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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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Principal Financial Group Inc 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

PFG 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數75710765+18
股數1.69 億1.54 萬1.67 億−207.0 萬 (−1.2%)
市值$132.2 億$121.6 萬$144.0 億+$11.8 億 (+8.9%)

10 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（82 家）

2024 年第 1 季季末持有 Principal Financial Group Inc、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 PFG 的機構
機構股數市值佔組合 %
Danske Bank A/S95,503$824.3 萬0.03%
Holocene Advisors, LP94,584$816.4 萬0.03%
Resona Asset Management Co.,Ltd.80,300$693.1 萬0.04%
Interval Partners, LP73,190$631.7 萬0.24%
Azimuth Capital Investment Management LLC60,810$524.9 萬0.22%
Point72 (DIFC) Ltd34,508$297.8 萬0.23%
Mirabella Financial Services LLP31,300$270.2 萬0.20%
Lighthouse Investment Partners, LLC25,122$216.8 萬0.13%
PEAK6 Investments LLC21,380$184.5 萬0.09%
Seven Eight Capital, LP19,287$166.5 萬0.17%
Quantitative Investment Management, LLC17,475$150.8 萬0.09%
Catalyst Funds Management Pty Ltd14,900$128.6 萬0.36%
Axq Capital, LP13,787$119.0 萬0.29%
Quantbot Technologies LP12,706$109.7 萬0.06%
Lloyd Advisory Services, LLC.11,065$95.5 萬0.20%
BBR Partners, LLC11,000$94.9 萬0.08%
Legacy Financial Group LLC8,319$71.8 萬0.15%
Laurion Capital Management LP8,161$70.4 萬0.02%
Vinva Investment Management Ltd7,874$68.0 萬0.04%
Walleye Capital LLC7,770$67.1 萬0.01%
OmniStar Financial Group, Inc.7,379$63.7 萬0.58%
Prana Capital Management, LP7,364$63.6 萬0.03%
Hillsdale Investment Management Inc.7,160$61.8 萬0.05%
Hilltop National Bank6,299$54.4 萬0.18%
Sherbrooke Park Advisers LLC6,129$52.9 萬0.10%
Heartland Bank & Trust Co5,262$45.4 萬0.26%
Simplicity Wealth,LLC5,161$44.5 萬0.01%
Lido Advisors, LLC4,713$40.7 萬0.00%
Buckingham Strategic Partners4,654$40.2 萬0.01%
Simplex Trading, LLC4,477$38.6 萬0.01%
International Private Wealth Advisors LLC3,905$33.7 萬0.65%
Regal Investment Advisors LLC3,734$32.2 萬0.02%
Warren Averett Asset Management, LLC3,708$32.0 萬0.01%
Fullerton Fund Management Co Ltd.3,689$31.8 萬0.02%
Lombard Odier Asset Management (Switzerland) SA3,228$27.9 萬0.02%
Longfellow Investment Management Co LLC2,960$25.5 萬0.06%
Blueshift Asset Management, LLC2,890$24.9 萬0.13%
Valeo Financial Advisors, LLC3,029$24.9 萬0.01%
Seeds Investor LLC2,852$24.6 萬0.23%
CIBC World Markets Inc.2,811$24.3 萬0.00%
Mutual Advisors, LLC2,795$24.1 萬0.01%
Advisory Alpha, LLC2,742$23.7 萬0.01%
CIBC Private Wealth Group, LLC2,612$22.5 萬0.00%
Aptus Capital Advisors, LLC2,579$22.3 萬0.00%
Geller Advisors LLC2,516$21.7 萬0.02%
Graypoint LLC2,514$21.7 萬0.02%
NJ State Employees Deferred Compensation Plan2,500$21.6 萬0.03%
S&CO Inc2,500$21.5 萬0.02%
Wolverine Trading, LLC2,479$21.4 萬0.00%
Cigna Investments Inc2,456$21.2 萬0.04%
Leavell Investment Management, Inc.2,456$21.2 萬0.01%
Axxcess Wealth Management, LLC2,435$21.0 萬0.01%
Integrated Wealth Concepts LLC2,424$20.9 萬0.00%
Wedmont Private Capital2,526$20.9 萬0.02%
Hunter Associates Investment Management LLC2,411$20.8 萬0.03%
Vantage Consulting Group Inc2,378$20.5 萬0.13%
Systematic Portfolios LLC2,374$20.5 萬0.70%
Eads & Heald Wealth Management2,326$20.1 萬0.09%
Auxier Asset Management2,322$20.0 萬0.03%
Group One Trading, L.P.2,000$17.3 萬0.01%
Mather Group, LLC.2,117$16.7 萬0.00%
Bokf, NA1,750$15.1 萬0.00%
CoreCap Advisors, LLC1,102$9.51 萬0.01%
WR Wealth Planners, LLC626$5.40 萬0.02%
Colonial Trust Co516$4.44 萬0.01%
Fernwood Investment Management, LLC500$4.32 萬0.01%
Riverview Trust Co396$3.42 萬0.03%
Independence Bank of Kentucky280$2.42 萬0.01%
New Covenant Trust Company, N.A.200$1.73 萬0.02%
Union Savings Bank195$1.68 萬0.01%
Gilliland Jeter Wealth Management LLC131$1.13 萬0.00%
Exchange Traded Concepts, LLC108$9,3210.00%
Westend Capital Management, LLC80$6,9050.00%
Crewe Advisors LLC61$5,2650.00%
FWL Investment Management, LLC40$3,4520.00%
LRI Investments, LLC26$2,2440.00%
Horizon Financial Services, LLC14$1,2080.00%
Jamison Private Wealth Management, Inc.10$8640.00%
NVWM, LLC5$4320.00%
Sofos Investments, Inc.3$2700.00%
Annis Gardner Whiting Capital Advisors, LLC3$2590.00%
WestEnd Advisors, LLC1$860.00%

