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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 3,029 | $24.9 萬 | 0.01% | +3,029 | 新進 |
| Northwest Wealth Management, LLC | 2,875 | $24.8 萬 | 0.07% | −31−1.1% | 減碼 |
| Acropolis Investment Management, LLC | 2,871 | $24.8 萬 | 0.02% | −193−6.3% | 減碼 |
| Seeds Investor LLC | 2,852 | $24.6 萬 | 0.23% | +2,852 | 新進 |
| Checchi Capital Advisers, LLC | 2,835 | $24.5 萬 | 0.02% | +39+1.4% | 加碼 |
| Snowden Capital Advisors LLC | 2,828 | $24.4 萬 | 0.01% | +41+1.5% | 加碼 |
| CIBC World Markets Inc. | 2,811 | $24.3 萬 | 0.00% | +2,811 | 新進 |
| Security National Bank | 2,795 | $24.1 萬 | 0.04% | 00.0% | 不變 |
| Mutual Advisors, LLC | 2,795 | $24.1 萬 | 0.01% | +2,795 | 新進 |
| HB Wealth Management, LLC | 2,793 | $24.1 萬 | 0.00% | −222−7.4% | 減碼 |
| Prossimo Advisors, LLC | 2,783 | $24.0 萬 | 0.46% | +195+7.5% | 加碼 |
| Park National Corp | 2,780 | $24.0 萬 | 0.01% | −137−4.7% | 減碼 |
| Brighton Jones LLC | 2,780 | $24.0 萬 | 0.01% | +7+0.3% | 加碼 |
| Signaturefd, LLC | 2,776 | $24.0 萬 | 0.01% | +29+1.1% | 加碼 |
| Ballentine Partners, LLC | 2,768 | $23.9 萬 | 0.00% | −45−1.6% | 減碼 |
| Advisory Services Network, LLC | 2,757 | $23.8 萬 | 0.01% | −371−11.9% | 減碼 |
| Advisory Alpha, LLC | 2,742 | $23.7 萬 | 0.01% | +2,742 | 新進 |
| Lincoln National Corp | 2,703 | $23.3 萬 | 0.00% | −100−3.6% | 減碼 |
| Westmount Partners, LLC | 2,687 | $23.2 萬 | 0.08% | 00.0% | 不變 |
| Trust Asset Management LLC | 2,678 | $23.1 萬 | 0.02% | 00.0% | 不變 |
| Old National Bancorp | 2,676 | $23.1 萬 | 0.01% | −196−6.8% | 減碼 |
| Shepherd Financial Partners LLC | 2,656 | $22.9 萬 | 0.03% | +48+1.8% | 加碼 |
| We Are One Seven, LLC | 2,640 | $22.8 萬 | 0.01% | −476−15.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,638 | $22.8 萬 | 0.01% | −220−7.7% | 減碼 |
| Kinloch Capital, LLC | 2,630 | $22.7 萬 | 0.12% | −500−16.0% | 減碼 |
| Commons Capital, LLC | 2,628 | $22.7 萬 | 0.33% | +3+0.1% | 加碼 |
| Clarius Group, LLC | 2,613 | $22.6 萬 | 0.02% | −320−10.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,612 | $22.5 萬 | 0.00% | +2,612 | 新進 |
| Aptus Capital Advisors, LLC | 2,579 | $22.3 萬 | 0.00% | +2,579 | 新進 |
| Sageworth Trust Co | 2,577 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 2,564 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 2,532 | $21.9 萬 | 0.12% | 00.0% | 不變 |
| Geller Advisors LLC | 2,516 | $21.7 萬 | 0.02% | +2,516 | 新進 |
| Graypoint LLC | 2,514 | $21.7 萬 | 0.02% | +2,514 | 新進 |
| NJ State Employees Deferred Compensation Plan | 2,500 | $21.6 萬 | 0.03% | +2,500 | 新進 |
| Whittier Trust Co | 2,500 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 2,498 | $21.6 萬 | 0.00% | −2,516−50.2% | 減碼 |
| S&CO Inc | 2,500 | $21.5 萬 | 0.02% | +2,500 | 新進 |
| TSFG, LLC | 2,479 | $21.4 萬 | 0.05% | 00.0% | 不變 |
| Wolverine Trading, LLC | 2,479 | $21.4 萬 | 0.00% | +2,479 | 新進 |
| Huntington National Bank | 2,471 | $21.3 萬 | 0.00% | +457+22.7% | 加碼 |
| West Financial Advisors, LLC | 2,462 | $21.2 萬 | 0.05% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 2,462 | $21.2 萬 | 0.08% | 00.0% | 不變 |
| 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 |
| Axxcess Wealth Management, LLC | 2,435 | $21.0 萬 | 0.01% | +2,435 | 新進 |
| Integrated Wealth Concepts LLC | 2,424 | $20.9 萬 | 0.00% | +2,424 | 新進 |
| Wedmont Private Capital | 2,526 | $20.9 萬 | 0.02% | +2,526 | 新進 |
| Northern Oak Wealth Management Inc | 2,410 | $20.8 萬 | 0.02% | −532−18.1% | 減碼 |
| Hunter Associates Investment Management LLC | 2,411 | $20.8 萬 | 0.03% | +2,411 | 新進 |
| GeoWealth Management, LLC | 2,381 | $20.6 萬 | 0.01% | +1,033+76.6% | 加碼 |
