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 |
|---|---|---|---|---|---|
| DoubleLine ETF Adviser LP | 3,680 | $29.0 萬 | 0.08% | +256+7.5% | 加碼 |
| Farmers & Merchants Investments Inc | 3,696 | $29.1 萬 | 0.01% | −812−18.0% | 減碼 |
| Continuum Advisory, LLC | 3,723 | $29.3 萬 | 0.04% | −2,525−40.4% | 減碼 |
| 9258 Wealth Management, LLC | 3,783 | $29.8 萬 | 0.05% | 00.0% | 不變 |
| Headlands Technologies LLC | 3,793 | $29.8 萬 | 0.09% | +3,793 | 新進 |
| Lake Street Advisors Group, LLC | 3,796 | $29.9 萬 | 0.01% | +3,796 | 新進 |
| Stratos Wealth Partners, LTD. | 3,800 | $29.9 萬 | 0.01% | −584−13.3% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 3,824 | $30.1 萬 | 0.30% | +3,824 | 新進 |
| Harbor Capital Advisors, Inc. | 3,925 | $30.9 萬 | 0.06% | +2+0.1% | 加碼 |
| Sageworth Trust Co of South Dakota | 3,955 | $31.1 萬 | 0.59% | −616−13.5% | 減碼 |
| Boston Private Wealth LLC | 3,988 | $31.4 萬 | 0.01% | +1,096+37.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,000 | $31.5 萬 | 0.00% | −300−7.0% | 減碼 |
| Qtron Investments LLC | 4,154 | $32.7 萬 | 0.05% | 00.0% | 不變 |
| Bartlett & Co. LLC | 4,155 | $32.9 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 4,155 | $32.9 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 4,267 | $33.6 萬 | 0.01% | +3,903+1,072.3% | 加碼 |
| NorthRock Partners, LLC | 4,313 | $33.9 萬 | 0.01% | +4,313 | 新進 |
| Nomura Holdings Inc | 4,420 | $34.8 萬 | 0.00% | +4,420 | 新進 |
| Gotham Asset Management, LLC | 4,440 | $34.9 萬 | 0.01% | +4,440 | 新進 |
| Resolute Wealth Strategies, LLC | 4,448 | $35.0 萬 | 0.24% | −1,027−18.8% | 減碼 |
| Kinneret Advisory, LLC | 4,473 | $35.2 萬 | 0.04% | −28−0.6% | 減碼 |
| Kingsview Wealth Management, LLC | 4,487 | $35.3 萬 | 0.01% | −279−5.9% | 減碼 |
| J. W. Coons Advisors, LLC | 4,495 | $35.4 萬 | 0.10% | 00.0% | 不變 |
| EHP Funds Inc. | 4,500 | $35.4 萬 | 0.18% | +100+2.3% | 加碼 |
| Centennial Wealth Advisory LLC | 4,505 | $35.4 萬 | 0.18% | −243−5.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 4,551 | $35.8 萬 | 0.00% | −376−7.6% | 減碼 |
| Ellevest, Inc. | 4,554 | $35.8 萬 | 0.02% | −90−1.9% | 減碼 |
| Blair William & Co | 4,563 | $35.9 萬 | 0.00% | +269+6.3% | 加碼 |
| Koshinski Asset Management, Inc. | 4,565 | $35.9 萬 | 0.05% | +1,262+38.2% | 加碼 |
| 180 Wealth Advisors, LLC | 4,549 | $36.0 萬 | 0.07% | −430−8.6% | 減碼 |
| Arete Wealth Advisors, LLC | 4,638 | $36.5 萬 | 0.03% | +149+3.3% | 加碼 |
| Vestcor Inc | 4,703 | $37.0 萬 | 0.01% | −78−1.6% | 減碼 |
| Wedbush Securities Inc | 4,821 | $37.9 萬 | 0.02% | −371−7.1% | 減碼 |
