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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 7,610 | $59.9 萬 | 0.15% | −109−1.4% | 減碼 |
| Wetherby Asset Management Inc | 7,628 | $60.0 萬 | 0.03% | +278+3.8% | 加碼 |
| Gilbert & Cook, Inc. | 7,646 | $60.2 萬 | 0.09% | −610−7.4% | 減碼 |
| Norinchukin Bank, The | 7,752 | $61.0 萬 | 0.01% | −912−10.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 7,814 | $61.5 萬 | 0.04% | −140−1.8% | 減碼 |
| Wolff Financial Management LLC | 7,815 | $61.5 萬 | 0.19% | 00.0% | 不變 |
| APG Asset Management N.V. | 8,775 | $62.5 萬 | 0.00% | +128+1.5% | 加碼 |
| City State Bank | 8,075 | $63.5 萬 | 0.32% | +650+8.8% | 加碼 |
| Hartford Funds Management Co LLC | 8,209 | $64.6 萬 | 0.06% | +3,731+83.3% | 加碼 |
| Empirical Finance, LLC | 8,221 | $64.7 萬 | 0.05% | +13+0.2% | 加碼 |
| Allworth Financial LP | 8,238 | $64.8 萬 | 0.00% | −188−2.2% | 減碼 |
| Fifth Third Bancorp | 8,302 | $65.3 萬 | 0.00% | +791+10.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 8,340 | $65.6 萬 | 0.01% | +44+0.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,348 | $65.7 萬 | 0.01% | −2,714−24.5% | 減碼 |
| Lion Street Advisors, LLC | 8,410 | $66.2 萬 | 0.27% | −12−0.1% | 減碼 |
| Petrus Trust Company, LTA | 8,411 | $66.2 萬 | 0.06% | +4,665+124.5% | 加碼 |
| United Capital Financial Advisers, LLC | 8,585 | $67.5 萬 | 0.01% | +3,567+71.1% | 加碼 |
| Plimoth Trust Co LLC | 8,878 | $69.8 萬 | 0.20% | −655−6.9% | 減碼 |
| Metropolitan Life Insurance Co | 8,927 | $70.2 萬 | 0.03% | −273−3.0% | 減碼 |
| Great Diamond Partners, LLC | 8,932 | $70.3 萬 | 0.17% | −10,763−54.6% | 減碼 |
| HighPoint Advisor Group LLC | 8,497 | $71.8 萬 | 0.05% | +8,497 | 新進 |
| Aviva PLC | 9,155 | $72.0 萬 | 0.00% | −33,864−78.7% | 減碼 |
| Rockland Trust Co | 9,234 | $72.6 萬 | 0.04% | −3,778−29.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $74.8 萬 | 0.05% | 00.0% | 不變 |
| Cetera Advisors LLC | 9,513 | $74.8 萬 | 0.01% | −195−2.0% | 減碼 |
| Basepoint Wealth LLC | 9,621 | $75.7 萬 | 0.61% | +346+3.7% | 加碼 |
| Pinnacle Associates Ltd | 9,659 | $76.0 萬 | 0.01% | −41−0.4% | 減碼 |
| Modern Wealth Management, LLC | 9,767 | $76.8 萬 | 0.10% | +9,767 | 新進 |
| Holderness Investments Co | 9,936 | $78.2 萬 | 0.21% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 10,052 | $79.1 萬 | 0.04% | +3,673+57.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,126 | $79.7 萬 | 0.10% | −19−0.2% | 減碼 |
| PSI Advisors, LLC | 10,284 | $80.9 萬 | 0.30% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 10,300 | $81.0 萬 | 0.03% | −1,600−13.4% | 減碼 |
| Sciencast Management LP | 10,342 | $81.4 萬 | 0.44% | +2,742+36.1% | 加碼 |
| Oppenheimer & Co Inc | 10,550 | $83.0 萬 | 0.02% | −1,383−11.6% | 減碼 |
| West Bancorporation Inc | 10,610 | $83.5 萬 | 0.54% | −68−0.6% | 減碼 |
| Meiji Yasuda Life Insurance Co | 10,610 | $83.5 萬 | 0.02% | +10,610 | 新進 |
| Bayesian Capital Management, LP | 10,657 | $83.8 萬 | 0.09% | +10,657 | 新進 |
| Allspring Global Investments Holdings, LLC | 10,875 | $85.6 萬 | 0.00% | −565−4.9% | 減碼 |
| Park Edge Advisors, LLC | 10,891 | $85.7 萬 | 0.30% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 11,088 | $87.2 萬 | 0.36% | +21+0.2% | 加碼 |
| South Dakota Investment Council | 11,130 | $87.6 萬 | 0.02% | 00.0% | 不變 |
| Empowered Funds, LLC | 11,201 | $88.1 萬 | 0.02% | +1,562+16.2% | 加碼 |
| Foster Group, Inc. | 12,429 | $89.6 萬 | 0.05% | 00.0% | 不變 |
| LSV Asset Management | 11,500 | $90.5 萬 | 0.00% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 11,588 | $91.2 萬 | 0.10% | +445+4.0% | 加碼 |
| New Mexico Educational Retirement Board | 11,754 | $92.5 萬 | 0.04% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 11,776 | $92.6 萬 | 0.09% | +153+1.3% | 加碼 |
| CWM, LLC | 11,941 | $93.9 萬 | 0.01% | +1,606+15.5% | 加碼 |
| Kestra Advisory Services, LLC | 12,070 | $95.0 萬 | 0.01% | −2,214−15.5% | 減碼 |
| Umb Bank N A | 12,118 | $95.3 萬 | 0.01% | −803−6.2% | 減碼 |
