減碼 |
| Kentucky Retirement Systems | 17,815 | $128.4 萬 | 0.04% | −338−1.9% | 減碼 |
| Cerity Partners LLC | 18,099 | $130.4 萬 | 0.01% | −2,163−10.7% | 減碼 |
| Janney Montgomery Scott LLC | 18,192 | $131.1 萬 | 0.00% | −3,806−17.3% | 減碼 |
| Walleye Trading LLC | 18,316 | $132.0 萬 | 0.03% | +18,316 | 新進 |
| Centric Wealth Management | 18,369 | $132.4 萬 | 0.55% | +1,143+6.6% | 加碼 |
| Maryland State Retirement & Pension System | 18,456 | $133.0 萬 | 0.03% | 00.0% | 不變 |
| Argent Trust Co | 18,746 | $135.1 萬 | 0.07% | +3,082+19.7% | 加碼 |
| Guggenheim Capital LLC | 18,968 | $136.7 萬 | 0.01% | +445+2.4% | 加碼 |
| Assenagon Asset Management S.A. | 19,001 | $136.9 萬 | 0.00% | −186−1.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 19,065 | $137.4 萬 | 0.00% | −1,366−6.7% | 減碼 |
| Great Diamond Partners, LLC | 19,695 | $141.9 萬 | 0.38% | −127−0.6% | 減碼 |
| Toroso Investments, LLC | 19,754 | $142.4 萬 | 0.04% | −3,587−15.4% | 減碼 |
| MML Investors Services, LLC | 19,783 | $142.6 萬 | 0.01% | +3,678+22.8% | 加碼 |
| STRS Ohio | 19,948 | $143.7 萬 | 0.01% | −3,345−14.4% | 減碼 |
| Daiwa Securities Group Inc. | 19,946 | $143.8 萬 | 0.01% | +1,344+7.2% | 加碼 |
| Banque Pictet & Cie SA | 20,081 | $144.7 萬 | 0.02% | −10,294−33.9% | 減碼 |
| Stifel Financial Corp | 20,098 | $144.9 萬 | 0.00% | +2,858+16.6% | 加碼 |
| HighTower Advisors, LLC | 20,070 | $145.5 萬 | 0.00% | −232−1.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 20,357 | $146.7 萬 | 0.05% | +296+1.5% | 加碼 |
| Federated Hermes, Inc. | 20,456 | $147.4 萬 | 0.00% | +2,986+17.1% | 加碼 |
| ISAM Funds (UK) Ltd | 20,532 | $148.0 萬 | 0.94% | +20,532 | 新進 |
| Teachers Retirement System of the State of Kentucky | 20,608 | $148.5 萬 | 0.02% | 00.0% | 不變 |
| Columbus Macro, LLC | 20,676 | $149.0 萬 | 0.63% | −1,247−5.7% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,088 | $152.0 萬 | 0.07% | +21,088 | 新進 |
| Arjuna Capital | 21,142 | $152.4 萬 | 0.55% | −14,792−41.2% | 減碼 |
| Pinebridge Investments, L.P. | 21,380 | $154.1 萬 | 0.02% | −8,355−28.1% | 減碼 |
| Centiva Capital, LP | 21,390 | $154.2 萬 | 0.08% | +21,390 | 新進 |
| Bridgewater Associates, LP | 21,630 | $155.9 萬 | 0.01% | +8,015+58.9% | 加碼 |
| 1832 Asset Management L.P. | 21,725 | $156.6 萬 | 0.00% | −18,669−46.2% | 減碼 |
| SEI Investments Co | 21,845 | $157.4 萬 | 0.00% | −5,495−20.1% | 減碼 |
| Financial Advisory Service, Inc. | 21,924 | $158.0 萬 | 0.17% | +1,164+5.6% | 加碼 |
| British Columbia Investment Management Corp | 21,961 | $158.3 萬 | 0.02% | +166+0.8% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 22,079 | $159.1 萬 | 0.34% | −2,426−9.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 22,548 | $162.5 萬 | 0.05% | −1,976−8.1% | 減碼 |
| Bank of Nova Scotia | 22,563 | $162.6 萬 | 0.00% | +2,468+12.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,747 | $163.9 萬 | 0.03% | +3,193+16.3% | 加碼 |
| Virginia Retirement Systems Et Al | 23,400 | $168.6 萬 | 0.02% | +23,400 | 新進 |
| Neuberger Berman Group LLC | 23,745 | $171.1 萬 | 0.00% | −27,132−53.3% | 減碼 |