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 |
|---|---|---|---|---|---|
| Foster Group, Inc. | 12,412 | $107.1 萬 | 0.05% | −17−0.1% | 減碼 |
| Adams Wealth Management | 12,231 | $105.6 萬 | 0.26% | −533−4.2% | 減碼 |
| Credit Agricole S A | 13,323 | $105.2 萬 | 0.02% | +7,117+114.7% | 加碼 |
| Thrivent Financial for Lutherans | 12,155 | $104.9 萬 | 0.00% | −11−0.1% | 減碼 |
| Glenmede Trust Co NA | 12,045 | $104.0 萬 | 0.01% | −120−1.0% | 減碼 |
| D.A. Davidson & Co. | 12,035 | $103.9 萬 | 0.01% | −2,759−18.6% | 減碼 |
| Fox Run Management, L.L.C. | 11,589 | $100.0 萬 | 0.22% | +8,725+304.6% | 加碼 |
| LSV Asset Management | 11,500 | $99.3 萬 | 0.00% | 00.0% | 不變 |
| Proquility Private Wealth Partners, LLC | 11,386 | $98.3 萬 | 0.34% | +5,809+104.2% | 加碼 |
| South Dakota Investment Council | 11,130 | $96.1 萬 | 0.02% | 00.0% | 不變 |
| Lloyd Advisory Services, LLC. | 11,065 | $95.5 萬 | 0.20% | +11,065 | 新進 |
| New Mexico Educational Retirement Board | 11,054 | $95.4 萬 | 0.03% | −700−6.0% | 減碼 |
| BBR Partners, LLC | 11,000 | $94.9 萬 | 0.08% | +11,000 | 新進 |
| Martin Capital Partners, LLC | 10,982 | $94.8 萬 | 0.36% | −106−1.0% | 減碼 |
| Park Edge Advisors, LLC | 10,891 | $94.0 萬 | 0.26% | 00.0% | 不變 |
| Umb Bank N A | 10,848 | $93.6 萬 | 0.01% | −1,270−10.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 10,733 | $92.6 萬 | 0.00% | −142−1.3% | 減碼 |
| Metis Global Partners, LLC | 10,732 | $92.6 萬 | 0.03% | +3,275+43.9% | 加碼 |
| West Bancorporation Inc | 10,610 | $91.6 萬 | 0.60% | 00.0% | 不變 |
| CWM, LLC | 10,522 | $90.8 萬 | 0.00% | −1,419−11.9% | 減碼 |
| Gsa Capital Partners LLP | 10,428 | $90.0 萬 | 0.07% | +6,958+200.5% | 加碼 |
| Oppenheimer & Co Inc | 10,346 | $89.3 萬 | 0.01% | −204−1.9% | 減碼 |
| E. Ohman J:or Asset Management AB | 10,300 | $88.9 萬 | 0.02% | 00.0% | 不變 |
| PSI Advisors, LLC | 10,284 | $88.8 萬 | 0.32% | 00.0% | 不變 |
| Park Avenue Securities LLC | 10,136 | $87.5 萬 | 0.01% | −4,877−32.5% | 減碼 |
| Ausdal Financial Partners, Inc. | 10,093 | $87.1 萬 | 0.10% | −33−0.3% | 減碼 |
| Hartford Funds Management Co LLC | 10,002 | $86.3 萬 | 0.08% | +1,793+21.8% | 加碼 |
| Holderness Investments Co | 9,906 | $85.5 萬 | 0.21% | −30−0.3% | 減碼 |
| Modern Wealth Management, LLC | 9,752 | $84.2 萬 | 0.08% | −15−0.2% | 減碼 |
| Verdence Capital Advisors LLC | 9,582 | $82.7 萬 | 0.08% | −2,194−18.6% | 減碼 |
| Basepoint Wealth LLC | 9,538 | $82.3 萬 | 0.62% | −83−0.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $82.1 萬 | 0.05% | 00.0% | 不變 |
| Walleye Trading LLC | 9,279 | $80.1 萬 | 0.01% | +7,534+431.7% | 加碼 |
