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 |
|---|---|---|---|---|---|
| Mokosak Advisory Group, LLC | 7,151 | $56.1 萬 | 0.19% | 00.0% | 不變 |
| Carret Asset Management, LLC | 7,156 | $56.1 萬 | 0.07% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 7,160 | $56.2 萬 | 0.04% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 7,202 | $56.5 萬 | 0.00% | +1,731+31.6% | 加碼 |
| Gilbert & Cook, Inc. | 7,210 | $56.6 萬 | 0.08% | −7−0.1% | 減碼 |
| OmniStar Financial Group, Inc. | 7,263 | $57.0 萬 | 0.52% | −116−1.6% | 減碼 |
| Steele Capital Management, Inc. | 7,319 | $57.4 萬 | 0.03% | −172−2.3% | 減碼 |
| United Capital Financial Advisers, LLC | 7,329 | $57.5 萬 | 0.00% | −284−3.7% | 減碼 |
| Scientech Research LLC | 7,374 | $57.8 萬 | 0.12% | +7,374 | 新進 |
| Wetherby Asset Management Inc | 7,386 | $57.9 萬 | 0.03% | −194−2.6% | 減碼 |
| Vivid Wealth Management, LLC | 7,533 | $59.1 萬 | 0.33% | +10.0% | 加碼 |
| Conning Inc. | 7,541 | $59.2 萬 | 0.02% | −21,721−74.2% | 減碼 |
| nVerses Capital, LLC | 7,600 | $59.6 萬 | 0.36% | +7,600 | 新進 |
| Norinchukin Bank, The | 7,692 | $60.3 萬 | 0.02% | +45+0.6% | 加碼 |
| Empirical Finance, LLC | 7,733 | $60.7 萬 | 0.04% | −753−8.9% | 減碼 |
| Two Sigma Securities, LLC | 7,745 | $60.8 萬 | 0.03% | +7,745 | 新進 |
| TownSquare Capital, LLC | 7,784 | $61.1 萬 | 0.01% | +274+3.6% | 加碼 |
| Wolff Financial Management LLC | 7,815 | $61.3 萬 | 0.45% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 8,000 | $62.8 萬 | 0.01% | −28,800−78.3% | 減碼 |
| NBT Bank N A | 8,000 | $62.8 萬 | 0.04% | +8,000 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 8,007 | $62.8 萬 | 0.03% | +38+0.5% | 加碼 |
| Vinva Investment Management Ltd | 7,919 | $62.9 萬 | 0.03% | +45+0.6% | 加碼 |
| Fox Run Management, L.L.C. | 8,041 | $63.1 萬 | 0.12% | −3,548−30.6% | 減碼 |
| Plimoth Trust Co LLC | 8,063 | $63.3 萬 | 0.17% | −415−4.9% | 減碼 |
| Strategy Asset Managers LLC | 8,474 | $64.3 萬 | 0.14% | +8,474 | 新進 |
| Sherbrooke Park Advisers LLC | 8,208 | $64.4 萬 | 0.11% | +2,079+33.9% | 加碼 |
| Omers Administration Corp | 8,283 | $65.0 萬 | 0.01% | +8,283 | 新進 |
| Fifth Third Bancorp | 8,319 | $65.3 萬 | 0.00% | +77+0.9% | 加碼 |
| Lion Street Advisors, LLC | 8,387 | $65.8 萬 | 0.24% | −23−0.3% | 減碼 |
| Petrus Trust Company, LTA | 8,411 | $66.0 萬 | 0.06% | 00.0% | 不變 |
| City State Bank | 8,562 | $67.2 萬 | 0.27% | +346+4.2% | 加碼 |
| Umb Bank N A | 8,578 | $67.3 萬 | 0.01% | −2,270−20.9% | 減碼 |
| Pearl River Capital, LLC | 8,643 | $67.8 萬 | 0.11% | +8,643 | 新進 |
| Pinnacle Associates Ltd | 8,671 | $68.0 萬 | 0.01% | −551−6.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,716 | $68.4 萬 | 0.01% | −5,926−40.5% | 減碼 |
| Legacy Financial Group LLC | 8,741 | $68.6 萬 | 0.13% | +422+5.1% | 加碼 |
| Rockland Trust Co | 8,777 | $68.9 萬 | 0.04% | +24+0.3% | 加碼 |
| KC Investment Advisors, LLC | 8,790 | $69.0 萬 | 0.34% | +569+6.9% | 加碼 |
| Allworth Financial LP | 8,160 | $69.1 萬 | 0.00% | +87+1.1% | 加碼 |
| XTX Topco Ltd | 8,943 | $70.2 萬 | 0.06% | +8,943 | 新進 |
| LGT Group Foundation | 9,000 | $70.6 萬 | 0.01% | +9,000 | 新進 |
| Independent Advisor Alliance | 9,025 | $70.8 萬 | 0.02% | +2,656+41.7% | 加碼 |
| Argonautica Private Wealth Management, Inc | 9,068 | $71.1 萬 | 0.24% | +2,854+45.9% | 加碼 |
| Elevated Capital Advisors, LLC | 9,185 | $72.1 萬 | 0.20% | +9,185 | 新進 |
| Park Avenue Securities LLC | 9,223 | $72.4 萬 | 0.01% | −913−9.0% | 減碼 |
| HighPoint Advisor Group LLC | 8,886 | $72.7 萬 | 0.04% | +77+0.9% | 加碼 |
| Basepoint Wealth LLC | 9,509 | $74.6 萬 | 0.59% | −29−0.3% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $74.6 萬 | 0.04% | 00.0% | 不變 |
| Rakuten Investment Management, Inc. | 9,449 | $75.1 萬 | 0.00% | +3,386+55.8% | 加碼 |
| Adams Wealth Management | 9,588 | $75.2 萬 | 0.17% | −2,643−21.6% | 減碼 |
