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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 3,607 | $28.3 萬 | 0.01% | −335−8.5% | 減碼 |
| Lake Street Financial LLC | 3,632 | $28.5 萬 | 0.04% | −81−2.2% | 減碼 |
| Relative Value Partners Group, LLC | 3,632 | $28.5 萬 | 0.04% | +3,632 | 新進 |
| Farmers & Merchants Investments Inc | 3,696 | $29.0 萬 | 0.01% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 3,697 | $29.0 萬 | 0.43% | −59−1.6% | 減碼 |
| GTS Securities LLC | 3,720 | $29.2 萬 | 0.01% | +3,720 | 新進 |
| Glaxis Capital Management, LLC | 3,733 | $29.3 萬 | 0.51% | −10,883−74.5% | 減碼 |
| 9258 Wealth Management, LLC | 3,765 | $29.5 萬 | 0.05% | −18−0.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,799 | $29.8 萬 | 0.00% | +47+1.3% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 3,824 | $30.0 萬 | 0.26% | +3+0.1% | 加碼 |
| Warren Averett Asset Management, LLC | 3,882 | $30.5 萬 | 0.01% | +174+4.7% | 加碼 |
| Pinebridge Investments, L.P. | 3,887 | $30.5 萬 | 0.00% | −12,938−76.9% | 減碼 |
| Sonora Investment Management Group, LLC | 3,600 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 3,966 | $31.1 萬 | 0.08% | −132−3.2% | 減碼 |
| Nilsine Partners, LLC | 3,974 | $31.2 萬 | 0.04% | +264+7.1% | 加碼 |
| Seeds Investor LLC | 3,978 | $31.2 萬 | 0.16% | +1,126+39.5% | 加碼 |
| Burney Co | 4,043 | $31.7 萬 | 0.01% | −781−16.2% | 減碼 |
| Capstone Investment Advisors, LLC | 4,045 | $31.7 萬 | 0.01% | +876+27.6% | 加碼 |
| Prudential PLC | 4,081 | $32.0 萬 | 0.00% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 3,831 | $32.1 萬 | 0.05% | −351−8.4% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,155 | $32.6 萬 | 0.00% | 00.0% | 不變 |
| Colony Group, LLC | 4,215 | $33.1 萬 | 0.00% | +1,166+38.2% | 加碼 |
| Ground Swell Capital, LLC | 4,241 | $33.3 萬 | 0.32% | +4,241 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 4,288 | $33.6 萬 | 0.00% | +2,345+120.7% | 加碼 |
| Wedbush Securities Inc | 4,333 | $34.0 萬 | 0.01% | −124−2.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 4,405 | $34.6 萬 | 0.00% | −62−1.4% | 減碼 |
| Arete Wealth Advisors, LLC | 4,431 | $34.8 萬 | 0.03% | +4,431 | 新進 |
| Resolute Wealth Strategies, LLC | 4,474 | $35.1 萬 | 0.20% | +14+0.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 4,504 | $35.4 萬 | 0.01% | +161+3.7% | 加碼 |
| Paloma Partners Management Co | 4,543 | $35.6 萬 | 0.03% | +4,543 | 新進 |
| Catalyst Funds Management Pty Ltd | 4,600 | $36.1 萬 | 0.10% | −10,300−69.1% | 減碼 |
| Boothbay Fund Management, LLC | 4,635 | $36.4 萬 | 0.01% | +4,635 | 新進 |
| Maven Securities LTD | 4,650 | $36.5 萬 | 0.06% | +4,650 | 新進 |
| MML Investors Services, LLC | 4,658 | $36.5 萬 | 0.00% | −480−9.3% | 減碼 |
| Vestcor Inc | 4,663 | $36.6 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 4,886 | $38.3 萬 | 0.00% | −922−15.9% | 減碼 |
| Harbor Capital Advisors, Inc. | 4,947 | $38.8 萬 | 0.03% | +12+0.2% | 加碼 |
| Buckingham Strategic Partners | 4,951 | $38.8 萬 | 0.01% | +297+6.4% | 加碼 |
| Hancock Whitney Corp | 4,963 | $38.9 萬 | 0.01% | −6−0.1% | 減碼 |
| Erste Asset Management GmbH | 4,900 | $38.9 萬 | 0.01% | 00.0% | 不變 |
| NorthRock Partners, LLC | 5,012 | $39.3 萬 | 0.01% | +724+16.9% | 加碼 |
| Blair William & Co | 5,013 | $39.3 萬 | 0.00% | +108+2.2% | 加碼 |
| Beacon Financial Group | 5,021 | $39.4 萬 | 0.04% | −40−0.8% | 減碼 |
| Csenge Advisory Group | 5,033 | $39.5 萬 | 0.02% | −626−11.1% | 減碼 |
| Aquatic Capital Management LLC | 5,100 | $40.0 萬 | 0.01% | +5,100 | 新進 |
| Nicolet Bankshares Inc | 5,143 | $40.3 萬 | 0.10% | −275−5.1% | 減碼 |
| Benin Management CORP | 5,200 | $40.8 萬 | 0.12% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 5,220 | $41.0 萬 | 0.01% | +1,400+36.6% | 加碼 |
| Jacobi Capital Management LLC | 5,253 | $41.2 萬 | 0.04% | −48−0.9% | 減碼 |
| Capula Management Ltd | 5,270 | $41.3 萬 | 0.00% | +5,270 | 新進 |
