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 2 季 13F 持有人
Principal Financial Group Inc 在 2024/6/30 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
- 796
- 較 2024 年第 1 季 +38 家
- 持有股數
- 1.66 億
- 較 2024 年第 1 季 −84.1 萬 (−0.5%)
- 總市值
- $129.9 億
- 較 2024 年第 1 季 −$13.6 億 (−9.5%)
- 新進機構
- 93
- 另有 285 家加碼
- 清倉機構
- 55
- 另有 254 家減碼
另有 7 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 1,504 | $11.8 萬 | 0.02% | 00.0% | 不變 |
| Legacy Bridge, LLC | 1,520 | $11.9 萬 | 0.07% | −1,625−51.7% | 減碼 |
| JNBA Financial Advisors | 1,532 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 1,554 | $12.2 萬 | 0.01% | +1,554 | 新進 |
| Harbor Investment Advisory, LLC | 1,579 | $12.4 萬 | 0.01% | +3+0.2% | 加碼 |
| Gradient Investments LLC | 1,610 | $12.6 萬 | 0.00% | +988+158.8% | 加碼 |
| Bokf, NA | 1,699 | $13.3 萬 | 0.00% | −51−2.9% | 減碼 |
| Ronald Blue Trust, Inc. | 1,554 | $13.4 萬 | 0.00% | +1,060+214.6% | 加碼 |
| GeoWealth Management, LLC | 1,725 | $13.5 萬 | 0.01% | −656−27.6% | 減碼 |
| Silvant Capital Management LLC | 1,747 | $13.7 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,854 | $14.5 萬 | 0.00% | +1,392+301.3% | 加碼 |
| Atlas Capital Advisors LLC | 1,886 | $14.8 萬 | 0.02% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,975 | $15.5 萬 | 0.01% | +1,975 | 新進 |
| Parallel Advisors, LLC | 2,025 | $15.9 萬 | 0.00% | +302+17.5% | 加碼 |
| Harbour Investments, Inc. | 2,028 | $15.9 萬 | 0.01% | +3+0.1% | 加碼 |
| Principal Securities, Inc. | 2,100 | $16.5 萬 | 0.00% | +656+45.4% | 加碼 |
| Continuum Advisory, LLC | 2,112 | $16.6 萬 | 0.02% | −170−7.4% | 減碼 |
| Quadrant Capital Group LLC | 2,153 | $16.9 萬 | 0.01% | +218+11.3% | 加碼 |
| Assetmark, Inc | 2,185 | $17.1 萬 | 0.00% | +132+6.4% | 加碼 |
| EntryPoint Capital, LLC | 2,199 | $17.3 萬 | 0.08% | +2,199 | 新進 |
| West Financial Advisors, LLC | 2,431 | $19.1 萬 | 0.04% | −31−1.3% | 減碼 |
| VisionPoint Advisory Group, LLC | 2,462 | $19.3 萬 | 0.07% | 00.0% | 不變 |
| TSFG, LLC | 2,479 | $19.4 萬 | 0.05% | 00.0% | 不變 |
| Huntington National Bank | 2,490 | $19.5 萬 | 0.00% | +19+0.8% | 加碼 |
| FinTrust Capital Advisors, LLC | 2,494 | $19.6 萬 | 0.04% | +294+13.4% | 加碼 |
| Leavell Investment Management, Inc. | 2,555 | $20.0 萬 | 0.01% | +99+4.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,554 | $20.0 萬 | 0.00% | −58−2.2% | 減碼 |
| Atria Investments LLC | 2,571 | $20.2 萬 | 0.00% | +2,571 | 新進 |
| Sageworth Trust Co | 2,577 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Mather Group, LLC. | 2,348 | $20.3 萬 | 0.00% | +231+10.9% | 加碼 |
| Advisory Alpha, LLC | 2,586 | $20.3 萬 | 0.01% | −156−5.7% | 減碼 |
| Essex Financial Services, Inc. | 2,756 | $20.5 萬 | 0.02% | +2,756 | 新進 |
| Ameritas Investment Partners, Inc. | 2,638 | $20.7 萬 | 0.01% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 2,651 | $20.8 萬 | 0.00% | +72+2.8% | 加碼 |
| Graypoint LLC | 2,654 | $20.8 萬 | 0.01% | +140+5.6% | 加碼 |
| Westmount Partners, LLC | 2,687 | $21.0 萬 | 0.07% | 00.0% | 不變 |
| Trust Asset Management LLC | 2,678 | $21.0 萬 | 0.02% | 00.0% | 不變 |
| Whittier Trust Co | 2,685 | $21.1 萬 | 0.00% | +185+7.4% | 加碼 |
| Advisory Services Network, LLC | 2,700 | $21.2 萬 | 0.00% | −57−2.1% | 減碼 |
| Geller Advisors LLC | 2,702 | $21.2 萬 | 0.02% | +186+7.4% | 加碼 |
| Virtu Financial LLC | 2,723 | $21.4 萬 | 0.01% | +2,723 | 新進 |
| Acropolis Investment Management, LLC | 2,753 | $21.6 萬 | 0.01% | −118−4.1% | 減碼 |
| Meeder Advisory Services, Inc. | 2,772 | $21.8 萬 | 0.02% | +2,772 | 新進 |
| Park National Corp | 2,780 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 2,781 | $21.8 萬 | 0.00% | +5+0.2% | 加碼 |
| Kinloch Capital, LLC | 2,785 | $21.8 萬 | 0.11% | +155+5.9% | 加碼 |
| Brown Brothers Harriman & Co | 2,788 | $21.9 萬 | 0.00% | +2,526+964.1% | 加碼 |
| Security National Bank | 2,795 | $21.9 萬 | 0.03% | 00.0% | 不變 |
