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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 1,348 | $10.6 萬 | 0.01% | +1,348 | 新進 |
| JFS Wealth Advisors, LLC | 1,348 | $10.6 萬 | 0.01% | −11−0.8% | 減碼 |
| AdvisorNet Financial, Inc | 1,369 | $10.8 萬 | 0.01% | −9−0.7% | 減碼 |
| TCTC Holdings, LLC | 1,380 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 1,382 | $10.9 萬 | 0.01% | −66−4.6% | 減碼 |
| Desjardins Global Asset Management Inc. | 1,388 | $10.9 萬 | 0.01% | −5,800−80.7% | 減碼 |
| Laffer Tengler Investments | 1,392 | $11.0 萬 | 0.03% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 1,400 | $11.0 萬 | 0.10% | +1,400 | 新進 |
| Hills Bank & Trust Co | 1,402 | $11.0 萬 | 0.01% | −150−9.7% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 1,439 | $11.3 萬 | 0.02% | +1,439 | 新進 |
| Westpac Banking Corp | 1,471 | $11.6 萬 | 0.01% | +551+59.9% | 加碼 |
| TD Private Client Wealth LLC | 1,488 | $11.7 萬 | 0.00% | +111+8.1% | 加碼 |
| Nemes Rush Group LLC | 1,506 | $11.8 萬 | 0.02% | −771−33.9% | 減碼 |
| JNBA Financial Advisors | 1,532 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,576 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,660 | $13.1 萬 | 0.00% | −216−11.5% | 減碼 |
| GAMMA Investing LLC | 1,658 | $13.1 萬 | 0.04% | +1,658 | 新進 |
| EntryPoint Capital, LLC | 1,740 | $13.7 萬 | 0.13% | +1,740 | 新進 |
| Walleye Trading LLC | 1,745 | $13.7 萬 | 0.00% | −16,571−90.5% | 減碼 |
| Silvant Capital Management LLC | 1,747 | $13.7 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,822 | $14.3 萬 | 0.01% | +1,822 | 新進 |
| Denali Advisors LLC | 1,848 | $14.5 萬 | 0.04% | +1,032+126.5% | 加碼 |
| Atlas Capital Advisors LLC | 1,886 | $14.8 萬 | 0.02% | −594−24.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,943 | $15.3 萬 | 0.00% | +1,775+1,056.5% | 加碼 |
| Quadrant Capital Group LLC | 1,988 | $15.6 萬 | 0.01% | −131−6.2% | 減碼 |
| Huntington National Bank | 2,014 | $15.8 萬 | 0.00% | +136+7.2% | 加碼 |
| Harbour Investments, Inc. | 2,023 | $15.9 萬 | 0.01% | +394+24.2% | 加碼 |
| West Financial Advisors, LLC | 2,462 | $19.4 萬 | 0.04% | −53−2.1% | 減碼 |
| VisionPoint Advisory Group, LLC | 2,462 | $19.4 萬 | 0.07% | 00.0% | 不變 |
| TSFG, LLC | 2,479 | $19.5 萬 | 0.06% | 00.0% | 不變 |
| Whittier Trust Co | 2,500 | $19.7 萬 | 0.00% | −41−1.6% | 減碼 |
| Resurgent Financial Advisors LLC | 2,532 | $19.9 萬 | 0.12% | −158−5.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 2,564 | $20.2 萬 | 0.01% | +2,564 | 新進 |
| Sageworth Trust Co | 2,577 | $20.3 萬 | 0.01% | +2,577 | 新進 |
| Prossimo Advisors, LLC | 2,588 | $20.4 萬 | 0.43% | −651−20.1% | 減碼 |
| Shepherd Financial Partners LLC | 2,608 | $20.5 萬 | 0.03% | +2,608 | 新進 |
| Commons Capital, LLC | 2,625 | $20.6 萬 | 0.33% | +2,625 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,671 | $21.0 萬 | 0.05% | +2,671 | 新進 |
| Western Wealth Management, LLC | 2,675 | $21.0 萬 | 0.02% | −508−16.0% | 減碼 |
| Trust Asset Management LLC | 2,678 | $21.1 萬 | 0.02% | +2,678 | 新進 |
| UniSuper Management Pty Ltd | 2,684 | $21.1 萬 | 0.00% | +884+49.1% | 加碼 |
| Westmount Partners, LLC | 2,687 | $21.1 萬 | 0.09% | +2,687 | 新進 |
| Signaturefd, LLC | 2,747 | $21.6 萬 | 0.00% | −263−8.7% | 減碼 |
| Brighton Jones LLC | 2,773 | $21.8 萬 | 0.01% | +2,773 | 新進 |
| Balentine LLC | 2,787 | $21.9 萬 | 0.01% | −2,363−45.9% | 減碼 |
| Snowden Capital Advisors LLC | 2,787 | $21.9 萬 | 0.01% | −407−12.7% | 減碼 |
| Security National Bank | 2,795 | $22.0 萬 | 0.05% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 2,796 | $22.0 萬 | 0.02% | −107−3.7% | 減碼 |
| Lincoln National Corp | 2,803 | $22.1 萬 | 0.00% | −199−6.6% | 減碼 |
| Ballentine Partners, LLC | 2,813 | $22.1 萬 | 0.00% | +2,813 | 新進 |
