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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 250,602 | $1,971 萬 | 0.06% | +231,601+1,218.9% | 加碼 |
| Tudor Investment Corp Et Al | 273,292 | $2,150 萬 | 0.30% | +141,440+107.3% | 加碼 |
| Storebrand Asset Management AS | 273,896 | $2,155 萬 | 0.08% | −10,511−3.7% | 減碼 |
| AustralianSuper Pty Ltd | 277,157 | $2,180 萬 | 0.13% | +37,836+15.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 278,521 | $2,191 萬 | 0.05% | −9,136−3.2% | 減碼 |
| Squarepoint Ops LLC | 296,616 | $2,333 萬 | 0.10% | +55,212+22.9% | 加碼 |
| Great West Life Assurance Co | 299,336 | $2,344 萬 | 0.05% | +2,094+0.7% | 加碼 |
| Voloridge Investment Management, LLC | 299,735 | $2,358 萬 | 0.09% | +299,735 | 新進 |
| Price T Rowe Associates Inc | 304,450 | $2,395 萬 | 0.00% | +5,718+1.9% | 加碼 |
| Alliancebernstein L.P. | 304,497 | $2,395 萬 | 0.01% | +11,741+4.0% | 加碼 |
| Victory Capital Management Inc | 326,188 | $2,566 萬 | 0.03% | +27,887+9.3% | 加碼 |
| UBS Group AG | 364,652 | $2,869 萬 | 0.01% | +99,671+37.6% | 加碼 |
| Man Group plc | 379,607 | $2,986 萬 | 0.09% | – | – |
| Trust Point Inc. | 385,028 | $3,029 萬 | 2.50% | +385,028 | 新進 |
| Fort Washington Investment Advisors Inc | 388,964 | $3,060 萬 | 0.21% | −35,310−8.3% | 減碼 |
| California State Teachers Retirement System | 390,005 | $3,068 萬 | 0.04% | −960−0.2% | 減碼 |
| North Star Asset Management Inc | 396,738 | $3,121 萬 | 1.60% | +875+0.2% | 加碼 |
| National Pension Service | 398,146 | $3,132 萬 | 0.04% | 00.0% | 不變 |
| Credit Suisse AG | 401,646 | $3,160 萬 | 0.03% | −18,817−4.5% | 減碼 |
| JPMorgan Chase & Co | 404,661 | $3,183 萬 | 0.00% | −85,868−17.5% | 減碼 |
| California Public Employees Retirement System | 452,839 | $3,562 萬 | 0.03% | −23,520−4.9% | 減碼 |
| Rhumbline Advisers | 490,528 | $3,859 萬 | 0.04% | −10,060−2.0% | 減碼 |
| FMR LLC | 493,681 | $3,884 萬 | 0.00% | −95,165−16.2% | 減碼 |
| Nuveen Asset Management, LLC | 552,236 | $4,344 萬 | 0.01% | −2,920−0.5% | 減碼 |
| Pinebridge Investments, L.P. | 575,986 | $4,531 萬 | 0.42% | +554,606+2,594.0% | 加碼 |
| Millennium Management LLC | 615,710 | $4,844 萬 | 0.05% | +401,916+188.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 649,504 | $5,110 萬 | 0.04% | −19,003−2.8% | 減碼 |
| Deutsche Bank AG | 665,534 | $5,236 萬 | 0.03% | +12,276+1.9% | 加碼 |
| Qube Research & Technologies Ltd | 718,496 | $5,652 萬 | 0.13% | +181,538+33.8% | 加碼 |
| Marshall Wace, LLP | 725,016 | $5,704 萬 | 0.11% | +375,275+107.3% | 加碼 |
| Swiss National Bank | 756,400 | $5,951 萬 | 0.04% | −24,500−3.1% | 減碼 |
| Amundi | 906,071 | $7,123 萬 | 0.03% | +153,702+20.4% | 加碼 |
| Citadel Advisors LLC | 1,056,821 | $8,314 萬 | 0.08% | +374,616+54.9% | 加碼 |
| Barclays PLC | 1,058,831 | $8,330 萬 | 0.04% | +415,633+64.6% | 加碼 |
| UBS Asset Management Americas Inc | 1,129,472 | $8,886 萬 | 0.03% | −32,190−2.8% | 減碼 |
| Royal Bank of Canada | 1,184,279 | $9,317 萬 | 0.02% | −662,391−35.9% | 減碼 |
| Mairs & Power Inc | 1,191,691 | $9,375 萬 | 0.99% | −1,587−0.1% | 減碼 |
| Charles Schwab Investment Management Inc | 1,311,223 | $1.03 億 | 0.03% | +29,462+2.3% | 加碼 |
| HSBC Holdings PLC | 1,360,338 | $1.07 億 | 0.10% | +149,353+12.3% | 加碼 |
| Balyasny Asset Management LLC | 1,397,497 | $1.10 億 | 0.30% | −39,931−2.8% | 減碼 |
| Legal & General Group Plc | 1,889,472 | $1.49 億 | 0.05% | −116,800−5.8% | 減碼 |
| Bank of New York Mellon Corp | 1,892,879 | $1.49 億 | 0.03% | +258,971+15.8% | 加碼 |
| Invesco Ltd. | 2,141,045 | $1.68 億 | 0.04% | −90,712−4.1% | 減碼 |
| Goldman Sachs Group Inc | 2,157,712 | $1.70 億 | 0.04% | +200,056+10.2% | 加碼 |
| First Trust Advisors LP | 2,783,578 | $2.19 億 | 0.24% | +144,262+5.5% | 加碼 |