| Boston Private Wealth LLC | 2,801 | $22.0 萬 | 0.01% | −835−23.0% | 減碼 |
| Prossimo Advisors, LLC | 2,803 | $22.0 萬 | 0.20% | +20+0.7% | 加碼 |
| Brighton Jones LLC | 2,822 | $22.1 萬 | 0.01% | +42+1.5% | 加碼 |
| Snowden Capital Advisors LLC | 2,835 | $22.2 萬 | 0.01% | +7+0.2% | 加碼 |
| Checchi Capital Advisers, LLC | 2,835 | $22.2 萬 | 0.02% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 2,864 | $22.5 萬 | 0.00% | +366+14.7% | 加碼 |
| Northwest Wealth Management, LLC | 2,884 | $22.6 萬 | 0.06% | +9+0.3% | 加碼 |
| Ballentine Partners, LLC | 2,906 | $22.8 萬 | 0.00% | +138+5.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 2,908 | $22.8 萬 | 0.01% | +2,908 | 新進 |
| International Private Wealth Advisors LLC | 2,935 | $23.0 萬 | 0.39% | −970−24.8% | 減碼 |
| Longfellow Investment Management Co LLC | 2,980 | $23.4 萬 | 0.06% | +20+0.7% | 加碼 |
| Brown Advisory Inc | 2,994 | $23.5 萬 | 0.00% | +2,994 | 新進 |
| Shepherd Financial Partners LLC | 3,000 | $23.5 萬 | 0.03% | +344+13.0% | 加碼 |
| Sciencast Management LP | 3,000 | $23.5 萬 | 0.08% | −5,090−62.9% | 減碼 |
| Security National Bank of So Dak | 3,000 | $23.5 萬 | 0.14% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $23.5 萬 | 0.09% | 00.0% | 不變 |
| Wedmont Private Capital | 2,776 | $23.6 萬 | 0.01% | +250+9.9% | 加碼 |
| HB Wealth Management, LLC | 3,044 | $23.9 萬 | 0.00% | +251+9.0% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $24.1 萬 | 0.10% | 00.0% | 不變 |
| Laurion Capital Management LP | 3,077 | $24.1 萬 | 0.01% | −5,084−62.3% | 減碼 |
| Daymark Wealth Partners, LLC | 3,083 | $24.2 萬 | 0.01% | +3,083 | 新進 |
| Pitcairn Co | 3,096 | $24.3 萬 | 0.01% | +146+4.9% | 加碼 |
| SageView Advisory Group, LLC | 3,102 | $24.3 萬 | 0.01% | +3,102 | 新進 |
| Nomura Holdings Inc | 3,120 | $24.5 萬 | 0.00% | +3,120 | 新進 |
| Horizon Investments, LLC | 3,133 | $24.6 萬 | 0.01% | −14−0.4% | 減碼 |
| Profund Advisors LLC | 3,137 | $24.6 萬 | 0.01% | −127−3.9% | 減碼 |
| Verdence Capital Advisors LLC | 3,145 | $24.7 萬 | 0.02% | −6,437−67.2% | 減碼 |
| Chesley Taft & Associates LLC | 3,159 | $24.8 萬 | 0.01% | +3+0.1% | 加碼 |
| Koshinski Asset Management, Inc. | 3,081 | $24.9 萬 | 0.02% | −181−5.5% | 減碼 |
| Central Trust Co | 3,179 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| Rothschild Investment LLC | 3,192 | $25.0 萬 | 0.02% | −132−4.0% | 減碼 |
| Centennial Wealth Advisory LLC | 3,228 | $25.3 萬 | 0.11% | −840−20.6% | 減碼 |
| First Citizens Financial Corp | 3,261 | $25.6 萬 | 0.15% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 3,275 | $25.7 萬 | 0.03% | 00.0% | 不變 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $26.1 萬 | 0.14% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 3,332 | $26.1 萬 | 0.02% | +163+5.1% | 加碼 |
| Paragon Capital Management Ltd | 3,333 | $26.1 萬 | 0.05% | +3,333 | 新進 |
| LVW Advisors, LLC | 3,336 | $26.2 萬 | 0.04% | +3,336 | 新進 |
| Skopos Labs, Inc. | 3,070 | $26.4 萬 | 0.11% | 00.0% | 不變 |
| Symmetry Partners, LLC | 3,395 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| We Are One Seven, LLC | 3,395 | $26.6 萬 | 0.01% | +755+28.6% | 加碼 |
| Raymond James Trust N.A. | 3,397 | $26.6 萬 | 0.01% | +41+1.2% | 加碼 |
| Oldfather Financial Services, LLC | 3,414 | $26.8 萬 | 0.11% | +3,414 | 新進 |
| MQS Management LLC | 3,436 | $27.0 萬 | 0.16% | +3,436 | 新進 |
| Ellevest, Inc. | 3,503 | $27.5 萬 | 0.02% | −1,475−29.6% | 減碼 |
| Keybank National Association | 3,531 | $27.7 萬 | 0.00% | +44+1.3% | 加碼 |
| Regal Investment Advisors LLC | 3,534 | $27.7 萬 | 0.02% | −200−5.4% | 減碼 |
| HBK Sorce Advisory LLC | 3,560 | $27.9 萬 | 0.01% | +98+2.8% | 加碼 |
| Empowered Funds, LLC | 3,560 | $27.9 萬 | 0.00% | +384+12.1% | 加碼 |
| GAMMA Investing LLC | 3,572 | $28.0 萬 | 0.04% | +1,630+83.9% | 加碼 |
| Renaissance Group LLC | 3,581 | $28.1 萬 | 0.01% | +96+2.8% | 加碼 |
| Iron Horse Wealth Management, LLC | 3,599 | $28.2 萬 | 0.11% | 00.0% | 不變 |