| Ameritas Investment Partners, Inc. | 2,858 | $22.5 萬 | 0.01% | +27+1.0% | 加碼 |
| Fox Run Management, L.L.C. | 2,864 | $22.5 萬 | 0.06% | −8,068−73.8% | 減碼 |
| Old National Bancorp | 2,872 | $22.6 萬 | 0.01% | −8,063−73.7% | 減碼 |
| Brevan Howard Capital Management LP | 2,874 | $22.6 萬 | 0.02% | +2,874 | 新進 |
| Northwest Wealth Management, LLC | 2,906 | $22.9 萬 | 0.07% | −123−4.1% | 減碼 |
| Park National Corp | 2,917 | $22.9 萬 | 0.01% | −138−4.5% | 減碼 |
| Clarius Group, LLC | 2,933 | $23.1 萬 | 0.02% | −603−17.1% | 減碼 |
| Pitcairn Co | 2,934 | $23.1 萬 | 0.02% | −805−21.5% | 減碼 |
| Northern Oak Wealth Management Inc | 2,942 | $23.1 萬 | 0.03% | −366−11.1% | 減碼 |
| Lake Street Financial LLC | 2,975 | $23.4 萬 | 0.04% | −845−22.1% | 減碼 |
| Security National Bank of So Dak | 3,000 | $23.6 萬 | 0.16% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $23.6 萬 | 0.10% | 00.0% | 不變 |
| HB Wealth Management, LLC | 3,015 | $23.7 萬 | 0.00% | −1,846−38.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,019 | $23.8 萬 | 0.01% | +84+2.9% | 加碼 |
| Central Trust Co | 3,028 | $23.8 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 3,063 | $24.1 萬 | 0.00% | −2,813−47.9% | 減碼 |
| Acropolis Investment Management, LLC | 3,064 | $24.1 萬 | 0.02% | −1,875−38.0% | 減碼 |
| Skopos Labs, Inc. | 3,070 | $24.2 萬 | 0.12% | +3,070 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $24.2 萬 | 0.11% | 00.0% | 不變 |
| NEOS Investment Management LLC | 3,115 | $24.5 萬 | 0.02% | +3,115 | 新進 |
| We Are One Seven, LLC | 3,116 | $24.5 萬 | 0.01% | +3,116 | 新進 |
| Belpointe Asset Management LLC | 3,123 | $24.6 萬 | 0.02% | +3,123 | 新進 |
| Advisory Services Network, LLC | 3,128 | $24.6 萬 | 0.01% | −2,422−43.6% | 減碼 |
| Graham Capital Management, L.P. | 3,130 | $24.6 萬 | 0.01% | −5,632−64.3% | 減碼 |
| Kinloch Capital, LLC | 3,130 | $24.6 萬 | 0.16% | 00.0% | 不變 |
| Legacy Bridge, LLC | 3,145 | $24.7 萬 | 0.16% | −750−19.3% | 減碼 |
| Colony Group, LLC | 3,148 | $24.8 萬 | 0.00% | +3,148 | 新進 |
| Chesley Taft & Associates LLC | 3,154 | $24.8 萬 | 0.01% | −114−3.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 3,164 | $24.9 萬 | 0.02% | −8,344−72.5% | 減碼 |
| Profund Advisors LLC | 3,169 | $24.9 萬 | 0.01% | +3,169 | 新進 |
| Horizon Investments, LLC | 3,188 | $25.1 萬 | 0.01% | +53+1.7% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 3,235 | $25.4 萬 | 0.05% | +220+7.3% | 加碼 |
| First Citizens Financial Corp | 3,261 | $25.7 萬 | 0.16% | 00.0% | 不變 |
| Rothschild Investment LLC | 3,264 | $25.7 萬 | 0.02% | +3,264 | 新進 |
| Nilsine Partners, LLC | 3,287 | $25.9 萬 | 0.04% | +307+10.3% | 加碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $26.2 萬 | 0.19% | +3,332 | 新進 |
| HBK Sorce Advisory LLC | 3,356 | $26.4 萬 | 0.01% | −789−19.0% | 減碼 |
| Bessemer Group Inc | 3,385 | $26.6 萬 | 0.00% | −2,101−38.3% | 減碼 |
| Symmetry Partners, LLC | 3,395 | $26.9 萬 | 0.01% | −1,687−33.2% | 減碼 |
| Renaissance Group LLC | 3,437 | $27.0 萬 | 0.01% | +45+1.3% | 加碼 |
| Garda Capital Partners LP | 3,434 | $27.0 萬 | 0.14% | −4,450−56.4% | 減碼 |
| StrategIQ Financial Group, LLC | 3,441 | $27.1 萬 | 0.03% | −33−0.9% | 減碼 |
| Gsa Capital Partners LLP | 3,470 | $27.3 萬 | 0.02% | +3,470 | 新進 |
| Archer Investment Corp | 3,479 | $27.4 萬 | 0.09% | 00.0% | 不變 |
| Raymond James Trust N.A. | 3,481 | $27.4 萬 | 0.01% | −154−4.2% | 減碼 |
| Keybank National Association | 3,534 | $27.8 萬 | 0.00% | +67+1.9% | 加碼 |
| Cornercap Investment Counsel Inc | 3,535 | $27.8 萬 | 0.05% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 3,600 | $28.3 萬 | 0.02% | +3,600 | 新進 |
| WESPAC Advisors, LLC | 3,613 | $28.4 萬 | 0.20% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 3,629 | $28.5 萬 | 0.12% | 00.0% | 不變 |