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 13F 持有人
Principal Financial Group Inc 在 2024/3/31 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
- 765
- 較 2023 年第 4 季 +18 家
- 持有股數
- 1.67 億
- 較 2023 年第 4 季 −207.0 萬 (−1.2%)
- 總市值
- $144.0 億
- 較 2023 年第 4 季 +$11.8 億 (+8.9%)
- 新進機構
- 82
- 另有 252 家加碼
- 清倉機構
- 64
- 另有 271 家減碼
另有 10 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 2,117 | $16.7 萬 | 0.00% | +2,117 | 新進 |
| Quadrant Capital Group LLC | 1,935 | $16.7 萬 | 0.01% | −53−2.7% | 減碼 |
| GAMMA Investing LLC | 1,942 | $16.8 萬 | 0.03% | +284+17.1% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,943 | $16.8 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 2,000 | $17.3 萬 | 0.01% | +2,000 | 新進 |
| Harbour Investments, Inc. | 2,025 | $17.5 萬 | 0.01% | +2+0.1% | 加碼 |
| Assetmark, Inc | 2,053 | $17.7 萬 | 0.00% | +847+70.2% | 加碼 |
| FinTrust Capital Advisors, LLC | 2,200 | $19.0 萬 | 0.04% | +1,535+230.8% | 加碼 |
| Continuum Advisory, LLC | 2,282 | $19.1 萬 | 0.03% | −1,441−38.7% | 減碼 |
| Auxier Asset Management | 2,322 | $20.0 萬 | 0.03% | +2,322 | 新進 |
| Eads & Heald Wealth Management | 2,326 | $20.1 萬 | 0.09% | +2,326 | 新進 |
| Systematic Portfolios LLC | 2,374 | $20.5 萬 | 0.70% | +2,374 | 新進 |
| Harvest Fund Management Co., Ltd | 2,378 | $20.5 萬 | 0.02% | +1,603+206.8% | 加碼 |
| Vantage Consulting Group Inc | 2,378 | $20.5 萬 | 0.13% | +2,378 | 新進 |
| GeoWealth Management, LLC | 2,381 | $20.6 萬 | 0.01% | +1,033+76.6% | 加碼 |
| Hunter Associates Investment Management LLC | 2,411 | $20.8 萬 | 0.03% | +2,411 | 新進 |
| Northern Oak Wealth Management Inc | 2,410 | $20.8 萬 | 0.02% | −532−18.1% | 減碼 |
| Wedmont Private Capital | 2,526 | $20.9 萬 | 0.02% | +2,526 | 新進 |
| Integrated Wealth Concepts LLC | 2,424 | $20.9 萬 | 0.00% | +2,424 | 新進 |
| Axxcess Wealth Management, LLC | 2,435 | $21.0 萬 | 0.01% | +2,435 | 新進 |
| Cigna Investments Inc | 2,456 | $21.2 萬 | 0.04% | +2,456 | 新進 |
| Leavell Investment Management, Inc. | 2,456 | $21.2 萬 | 0.01% | +2,456 | 新進 |
| VisionPoint Advisory Group, LLC | 2,462 | $21.2 萬 | 0.08% | 00.0% | 不變 |
| West Financial Advisors, LLC | 2,462 | $21.2 萬 | 0.05% | 00.0% | 不變 |
| Huntington National Bank | 2,471 | $21.3 萬 | 0.00% | +457+22.7% | 加碼 |
| Wolverine Trading, LLC | 2,479 | $21.4 萬 | 0.00% | +2,479 | 新進 |
| TSFG, LLC | 2,479 | $21.4 萬 | 0.05% | 00.0% | 不變 |
| S&CO Inc | 2,500 | $21.5 萬 | 0.02% | +2,500 | 新進 |
| Sequoia Financial Advisors, LLC | 2,498 | $21.6 萬 | 0.00% | −2,516−50.2% | 減碼 |
| Whittier Trust Co | 2,500 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 2,500 | $21.6 萬 | 0.03% | +2,500 | 新進 |
| Graypoint LLC | 2,514 | $21.7 萬 | 0.02% | +2,514 | 新進 |
| Geller Advisors LLC | 2,516 | $21.7 萬 | 0.02% | +2,516 | 新進 |
| Resurgent Financial Advisors LLC | 2,532 | $21.9 萬 | 0.12% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 2,564 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Sageworth Trust Co | 2,577 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 2,579 | $22.3 萬 | 0.00% | +2,579 | 新進 |
| CIBC Private Wealth Group, LLC | 2,612 | $22.5 萬 | 0.00% | +2,612 | 新進 |
| Clarius Group, LLC | 2,613 | $22.6 萬 | 0.02% | −320−10.9% | 減碼 |
| Commons Capital, LLC | 2,628 | $22.7 萬 | 0.33% | +3+0.1% | 加碼 |
| Kinloch Capital, LLC | 2,630 | $22.7 萬 | 0.12% | −500−16.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,638 | $22.8 萬 | 0.01% | −220−7.7% | 減碼 |
| We Are One Seven, LLC | 2,640 | $22.8 萬 | 0.01% | −476−15.3% | 減碼 |
| Shepherd Financial Partners LLC | 2,656 | $22.9 萬 | 0.03% | +48+1.8% | 加碼 |
| Old National Bancorp | 2,676 | $23.1 萬 | 0.01% | −196−6.8% | 減碼 |
| Trust Asset Management LLC | 2,678 | $23.1 萬 | 0.02% | 00.0% | 不變 |
| Westmount Partners, LLC | 2,687 | $23.2 萬 | 0.08% | 00.0% | 不變 |
| Lincoln National Corp | 2,703 | $23.3 萬 | 0.00% | −100−3.6% | 減碼 |
