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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 32,740 | $257.6 萬 | 0.04% | +40+0.1% | 加碼 |
| Dakota Wealth Management | 32,271 | $253.9 萬 | 0.10% | −263−0.8% | 減碼 |
| Stifel Financial Corp | 32,081 | $252.5 萬 | 0.00% | +11,983+59.6% | 加碼 |
| Yousif Capital Management, LLC | 32,081 | $252.4 萬 | 0.03% | −880−2.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 31,909 | $251.0 萬 | 0.11% | +24,830+350.8% | 加碼 |
| FORA Capital, LLC | 31,653 | $249.0 萬 | 0.21% | +31,653 | 新進 |
| CI Private Wealth, LLC | 31,612 | $248.7 萬 | 0.00% | +1,536+5.1% | 加碼 |
| Janus Henderson Group PLC | 31,589 | $248.6 萬 | 0.00% | −209−0.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 29,619 | $233.0 萬 | 0.21% | −5,502−15.7% | 減碼 |
| Conning Inc. | 29,462 | $231.8 萬 | 0.08% | +1,300+4.6% | 加碼 |
| Mutual of America Capital Management LLC | 29,371 | $231.1 萬 | 0.03% | −1,764−5.7% | 減碼 |
| Aquatic Capital Management LLC | 29,300 | $230.5 萬 | 0.06% | +17,600+150.4% | 加碼 |
| Private Advisor Group, LLC | 28,966 | $227.9 萬 | 0.02% | −4,984−14.7% | 減碼 |
| Hennessy Advisors Inc | 28,900 | $227.4 萬 | 0.11% | +28,900 | 新進 |
| Pathstone Holdings, LLC | 28,268 | $222.4 萬 | 0.01% | +28,268 | 新進 |
| Commerce Bank | 28,103 | $221.1 萬 | 0.02% | −60,093−68.1% | 減碼 |
| British Columbia Investment Management Corp | 27,826 | $218.9 萬 | 0.02% | +5,865+26.7% | 加碼 |
| Mackenzie Financial Corp | 27,578 | $217.0 萬 | 0.00% | −4,240−13.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 27,209 | $214.1 萬 | 0.01% | −1,583−5.5% | 減碼 |
| Nissay Asset Management Corp | 26,849 | $211.2 萬 | 0.02% | +280+1.1% | 加碼 |
| Cipher Capital LP | 26,689 | $210.0 萬 | 0.68% | +13,782+106.8% | 加碼 |
| JustInvest LLC | 26,570 | $209.0 萬 | 0.05% | +1,805+7.3% | 加碼 |
| Cetera Investment Advisers | 25,752 | $202.6 萬 | 0.02% | −7,336−22.2% | 減碼 |
| Point72 Hong Kong Ltd | 25,665 | $201.9 萬 | 0.12% | +25,665 | 新進 |
| Argent Trust Co | 25,292 | $199.0 萬 | 0.10% | +6,546+34.9% | 加碼 |
| Financial Advisory Service, Inc. | 25,275 | $198.8 萬 | 0.19% | +3,351+15.3% | 加碼 |
| Siemens Fonds Invest GmbH | 25,021 | $196.8 萬 | 0.16% | −3,857−13.4% | 減碼 |
| Hohimer Wealth Management, LLC | 25,008 | $196.7 萬 | 0.50% | 00.0% | 不變 |
| US Bancorp | 24,440 | $192.3 萬 | 0.00% | −5,100−17.3% | 減碼 |
| Numerai GP LLC | 24,255 | $190.8 萬 | 0.68% | +24,255 | 新進 |
| Mariner, LLC | 23,966 | $188.5 萬 | 0.00% | −932−3.7% | 減碼 |
| Point72 Europe (London) LLP | 23,913 | $188.1 萬 | 0.24% | +23,913 | 新進 |
| Quantinno Capital Management LP | 22,870 | $179.9 萬 | 0.06% | −2,330−9.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,747 | $179.0 萬 | 0.02% | 00.0% | 不變 |