| CacheTech Inc. | 9,588 | $75.2 萬 | 0.17% | +9,588 | 新進 |
| Steward Partners Investment Advisory, LLC | 9,630 | $75.5 萬 | 0.01% | +1,033+12.0% | 加碼 |
| iA Global Asset Management Inc. | 9,667 | $75.8 萬 | 0.01% | +8,049+497.5% | 加碼 |
| Seven Eight Capital, LP | 9,691 | $76.0 萬 | 0.08% | −9,596−49.8% | 減碼 |
| Guggenheim Capital LLC | 9,817 | $77.0 萬 | 0.01% | −8,172−45.4% | 減碼 |
| Holderness Investments Co | 9,855 | $77.3 萬 | 0.18% | −51−0.5% | 減碼 |
| Sunbelt Securities, Inc. | 9,877 | $77.5 萬 | 0.08% | +2,757+38.7% | 加碼 |
| Blueshift Asset Management, LLC | 10,063 | $78.9 萬 | 0.27% | +7,173+248.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,084 | $79.1 萬 | 0.08% | −9−0.1% | 減碼 |
| PSI Advisors, LLC | 10,284 | $80.7 萬 | 0.26% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 10,300 | $80.8 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 10,424 | $81.8 萬 | 0.03% | +3,176+43.8% | 加碼 |
| LSV Asset Management | 10,600 | $83.2 萬 | 0.00% | −900−7.8% | 減碼 |
| West Bancorporation Inc | 10,610 | $83.2 萬 | 0.62% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 10,690 | $83.9 萬 | 0.34% | −292−2.7% | 減碼 |
| Metis Global Partners, LLC | 10,697 | $83.9 萬 | 0.03% | −35−0.3% | 減碼 |
| Oppenheimer & Co Inc | 10,731 | $84.2 萬 | 0.01% | +385+3.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 10,738 | $84.2 萬 | 0.00% | +50.0% | 加碼 |
| Denali Advisors LLC | 10,748 | $84.3 萬 | 0.23% | +4,100+61.7% | 加碼 |
| Truist Financial Corp | 10,817 | $84.9 萬 | 0.00% | −1,943−15.2% | 減碼 |
| Park Edge Advisors, LLC | 10,891 | $85.4 萬 | 0.26% | 00.0% | 不變 |
| BBR Partners, LLC | 11,000 | $86.3 萬 | 0.07% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 11,006 | $86.3 萬 | 0.06% | +1,254+12.9% | 加碼 |
| New Mexico Educational Retirement Board | 11,054 | $86.7 萬 | 0.03% | 00.0% | 不變 |
| South Dakota Investment Council | 11,114 | $87.2 萬 | 0.02% | −16−0.1% | 減碼 |
| Hartford Funds Management Co LLC | 11,177 | $87.7 萬 | 0.08% | +1,175+11.7% | 加碼 |
| CWM, LLC | 11,285 | $88.5 萬 | 0.00% | +763+7.3% | 加碼 |
| Teza Capital Management LLC | 11,461 | $89.9 萬 | 0.11% | +11,461 | 新進 |
| Proquility Private Wealth Partners, LLC | 11,547 | $90.6 萬 | 0.31% | +161+1.4% | 加碼 |
| Ascent Group, LLC | 11,689 | $91.7 萬 | 0.07% | −1,965−14.4% | 減碼 |
| Glenmede Trust Co NA | 11,713 | $91.9 萬 | 0.00% | −332−2.8% | 減碼 |
| M&G Plc | 12,041 | $93.9 萬 | 0.01% | +12,041 | 新進 |
| Louisiana State Employees Retirement System | 12,200 | $95.7 萬 | 0.02% | −600−4.7% | 減碼 |
| Walleye Trading LLC | 12,377 | $97.1 萬 | 0.02% | +3,098+33.4% | 加碼 |
| Securian Asset Management, Inc | 12,399 | $97.3 萬 | 0.03% | −514−4.0% | 減碼 |
| M&T Bank Corp | 12,604 | $98.9 萬 | 0.00% | −822−6.1% | 減碼 |
| Foster Group, Inc. | 12,622 | $99.0 萬 | 0.04% | +210+1.7% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 12,662 | $99.3 萬 | 0.25% | −4,378−25.7% | 減碼 |
| Savant Capital, LLC | 12,736 | $99.9 萬 | 0.01% | −504−3.8% | 減碼 |
| HighTower Advisors, LLC | 13,320 | $104.3 萬 | 0.00% | −2,925−18.0% | 減碼 |
| AQR Capital Management LLC | 13,451 | $105.5 萬 | 0.00% | +6,001+80.6% | 加碼 |
| Magnetar Financial LLC | 13,556 | $106.3 萬 | 0.02% | +13,556 | 新進 |
| D.A. Davidson & Co. | 13,574 | $106.5 萬 | 0.01% | +1,539+12.8% | 加碼 |
| Hartford Investment Management Co | 13,813 | $108.4 萬 | 0.04% | −406−2.9% | 減碼 |
| Everence Capital Management Inc | 13,800 | $109.2 萬 | 0.08% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 14,072 | $111.8 萬 | 0.01% | −67,927−82.8% | 減碼 |
| Resources Investment Advisors, LLC. | 14,392 | $112.9 萬 | 0.01% | +184+1.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 14,980 | $117.5 萬 | 0.02% | −870−5.5% | 減碼 |
| RSM US Wealth Management LLC | 15,097 | $117.8 萬 | 0.02% | +6,571+77.1% | 加碼 |
| Sanctuary Advisors, LLC | 14,999 | $118.7 萬 | 0.01% | +14,999 | 新進 |