| Thrivent Financial for Lutherans | 12,166 | $95.7 萬 | 0.00% | +2,367+24.2% | 加碼 |
| Glenmede Trust Co NA | 12,165 | $95.7 萬 | 0.00% | +202+1.7% | 加碼 |
| iA Global Asset Management Inc. | 12,178 | $95.8 萬 | 0.02% | +3,808+45.5% | 加碼 |
| Adams Wealth Management | 12,764 | $100.4 萬 | 0.30% | −476−3.6% | 減碼 |
| Qsemble Capital Management, LP | 12,808 | $100.8 萬 | 0.25% | +8,908+228.4% | 加碼 |
| Centiva Capital, LP | 12,885 | $101.4 萬 | 0.06% | −8,505−39.8% | 減碼 |
| Savant Capital, LLC | 12,964 | $102.0 萬 | 0.01% | +346+2.7% | 加碼 |
| Verition Fund Management LLC | 13,055 | $102.7 萬 | 0.01% | +3,863+42.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,083 | $103.0 萬 | 0.01% | −861−6.2% | 減碼 |
| Louisiana State Employees Retirement System | 13,300 | $104.6 萬 | 0.02% | −500−3.6% | 減碼 |
| Ascent Group, LLC | 13,307 | $105.0 萬 | 0.10% | −1,281−8.8% | 減碼 |
| Ossiam | 13,784 | $108.4 萬 | 0.02% | −3,169−18.7% | 減碼 |
| Everence Capital Management Inc | 13,800 | $108.6 萬 | 0.08% | +4,720+52.0% | 加碼 |
| Truist Financial Corp | 13,811 | $108.7 萬 | 0.00% | −3,792−21.5% | 減碼 |
| Securian Asset Management, Inc | 13,891 | $109.3 萬 | 0.03% | −2,066−12.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 14,027 | $110.4 萬 | 0.03% | −203−1.4% | 減碼 |
| Resources Investment Advisors, LLC. | 14,219 | $111.9 萬 | 0.02% | +607+4.5% | 加碼 |
| Glaxis Capital Management, LLC | 14,500 | $114.1 萬 | 4.07% | +373+2.6% | 加碼 |
| M&T Bank Corp | 14,519 | $114.2 萬 | 0.00% | −376−2.5% | 減碼 |
| Prudential PLC | 14,687 | $115.5 萬 | 0.01% | −32−0.2% | 減碼 |
| Ostrum Asset Management | 14,763 | $116.1 萬 | 0.10% | +41+0.3% | 加碼 |
| D.A. Davidson & Co. | 14,794 | $116.4 萬 | 0.01% | −861−5.5% | 減碼 |
| Pacer Advisors, Inc. | 14,849 | $116.8 萬 | 0.00% | +510+3.6% | 加碼 |
| Diversified Trust Co | 14,879 | $117.1 萬 | 0.04% | +14,879 | 新進 |
| Hartford Investment Management Co | 14,912 | $117.3 萬 | 0.04% | −331−2.2% | 減碼 |
| Park Avenue Securities LLC | 15,013 | $118.1 萬 | 0.02% | −16,175−51.9% | 減碼 |
| SEI Investments Co | 15,227 | $119.8 萬 | 0.00% | −6,618−30.3% | 減碼 |
| Lecap Asset Management Ltd | 15,332 | $120.6 萬 | 0.44% | +15,332 | 新進 |
| MML Investors Services, LLC | 15,372 | $120.9 萬 | 0.01% | −4,411−22.3% | 減碼 |
| Federated Hermes, Inc. | 15,465 | $121.7 萬 | 0.00% | −4,991−24.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 15,709 | $123.6 萬 | 0.01% | +10.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 15,835 | $124.6 萬 | 0.01% | +15,835 | 新進 |
| Midland Wealth Advisors LLC | 15,932 | $125.3 萬 | 0.09% | +15,932 | 新進 |
| Nordea Investment Management AB | 16,440 | $129.9 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 16,546 | $130.2 萬 | 0.03% | +557+3.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 16,932 | $133.2 萬 | 0.00% | −2,133−11.2% | 減碼 |
| Greenwood Capital Associates LLC | 17,068 | $134.3 萬 | 0.17% | +116+0.7% | 加碼 |
| GoalVest Advisory LLC | 17,071 | $134.3 萬 | 0.59% | +1,156+7.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 17,132 | $134.8 萬 | 0.02% | −12,816−42.8% | 減碼 |
| Toroso Investments, LLC | 17,415 | $137.0 萬 | 0.03% | −2,339−11.8% | 減碼 |
| SG Americas Securities, LLC | 17,502 | $137.7 萬 | 0.02% | +10,859+163.5% | 加碼 |
| Cetera Advisor Networks LLC | 17,542 | $138.0 萬 | 0.01% | −10,022−36.4% | 減碼 |
| Kentucky Retirement Systems | 17,549 | $138.1 萬 | 0.04% | −266−1.5% | 減碼 |
| Montag A & Associates Inc | 17,596 | $138.4 萬 | 0.08% | 00.0% | 不變 |
| Eisler Capital (UK) Ltd. | 17,948 | $141.2 萬 | 0.13% | +17,948 | 新進 |
| Schroder Investment Management Group | 18,355 | $144.4 萬 | 0.00% | −14,564−44.2% | 減碼 |
| Maryland State Retirement & Pension System | 18,456 | $145.2 萬 | 0.03% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 18,715 | $147.2 萬 | 0.01% | +2,166+13.1% | 加碼 |
| Janney Montgomery Scott LLC | 18,771 | $147.7 萬 | 0.00% | +579+3.2% | 加碼 |