| Pinnacle Associates Ltd | 9,222 | $79.6 萬 | 0.01% | −437−4.5% | 減碼 |
| Metropolitan Life Insurance Co | 8,845 | $76.3 萬 | 0.03% | −82−0.9% | 減碼 |
| APG Asset Management N.V. | 9,475 | $75.7 萬 | 0.00% | +700+8.0% | 加碼 |
| Rockland Trust Co | 8,753 | $75.5 萬 | 0.04% | −481−5.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 8,597 | $74.2 萬 | 0.01% | +257+3.1% | 加碼 |
| HighPoint Advisor Group LLC | 8,809 | $73.9 萬 | 0.05% | +312+3.7% | 加碼 |
| RSM US Wealth Management LLC | 8,526 | $73.6 萬 | 0.02% | +1,261+17.4% | 加碼 |
| Empirical Finance, LLC | 8,486 | $73.2 萬 | 0.04% | +265+3.2% | 加碼 |
| Plimoth Trust Co LLC | 8,478 | $73.2 萬 | 0.19% | −400−4.5% | 減碼 |
| Petrus Trust Company, LTA | 8,411 | $72.6 萬 | 0.07% | 00.0% | 不變 |
| Legacy Financial Group LLC | 8,319 | $71.8 萬 | 0.15% | +8,319 | 新進 |
| Fifth Third Bancorp | 8,242 | $71.1 萬 | 0.00% | −60−0.7% | 減碼 |
| KC Investment Advisors, LLC | 8,221 | $71.0 萬 | 0.37% | +1,449+21.4% | 加碼 |
| City State Bank | 8,216 | $70.9 萬 | 0.31% | +141+1.7% | 加碼 |
| Laurion Capital Management LP | 8,161 | $70.4 萬 | 0.02% | +8,161 | 新進 |
| Sciencast Management LP | 8,090 | $69.8 萬 | 0.43% | −2,252−21.8% | 減碼 |
| Allworth Financial LP | 8,073 | $69.7 萬 | 0.00% | −165−2.0% | 減碼 |
| Iowa State Bank | 7,970 | $68.8 萬 | 0.15% | −32,536−80.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,969 | $68.8 萬 | 0.03% | −23,940−75.0% | 減碼 |
| Vinva Investment Management Ltd | 7,874 | $68.0 萬 | 0.04% | +7,874 | 新進 |
| Wolff Financial Management LLC | 7,815 | $67.5 萬 | 0.20% | 00.0% | 不變 |
| Walleye Capital LLC | 7,770 | $67.1 萬 | 0.01% | +7,770 | 新進 |
| Lion Street Advisors, LLC | 8,410 | $66.2 萬 | 0.27% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 7,665 | $66.2 萬 | 0.01% | −13,275−63.4% | 減碼 |
| Norinchukin Bank, The | 7,647 | $66.0 萬 | 0.02% | −105−1.4% | 減碼 |
| United Capital Financial Advisers, LLC | 7,613 | $65.7 萬 | 0.01% | −972−11.3% | 減碼 |
| Vident Advisory, LLC | 7,592 | $65.5 萬 | 0.01% | −29,052−79.3% | 減碼 |
| Wetherby Asset Management Inc | 7,580 | $65.4 萬 | 0.03% | −48−0.6% | 減碼 |
| Vivid Wealth Management, LLC | 7,532 | $65.0 萬 | 0.41% | +10.0% | 加碼 |
| TownSquare Capital, LLC | 7,510 | $64.8 萬 | 0.01% | +88+1.2% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,504 | $64.8 萬 | 0.02% | −9−0.1% | 減碼 |
| Steele Capital Management, Inc. | 7,491 | $64.7 萬 | 0.04% | +1,699+29.3% | 加碼 |
| AQR Capital Management LLC | 7,450 | $64.0 萬 | 0.00% | −26,010−77.7% | 減碼 |
| OmniStar Financial Group, Inc. | 7,379 | $63.7 萬 | 0.58% | +7,379 | 新進 |
