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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 1,161,662 | $8,372 萬 | 0.04% | +51,682+4.7% | 加碼 |
| Mairs & Power Inc | 1,193,278 | $8,600 萬 | 1.01% | −9,381−0.8% | 減碼 |
| HSBC Holdings PLC | 1,210,985 | $8,731 萬 | 0.10% | +456,455+60.5% | 加碼 |
| Charles Schwab Investment Management Inc | 1,281,761 | $9,238 萬 | 0.03% | +3,190+0.2% | 加碼 |
| Balyasny Asset Management LLC | 1,437,428 | $1.04 億 | 0.29% | +963,764+203.5% | 加碼 |
| Bank of New York Mellon Corp | 1,633,908 | $1.18 億 | 0.03% | −125,415−7.1% | 減碼 |
| Royal Bank of Canada | 1,846,670 | $1.33 億 | 0.04% | −156,216−7.8% | 減碼 |
| Goldman Sachs Group Inc | 1,957,656 | $1.41 億 | 0.04% | −387,017−16.5% | 減碼 |
| Legal & General Group Plc | 2,006,272 | $1.45 億 | 0.05% | −88,615−4.2% | 減碼 |
| Invesco Ltd. | 2,231,757 | $1.61 億 | 0.04% | +249,127+12.6% | 加碼 |
| Morgan Stanley | 2,613,880 | $1.88 億 | 0.02% | −48,641−1.8% | 減碼 |
| First Trust Advisors LP | 2,639,316 | $1.90 億 | 0.23% | −22,676−0.9% | 減碼 |
| Norges Bank | 2,741,216 | $1.98 億 | 0.04% | +40,981+1.5% | 加碼 |
| Northern Trust Corp | 3,920,915 | $2.83 億 | 0.05% | +16,052+0.4% | 加碼 |
| Dimensional Fund Advisors LP | 3,922,987 | $2.83 億 | 0.09% | +50,148+1.3% | 加碼 |
| Wellington Management Group LLP | 4,423,975 | $3.19 億 | 0.06% | +575,646+15.0% | 加碼 |
| Geode Capital Management, LLC | 5,163,150 | $3.72 億 | 0.04% | −440,294−7.9% | 減碼 |
| Capital Research Global Investors | 9,796,073 | $7.06 億 | 0.19% | +646,962+7.1% | 加碼 |
| State Street Corp | 9,872,652 | $7.12 億 | 0.04% | −274,119−2.7% | 減碼 |
| Bank of America Corp | 12,096,839 | $8.72 億 | 0.11% | −1,625,781−11.8% | 減碼 |
| Nippon Life Insurance Co | 18,137,000 | $13.1 億 | 63.79% | 00.0% | 不變 |
| BlackRock Inc. | 19,538,217 | $14.1 億 | 0.04% | −379,690−1.9% | 減碼 |
| Vanguard Group Inc | 29,034,408 | $20.9 億 | 0.05% | −422,011−1.4% | 減碼 |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −159,029−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −143,245−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −83,683−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −31,607−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −28,069−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,936−100.0% | 清倉 |
| Polianta Ltd | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,885−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,238−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,425−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −11,315−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,927−100.0% | 清倉 |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −8,474−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −8,216−100.0% | 清倉 |
| Unigestion Holding SA | 0 | $0 | 0.00% | −7,138−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,859−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,700−100.0% | 清倉 |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −5,346−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −5,319−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5,101−100.0% | 清倉 |
| Summit X, LLC | 0 | $0 | 0.00% | −4,769−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,306−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,124−100.0% | 清倉 |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −3,830−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,791−100.0% | 清倉 |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −3,505−100.0% | 清倉 |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −3,260−100.0% | 清倉 |
| Cigna Investments Inc | 0 | $0 | 0.00% | −2,925−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −2,886−100.0% | 清倉 |
| Cora Capital Advisors LLC | 0 | $0 | 0.00% | −2,878−100.0% | 清倉 |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −2,873−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,796−100.0% | 清倉 |
| Commons Capital, LLC | 0 | $0 | 0.00% | −2,754−100.0% | 清倉 |
| Sather Financial Group Inc | 0 | $0 | 0.00% | −2,754−100.0% | 清倉 |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −2,751−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −2,744−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,702−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,701−100.0% | 清倉 |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −2,678−100.0% | 清倉 |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,969−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −1,606−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −609−100.0% | 清倉 |
| Avalon Trust Co | 0 | $0 | 0.00% | −465−100.0% | 清倉 |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −457−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −296−100.0% | 清倉 |
| Belmont Capital, LLC | 0 | $0 | 0.00% | −198−100.0% | 清倉 |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −108−100.0% | 清倉 |
| Hoese & Co LLP | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −87−100.0% | 清倉 |
| Grove Bank & Trust | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| BerganKDV Wealth Management, LLC | – | – | – | – | 本季未申報 |
| EA Series Trust | – | – | – | – | 本季未申報 |
| Ten Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| First Command Bank | – | – | – | – | 本季未申報 |
| First Command Financial Services, Inc. | – | – | – | – | 本季未申報 |
| Kistler-Tiffany Companies, LLC | – | – | – | – | 本季未申報 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| First Capital Advisors Group, LLC. | – | – | – | – | 本季未申報 |