| Hancock Whitney Corp | 4,884 | $38.4 萬 | 0.01% | −19,707−80.1% | 減碼 |
| Veriti Management LLC | 4,890 | $38.5 萬 | 0.03% | +1,873+62.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,910 | $38.6 萬 | 0.00% | −979−16.6% | 減碼 |
| Erste Asset Management GmbH | 4,900 | $38.8 萬 | 0.01% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 4,994 | $39.3 萬 | 0.03% | +1,080+27.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 5,014 | $39.4 萬 | 0.00% | +5,014 | 新進 |
| Romano Brothers and Company | 5,028 | $39.6 萬 | 0.06% | −250−4.7% | 減碼 |
| Apollon Wealth Management, LLC | 5,034 | $39.6 萬 | 0.01% | +894+21.6% | 加碼 |
| Ieq Capital, LLC | 5,051 | $39.7 萬 | 0.01% | −361−6.7% | 減碼 |
| Independent Advisor Alliance | 5,130 | $40.4 萬 | 0.01% | +524+11.4% | 加碼 |
| Jacobi Capital Management LLC | 5,141 | $40.4 萬 | 0.04% | +295+6.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,154 | $40.5 萬 | 0.08% | +188+3.8% | 加碼 |
| Sawtooth Solutions, LLC | 5,157 | $40.6 萬 | 0.01% | +97+1.9% | 加碼 |
| Bleakley Financial Group, LLC | 5,157 | $40.6 萬 | 0.01% | +97+1.9% | 加碼 |
| Benin Management CORP | 5,202 | $40.9 萬 | 0.14% | +20.0% | 加碼 |
| My Legacy Advisors, LLC | 5,193 | $41.0 萬 | 0.15% | +530+11.4% | 加碼 |
| SageView Advisory Group, LLC | 5,154 | $41.6 萬 | 0.02% | −3,200−38.3% | 減碼 |
| GTS Securities LLC | 5,325 | $41.9 萬 | 0.01% | +827+18.4% | 加碼 |
| Waldron Private Wealth LLC | 5,334 | $42.0 萬 | 0.02% | −45−0.8% | 減碼 |
| CWA Asset Management Group, LLC | 5,353 | $42.1 萬 | 0.03% | −5−0.1% | 減碼 |
| V-Square Quantitative Management LLC | 5,357 | $42.1 萬 | 0.10% | +1,079+25.2% | 加碼 |
| Syon Capital LLC | 5,487 | $43.2 萬 | 0.04% | +1,457+36.2% | 加碼 |
| Coldstream Capital Management Inc | 5,494 | $43.2 萬 | 0.01% | +126+2.3% | 加碼 |
| Twin Capital Management Inc | 5,551 | $43.7 萬 | 0.06% | −174−3.0% | 減碼 |
| Farther Finance Advisors, LLC | 5,562 | $43.8 萬 | 0.03% | +5,366+2,737.8% | 加碼 |
| Csenge Advisory Group | 5,573 | $43.8 萬 | 0.03% | −3,684−39.8% | 減碼 |
| Proquility Private Wealth Partners, LLC | 5,577 | $43.9 萬 | 0.17% | −4,145−42.6% | 減碼 |
| Burney Co | 5,585 | $43.9 萬 | 0.02% | −364−6.1% | 減碼 |
| Nicolet Bankshares Inc | 5,618 | $44.2 萬 | 0.12% | −190−3.3% | 減碼 |
| Investment Management Corp of Ontario | 5,620 | $44.2 萬 | 0.01% | +5,620 | 新進 |
| Bridgewater Associates, LP | 5,647 | $44.4 萬 | 0.00% | −15,983−73.9% | 減碼 |
| FJ Investments, LLC | 5,700 | $44.8 萬 | 0.02% | +5,700 | 新進 |
| Steele Capital Management, Inc. | 5,792 | $45.6 萬 | 0.03% | +5,792 | 新進 |
| Equitable Holdings, Inc. | 5,859 | $46.1 萬 | 0.01% | −131−2.2% | 減碼 |
