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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 33,843 | $275.9 萬 | 0.04% | +907+2.8% | 加碼 |
| Freestone Capital Holdings, LLC | 34,974 | $274.4 萬 | 0.10% | +659+1.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 34,629 | $271.7 萬 | 0.03% | −178,153−83.7% | 減碼 |
| Avantax Planning Partners, Inc. | 34,586 | $271.3 萬 | 0.09% | +20.0% | 加碼 |
| Foster & Motley Inc | 33,611 | $263.7 萬 | 0.18% | −896−2.6% | 減碼 |
| New York Life Investment Management LLC | 33,289 | $261.2 萬 | 0.03% | −245−0.7% | 減碼 |
| Dakota Wealth Management | 32,271 | $253.2 萬 | 0.06% | −50.0% | 減碼 |
| Neuberger Berman Group LLC | 31,650 | $248.3 萬 | 0.00% | −7,277−18.7% | 減碼 |
| Cresset Asset Management, LLC | 31,577 | $247.7 萬 | 0.01% | +12,387+64.5% | 加碼 |
| Mackenzie Financial Corp | 31,278 | $245.4 萬 | 0.00% | −853−2.7% | 減碼 |
| Quantbot Technologies LP | 30,718 | $241.0 萬 | 0.12% | +18,012+141.8% | 加碼 |
| Captrust Financial Advisors | 30,428 | $238.7 萬 | 0.01% | −157−0.5% | 減碼 |
| Yousif Capital Management, LLC | 30,411 | $238.6 萬 | 0.03% | −879−2.8% | 減碼 |
| Stoneridge Investment Partners LLC | 29,300 | $229.9 萬 | 0.87% | +29,300 | 新進 |
| Janus Henderson Group PLC | 29,258 | $229.7 萬 | 0.00% | −1,235−4.1% | 減碼 |
| Argent Trust Co | 28,467 | $223.3 萬 | 0.10% | +1,772+6.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 28,419 | $222.9 萬 | 0.02% | +1,017+3.7% | 加碼 |
| Pathstone Holdings, LLC | 28,385 | $222.7 萬 | 0.01% | −1,530−5.1% | 減碼 |
| Point72 (DIFC) Ltd | 28,246 | $221.6 萬 | 0.20% | −6,262−18.1% | 減碼 |
| Mariner, LLC | 28,178 | $221.1 萬 | 0.00% | +1,389+5.2% | 加碼 |
| Ostrum Asset Management | 27,741 | $217.6 萬 | 0.19% | +12,808+85.8% | 加碼 |
| Nissay Asset Management Corp | 27,370 | $214.7 萬 | 0.01% | +366+1.4% | 加碼 |
| Mutual of America Capital Management LLC | 27,193 | $213.3 萬 | 0.02% | −1,565−5.4% | 減碼 |
| Daiwa Securities Group Inc. | 27,066 | $212.4 萬 | 0.01% | +1,652+6.5% | 加碼 |
| Quest Partners LLC | 27,056 | $212.3 萬 | 0.29% | +13,145+94.5% | 加碼 |
| Financial Advisory Service, Inc. | 26,847 | $210.6 萬 | 0.18% | +496+1.9% | 加碼 |
| Cerity Partners LLC | 26,761 | $209.9 萬 | 0.01% | −1,045−3.8% | 減碼 |
| Point72 Hong Kong Ltd | 26,751 | $209.9 萬 | 0.13% | +26,751 | 新進 |
| Cornercap Investment Counsel Inc | 26,583 | $208.5 萬 | 0.34% | +23,048+652.0% | 加碼 |
| Private Advisor Group, LLC | 26,231 | $205.8 萬 | 0.01% | −1,740−6.2% | 減碼 |
| Mercer Global Advisors Inc | 20,215 | $204.5 萬 | 0.01% | −2,025−9.1% | 減碼 |
| Centric Wealth Management | 24,774 | $202.0 萬 | 0.58% | +1,609+6.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 25,711 | $201.7 萬 | 0.17% | −17,345−40.3% | 減碼 |
| Twinbeech Capital LP | 25,630 | $201.1 萬 | 0.04% | +25,630 | 新進 |
| Ossiam | 25,598 | $200.8 萬 | 0.04% | −5,690−18.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 25,334 | $198.7 萬 | 0.22% | +25,334 | 新進 |
| SEI Investments Co | 25,237 | $198.0 萬 | 0.00% | +962+4.0% | 加碼 |
| Jump Financial, LLC | 25,232 | $197.9 萬 | 0.04% | +2,309+10.1% | 加碼 |
| Brevan Howard Capital Management LP | 25,162 | $197.4 萬 | 0.13% | +2,513+11.1% | 加碼 |
| Kingsview Wealth Management, LLC | 25,139 | $197.2 萬 | 0.05% | +25,139 | 新進 |
| Siemens Fonds Invest GmbH | 24,892 | $195.3 萬 | 0.15% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 24,724 | $194.0 萬 | 0.45% | 00.0% | 不變 |
| Two Sigma Investments, LP | 24,688 | $193.7 萬 | 0.00% | +24,688 | 新進 |
| AXA S.A. | 24,350 | $191.0 萬 | 0.01% | +24,350 | 新進 |
| Public Employees Retirement Association of Colorado | 24,295 | $190.6 萬 | 0.01% | −1,013−4.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 24,026 | $188.5 萬 | 0.01% | +5,223+27.8% | 加碼 |
| US Bancorp | 23,834 | $187.0 萬 | 0.00% | −323−1.3% | 減碼 |
| Wedge Capital Management L L P | 23,781 | $186.6 萬 | 0.03% | −387−1.6% | 減碼 |
| Commerce Bank | 23,675 | $185.7 萬 | 0.01% | +2,470+11.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,448 | $183.9 萬 | 0.02% | +401+1.7% | 加碼 |