| Advisory Alpha, LLC | 2,742 | $23.7 萬 | 0.01% | +2,742 | 新進 |
| Advisory Services Network, LLC | 2,757 | $23.8 萬 | 0.01% | −371−11.9% | 減碼 |
| Ballentine Partners, LLC | 2,768 | $23.9 萬 | 0.00% | −45−1.6% | 減碼 |
| Signaturefd, LLC | 2,776 | $24.0 萬 | 0.01% | +29+1.1% | 加碼 |
| Brighton Jones LLC | 2,780 | $24.0 萬 | 0.01% | +7+0.3% | 加碼 |
| Park National Corp | 2,780 | $24.0 萬 | 0.01% | −137−4.7% | 減碼 |
| Prossimo Advisors, LLC | 2,783 | $24.0 萬 | 0.46% | +195+7.5% | 加碼 |
| HB Wealth Management, LLC | 2,793 | $24.1 萬 | 0.00% | −222−7.4% | 減碼 |
| Mutual Advisors, LLC | 2,795 | $24.1 萬 | 0.01% | +2,795 | 新進 |
| Security National Bank | 2,795 | $24.1 萬 | 0.04% | 00.0% | 不變 |
| CIBC World Markets Inc. | 2,811 | $24.3 萬 | 0.00% | +2,811 | 新進 |
| Snowden Capital Advisors LLC | 2,828 | $24.4 萬 | 0.01% | +41+1.5% | 加碼 |
| Checchi Capital Advisers, LLC | 2,835 | $24.5 萬 | 0.02% | +39+1.4% | 加碼 |
| Seeds Investor LLC | 2,852 | $24.6 萬 | 0.23% | +2,852 | 新進 |
| Acropolis Investment Management, LLC | 2,871 | $24.8 萬 | 0.02% | −193−6.3% | 減碼 |
| Northwest Wealth Management, LLC | 2,875 | $24.8 萬 | 0.07% | −31−1.1% | 減碼 |
| Valeo Financial Advisors, LLC | 3,029 | $24.9 萬 | 0.01% | +3,029 | 新進 |
| Blueshift Asset Management, LLC | 2,890 | $24.9 萬 | 0.13% | +2,890 | 新進 |
| Pitcairn Co | 2,950 | $25.5 萬 | 0.02% | +16+0.5% | 加碼 |
| Longfellow Investment Management Co LLC | 2,960 | $25.5 萬 | 0.06% | +2,960 | 新進 |
| Security National Bank of So Dak | 3,000 | $25.9 萬 | 0.16% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $25.9 萬 | 0.10% | 00.0% | 不變 |
| Colony Group, LLC | 3,049 | $26.3 萬 | 0.00% | −99−3.1% | 減碼 |
| Skopos Labs, Inc. | 3,070 | $26.4 萬 | 0.11% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $26.5 萬 | 0.11% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 3,126 | $27.0 萬 | 0.01% | +107+3.5% | 加碼 |
| Concord Wealth Partners | 3,137 | $27.1 萬 | 0.05% | +2,583+466.2% | 加碼 |
| Legacy Bridge, LLC | 3,145 | $27.1 萬 | 0.16% | 00.0% | 不變 |
| Horizon Investments, LLC | 3,147 | $27.2 萬 | 0.01% | −41−1.3% | 減碼 |
| Chesley Taft & Associates LLC | 3,156 | $27.2 萬 | 0.01% | +2+0.1% | 加碼 |
| Capstone Investment Advisors, LLC | 3,169 | $27.4 萬 | 0.01% | +2,465+350.1% | 加碼 |
| Belpointe Asset Management LLC | 3,169 | $27.4 萬 | 0.02% | +46+1.5% | 加碼 |
| Empowered Funds, LLC | 3,176 | $27.4 萬 | 0.00% | −8,025−71.6% | 減碼 |
| Central Trust Co | 3,179 | $27.4 萬 | 0.01% | +151+5.0% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 3,228 | $27.9 萬 | 0.02% | +3,228 | 新進 |
| First Citizens Financial Corp | 3,261 | $28.1 萬 | 0.17% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 3,262 | $28.2 萬 | 0.03% | −1,303−28.5% | 減碼 |
| Profund Advisors LLC | 3,264 | $28.2 萬 | 0.01% | +95+3.0% | 加碼 |
| Transamerica Financial Advisors, Inc. | 3,275 | $28.3 萬 | 0.03% | +2,605+388.8% | 加碼 |
| Rothschild Investment LLC | 3,324 | $28.7 萬 | 0.02% | +60+1.8% | 加碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $28.8 萬 | 0.17% | 00.0% | 不變 |
| Raymond James Trust N.A. | 3,356 | $29.0 萬 | 0.01% | −125−3.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,382 | $29.2 萬 | 0.01% | −31,578−90.3% | 減碼 |
| Symmetry Partners, LLC | 3,395 | $29.3 萬 | 0.02% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 3,462 | $29.9 萬 | 0.01% | +106+3.2% | 加碼 |
| Renaissance Group LLC | 3,485 | $30.1 萬 | 0.01% | +48+1.4% | 加碼 |
| Keybank National Association | 3,487 | $30.1 萬 | 0.00% | −47−1.3% | 減碼 |
| Cornercap Investment Counsel Inc | 3,535 | $30.5 萬 | 0.05% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 3,599 | $31.1 萬 | 0.12% | −30−0.8% | 減碼 |
| Sonora Investment Management Group, LLC | 3,600 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Boston Private Wealth LLC | 3,636 | $31.4 萬 | 0.01% | −352−8.8% | 減碼 |
| Headlands Technologies LLC | 3,651 | $31.5 萬 | 0.08% | −142−3.7% | 減碼 |