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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 6,010 | $51.9 萬 | 0.08% | −710−10.6% | 減碼 |
| Plato Investment Management Ltd | 5,993 | $51.7 萬 | 0.05% | +5,959+17,526.5% | 加碼 |
| GWM Advisors LLC | 5,808 | $50.1 萬 | 0.00% | +2,745+89.6% | 加碼 |
| Capital Investment Advisors, LLC | 5,802 | $50.1 萬 | 0.01% | −173−2.9% | 減碼 |
| Equitable Holdings, Inc. | 5,760 | $49.7 萬 | 0.01% | −99−1.7% | 減碼 |
| Csenge Advisory Group | 5,659 | $48.8 萬 | 0.03% | +86+1.5% | 加碼 |
| Syon Capital LLC | 5,622 | $48.5 萬 | 0.05% | +135+2.5% | 加碼 |
| Proequities, Inc. | 5,605 | $48.4 萬 | 0.03% | −832−12.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 5,558 | $48.0 萬 | 0.01% | +648+13.2% | 加碼 |
| Coldstream Capital Management Inc | 5,515 | $47.6 萬 | 0.01% | +21+0.4% | 加碼 |
| Twin Capital Management Inc | 5,507 | $47.5 萬 | 0.06% | −44−0.8% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,430 | $46.9 萬 | 0.08% | +276+5.4% | 加碼 |
| Nicolet Bankshares Inc | 5,418 | $46.8 萬 | 0.12% | −200−3.6% | 減碼 |
| Ieq Capital, LLC | 5,380 | $46.4 萬 | 0.01% | +329+6.5% | 加碼 |
| Waldron Private Wealth LLC | 5,334 | $46.0 萬 | 0.02% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 5,301 | $45.8 萬 | 0.04% | +160+3.1% | 加碼 |
| CWA Asset Management Group, LLC | 5,297 | $45.7 萬 | 0.03% | −56−1.0% | 減碼 |
| Heartland Bank & Trust Co | 5,262 | $45.4 萬 | 0.26% | +5,262 | 新進 |
| Benin Management CORP | 5,200 | $44.9 萬 | 0.14% | −20.0% | 減碼 |
| My Legacy Advisors, LLC | 5,185 | $44.8 萬 | 0.15% | −8−0.2% | 減碼 |
| CAPROCK Group, Inc. | 5,172 | $44.6 萬 | 0.03% | +178+3.6% | 加碼 |
| Bleakley Financial Group, LLC | 5,161 | $44.5 萬 | 0.01% | +4+0.1% | 加碼 |
| Simplicity Wealth,LLC | 5,161 | $44.5 萬 | 0.01% | +5,161 | 新進 |
| MML Investors Services, LLC | 5,138 | $44.3 萬 | 0.00% | −10,234−66.6% | 減碼 |
| Veriti Management LLC | 5,126 | $44.2 萬 | 0.03% | +236+4.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,471 | $44.2 萬 | 0.00% | +1,471+36.8% | 加碼 |
| Apollon Wealth Management, LLC | 5,105 | $44.1 萬 | 0.01% | +71+1.4% | 加碼 |
| Beacon Financial Group | 5,061 | $43.7 萬 | 0.05% | −51,891−91.1% | 減碼 |
| Ellevest, Inc. | 4,978 | $43.0 萬 | 0.03% | +424+9.3% | 加碼 |
| Hancock Whitney Corp | 4,969 | $42.9 萬 | 0.01% | +85+1.7% | 加碼 |
| NEOS Investment Management LLC | 4,944 | $42.7 萬 | 0.03% | +1,829+58.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 4,935 | $42.6 萬 | 0.06% | +1,010+25.7% | 加碼 |
| Blair William & Co | 4,905 | $42.3 萬 | 0.00% | +342+7.5% | 加碼 |
| Erste Asset Management GmbH | 4,900 | $42.2 萬 | 0.01% | 00.0% | 不變 |
| Burney Co | 4,824 | $41.6 萬 | 0.02% | −761−13.6% | 減碼 |
| Lido Advisors, LLC | 4,713 | $40.7 萬 | 0.00% | +4,713 | 新進 |
| Vestcor Inc | 4,663 | $40.2 萬 | 0.01% | −40−0.9% | 減碼 |
| Buckingham Strategic Partners | 4,654 | $40.2 萬 | 0.01% | +4,654 | 新進 |
| Simplex Trading, LLC | 4,477 | $38.6 萬 | 0.01% | +4,477 | 新進 |
| Beacon Pointe Advisors, LLC | 4,467 | $38.6 萬 | 0.00% | −84−1.8% | 減碼 |
| Wedbush Securities Inc | 4,457 | $38.5 萬 | 0.01% | −364−7.6% | 減碼 |
| Resolute Wealth Strategies, LLC | 4,460 | $38.5 萬 | 0.23% | +12+0.3% | 加碼 |
| Kinneret Advisory, LLC | 4,459 | $38.5 萬 | 0.04% | −14−0.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 4,343 | $37.5 萬 | 0.01% | +76+1.8% | 加碼 |
| NorthRock Partners, LLC | 4,288 | $37.0 萬 | 0.01% | −25−0.6% | 減碼 |
| 180 Wealth Advisors, LLC | 4,182 | $36.1 萬 | 0.06% | −367−8.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,155 | $35.9 萬 | 0.01% | 00.0% | 不變 |
| Qtron Investments LLC | 4,154 | $35.9 萬 | 0.05% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 4,125 | $35.6 萬 | 0.06% | +890+27.5% | 加碼 |
| DoubleLine ETF Adviser LP | 4,098 | $35.4 萬 | 0.09% | +418+11.4% | 加碼 |
