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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 12,885 | $101.4 萬 | 0.06% | −8,505−39.8% | 減碼 |
| Qsemble Capital Management, LP | 12,808 | $100.8 萬 | 0.25% | +8,908+228.4% | 加碼 |
| Adams Wealth Management | 12,764 | $100.4 萬 | 0.30% | −476−3.6% | 減碼 |
| iA Global Asset Management Inc. | 12,178 | $95.8 萬 | 0.02% | +3,808+45.5% | 加碼 |
| Glenmede Trust Co NA | 12,165 | $95.7 萬 | 0.00% | +202+1.7% | 加碼 |
| Thrivent Financial for Lutherans | 12,166 | $95.7 萬 | 0.00% | +2,367+24.2% | 加碼 |
| Umb Bank N A | 12,118 | $95.3 萬 | 0.01% | −803−6.2% | 減碼 |
| Kestra Advisory Services, LLC | 12,070 | $95.0 萬 | 0.01% | −2,214−15.5% | 減碼 |
| CWM, LLC | 11,941 | $93.9 萬 | 0.01% | +1,606+15.5% | 加碼 |
| Verdence Capital Advisors LLC | 11,776 | $92.6 萬 | 0.09% | +153+1.3% | 加碼 |
| New Mexico Educational Retirement Board | 11,754 | $92.5 萬 | 0.04% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 11,588 | $91.2 萬 | 0.10% | +445+4.0% | 加碼 |
| LSV Asset Management | 11,500 | $90.5 萬 | 0.00% | 00.0% | 不變 |
| Foster Group, Inc. | 12,429 | $89.6 萬 | 0.05% | 00.0% | 不變 |
| Empowered Funds, LLC | 11,201 | $88.1 萬 | 0.02% | +1,562+16.2% | 加碼 |
| South Dakota Investment Council | 11,130 | $87.6 萬 | 0.02% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 11,088 | $87.2 萬 | 0.36% | +21+0.2% | 加碼 |
| Park Edge Advisors, LLC | 10,891 | $85.7 萬 | 0.30% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 10,875 | $85.6 萬 | 0.00% | −565−4.9% | 減碼 |
| Bayesian Capital Management, LP | 10,657 | $83.8 萬 | 0.09% | +10,657 | 新進 |
| 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 |
| Oppenheimer & Co Inc | 10,550 | $83.0 萬 | 0.02% | −1,383−11.6% | 減碼 |
| Sciencast Management LP | 10,342 | $81.4 萬 | 0.44% | +2,742+36.1% | 加碼 |
| E. Ohman J:or Asset Management AB | 10,300 | $81.0 萬 | 0.03% | −1,600−13.4% | 減碼 |
| PSI Advisors, LLC | 10,284 | $80.9 萬 | 0.30% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 10,126 | $79.7 萬 | 0.10% | −19−0.2% | 減碼 |
| Two Sigma Securities, LLC | 10,052 | $79.1 萬 | 0.04% | +3,673+57.6% | 加碼 |
| Holderness Investments Co | 9,936 | $78.2 萬 | 0.21% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 9,767 | $76.8 萬 | 0.10% | +9,767 | 新進 |
| Pinnacle Associates Ltd | 9,659 | $76.0 萬 | 0.01% | −41−0.4% | 減碼 |
| Basepoint Wealth LLC | 9,621 | $75.7 萬 | 0.61% | +346+3.7% | 加碼 |
| Cetera Advisors LLC | 9,513 | $74.8 萬 | 0.01% | −195−2.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $74.8 萬 | 0.05% | 00.0% | 不變 |
| Rockland Trust Co | 9,234 | $72.6 萬 | 0.04% | −3,778−29.0% | 減碼 |
| Aviva PLC | 9,155 | $72.0 萬 | 0.00% | −33,864−78.7% | 減碼 |
| HighPoint Advisor Group LLC | 8,497 | $71.8 萬 | 0.05% | +8,497 | 新進 |
| Great Diamond Partners, LLC | 8,932 | $70.3 萬 | 0.17% | −10,763−54.6% | 減碼 |
| Metropolitan Life Insurance Co | 8,927 | $70.2 萬 | 0.03% | −273−3.0% | 減碼 |
| Plimoth Trust Co LLC | 8,878 | $69.8 萬 | 0.20% | −655−6.9% | 減碼 |
| United Capital Financial Advisers, LLC | 8,585 | $67.5 萬 | 0.01% | +3,567+71.1% | 加碼 |
| Petrus Trust Company, LTA | 8,411 | $66.2 萬 | 0.06% | +4,665+124.5% | 加碼 |
| Lion Street Advisors, LLC | 8,410 | $66.2 萬 | 0.27% | −12−0.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,348 | $65.7 萬 | 0.01% | −2,714−24.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 8,340 | $65.6 萬 | 0.01% | +44+0.5% | 加碼 |
| Fifth Third Bancorp | 8,302 | $65.3 萬 | 0.00% | +791+10.5% | 加碼 |
| Allworth Financial LP | 8,238 | $64.8 萬 | 0.00% | −188−2.2% | 減碼 |
| Empirical Finance, LLC | 8,221 | $64.7 萬 | 0.05% | +13+0.2% | 加碼 |
| Hartford Funds Management Co LLC | 8,209 | $64.6 萬 | 0.06% | +3,731+83.3% | 加碼 |
| City State Bank | 8,075 | $63.5 萬 | 0.32% | +650+8.8% | 加碼 |