| Prana Capital Management, LP | 7,364 | $63.6 萬 | 0.03% | +7,364 | 新進 |
| IFP Advisors, Inc | 7,248 | $62.6 萬 | 0.03% | +339+4.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 7,238 | $62.5 萬 | 0.04% | −576−7.4% | 減碼 |
| Gilbert & Cook, Inc. | 7,217 | $62.3 萬 | 0.08% | −429−5.6% | 減碼 |
| Hillsdale Investment Management Inc. | 7,160 | $61.8 萬 | 0.05% | +7,160 | 新進 |
| Carret Asset Management, LLC | 7,156 | $61.8 萬 | 0.07% | −35−0.5% | 減碼 |
| Mokosak Advisory Group, LLC | 7,151 | $61.7 萬 | 0.20% | +275+4.0% | 加碼 |
| Sunbelt Securities, Inc. | 7,120 | $61.5 萬 | 0.07% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 6,960 | $60.1 萬 | 0.02% | +17+0.2% | 加碼 |
| Vontobel Holding Ltd. | 6,954 | $60.0 萬 | 0.00% | −122−1.7% | 減碼 |
| Paradigm Financial Partners, LLC | 6,900 | $59.6 萬 | 0.13% | −710−9.3% | 減碼 |
| Forum Financial Management, LP | 6,879 | $59.4 萬 | 0.01% | +450+7.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 6,832 | $59.0 萬 | 0.01% | +763+12.6% | 加碼 |
| Palisade Asset Management, LLC | 6,800 | $58.7 萬 | 0.06% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 6,700 | $57.8 萬 | 0.13% | −2,232−25.0% | 減碼 |
| Denali Advisors LLC | 6,648 | $57.4 萬 | 0.17% | +4,800+259.7% | 加碼 |
| Greenleaf Trust | 6,553 | $56.6 萬 | 0.01% | −10−0.2% | 減碼 |
| RIA Advisory Group LLC | 6,529 | $56.4 萬 | 0.23% | −1,073,471−99.4% | 減碼 |
| Merit Financial Group, LLC | 6,918 | $56.2 萬 | 0.01% | +570+9.0% | 加碼 |
| Romano Brothers and Company | 6,485 | $56.0 萬 | 0.08% | +1,457+29.0% | 加碼 |
| Independent Advisor Alliance | 6,369 | $55.0 萬 | 0.02% | +1,239+24.2% | 加碼 |
| Premier Path Wealth Partners, LLC | 6,360 | $54.9 萬 | 0.10% | −28−0.4% | 減碼 |
| Hilltop National Bank | 6,299 | $54.4 萬 | 0.18% | +6,299 | 新進 |
| Venture Visionary Partners LLC | 6,254 | $54.0 萬 | 0.03% | +20.0% | 加碼 |
| V-Square Quantitative Management LLC | 6,236 | $53.8 萬 | 0.09% | +879+16.4% | 加碼 |
| Regions Financial Corp | 6,235 | $53.8 萬 | 0.00% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 6,214 | $53.6 萬 | 0.19% | −603−8.8% | 減碼 |
| Farther Finance Advisors, LLC | 6,190 | $53.2 萬 | 0.03% | +628+11.3% | 加碼 |
| Sherbrooke Park Advisers LLC | 6,129 | $52.9 萬 | 0.10% | +6,129 | 新進 |
| Tokio Marine Asset Management Co Ltd | 6,112 | $52.8 萬 | 0.03% | −217−3.4% | 減碼 |
| Hilltop Holdings Inc. | 6,108 | $52.7 萬 | 0.06% | +8+0.1% | 加碼 |
| Rakuten Investment Management, Inc. | 6,063 | $52.3 萬 | 0.00% | +5,505+986.6% | 加碼 |
| Marquette Asset Management, LLC | 6,062 | $52.3 萬 | 0.09% | 00.0% | 不變 |