| Prudential PLC | 4,081 | $35.2 萬 | 0.00% | −10,606−72.2% | 減碼 |
| Centennial Wealth Advisory LLC | 4,068 | $35.1 萬 | 0.16% | −437−9.7% | 減碼 |
| Lake Street Advisors Group, LLC | 3,942 | $34.0 萬 | 0.02% | +146+3.8% | 加碼 |
| International Private Wealth Advisors LLC | 3,905 | $33.7 萬 | 0.65% | +3,905 | 新進 |
| Robinson Smith Wealth Advisors LLC | 3,821 | $33.0 萬 | 0.32% | −3−0.1% | 減碼 |
| Investment Management Corp of Ontario | 3,820 | $33.0 萬 | 0.01% | −1,800−32.0% | 減碼 |
| 9258 Wealth Management, LLC | 3,783 | $32.7 萬 | 0.05% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 3,756 | $32.4 萬 | 0.50% | −199−5.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,752 | $32.4 萬 | 0.01% | −48−1.3% | 減碼 |
| Regal Investment Advisors LLC | 3,734 | $32.2 萬 | 0.02% | +3,734 | 新進 |
| Lake Street Financial LLC | 3,713 | $32.0 萬 | 0.04% | +738+24.8% | 加碼 |
| Nilsine Partners, LLC | 3,710 | $32.0 萬 | 0.04% | +423+12.9% | 加碼 |
| Warren Averett Asset Management, LLC | 3,708 | $32.0 萬 | 0.01% | +3,708 | 新進 |
| Farmers & Merchants Investments Inc | 3,696 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Fullerton Fund Management Co Ltd. | 3,689 | $31.8 萬 | 0.02% | +3,689 | 新進 |
| Headlands Technologies LLC | 3,651 | $31.5 萬 | 0.08% | −142−3.7% | 減碼 |
| Boston Private Wealth LLC | 3,636 | $31.4 萬 | 0.01% | −352−8.8% | 減碼 |
| Sonora Investment Management Group, LLC | 3,600 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 3,599 | $31.1 萬 | 0.12% | −30−0.8% | 減碼 |
| Cornercap Investment Counsel Inc | 3,535 | $30.5 萬 | 0.05% | 00.0% | 不變 |
| Keybank National Association | 3,487 | $30.1 萬 | 0.00% | −47−1.3% | 減碼 |
| Renaissance Group LLC | 3,485 | $30.1 萬 | 0.01% | +48+1.4% | 加碼 |
| HBK Sorce Advisory LLC | 3,462 | $29.9 萬 | 0.01% | +106+3.2% | 加碼 |
| Symmetry Partners, LLC | 3,395 | $29.3 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3,382 | $29.2 萬 | 0.01% | −31,578−90.3% | 減碼 |
| Raymond James Trust N.A. | 3,356 | $29.0 萬 | 0.01% | −125−3.6% | 減碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $28.8 萬 | 0.17% | 00.0% | 不變 |
| Rothschild Investment LLC | 3,324 | $28.7 萬 | 0.02% | +60+1.8% | 加碼 |
| Transamerica Financial Advisors, Inc. | 3,275 | $28.3 萬 | 0.03% | +2,605+388.8% | 加碼 |
| Profund Advisors LLC | 3,264 | $28.2 萬 | 0.01% | +95+3.0% | 加碼 |
| Koshinski Asset Management, Inc. | 3,262 | $28.2 萬 | 0.03% | −1,303−28.5% | 減碼 |
| First Citizens Financial Corp | 3,261 | $28.1 萬 | 0.17% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 3,228 | $27.9 萬 | 0.02% | +3,228 | 新進 |
| Central Trust Co | 3,179 | $27.4 萬 | 0.01% | +151+5.0% | 加碼 |
| Empowered Funds, LLC | 3,176 | $27.4 萬 | 0.00% | −8,025−71.6% | 減碼 |
| Belpointe Asset Management LLC | 3,169 | $27.4 萬 | 0.02% | +46+1.5% | 加碼 |
| Capstone Investment Advisors, LLC | 3,169 | $27.4 萬 | 0.01% | +2,465+350.1% | 加碼 |
| Chesley Taft & Associates LLC | 3,156 | $27.2 萬 | 0.01% | +2+0.1% | 加碼 |
| Horizon Investments, LLC | 3,147 | $27.2 萬 | 0.01% | −41−1.3% | 減碼 |
| Legacy Bridge, LLC | 3,145 | $27.1 萬 | 0.16% | 00.0% | 不變 |
| Concord Wealth Partners | 3,137 | $27.1 萬 | 0.05% | +2,583+466.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 3,126 | $27.0 萬 | 0.01% | +107+3.5% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $26.5 萬 | 0.11% | 00.0% | 不變 |
| Skopos Labs, Inc. | 3,070 | $26.4 萬 | 0.11% | 00.0% | 不變 |
| Colony Group, LLC | 3,049 | $26.3 萬 | 0.00% | −99−3.1% | 減碼 |
| 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 |
| Longfellow Investment Management Co LLC | 2,960 | $25.5 萬 | 0.06% | +2,960 | 新進 |
| Pitcairn Co | 2,950 | $25.5 萬 | 0.02% | +16+0.5% | 加碼 |
| Blueshift Asset Management, LLC | 2,890 | $24.9 萬 | 0.13% | +2,890 | 新進 |