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 4 季 13F 持有人
Principal Financial Group Inc 在 2023/12/31 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
- 757
- 較 2023 年第 3 季 +43 家
- 持有股數
- 1.69 億
- 較 2023 年第 3 季 −228.7 萬 (−1.3%)
- 總市值
- $132.2 億
- 較 2023 年第 3 季 +$8.47 億 (+6.8%)
- 新進機構
- 116
- 另有 226 家加碼
- 清倉機構
- 73
- 另有 284 家減碼
另有 9 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,605,879 | $22.5 億 | 0.05% | −428,529−1.5% | 減碼 |
| BlackRock Inc. | 18,885,042 | $14.9 億 | 0.04% | −653,175−3.3% | 減碼 |
| Nippon Life Insurance Co | 18,137,000 | $14.3 億 | 65.17% | 00.0% | 不變 |
| Bank of America Corp | 10,581,744 | $8.32 億 | 0.09% | −1,515,095−12.5% | 減碼 |
| State Street Corp | 9,722,082 | $7.65 億 | 0.04% | −150,570−1.5% | 減碼 |
| Capital Research Global Investors | 6,449,524 | $5.07 億 | 0.12% | −3,346,549−34.2% | 減碼 |
| Geode Capital Management, LLC | 5,182,829 | $4.07 億 | 0.04% | +19,679+0.4% | 加碼 |
| Wellington Management Group LLP | 4,369,010 | $3.44 億 | 0.06% | −54,965−1.2% | 減碼 |
| Dimensional Fund Advisors LP | 3,875,462 | $3.05 億 | 0.09% | −47,525−1.2% | 減碼 |
| Northern Trust Corp | 3,707,729 | $2.92 億 | 0.05% | −213,186−5.4% | 減碼 |
| Morgan Stanley | 3,414,726 | $2.69 億 | 0.02% | +800,846+30.6% | 加碼 |
| Norges Bank | 3,228,544 | $2.54 億 | 0.04% | +487,328+17.8% | 加碼 |
| First Trust Advisors LP | 2,783,578 | $2.19 億 | 0.24% | +144,262+5.5% | 加碼 |
| Goldman Sachs Group Inc | 2,157,712 | $1.70 億 | 0.04% | +200,056+10.2% | 加碼 |
| Invesco Ltd. | 2,141,045 | $1.68 億 | 0.04% | −90,712−4.1% | 減碼 |
| Bank of New York Mellon Corp | 1,892,879 | $1.49 億 | 0.03% | +258,971+15.8% | 加碼 |
| Legal & General Group Plc | 1,889,472 | $1.49 億 | 0.05% | −116,800−5.8% | 減碼 |
| Balyasny Asset Management LLC | 1,397,497 | $1.10 億 | 0.30% | −39,931−2.8% | 減碼 |
| HSBC Holdings PLC | 1,360,338 | $1.07 億 | 0.10% | +149,353+12.3% | 加碼 |
| Charles Schwab Investment Management Inc | 1,311,223 | $1.03 億 | 0.03% | +29,462+2.3% | 加碼 |
| Mairs & Power Inc | 1,191,691 | $9,375 萬 | 0.99% | −1,587−0.1% | 減碼 |
| Royal Bank of Canada | 1,184,279 | $9,317 萬 | 0.02% | −662,391−35.9% | 減碼 |
| UBS Asset Management Americas Inc | 1,129,472 | $8,886 萬 | 0.03% | −32,190−2.8% | 減碼 |
| Barclays PLC | 1,058,831 | $8,330 萬 | 0.04% | +415,633+64.6% | 加碼 |
| Citadel Advisors LLC | 1,056,821 | $8,314 萬 | 0.08% | +374,616+54.9% | 加碼 |
| Amundi | 906,071 | $7,123 萬 | 0.03% | +153,702+20.4% | 加碼 |
| Swiss National Bank | 756,400 | $5,951 萬 | 0.04% | −24,500−3.1% | 減碼 |
| Marshall Wace, LLP | 725,016 | $5,704 萬 | 0.11% | +375,275+107.3% | 加碼 |
| Qube Research & Technologies Ltd | 718,496 | $5,652 萬 | 0.13% | +181,538+33.8% | 加碼 |
| Deutsche Bank AG | 665,534 | $5,236 萬 | 0.03% | +12,276+1.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 649,504 | $5,110 萬 | 0.04% | −19,003−2.8% | 減碼 |
