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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 季與 2023 年第 3 季比較

持有 Principal Financial Group Inc 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

PFG 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數7239757+43
股數1.72 億9.73 萬1.69 億−228.7 萬 (−1.3%)
市值$123.8 億$700.9 萬$132.2 億+$8.47 億 (+6.8%)

9 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(116 家)

2023 年第 4 季季末持有 Principal Financial Group Inc、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 116 家。

2023 年第 4 季新進 PFG 的機構
機構股數市值佔組合 %
Trust Point Inc.385,028$3,029 萬2.50%
Voloridge Investment Management, LLC299,735$2,358 萬0.09%
Cubist Systematic Strategies, LLC176,919$1,392 萬0.17%
Renaissance Technologies LLC148,500$1,168 萬0.02%
Worldquant Millennium Advisors LLC104,527$822.3 萬0.12%
AMF Pensionsforsakring AB80,700$634.9 萬0.05%
Acadian Asset Management LLC64,005$503.2 萬0.02%
Point72 Middle East FZE49,172$386.8 萬0.27%
Trexquant Investment LP45,145$355.2 萬0.08%
FORA Capital, LLC31,653$249.0 萬0.21%
Hennessy Advisors Inc28,900$227.4 萬0.11%
Pathstone Holdings, LLC28,268$222.4 萬0.01%
Point72 Hong Kong Ltd25,665$201.9 萬0.12%
Numerai GP LLC24,255$190.8 萬0.68%
Point72 Europe (London) LLP23,913$188.1 萬0.24%
Quest Partners LLC22,705$178.6 萬0.38%
Degroof Petercam Asset Management22,500$177.1 萬0.02%
Jump Financial, LLC19,160$150.7 萬0.05%
Eisler Capital (UK) Ltd.17,948$141.2 萬0.13%
Midland Wealth Advisors LLC15,932$125.3 萬0.09%
Connor, Clark & Lunn Investment Management Ltd.15,835$124.6 萬0.01%
Lecap Asset Management Ltd15,332$120.6 萬0.44%
Diversified Trust Co14,879$117.1 萬0.04%
Bayesian Capital Management, LP10,657$83.8 萬0.09%
Meiji Yasuda Life Insurance Co10,610$83.5 萬0.02%
Modern Wealth Management, LLC9,767$76.8 萬0.10%
HighPoint Advisor Group LLC8,497$71.8 萬0.05%
Vivid Wealth Management, LLC7,531$59.2 萬0.40%
Impact Partnership Wealth, LLC6,570$51.7 萬0.19%
Premier Path Wealth Partners, LLC6,388$50.3 萬0.11%
Steele Capital Management, Inc.5,792$45.6 萬0.03%
FJ Investments, LLC5,700$44.8 萬0.02%
Investment Management Corp of Ontario5,620$44.2 萬0.01%
Sequoia Financial Advisors, LLC5,014$39.4 萬0.00%
Gotham Asset Management, LLC4,440$34.9 萬0.01%
Nomura Holdings Inc4,420$34.8 萬0.00%
NorthRock Partners, LLC4,313$33.9 萬0.01%
Robinson Smith Wealth Advisors LLC3,824$30.1 萬0.30%
Lake Street Advisors Group, LLC3,796$29.9 萬0.01%
Headlands Technologies LLC3,793$29.8 萬0.09%
Sonora Investment Management Group, LLC3,600$28.3 萬0.02%
Gsa Capital Partners LLP3,470$27.3 萬0.02%