| Vantage Consulting Group Inc | 2,378 | $20.5 萬 | 0.13% | +2,378 | 新進 |
| Harvest Fund Management Co., Ltd | 2,378 | $20.5 萬 | 0.02% | +1,603+206.8% | 加碼 |
| Systematic Portfolios LLC | 2,374 | $20.5 萬 | 0.70% | +2,374 | 新進 |
| Eads & Heald Wealth Management | 2,326 | $20.1 萬 | 0.09% | +2,326 | 新進 |
| Auxier Asset Management | 2,322 | $20.0 萬 | 0.03% | +2,322 | 新進 |
| Continuum Advisory, LLC | 2,282 | $19.1 萬 | 0.03% | −1,441−38.7% | 減碼 |
| FinTrust Capital Advisors, LLC | 2,200 | $19.0 萬 | 0.04% | +1,535+230.8% | 加碼 |
| Assetmark, Inc | 2,053 | $17.7 萬 | 0.00% | +847+70.2% | 加碼 |
| Harbour Investments, Inc. | 2,025 | $17.5 萬 | 0.01% | +2+0.1% | 加碼 |
| Group One Trading, L.P. | 2,000 | $17.3 萬 | 0.01% | +2,000 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 1,943 | $16.8 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,942 | $16.8 萬 | 0.03% | +284+17.1% | 加碼 |
| Quadrant Capital Group LLC | 1,935 | $16.7 萬 | 0.01% | −53−2.7% | 減碼 |
| Mather Group, LLC. | 2,117 | $16.7 萬 | 0.00% | +2,117 | 新進 |
| Atlas Capital Advisors LLC | 1,886 | $16.3 萬 | 0.03% | 00.0% | 不變 |
| Westpac Banking Corp | 1,859 | $16.0 萬 | 0.01% | +388+26.4% | 加碼 |
| Silvant Capital Management LLC | 1,747 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Bokf, NA | 1,750 | $15.1 萬 | 0.00% | +1,750 | 新進 |
| Parallel Advisors, LLC | 1,723 | $14.9 萬 | 0.00% | +63+3.8% | 加碼 |
| iA Global Asset Management Inc. | 1,618 | $14.0 萬 | 0.00% | −10,560−86.7% | 減碼 |
| Richardson Financial Services Inc. | 1,580 | $13.6 萬 | 0.10% | +180+12.9% | 加碼 |
| Harbor Investment Advisory, LLC | 1,576 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,532 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,504 | $13.0 萬 | 0.02% | −2−0.1% | 減碼 |
| Principal Securities, Inc. | 1,444 | $12.5 萬 | 0.00% | −378−20.7% | 減碼 |
| Hills Bank & Trust Co | 1,402 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Laffer Tengler Investments | 1,392 | $12.0 萬 | 0.03% | 00.0% | 不變 |
| TCTC Holdings, LLC | 1,380 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 1,382 | $11.9 萬 | 0.01% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 1,336 | $11.5 萬 | 0.01% | −12−0.9% | 減碼 |
| Global Retirement Partners, LLC | 1,294 | $11.2 萬 | 0.00% | +201+18.4% | 加碼 |
| Quent Capital, LLC | 1,277 | $11.0 萬 | 0.01% | +92+7.8% | 加碼 |
| Covestor Ltd | 1,246 | $10.8 萬 | 0.07% | −19−1.5% | 減碼 |
| Capital Advisors, Ltd. LLC | 1,249 | $10.8 萬 | 0.01% | +23+1.9% | 加碼 |
| Clarity Asset Management, Inc. | 1,213 | $10.5 萬 | 0.07% | +3+0.2% | 加碼 |
| Pingora Partners LLC | 1,150 | $9.93 萬 | 0.07% | +150+15.0% | 加碼 |
| CoreCap Advisors, LLC | 1,102 | $9.51 萬 | 0.01% | +1,102 | 新進 |
| Deseret Mutual Benefit Administrators | 1,085 | $9.36 萬 | 0.05% | +606+126.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,082 | $9.33 萬 | 0.01% | 00.0% | 不變 |
| Manchester Capital Management LLC | 1,049 | $9.05 萬 | 0.01% | +8+0.8% | 加碼 |
| Duncker Streett & Co Inc | 1,010 | $8.72 萬 | 0.02% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 997 | $8.61 萬 | 0.00% | +110+12.4% | 加碼 |
| MV Capital Management, Inc. | 974 | $8.41 萬 | 0.01% | +1+0.1% | 加碼 |
| BFSG, LLC | 958 | $8.27 萬 | 0.01% | +78+8.9% | 加碼 |
| Pinnacle Bancorp, Inc. | 951 | $8.21 萬 | 0.02% | 00.0% | 不變 |
| CVA Family Office, LLC | 925 | $7.98 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 906 | $7.82 萬 | 0.01% | −463−33.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $7.73 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 893 | $7.71 萬 | 0.00% | −10−1.1% | 減碼 |