| Simplicity Wealth,LLC | 5,334 | $41.8 萬 | 0.01% | +173+3.4% | 加碼 |
| Bleakley Financial Group, LLC | 5,334 | $41.8 萬 | 0.01% | +173+3.4% | 加碼 |
| Waldron Private Wealth LLC | 5,370 | $42.1 萬 | 0.02% | +36+0.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,440 | $42.7 萬 | 0.00% | −118−2.1% | 減碼 |
| My Legacy Advisors, LLC | 5,440 | $42.7 萬 | 0.14% | +255+4.9% | 加碼 |
| Twin Capital Management Inc | 5,449 | $42.7 萬 | 0.05% | −58−1.1% | 減碼 |
| Heartland Bank & Trust Co | 5,496 | $43.1 萬 | 0.24% | +234+4.4% | 加碼 |
| Apollon Wealth Management, LLC | 5,504 | $43.2 萬 | 0.01% | +399+7.8% | 加碼 |
| Proequities, Inc. | 5,526 | $43.4 萬 | 0.03% | −79−1.4% | 減碼 |
| Lido Advisors, LLC | 5,543 | $43.5 萬 | 0.00% | +830+17.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,575 | $43.7 萬 | 0.08% | +145+2.7% | 加碼 |
| Coldstream Capital Management Inc | 5,599 | $43.9 萬 | 0.01% | +84+1.5% | 加碼 |
| Syon Capital LLC | 5,673 | $44.5 萬 | 0.04% | +51+0.9% | 加碼 |
| Marquette Asset Management, LLC | 5,702 | $44.7 萬 | 0.08% | −360−5.9% | 減碼 |
| Oak Thistle LLC | 5,792 | $45.4 萬 | 0.34% | +5,792 | 新進 |
| Equitable Holdings, Inc. | 5,810 | $45.6 萬 | 0.00% | +50+0.9% | 加碼 |
| Gentry Private Wealth, LLC | 5,814 | $45.6 萬 | 0.40% | +5,814 | 新進 |
| Plato Investment Management Ltd | 5,993 | $47.0 萬 | 0.04% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 6,112 | $47.9 萬 | 0.02% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 6,118 | $48.0 萬 | 0.06% | +10+0.2% | 加碼 |
| Impact Partnership Wealth, LLC | 6,144 | $48.2 萬 | 0.13% | +6,144 | 新進 |
| Prime Capital Investment Advisors, LLC | 6,216 | $48.8 萬 | 0.01% | −616−9.0% | 減碼 |
| CAPROCK Group, Inc. | 6,223 | $48.8 萬 | 0.02% | +1,051+20.3% | 加碼 |
| Regions Financial Corp | 6,250 | $49.0 萬 | 0.00% | +15+0.2% | 加碼 |
| Venture Visionary Partners LLC | 6,256 | $49.1 萬 | 0.02% | +20.0% | 加碼 |
| Strategic Financial Concepts, LLC | 40,250 | $49.2 萬 | 0.00% | +40,250 | 新進 |
| Ieq Capital, LLC | 6,274 | $49.2 萬 | 0.01% | +894+16.6% | 加碼 |
| Premier Path Wealth Partners, LLC | 6,286 | $49.3 萬 | 0.08% | −74−1.2% | 減碼 |
| Farther Finance Advisors, LLC | 6,325 | $49.3 萬 | 0.02% | +135+2.2% | 加碼 |
| Hilltop National Bank | 6,299 | $49.4 萬 | 0.16% | 00.0% | 不變 |
| Veriti Management LLC | 6,320 | $49.6 萬 | 0.03% | +1,194+23.3% | 加碼 |
| Qsemble Capital Management, LP | 6,366 | $49.9 萬 | 0.09% | −11,853−65.1% | 減碼 |
| Capital Investment Advisors, LLC | 6,428 | $50.4 萬 | 0.01% | +626+10.8% | 加碼 |
| Forum Financial Management, LP | 6,433 | $50.5 萬 | 0.01% | −446−6.5% | 減碼 |
| Sompo Asset Management Co., Ltd. | 6,460 | $50.7 萬 | 0.09% | +450+7.5% | 加碼 |
| Romano Brothers and Company | 6,485 | $50.9 萬 | 0.07% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,601 | $51.8 萬 | 0.02% | −903−12.0% | 減碼 |
| Merit Financial Group, LLC | 6,639 | $52.1 萬 | 0.01% | −279−4.0% | 減碼 |
| Vontobel Holding Ltd. | 6,647 | $52.1 萬 | 0.00% | −307−4.4% | 減碼 |
| Entropy Technologies, LP | 6,674 | $52.4 萬 | 0.06% | +6,674 | 新進 |
| Iowa State Bank | 6,737 | $52.9 萬 | 0.12% | −1,233−15.5% | 減碼 |
| V-Square Quantitative Management LLC | 6,758 | $53.0 萬 | 0.09% | +522+8.4% | 加碼 |
| Palisade Asset Management, LLC | 6,800 | $53.3 萬 | 0.06% | 00.0% | 不變 |
| Greenleaf Trust | 6,813 | $53.4 萬 | 0.01% | +260+4.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,863 | $53.8 萬 | 0.01% | −97−1.4% | 減碼 |
| Avantax Advisory Services, Inc. | 6,889 | $54.0 萬 | 0.00% | +6,889 | 新進 |
| NEOS Investment Management LLC | 6,936 | $54.4 萬 | 0.02% | +1,992+40.3% | 加碼 |
| Vident Advisory, LLC | 6,942 | $54.5 萬 | 0.02% | −650−8.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,955 | $54.6 萬 | 0.04% | −283−3.9% | 減碼 |
| Paradigm Financial Partners, LLC | 7,065 | $55.4 萬 | 0.08% | +165+2.4% | 加碼 |