清倉機構（64 家）

2023 年第 4 季季末持有 Principal Financial Group Inc、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 PFG 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Balyasny Asset Management LLC1,397,497$1.10 億
CBOE Vest Financial, LLC167,313$1,316 萬
Adage Capital Partners GP, L.L.C.63,100$496.4 萬
Teza Capital Management LLC53,007$417.0 萬
Point72 Middle East FZE49,172$386.8 萬
Caisse de Depot Et Placement du Quebec45,857$360.8 萬
Aquatic Capital Management LLC29,300$230.5 萬
Hennessy Advisors Inc28,900$227.4 萬
Point72 Hong Kong Ltd25,665$201.9 萬
Numerai GP LLC24,255$190.8 萬
Point72 Europe (London) LLP23,913$188.1 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH21,193$166.7 萬
Occudo Quantitative Strategies LP19,218$151.2 萬
Ontario Teachers Pension Plan Board18,800$147.9 萬
Eisler Capital (UK) Ltd.17,948$141.2 萬
Cetera Advisor Networks LLC17,542$138.0 萬
Connor, Clark & Lunn Investment Management Ltd.15,835$124.6 萬
Bayesian Capital Management, LP10,657$83.8 萬
Meiji Yasuda Life Insurance Co10,610$83.5 萬
Two Sigma Securities, LLC10,052$79.1 萬
Cetera Advisors LLC9,513$74.8 萬
Agf Management Ltd7,108$55.9 萬
Johnson Investment Counsel Inc6,945$54.6 萬
Impax Asset Management Group plc6,867$54.0 萬
Impact Partnership Wealth, LLC6,570$51.7 萬
FJ Investments, LLC5,700$44.8 萬
GTS Securities LLC5,325$41.9 萬
SageView Advisory Group, LLC5,154$41.6 萬
Arete Wealth Advisors, LLC4,638$36.5 萬
EHP Funds Inc.4,500$35.4 萬
J. W. Coons Advisors, LLC4,495$35.4 萬
Kingsview Wealth Management, LLC4,487$35.3 萬
Gotham Asset Management, LLC4,440$34.9 萬
Nomura Holdings Inc4,420$34.8 萬
WESPAC Advisors, LLC3,613$28.4 萬
Garda Capital Partners LP3,434$27.0 萬
Balentine LLC2,787$21.9 萬
Western Wealth Management, LLC2,675$21.0 萬
EntryPoint Capital, LLC1,740$13.7 萬
McGlone Suttner Wealth Management, Inc.1,439$11.3 萬
Abich Financial Wealth Management LLC834$6.56 萬
Fairfield, Bush & Co.700$5.51 萬
Systematic Alpha Investments, LLC700$5.51 萬
American State Bank (Iowa)614$4.83 萬
DAGCO, Inc.528$4.15 萬
Lee Financial Co507$3.99 萬
Glassman Wealth Services493$3.88 萬
O'Dell Group, LLC465$3.66 萬
EdgeRock Capital LLC403$3.15 萬
Annapolis Financial Services, LLC379$2.98 萬
Thompson Siegel & Walmsley LLC300$2.40 萬
Tradition Wealth Management, LLC291$2.30 萬
Rockbridge Investment Management, LCC258$2.03 萬
Tennessee Valley Asset Management Partners204$1.60 萬
BKM Wealth Management, LLC200$1.57 萬
Quarry LP183$1.44 萬
Team Financial Group, LLC163$1.28 萬
Heritage Wealth Advisors150$1.18 萬
Park Place Capital Corp108$8,496
Turtle Creek Wealth Advisors, LLC38$2,989
Arlington Trust Co LLC25$1,967
Pineridge Advisors LLC11$873
Evermay Wealth Management LLC4$315
Clear Street Markets LLC1$0

尚未申報 2024 年第 1 季的機構（10 家）

2023 年第 4 季季末持有 Principal Financial Group Inc、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 PFG、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Sawtooth Solutions, LLC5,157$40.6 萬
Bartlett & Co. LLC4,155$32.9 萬
StrategIQ Financial Group, LLC3,441$27.1 萬
Desjardins Global Asset Management Inc.1,388$10.9 萬
Neo Ivy Capital Management402$3.20 萬
DB Wealth Management Group, LLC377$2.97 萬
Strategic Investment Solutions, Inc.189$1.49 萬
Hobbs Group Advisors, LLC172$1.35 萬
Coppell Advisory Solutions LLC146$1.15 萬
Baystate Wealth Management LLC1$138