| Quest Partners LLC | 22,705 | $178.6 萬 | 0.38% | +22,705 | 新進 |
| Degroof Petercam Asset Management | 22,500 | $177.1 萬 | 0.02% | +22,500 | 新進 |
| Arjuna Capital | 22,142 | $174.2 萬 | 0.55% | +1,000+4.7% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 21,412 | $168.4 萬 | 1.65% | −5,604−20.7% | 減碼 |
| Guggenheim Capital LLC | 21,392 | $168.3 萬 | 0.01% | +2,424+12.8% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,193 | $166.7 萬 | 0.06% | +105+0.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 21,103 | $166.0 萬 | 0.04% | +746+3.7% | 加碼 |
| Daiwa Securities Group Inc. | 20,972 | $165.0 萬 | 0.01% | +1,026+5.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 20,940 | $164.7 萬 | 0.01% | −24,706−54.1% | 減碼 |
| Cerity Partners LLC | 20,701 | $162.8 萬 | 0.01% | +2,602+14.4% | 加碼 |
| HighTower Advisors, LLC | 20,653 | $162.5 萬 | 0.00% | +583+2.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 20,513 | $161.4 萬 | 0.02% | +6,336+44.7% | 加碼 |
| Centric Wealth Management | 20,449 | $158.5 萬 | 0.52% | +2,080+11.3% | 加碼 |
| Columbus Macro, LLC | 20,094 | $158.1 萬 | 0.62% | −582−2.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 20,058 | $157.7 萬 | 0.04% | −2,490−11.0% | 減碼 |
| Wedge Capital Management L L P | 19,981 | $157.2 萬 | 0.03% | +3,467+21.0% | 加碼 |
| La Banque Postale Asset Management SA | 19,384 | $152.5 萬 | 0.03% | −23,371−54.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 19,358 | $152.3 萬 | 0.01% | −1,250−6.1% | 減碼 |
| Occudo Quantitative Strategies LP | 19,218 | $151.2 萬 | 0.21% | +12,526+187.2% | 加碼 |
| Jump Financial, LLC | 19,160 | $150.7 萬 | 0.05% | +19,160 | 新進 |
| B.O.S.S. Retirement Advisors, LLC | 19,054 | $149.9 萬 | 0.29% | −3,025−13.7% | 減碼 |
| STRS Ohio | 18,823 | $148.0 萬 | 0.01% | −1,125−5.6% | 減碼 |
| Ontario Teachers Pension Plan Board | 18,800 | $147.9 萬 | 0.01% | +1,174+6.7% | 加碼 |
| Janney Montgomery Scott LLC | 18,771 | $147.7 萬 | 0.00% | +579+3.2% | 加碼 |
| Cresset Asset Management, LLC | 18,715 | $147.2 萬 | 0.01% | +2,166+13.1% | 加碼 |
| Maryland State Retirement & Pension System | 18,456 | $145.2 萬 | 0.03% | 00.0% | 不變 |
| Schroder Investment Management Group | 18,355 | $144.4 萬 | 0.00% | −14,564−44.2% | 減碼 |
| Eisler Capital (UK) Ltd. | 17,948 | $141.2 萬 | 0.13% | +17,948 | 新進 |
| Montag A & Associates Inc | 17,596 | $138.4 萬 | 0.08% | 00.0% | 不變 |
| Kentucky Retirement Systems | 17,549 | $138.1 萬 | 0.04% | −266−1.5% | 減碼 |
| Cetera Advisor Networks LLC | 17,542 | $138.0 萬 | 0.01% | −10,022−36.4% | 減碼 |
| SG Americas Securities, LLC | 17,502 | $137.7 萬 | 0.02% | +10,859+163.5% | 加碼 |