| UniSuper Management Pty Ltd | 23,353 | $183.2 萬 | 0.02% | +8,926+61.9% | 加碼 |
| APG Asset Management N.V. | 24,975 | $182.8 萬 | 0.00% | +15,500+163.6% | 加碼 |
| Diversified Trust Co | 23,215 | $182.1 萬 | 0.05% | +710+3.2% | 加碼 |
| HRT Financial LP | 22,987 | $180.3 萬 | 0.01% | −334,120−93.6% | 減碼 |
| Lecap Asset Management Ltd | 22,951 | $180.1 萬 | 0.39% | −12,539−35.3% | 減碼 |
| JustInvest LLC | 23,150 | $179.6 萬 | 0.03% | +1,509+7.0% | 加碼 |
| Citadel Advisors LLC | 22,705 | $178.1 萬 | 0.00% | −644,135−96.6% | 減碼 |
| STRS Ohio | 22,641 | $177.6 萬 | 0.01% | −1,098−4.6% | 減碼 |
| MAI Capital Management | 22,545 | $176.9 萬 | 0.02% | +81+0.4% | 加碼 |
| Nebula Research & Development LLC | 22,502 | $176.5 萬 | 0.29% | +22,502 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 21,791 | $171.0 萬 | 0.36% | +2,904+15.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 21,744 | $170.6 萬 | 0.00% | +6,735+44.9% | 加碼 |
| QRG Capital Management, Inc. | 20,991 | $164.7 萬 | 0.02% | −3,365−13.8% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 20,918 | $164.1 萬 | 1.56% | −322−1.5% | 減碼 |
| Handelsbanken Fonder AB | 20,127 | $157.9 萬 | 0.01% | −25,567−56.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 20,058 | $157.3 萬 | 0.04% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 19,948 | $156.5 萬 | 0.04% | −1,836−8.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 19,928 | $156.3 萬 | 0.03% | +3,516+21.4% | 加碼 |
| Federated Hermes, Inc. | 19,430 | $152.4 萬 | 0.00% | +1,370+7.6% | 加碼 |
| Bessemer Group Inc | 19,299 | $151.4 萬 | 0.00% | −124−0.6% | 減碼 |
| Inceptionr LLC | 19,276 | $151.2 萬 | 0.43% | +19,276 | 新進 |
| Janney Montgomery Scott LLC | 18,831 | $147.7 萬 | 0.00% | +504+2.8% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 18,815 | $147.6 萬 | 0.15% | +1,465+8.4% | 加碼 |
| Nordea Investment Management AB | 18,240 | $145.5 萬 | 0.00% | +1,127+6.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 18,473 | $144.9 萬 | 0.03% | −300−1.6% | 減碼 |
| Maryland State Retirement & Pension System | 18,456 | $144.8 萬 | 0.03% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 18,225 | $143.1 萬 | 0.00% | +18,225 | 新進 |
| Kestra Advisory Services, LLC | 18,123 | $142.2 萬 | 0.01% | +532+3.0% | 加碼 |
| Columbus Macro, LLC | 18,053 | $141.6 萬 | 0.55% | −861−4.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 17,719 | $139.0 萬 | 0.01% | −520−2.9% | 減碼 |
| WBI Investments | 17,571 | $137.8 萬 | 0.33% | +17,571 | 新進 |
| ISAM Funds (UK) Ltd | 17,243 | $135.3 萬 | 1.01% | +17,243 | 新進 |
| GoalVest Advisory LLC | 17,064 | $133.9 萬 | 0.43% | −643−3.6% | 減碼 |
| Greenwood Capital Associates LLC | 16,937 | $132.9 萬 | 0.17% | −118−0.7% | 減碼 |
| Mizuho Securities USA LLC | 16,627 | $130.4 萬 | 0.03% | +16,627 | 新進 |
| Stifel Financial Corp | 16,472 | $129.2 萬 | 0.00% | −5,197−24.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,372 | $129.1 萬 | 0.01% | −1,690−9.4% | 減碼 |
| Redwood Investment Management, LLC | 17,532 | $128.2 萬 | 0.11% | +17,532 | 新進 |
| Kentucky Retirement Systems | 16,249 | $127.5 萬 | 0.04% | −408−2.4% | 減碼 |
| Toroso Investments, LLC | 16,216 | $127.2 萬 | 0.02% | −10,631−39.6% | 減碼 |
| Montag A & Associates Inc | 16,192 | $127.0 萬 | 0.06% | −1,049−6.1% | 減碼 |
| Jefferies Financial Group Inc. | 16,070 | $126.1 萬 | 0.02% | +16,070 | 新進 |
| Mirabella Financial Services LLP | 15,903 | $124.8 萬 | 0.09% | −15,397−49.2% | 減碼 |
| Pacer Advisors, Inc. | 15,868 | $124.5 萬 | 0.00% | +655+4.3% | 加碼 |
| MBB Public Markets I LLC | 15,704 | $123.2 萬 | 0.03% | +15,704 | 新進 |
| Midland Wealth Advisors LLC | 15,574 | $122.2 萬 | 0.07% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 14,999 | $118.7 萬 | 0.01% | +14,999 | 新進 |
| RSM US Wealth Management LLC | 15,097 | $117.8 萬 | 0.02% | +6,571+77.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 14,980 | $117.5 萬 | 0.02% | −870−5.5% | 減碼 |
| Resources Investment Advisors, LLC. | 14,392 | $112.9 萬 | 0.01% | +184+1.3% | 加碼 |