| Norges Bank | 3,228,544 | $2.54 億 | 0.04% | +487,328+17.8% | 加碼 |
| Morgan Stanley | 3,414,726 | $2.69 億 | 0.02% | +800,846+30.6% | 加碼 |
| Northern Trust Corp | 3,707,729 | $2.92 億 | 0.05% | −213,186−5.4% | 減碼 |
| Dimensional Fund Advisors LP | 3,875,462 | $3.05 億 | 0.09% | −47,525−1.2% | 減碼 |
| Wellington Management Group LLP | 4,369,010 | $3.44 億 | 0.06% | −54,965−1.2% | 減碼 |
| Geode Capital Management, LLC | 5,182,829 | $4.07 億 | 0.04% | +19,679+0.4% | 加碼 |
| Capital Research Global Investors | 6,449,524 | $5.07 億 | 0.12% | −3,346,549−34.2% | 減碼 |
| State Street Corp | 9,722,082 | $7.65 億 | 0.04% | −150,570−1.5% | 減碼 |
| Bank of America Corp | 10,581,744 | $8.32 億 | 0.09% | −1,515,095−12.5% | 減碼 |
| Nippon Life Insurance Co | 18,137,000 | $14.3 億 | 65.17% | 00.0% | 不變 |
| BlackRock Inc. | 18,885,042 | $14.9 億 | 0.04% | −653,175−3.3% | 減碼 |
| Vanguard Group Inc | 28,605,879 | $22.5 億 | 0.05% | −428,529−1.5% | 減碼 |
| Gillson Capital LP | 0 | $0 | 0.00% | −322,491−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −173,335−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −73,220−100.0% | 清倉 |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −59,776−100.0% | 清倉 |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −41,833−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −34,468−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,580−100.0% | 清倉 |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −25,916−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −21,725−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −20,532−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −20,081−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −13,861−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −13,542−100.0% | 清倉 |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −13,210−100.0% | 清倉 |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −12,115−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −11,208−100.0% | 清倉 |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −10,389−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,649−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −9,355−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −8,928−100.0% | 清倉 |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −8,002−100.0% | 清倉 |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,842−100.0% | 清倉 |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −7,754−100.0% | 清倉 |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −7,381−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −7,128−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,378−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −6,333−100.0% | 清倉 |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −5,922−100.0% | 清倉 |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −5,732−100.0% | 清倉 |
| Cedrus LLC | 0 | $0 | 0.00% | −4,850−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −4,733−100.0% | 清倉 |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −4,190−100.0% | 清倉 |
| Adviser Investments LLC | 0 | $0 | 0.00% | −3,957−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,852−100.0% | 清倉 |
| Auxano Advisors, LLC | 0 | $0 | 0.00% | −3,855−100.0% | 清倉 |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −3,780−100.0% | 清倉 |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −3,378−100.0% | 清倉 |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −3,179−100.0% | 清倉 |
| JT Stratford LLC | 0 | $0 | 0.00% | −3,164−100.0% | 清倉 |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −3,178−100.0% | 清倉 |
| CRA Financial Services, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −2,980−100.0% | 清倉 |