| Millennium Management LLC | 615,710 | $4,844 萬 | 0.05% | +401,916+188.0% | 加碼 |
| Pinebridge Investments, L.P. | 575,986 | $4,531 萬 | 0.42% | +554,606+2,594.0% | 加碼 |
| Nuveen Asset Management, LLC | 552,236 | $4,344 萬 | 0.01% | −2,920−0.5% | 減碼 |
| FMR LLC | 493,681 | $3,884 萬 | 0.00% | −95,165−16.2% | 減碼 |
| Rhumbline Advisers | 490,528 | $3,859 萬 | 0.04% | −10,060−2.0% | 減碼 |
| California Public Employees Retirement System | 452,839 | $3,562 萬 | 0.03% | −23,520−4.9% | 減碼 |
| JPMorgan Chase & Co | 404,661 | $3,183 萬 | 0.00% | −85,868−17.5% | 減碼 |
| Credit Suisse AG | 401,646 | $3,160 萬 | 0.03% | −18,817−4.5% | 減碼 |
| National Pension Service | 398,146 | $3,132 萬 | 0.04% | 00.0% | 不變 |
| North Star Asset Management Inc | 396,738 | $3,121 萬 | 1.60% | +875+0.2% | 加碼 |
| California State Teachers Retirement System | 390,005 | $3,068 萬 | 0.04% | −960−0.2% | 減碼 |
| Fort Washington Investment Advisors Inc | 388,964 | $3,060 萬 | 0.21% | −35,310−8.3% | 減碼 |
| Trust Point Inc. | 385,028 | $3,029 萬 | 2.50% | +385,028 | 新進 |
| Man Group plc | 379,607 | $2,986 萬 | 0.09% | – | – |
| UBS Group AG | 364,652 | $2,869 萬 | 0.01% | +99,671+37.6% | 加碼 |
| Victory Capital Management Inc | 326,188 | $2,566 萬 | 0.03% | +27,887+9.3% | 加碼 |
| Alliancebernstein L.P. | 304,497 | $2,395 萬 | 0.01% | +11,741+4.0% | 加碼 |
| Price T Rowe Associates Inc | 304,450 | $2,395 萬 | 0.00% | +5,718+1.9% | 加碼 |
| Voloridge Investment Management, LLC | 299,735 | $2,358 萬 | 0.09% | +299,735 | 新進 |
| Great West Life Assurance Co | 299,336 | $2,344 萬 | 0.05% | +2,094+0.7% | 加碼 |
| Squarepoint Ops LLC | 296,616 | $2,333 萬 | 0.10% | +55,212+22.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 278,521 | $2,191 萬 | 0.05% | −9,136−3.2% | 減碼 |
| AustralianSuper Pty Ltd | 277,157 | $2,180 萬 | 0.13% | +37,836+15.8% | 加碼 |
| Storebrand Asset Management AS | 273,896 | $2,155 萬 | 0.08% | −10,511−3.7% | 減碼 |
| Tudor Investment Corp Et Al | 273,292 | $2,150 萬 | 0.30% | +141,440+107.3% | 加碼 |
| Assenagon Asset Management S.A. | 250,602 | $1,971 萬 | 0.06% | +231,601+1,218.9% | 加碼 |
| New York State Teachers Retirement System | 245,256 | $1,929 萬 | 0.04% | −19,817−7.5% | 減碼 |
| Principal Financial Group Inc | 233,455 | $1,837 萬 | 0.01% | −25,563−9.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 232,017 | $1,825 萬 | 0.03% | +2,439+1.1% | 加碼 |
| Bank of Montreal | 222,748 | $1,766 萬 | 0.01% | +51,031+29.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 218,981 | $1,723 萬 | 0.23% | −57,863−20.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 210,614 | $1,657 萬 | 0.01% | −3,796−1.8% | 減碼 |
| Ameriprise Financial Inc | 200,138 | $1,574 萬 | 0.00% | +12,569+6.7% | 加碼 |
| GW Henssler & Associates Ltd | 197,700 | $1,555 萬 | 1.03% | +1,694+0.9% | 加碼 |
| Point72 Asset Management, L.P. | 196,184 | $1,543 萬 | 0.05% | +172,154+716.4% | 加碼 |