| Toroso Investments, LLC | 17,415 | $137.0 萬 | 0.03% | −2,339−11.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 17,132 | $134.8 萬 | 0.02% | −12,816−42.8% | 減碼 |
| GoalVest Advisory LLC | 17,071 | $134.3 萬 | 0.59% | +1,156+7.3% | 加碼 |
| Greenwood Capital Associates LLC | 17,068 | $134.3 萬 | 0.17% | +116+0.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 16,932 | $133.2 萬 | 0.00% | −2,133−11.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 16,546 | $130.2 萬 | 0.03% | +557+3.5% | 加碼 |
| Nordea Investment Management AB | 16,440 | $129.9 萬 | 0.00% | 00.0% | 不變 |
| Midland Wealth Advisors LLC | 15,932 | $125.3 萬 | 0.09% | +15,932 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 15,835 | $124.6 萬 | 0.01% | +15,835 | 新進 |
| Candriam Luxembourg S.C.A. | 15,709 | $123.6 萬 | 0.01% | +10.0% | 加碼 |
| Federated Hermes, Inc. | 15,465 | $121.7 萬 | 0.00% | −4,991−24.4% | 減碼 |
| MML Investors Services, LLC | 15,372 | $120.9 萬 | 0.01% | −4,411−22.3% | 減碼 |
| Lecap Asset Management Ltd | 15,332 | $120.6 萬 | 0.44% | +15,332 | 新進 |
| SEI Investments Co | 15,227 | $119.8 萬 | 0.00% | −6,618−30.3% | 減碼 |
| Park Avenue Securities LLC | 15,013 | $118.1 萬 | 0.02% | −16,175−51.9% | 減碼 |
| Hartford Investment Management Co | 14,912 | $117.3 萬 | 0.04% | −331−2.2% | 減碼 |
| Diversified Trust Co | 14,879 | $117.1 萬 | 0.04% | +14,879 | 新進 |
| Pacer Advisors, Inc. | 14,849 | $116.8 萬 | 0.00% | +510+3.6% | 加碼 |
| D.A. Davidson & Co. | 14,794 | $116.4 萬 | 0.01% | −861−5.5% | 減碼 |
| Ostrum Asset Management | 14,763 | $116.1 萬 | 0.10% | +41+0.3% | 加碼 |
| Prudential PLC | 14,687 | $115.5 萬 | 0.01% | −32−0.2% | 減碼 |
| M&T Bank Corp | 14,519 | $114.2 萬 | 0.00% | −376−2.5% | 減碼 |
| Glaxis Capital Management, LLC | 14,500 | $114.1 萬 | 4.07% | +373+2.6% | 加碼 |
| Resources Investment Advisors, LLC. | 14,219 | $111.9 萬 | 0.02% | +607+4.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 14,027 | $110.4 萬 | 0.03% | −203−1.4% | 減碼 |
| Securian Asset Management, Inc | 13,891 | $109.3 萬 | 0.03% | −2,066−12.9% | 減碼 |
| Truist Financial Corp | 13,811 | $108.7 萬 | 0.00% | −3,792−21.5% | 減碼 |
| Everence Capital Management Inc | 13,800 | $108.6 萬 | 0.08% | +4,720+52.0% | 加碼 |
| Ossiam | 13,784 | $108.4 萬 | 0.02% | −3,169−18.7% | 減碼 |
| Ascent Group, LLC | 13,307 | $105.0 萬 | 0.10% | −1,281−8.8% | 減碼 |
| Louisiana State Employees Retirement System | 13,300 | $104.6 萬 | 0.02% | −500−3.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,083 | $103.0 萬 | 0.01% | −861−6.2% | 減碼 |
| Verition Fund Management LLC | 13,055 | $102.7 萬 | 0.01% | +3,863+42.0% | 加碼 |
| Savant Capital, LLC | 12,964 | $102.0 萬 | 0.01% | +346+2.7% | 加碼 |