| APG Asset Management N.V. | 8,775 | $62.5 萬 | 0.00% | +128+1.5% | 加碼 |
| Wolff Financial Management LLC | 7,815 | $61.5 萬 | 0.19% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 7,814 | $61.5 萬 | 0.04% | −140−1.8% | 減碼 |
| Norinchukin Bank, The | 7,752 | $61.0 萬 | 0.01% | −912−10.5% | 減碼 |
| Gilbert & Cook, Inc. | 7,646 | $60.2 萬 | 0.09% | −610−7.4% | 減碼 |
| Wetherby Asset Management Inc | 7,628 | $60.0 萬 | 0.03% | +278+3.8% | 加碼 |
| Paradigm Financial Partners, LLC | 7,610 | $59.9 萬 | 0.15% | −109−1.4% | 減碼 |
| Vivid Wealth Management, LLC | 7,531 | $59.2 萬 | 0.40% | +7,531 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,513 | $59.1 萬 | 0.02% | −368−4.7% | 減碼 |
| Metis Global Partners, LLC | 7,457 | $58.7 萬 | 0.02% | −977−11.6% | 減碼 |
| TownSquare Capital, LLC | 7,422 | $58.4 萬 | 0.01% | +729+10.9% | 加碼 |
| RSM US Wealth Management LLC | 7,265 | $57.2 萬 | 0.02% | +1,961+37.0% | 加碼 |
| Carret Asset Management, LLC | 7,191 | $56.6 萬 | 0.07% | −100−1.4% | 減碼 |
| Sunbelt Securities, Inc. | 7,120 | $56.0 萬 | 0.07% | −223−3.0% | 減碼 |
| Agf Management Ltd | 7,108 | $55.9 萬 | 0.00% | −187−2.6% | 減碼 |
| Vontobel Holding Ltd. | 7,076 | $55.7 萬 | 0.00% | −1,212−14.6% | 減碼 |
| Johnson Investment Counsel Inc | 6,945 | $54.6 萬 | 0.01% | +47+0.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,943 | $54.6 萬 | 0.01% | −76−1.1% | 減碼 |
| IFP Advisors, Inc | 6,909 | $54.4 萬 | 0.03% | +99+1.5% | 加碼 |
| Mokosak Advisory Group, LLC | 6,876 | $54.1 萬 | 0.19% | +116+1.7% | 加碼 |
| Impax Asset Management Group plc | 6,867 | $54.0 萬 | 0.00% | −11−0.2% | 減碼 |
| Argonautica Private Wealth Management, Inc | 6,817 | $53.6 萬 | 0.22% | +20.0% | 加碼 |
| Palisade Asset Management, LLC | 6,800 | $53.5 萬 | 0.06% | 00.0% | 不變 |
| KC Investment Advisors, LLC | 6,772 | $53.3 萬 | 0.32% | −2,421−26.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 6,720 | $52.9 萬 | 0.10% | +650+10.7% | 加碼 |
| MAI Capital Management | 6,676 | $52.5 萬 | 0.01% | +1,511+29.3% | 加碼 |
| Impact Partnership Wealth, LLC | 6,570 | $51.7 萬 | 0.19% | +6,570 | 新進 |
| Greenleaf Trust | 6,563 | $51.6 萬 | 0.01% | +66+1.0% | 加碼 |
| Proequities, Inc. | 6,437 | $50.6 萬 | 0.04% | −2,048−24.1% | 減碼 |
| Forum Financial Management, LP | 6,429 | $50.6 萬 | 0.01% | −450−6.5% | 減碼 |
| Premier Path Wealth Partners, LLC | 6,388 | $50.3 萬 | 0.11% | +6,388 | 新進 |
| Merit Financial Group, LLC | 6,348 | $49.9 萬 | 0.02% | −599−8.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 6,329 | $49.8 萬 | 0.03% | +392+6.6% | 加碼 |
| Venture Visionary Partners LLC | 6,252 | $49.2 萬 | 0.03% | −559−8.2% | 減碼 |
| Regions Financial Corp | 6,235 | $49.1 萬 | 0.00% | −437−6.5% | 減碼 |
| Credit Agricole S A | 6,206 | $48.8 萬 | 0.01% | +4,113+196.5% | 加碼 |
| Hilltop Holdings Inc. | 6,100 | $48.0 萬 | 0.05% | +51+0.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 6,069 | $47.7 萬 | 0.01% | +547+9.9% | 加碼 |
| Marquette Asset Management, LLC | 6,062 | $47.7 萬 | 0.09% | −200−3.2% | 減碼 |
| Capital Investment Advisors, LLC | 5,975 | $47.0 萬 | 0.01% | +251+4.4% | 加碼 |
| Equitable Holdings, Inc. | 5,859 | $46.1 萬 | 0.01% | −131−2.2% | 減碼 |
| Steele Capital Management, Inc. | 5,792 | $45.6 萬 | 0.03% | +5,792 | 新進 |
| FJ Investments, LLC | 5,700 | $44.8 萬 | 0.02% | +5,700 | 新進 |
| Bridgewater Associates, LP | 5,647 | $44.4 萬 | 0.00% | −15,983−73.9% | 減碼 |
| Investment Management Corp of Ontario | 5,620 | $44.2 萬 | 0.01% | +5,620 | 新進 |
| Nicolet Bankshares Inc | 5,618 | $44.2 萬 | 0.12% | −190−3.3% | 減碼 |
| Burney Co | 5,585 | $43.9 萬 | 0.02% | −364−6.1% | 減碼 |
| Proquility Private Wealth Partners, LLC | 5,577 | $43.9 萬 | 0.17% | −4,145−42.6% | 減碼 |
| Csenge Advisory Group | 5,573 | $43.8 萬 | 0.03% | −3,684−39.8% | 減碼 |
| Farther Finance Advisors, LLC | 5,562 | $43.8 萬 | 0.03% | +5,366+2,737.8% | 加碼 |