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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 18,800 | $147.9 萬 | 0.01% | +1,174+6.7% | 加碼 |
| STRS Ohio | 18,823 | $148.0 萬 | 0.01% | −1,125−5.6% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 19,054 | $149.9 萬 | 0.29% | −3,025−13.7% | 減碼 |
| Jump Financial, LLC | 19,160 | $150.7 萬 | 0.05% | +19,160 | 新進 |
| Occudo Quantitative Strategies LP | 19,218 | $151.2 萬 | 0.21% | +12,526+187.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 19,358 | $152.3 萬 | 0.01% | −1,250−6.1% | 減碼 |
| La Banque Postale Asset Management SA | 19,384 | $152.5 萬 | 0.03% | −23,371−54.7% | 減碼 |
| Wedge Capital Management L L P | 19,981 | $157.2 萬 | 0.03% | +3,467+21.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 20,058 | $157.7 萬 | 0.04% | −2,490−11.0% | 減碼 |
| Columbus Macro, LLC | 20,094 | $158.1 萬 | 0.62% | −582−2.8% | 減碼 |
| Centric Wealth Management | 20,449 | $158.5 萬 | 0.52% | +2,080+11.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 20,513 | $161.4 萬 | 0.02% | +6,336+44.7% | 加碼 |
| HighTower Advisors, LLC | 20,653 | $162.5 萬 | 0.00% | +583+2.9% | 加碼 |
| Cerity Partners LLC | 20,701 | $162.8 萬 | 0.01% | +2,602+14.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 20,940 | $164.7 萬 | 0.01% | −24,706−54.1% | 減碼 |
| Daiwa Securities Group Inc. | 20,972 | $165.0 萬 | 0.01% | +1,026+5.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 21,103 | $166.0 萬 | 0.04% | +746+3.7% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,193 | $166.7 萬 | 0.06% | +105+0.5% | 加碼 |
| Guggenheim Capital LLC | 21,392 | $168.3 萬 | 0.01% | +2,424+12.8% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 21,412 | $168.4 萬 | 1.65% | −5,604−20.7% | 減碼 |
| Arjuna Capital | 22,142 | $174.2 萬 | 0.55% | +1,000+4.7% | 加碼 |
| Degroof Petercam Asset Management | 22,500 | $177.1 萬 | 0.02% | +22,500 | 新進 |
| Quest Partners LLC | 22,705 | $178.6 萬 | 0.38% | +22,705 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,747 | $179.0 萬 | 0.02% | 00.0% | 不變 |
| Quantinno Capital Management LP | 22,870 | $179.9 萬 | 0.06% | −2,330−9.2% | 減碼 |
| Point72 Europe (London) LLP | 23,913 | $188.1 萬 | 0.24% | +23,913 | 新進 |
| Mariner, LLC | 23,966 | $188.5 萬 | 0.00% | −932−3.7% | 減碼 |
| Numerai GP LLC | 24,255 | $190.8 萬 | 0.68% | +24,255 | 新進 |
| US Bancorp | 24,440 | $192.3 萬 | 0.00% | −5,100−17.3% | 減碼 |
| Hohimer Wealth Management, LLC | 25,008 | $196.7 萬 | 0.50% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 25,021 | $196.8 萬 | 0.16% | −3,857−13.4% | 減碼 |
| Financial Advisory Service, Inc. | 25,275 | $198.8 萬 | 0.19% | +3,351+15.3% | 加碼 |
| Argent Trust Co | 25,292 | $199.0 萬 | 0.10% | +6,546+34.9% | 加碼 |
| Point72 Hong Kong Ltd | 25,665 | $201.9 萬 | 0.12% | +25,665 | 新進 |
| Cetera Investment Advisers | 25,752 | $202.6 萬 | 0.02% | −7,336−22.2% | 減碼 |
| JustInvest LLC | 26,570 | $209.0 萬 | 0.05% | +1,805+7.3% | 加碼 |
| Cipher Capital LP | 26,689 | $210.0 萬 | 0.68% | +13,782+106.8% | 加碼 |
| Nissay Asset Management Corp | 26,849 | $211.2 萬 | 0.02% | +280+1.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 27,209 | $214.1 萬 | 0.01% | −1,583−5.5% | 減碼 |
| Mackenzie Financial Corp | 27,578 | $217.0 萬 | 0.00% | −4,240−13.3% | 減碼 |
| British Columbia Investment Management Corp | 27,826 | $218.9 萬 | 0.02% | +5,865+26.7% | 加碼 |
| Commerce Bank | 28,103 | $221.1 萬 | 0.02% | −60,093−68.1% | 減碼 |
| Pathstone Holdings, LLC | 28,268 | $222.4 萬 | 0.01% | +28,268 | 新進 |
| Hennessy Advisors Inc | 28,900 | $227.4 萬 | 0.11% | +28,900 | 新進 |
| Private Advisor Group, LLC | 28,966 | $227.9 萬 | 0.02% | −4,984−14.7% | 減碼 |
| Aquatic Capital Management LLC | 29,300 | $230.5 萬 | 0.06% | +17,600+150.4% | 加碼 |
| Mutual of America Capital Management LLC | 29,371 | $231.1 萬 | 0.03% | −1,764−5.7% | 減碼 |
| Conning Inc. | 29,462 | $231.8 萬 | 0.08% | +1,300+4.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 29,619 | $233.0 萬 | 0.21% | −5,502−15.7% | 減碼 |