| Wells Fargo & Company | 193,880 | $1,525 萬 | 0.00% | −1,923−1.0% | 減碼 |
| AE Wealth Management LLC | 186,333 | $1,500 萬 | 0.08% | −23,746−11.3% | 減碼 |
| Toronto Dominion Bank | 189,715 | $1,492 萬 | 0.02% | +70,803+59.5% | 加碼 |
| State of Wisconsin Investment Board | 188,882 | $1,486 萬 | 0.04% | +24,651+15.0% | 加碼 |
| State of Tennessee, Treasury Department | 187,183 | $1,473 萬 | 0.06% | +20,730+12.5% | 加碼 |
| New York State Common Retirement Fund | 185,598 | $1,460 萬 | 0.02% | −24,358−11.6% | 減碼 |
| Canada Pension Plan Investment Board | 185,201 | $1,457 萬 | 0.02% | +44,300+31.4% | 加碼 |
| Susquehanna International Group, LLP | 181,908 | $1,431 萬 | 0.02% | −6,777−3.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 176,919 | $1,392 萬 | 0.17% | +176,919 | 新進 |
| Royal London Asset Management Ltd | 170,536 | $1,342 萬 | 0.04% | −2,458−1.4% | 減碼 |
| Sound Income Strategies, LLC | 167,437 | $1,317 萬 | 1.10% | +12,908+8.4% | 加碼 |
| CBOE Vest Financial, LLC | 167,313 | $1,316 萬 | 0.49% | +47,446+39.6% | 加碼 |
| Russell Investments Group, Ltd. | 163,499 | $1,288 萬 | 0.02% | −79,897−32.8% | 減碼 |
| Swedbank AB | 162,158 | $1,276 萬 | 0.02% | −21,424−11.7% | 減碼 |
| Prudential Financial Inc | 162,238 | $1,257 萬 | 0.02% | −32,853−16.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 154,805 | $1,218 萬 | 0.01% | −130−0.1% | 減碼 |
| Engineers Gate Manager LP | 153,092 | $1,204 萬 | 0.34% | +94,462+161.1% | 加碼 |
| Renaissance Technologies LLC | 148,500 | $1,168 萬 | 0.02% | +148,500 | 新進 |
| Cambria Investment Management, L.P. | 136,991 | $1,078 萬 | 0.75% | +18,362+15.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 134,203 | $1,056 萬 | 0.08% | −224,415−62.6% | 減碼 |
| Pictet Asset Management Holding SA | 133,405 | $1,049 萬 | 0.01% | −14,103−9.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 132,700 | $1,044 萬 | 0.02% | −28,212−17.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 130,702 | $1,028 萬 | 0.03% | 00.0% | 不變 |
| Jane Street Group, LLC | 127,721 | $1,005 萬 | 0.01% | +318+0.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 127,401 | $1,002 萬 | 0.02% | −135,481−51.5% | 減碼 |
| Goelzer Investment Management, Inc. | 126,987 | $999.0 萬 | 0.64% | −1,992−1.5% | 減碼 |
| TD Asset Management Inc | 126,465 | $994.9 萬 | 0.01% | +2,841+2.3% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 122,525 | $963.9 萬 | 0.03% | −2,475−2.0% | 減碼 |
| Citigroup Inc | 120,417 | $947.3 萬 | 0.01% | −18,564−13.4% | 減碼 |
| LPL Financial LLC | 118,984 | $936.0 萬 | 0.01% | +4,670+4.1% | 加碼 |
| Illinois Municipal Retirement Fund | 118,204 | $929.9 萬 | 0.16% | +5,886+5.2% | 加碼 |
| Korea Investment CORP | 117,260 | $922.5 萬 | 0.02% | −37,966−24.5% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 116,280 | $914.8 萬 | 0.08% | +500+0.4% | 加碼 |
| Public Employees Retirement System of Ohio | 115,751 | $910.6 萬 | 0.04% | +2,896+2.6% | 加碼 |