| Capital Investment Advisors, LLC | 5,975 | $47.0 萬 | 0.01% | +251+4.4% | 加碼 |
| Marquette Asset Management, LLC | 6,062 | $47.7 萬 | 0.09% | −200−3.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,069 | $47.7 萬 | 0.01% | +547+9.9% | 加碼 |
| Hilltop Holdings Inc. | 6,100 | $48.0 萬 | 0.05% | +51+0.8% | 加碼 |
| Credit Agricole S A | 6,206 | $48.8 萬 | 0.01% | +4,113+196.5% | 加碼 |
| Regions Financial Corp | 6,235 | $49.1 萬 | 0.00% | −437−6.5% | 減碼 |
| Venture Visionary Partners LLC | 6,252 | $49.2 萬 | 0.03% | −559−8.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 6,329 | $49.8 萬 | 0.03% | +392+6.6% | 加碼 |
| Merit Financial Group, LLC | 6,348 | $49.9 萬 | 0.02% | −599−8.6% | 減碼 |
| Premier Path Wealth Partners, LLC | 6,388 | $50.3 萬 | 0.11% | +6,388 | 新進 |
| Forum Financial Management, LP | 6,429 | $50.6 萬 | 0.01% | −450−6.5% | 減碼 |
| Proequities, Inc. | 6,437 | $50.6 萬 | 0.04% | −2,048−24.1% | 減碼 |
| Greenleaf Trust | 6,563 | $51.6 萬 | 0.01% | +66+1.0% | 加碼 |
| Impact Partnership Wealth, LLC | 6,570 | $51.7 萬 | 0.19% | +6,570 | 新進 |
| MAI Capital Management | 6,676 | $52.5 萬 | 0.01% | +1,511+29.3% | 加碼 |
| Sompo Asset Management Co., Ltd. | 6,720 | $52.9 萬 | 0.10% | +650+10.7% | 加碼 |
| KC Investment Advisors, LLC | 6,772 | $53.3 萬 | 0.32% | −2,421−26.3% | 減碼 |
| Palisade Asset Management, LLC | 6,800 | $53.5 萬 | 0.06% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 6,817 | $53.6 萬 | 0.22% | +20.0% | 加碼 |
| Impax Asset Management Group plc | 6,867 | $54.0 萬 | 0.00% | −11−0.2% | 減碼 |
| Mokosak Advisory Group, LLC | 6,876 | $54.1 萬 | 0.19% | +116+1.7% | 加碼 |
| IFP Advisors, Inc | 6,909 | $54.4 萬 | 0.03% | +99+1.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,943 | $54.6 萬 | 0.01% | −76−1.1% | 減碼 |
| Johnson Investment Counsel Inc | 6,945 | $54.6 萬 | 0.01% | +47+0.7% | 加碼 |
| Vontobel Holding Ltd. | 7,076 | $55.7 萬 | 0.00% | −1,212−14.6% | 減碼 |
| Agf Management Ltd | 7,108 | $55.9 萬 | 0.00% | −187−2.6% | 減碼 |
| Sunbelt Securities, Inc. | 7,120 | $56.0 萬 | 0.07% | −223−3.0% | 減碼 |
| Carret Asset Management, LLC | 7,191 | $56.6 萬 | 0.07% | −100−1.4% | 減碼 |
| RSM US Wealth Management LLC | 7,265 | $57.2 萬 | 0.02% | +1,961+37.0% | 加碼 |
| TownSquare Capital, LLC | 7,422 | $58.4 萬 | 0.01% | +729+10.9% | 加碼 |
| Metis Global Partners, LLC | 7,457 | $58.7 萬 | 0.02% | −977−11.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,513 | $59.1 萬 | 0.02% | −368−4.7% | 減碼 |
| Vivid Wealth Management, LLC | 7,531 | $59.2 萬 | 0.40% | +7,531 | 新進 |