| Janus Henderson Group PLC | 31,589 | $248.6 萬 | 0.00% | −209−0.7% | 減碼 |
| CI Private Wealth, LLC | 31,612 | $248.7 萬 | 0.00% | +1,536+5.1% | 加碼 |
| FORA Capital, LLC | 31,653 | $249.0 萬 | 0.21% | +31,653 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 31,909 | $251.0 萬 | 0.11% | +24,830+350.8% | 加碼 |
| Yousif Capital Management, LLC | 32,081 | $252.4 萬 | 0.03% | −880−2.7% | 減碼 |
| Stifel Financial Corp | 32,081 | $252.5 萬 | 0.00% | +11,983+59.6% | 加碼 |
| Dakota Wealth Management | 32,271 | $253.9 萬 | 0.10% | −263−0.8% | 減碼 |
| Alaska Permanent Fund Corp | 32,740 | $257.6 萬 | 0.04% | +40+0.1% | 加碼 |
| AQR Capital Management LLC | 33,460 | $263.2 萬 | 0.00% | −51,285−60.5% | 減碼 |
| Franklin Resources Inc | 33,763 | $265.6 萬 | 0.00% | −5,755−14.6% | 減碼 |
| Freestone Capital Holdings, LLC | 33,833 | $266.2 萬 | 0.12% | −230−0.7% | 減碼 |
| Avantax Planning Partners, Inc. | 34,081 | $268.1 萬 | 0.10% | −795−2.3% | 減碼 |
| Intech Investment Management LLC | 34,227 | $269.3 萬 | 0.04% | −86,868−71.7% | 減碼 |
| New York Life Investment Management LLC | 34,700 | $273.0 萬 | 0.03% | −178−0.5% | 減碼 |
| Public Sector Pension Investment Board | 34,895 | $274.5 萬 | 0.02% | −19,162−35.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 34,960 | $275.0 萬 | 0.03% | +23,974+218.2% | 加碼 |
| Foster & Motley Inc | 36,196 | $284.8 萬 | 0.21% | −1,842−4.8% | 減碼 |
| Vident Advisory, LLC | 36,644 | $288.3 萬 | 0.07% | +563+1.6% | 加碼 |
| Bridgeway Capital Management, LLC | 36,800 | $289.5 萬 | 0.06% | −1,700−4.4% | 減碼 |
| Xponance, Inc. | 36,960 | $290.8 萬 | 0.03% | +5,324+16.8% | 加碼 |
| CIBC Asset Management Inc | 37,442 | $294.6 萬 | 0.01% | −2,243−5.7% | 減碼 |
| Tredje AP-fonden | 38,269 | $301.1 萬 | 0.04% | −778−2.0% | 減碼 |
| Czech National Bank | 38,416 | $302.2 萬 | 0.04% | −452−1.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 39,921 | $314.1 萬 | 0.01% | +3,478+9.5% | 加碼 |
| Iowa State Bank | 40,506 | $318.7 萬 | 0.76% | −109−0.3% | 減碼 |
| Utah Retirement Systems | 41,813 | $328.9 萬 | 0.04% | +200+0.5% | 加碼 |
| Texas Permanent School Fund | 44,272 | $348.3 萬 | 0.03% | −2,729−5.8% | 減碼 |
| Trexquant Investment LP | 45,145 | $355.2 萬 | 0.08% | +45,145 | 新進 |
| Neuberger Berman Group LLC | 45,271 | $356.1 萬 | 0.00% | +21,526+90.7% | 加碼 |
| ProShare Advisors LLC | 45,280 | $356.2 萬 | 0.01% | −3,687−7.5% | 減碼 |
| Baird Financial Group, Inc. | 45,543 | $358.3 萬 | 0.01% | −24,820−35.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 45,635 | $359.1 萬 | 0.02% | +586+1.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 45,857 | $360.8 萬 | 0.01% | +44,400+3,047.4% | 加碼 |
| Ethic Inc. | 46,614 | $366.7 萬 | 0.11% | +2,757+6.3% | 加碼 |
| Wealthfront Advisers LLC | 47,048 | $370.1 萬 | 0.01% | −5,024−9.6% | 減碼 |
| PGGM Investments | 47,165 | $371.0 萬 | 0.06% | −762−1.6% | 減碼 |
| Captrust Financial Advisors | 47,636 | $374.8 萬 | 0.01% | −1,486−3.0% | 減碼 |
| Advisors Asset Management, Inc. | 47,655 | $374.9 萬 | 0.08% | −10,513−18.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,032 | $377.9 萬 | 0.03% | +3,319+7.4% | 加碼 |
| Creative Planning | 48,334 | $380.2 萬 | 0.01% | +2,277+4.9% | 加碼 |
| Retirement Systems of Alabama | 48,341 | $380.3 萬 | 0.02% | −1,940−3.9% | 減碼 |
| Point72 Middle East FZE | 49,172 | $386.8 萬 | 0.27% | +49,172 | 新進 |
| Handelsbanken Fonder AB | 51,027 | $401.4 萬 | 0.02% | −54,279−51.5% | 減碼 |
| State of Alaska, Department of Revenue | 51,064 | $401.6 萬 | 0.05% | −10,085−16.5% | 減碼 |
| Mercer Global Advisors Inc | 51,472 | $404.9 萬 | 0.01% | −186,459−78.4% | 減碼 |
| CIBC World Markets Corp | 51,492 | $405.1 萬 | 0.02% | +15,777+44.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,622 | $406.1 萬 | 0.01% | −11,179−17.8% | 減碼 |
| IFM Investors Pty Ltd | 52,178 | $410.5 萬 | 0.05% | −2,204−4.1% | 減碼 |
| Teza Capital Management LLC | 53,007 | $417.0 萬 | 0.70% | +44,297+508.6% | 加碼 |
| MetLife Investment Management | 53,679 | $422.3 萬 | 0.03% | −1,705−3.1% | 減碼 |
| HRT Financial LP | 53,962 | $424.5 萬 | 0.03% | −30,379−36.0% | 減碼 |