Keeler & Nadler Financial Planning & Wealth Management3,332$26.2 萬0.19%
Rothschild Investment LLC3,264$25.7 萬0.02%
Profund Advisors LLC3,169$24.9 萬0.01%
Colony Group, LLC3,148$24.8 萬0.00%
Belpointe Asset Management LLC3,123$24.6 萬0.02%
We Are One Seven, LLC3,116$24.5 萬0.01%
NEOS Investment Management LLC3,115$24.5 萬0.02%
Skopos Labs, Inc.3,070$24.2 萬0.12%
Brevan Howard Capital Management LP2,874$22.6 萬0.02%
Ballentine Partners, LLC2,813$22.1 萬0.00%
Brighton Jones LLC2,773$21.8 萬0.01%
Westmount Partners, LLC2,687$21.1 萬0.09%
Trust Asset Management LLC2,678$21.1 萬0.02%
Point72 Asia (Singapore) Pte. Ltd.2,671$21.0 萬0.05%
Commons Capital, LLC2,625$20.6 萬0.33%
Shepherd Financial Partners LLC2,608$20.5 萬0.03%
Sageworth Trust Co2,577$20.3 萬0.01%
Robertson Stephens Wealth Management, LLC2,564$20.2 萬0.01%
Principal Securities, Inc.1,822$14.3 萬0.01%
EntryPoint Capital, LLC1,740$13.7 萬0.13%
GAMMA Investing LLC1,658$13.1 萬0.04%
McGlone Suttner Wealth Management, Inc.1,439$11.3 萬0.02%
Richardson Financial Services Inc.1,400$11.0 萬0.10%
GeoWealth Management, LLC1,348$10.6 萬0.01%
Clarity Asset Management, Inc.1,210$9.52 萬0.08%
Pingora Partners LLC1,000$7.87 萬0.07%
CVA Family Office, LLC925$7.28 萬0.01%
BFSG, LLC880$6.92 萬0.01%
Abich Financial Wealth Management LLC834$6.56 萬0.06%
Capstone Investment Advisors, LLC704$5.54 萬0.00%
Fairfield, Bush & Co.700$5.51 萬0.03%
Rakuten Investment Management, Inc.558$4.42 萬0.00%
DAGCO, Inc.528$4.15 萬0.04%
Dynamic Wealth Strategies, LLC528$4.15 萬0.04%
PrairieView Partners, LLC499$3.90 萬0.00%
O'Dell Group, LLC465$3.66 萬0.01%
Leonteq Securities AG436$3.43 萬0.00%
Newbridge Financial Services Group, Inc.418$3.29 萬0.02%
EdgeRock Capital LLC403$3.15 萬0.02%
Planning Capital Management Corp396$3.12 萬0.02%
Fortitude Family Office, LLC304$2.39 萬0.02%
ICA Group Wealth Management, LLC300$2.36 萬0.01%
Advantage Trust Co293$2.31 萬0.02%
Rockbridge Investment Management, LCC258$2.03 萬0.00%
Salem Investment Counselors Inc223$1.75 萬0.00%
Bruce G. Allen Investments, LLC221$1.74 萬0.02%
Tennessee Valley Asset Management Partners204$1.60 萬0.00%
BKM Wealth Management, LLC200$1.57 萬0.01%
Strategic Investment Solutions, Inc.189$1.49 萬0.00%
Quarry LP183$1.44 萬0.01%
Wetzel Investment Advisors, Inc.172$1.40 萬0.01%
Hobbs Group Advisors, LLC172$1.35 萬0.01%
Smartleaf Asset Management LLC168$1.33 萬0.00%
Private Wealth Management Group, LLC161$1.27 萬0.01%
Heritage Wealth Advisors150$1.18 萬0.00%
Sachetta, LLC115$9,0480.00%
REAP Financial Group, LLC108$8,5100.00%
Atlantic Edge Private Wealth Management, LLC100$7,8670.00%

清倉機構(73 家)

2023 年第 3 季季末持有 Principal Financial Group Inc、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 PFG 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Gillson Capital LP322,491$2,324 萬
Twinbeech Capital LP173,335$1,249 萬
Walleye Capital LLC73,220$527.7 萬
Argent Capital Management LLC59,776$430.8 萬
Meritage Portfolio Management41,833$301.5 萬
Van Eck Associates Corp34,468$248.4 萬
Dynamic Technology Lab Private Ltd27,580$198.7 萬
Mount Lucas Management LP25,916$186.8 萬
1832 Asset Management L.P.21,725$156.6 萬
ISAM Funds (UK) Ltd20,532$148.0 萬
Banque Pictet & Cie SA20,081$144.7 萬
Grantham, Mayo, Van Otterloo & Co. LLC13,861$99.9 萬
Pearl River Capital, LLC13,542$97.6 萬
Estate Counselors, LLC13,210$95.2 萬
Capital Advisory Group Advisory Services, LLC12,115$87.3 萬
AXA S.A.11,208$80.8 萬
Strategic Investment Advisors10,389$74.9 萬
Axq Capital, LP10,000$72.1 萬
Duality Advisers, LP9,649$69.5 萬
Banque Cantonale Vaudoise9,355$67.4 萬
Virtus ETF Advisers LLC8,928$64.3 萬
Envestnet Portfolio Solutions, Inc.8,002$57.7 萬
Burns Matteson Capital Management, LLC7,842$56.5 萬
Legacy Financial Group LLC7,754$55.9 萬
Archford Capital Strategies, LLC7,381$53.2 萬
Machina Capital S.A.S.7,128$51.4 萬
Echo Street Capital Management LLC6,378$46.0 萬
Prospera Financial Services Inc6,333$45.6 萬
Personal Cfo Solutions, LLC5,922$42.7 萬
Heartland Bank & Trust Co5,732$41.3 萬
Cedrus LLC4,850$35.0 萬
Integrated Wealth Concepts LLC4,733$34.1 萬
Center For Asset Management LLC4,190$30.2 萬
Adviser Investments LLC3,957$28.5 萬
FDx Advisors, Inc.3,852$27.8 萬
Auxano Advisors, LLC3,855$27.8 萬
Affinity Wealth Management LLC3,780$27.2 萬
Ritholtz Wealth Management3,378$24.3 萬
Fund Management at Engine No. 1 LLC3,179$22.9 萬
JT Stratford LLC3,164$22.8 萬
MBM Wealth Consultants, LLC3,178$22.2 萬
CRA Financial Services, LLC3,000$21.6 萬
Rehmann Capital Advisory Group2,980$21.5 萬
Geller Advisors LLC2,958$21.3 萬
Virtu Financial LLC2,854$20.6 萬
Dai-Ichi Life Insurance Company, Ltd2,843$20.5 萬
Maven Securities LTD2,826$20.4 萬
ING Groep NV2,436$17.6 萬
Optimum Investment Advisors1,950$14.1 萬
Stonebridge Capital Advisors LLC1,570$11.3 萬
AlphaCentric Advisors LLC1,308$9.43 萬
Sentry Investment Management LLC1,291$9.30 萬
Optiver Holding B.V.1,090$7.86 萬
Bokf, NA1,120$7.58 萬
Flaharty Asset Management, LLC609$4.39 萬
Authentikos Wealth Advisory, LLC569$4.10 萬
WR Wealth Planners, LLC414$2.98 萬
AM Squared Ltd400$2.88 萬
Riverview Trust Co396$2.85 萬
Cary Street Partner Investment Advisory LLC389$2.80 萬
Level Financial Advisors, Inc.220$1.59 萬
Carmel Capital Partners, LLC187$1.35 萬
First Manhattan Co158$1.14 萬
Baker Avenue Asset Management, LP147$1.06 萬
Kapitalo Investimentos Ltda123$8,865
Earnest Partners LLC116$8,360
CarsonAllaria Wealth Management, Ltd.100$7,207
Northwest Investment Counselors, LLC50$3,604
SkyView Investment Advisors, LLC35$3,000
Albion Financial Group32$2,307
Bollard Group LLC15$1,000
Perkins Coie Trust Co8$576
Annis Gardner Whiting Capital Advisors, LLC1$73

尚未申報 2023 年第 4 季的機構(9 家)

2023 年第 3 季季末持有 Principal Financial Group Inc、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 PFG、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
First Republic Investment Management, Inc.29,294$211.1 萬
Virginia Retirement Systems Et Al23,400$168.6 萬
Advisor Partners II, LLC15,921$114.7 萬
Pathstone Family Office, LLC11,830$85.3 萬
Johnson Midwest Financial, LLC9,488$68.4 萬
Colony Group LLC3,802$27.4 萬
Comerica Securities,inc.3,060$22.1 萬
Sutton Wealth Advisors Inc.344$2.48 萬
Steward Financial Group LLC123$8,000