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 3 季 13F 持有人
Principal Financial Group Inc 在 2024/9/30 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
- 786
- 較 2024 年第 2 季 −1 家
- 持有股數
- 1.64 億
- 較 2024 年第 2 季 +1,847 萬 (+12.7%)
- 總市值
- $140.9 億
- 較 2024 年第 2 季 +$26.6 億 (+23.3%)
- 新進機構
- 81
- 另有 255 家加碼
- 清倉機構
- 82
- 另有 291 家減碼
另有 9 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 1,500 | $12.9 萬 | 0.03% | −3,100−67.4% | 減碼 |
| Nemes Rush Group LLC | 1,504 | $13.0 萬 | 0.02% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,532 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,542 | $13.2 萬 | 0.00% | +141+10.1% | 加碼 |
| Harbour Investments, Inc. | 1,563 | $13.4 萬 | 0.00% | −465−22.9% | 減碼 |
| Harbor Investment Advisory, LLC | 1,576 | $13.5 萬 | 0.01% | −3−0.2% | 減碼 |
| Central Trust Co | 1,579 | $13.6 萬 | 0.00% | −1,600−50.3% | 減碼 |
| Capital Analysts, LLC | 1,658 | $14.2 萬 | 0.01% | +213+14.7% | 加碼 |
| Parallel Advisors, LLC | 1,700 | $14.6 萬 | 0.00% | −325−16.0% | 減碼 |
| Silvant Capital Management LLC | 1,747 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 1,757 | $15.1 萬 | 0.00% | +1,757 | 新進 |
| Bokf, NA | 1,799 | $15.2 萬 | 0.00% | +100+5.9% | 加碼 |
| Geneos Wealth Management Inc. | 1,796 | $15.4 萬 | 0.01% | +903+101.1% | 加碼 |
| Atlas Capital Advisors LLC | 1,818 | $15.6 萬 | 0.02% | −68−3.6% | 減碼 |
| Smartleaf Asset Management LLC | 1,825 | $15.7 萬 | 0.02% | +751+69.9% | 加碼 |
| Assetmark, Inc | 1,997 | $17.2 萬 | 0.00% | −188−8.6% | 減碼 |
| Continuum Advisory, LLC | 2,003 | $17.3 萬 | 0.02% | −109−5.2% | 減碼 |
| Citadel Advisors LLC | 2,035 | $17.5 萬 | 0.00% | −20,670−91.0% | 減碼 |
| Quadrant Capital Group LLC | 2,142 | $18.4 萬 | 0.01% | −11−0.5% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 2,150 | $18.5 萬 | 0.01% | +2,150 | 新進 |
| Mather Group, LLC. | 2,322 | $19.9 萬 | 0.00% | −26−1.1% | 減碼 |
| Northern Oak Wealth Management Inc | 2,357 | $20.2 萬 | 0.02% | +2,357 | 新進 |
| Cigna Investments Inc | 2,379 | $20.4 萬 | 0.04% | +2,379 | 新進 |
| Long Run Wealth Advisors, LLC | 2,376 | $20.4 萬 | 0.05% | +2,376 | 新進 |
| Graham Capital Management, L.P. | 2,383 | $20.5 萬 | 0.01% | +2,383 | 新進 |
| Hunter Associates Investment Management LLC | 2,411 | $20.7 萬 | 0.03% | +2,411 | 新進 |
| Ameritas Investment Partners, Inc. | 2,423 | $20.8 萬 | 0.01% | −215−8.2% | 減碼 |
| Blackhawk Capital Partners LLC. | 2,430 | $20.9 萬 | 0.11% | +2,430 | 新進 |
| Atomi Financial Group, Inc. | 2,437 | $20.9 萬 | 0.01% | +2,437 | 新進 |
| West Financial Advisors, LLC | 2,449 | $21.0 萬 | 0.04% | +18+0.7% | 加碼 |
| Signaturefd, LLC | 2,457 | $21.1 萬 | 0.00% | −324−11.7% | 減碼 |
| VisionPoint Advisory Group, LLC | 2,462 | $21.1 萬 | 0.07% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 2,465 | $21.2 萬 | 0.00% | +2,465 | 新進 |
| Advisory Services Network, LLC | 2,700 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 2,479 | $21.3 萬 | 0.05% | 00.0% | 不變 |
| Cidel Asset Management Inc | 2,480 | $21.3 萬 | 0.02% | +2,480 | 新進 |
| S&CO Inc | 2,500 | $21.4 萬 | 0.01% | +2,500 | 新進 |
| FinTrust Capital Advisors, LLC | 2,494 | $21.4 萬 | 0.04% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 2,500 | $21.5 萬 | 0.03% | +2,500 | 新進 |
| CIBC Private Wealth Group, LLC | 2,504 | $21.5 萬 | 0.00% | −50−2.0% | 減碼 |
| Ronald Blue Trust, Inc. | 2,748 | $21.6 萬 | 0.00% | +1,194+76.8% | 加碼 |
| Resurgent Financial Advisors LLC | 2,532 | $21.7 萬 | 0.13% | +2,532 | 新進 |
| Huntington National Bank | 2,549 | $21.9 萬 | 0.00% | +59+2.4% | 加碼 |
| Acropolis Investment Management, LLC | 2,552 | $21.9 萬 | 0.01% | −201−7.3% | 減碼 |
| Leavell Investment Management, Inc. | 2,555 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,560 | $22.0 萬 | 0.01% | −275−9.7% | 減碼 |
| Sageworth Trust Co | 2,577 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Advisory Alpha, LLC | 2,587 | $22.2 萬 | 0.01% | +10.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 2,610 | $22.4 萬 | 0.02% | −22,724−89.7% | 減碼 |
| Graypoint LLC | 2,626 | $22.6 萬 | 0.01% | −28−1.1% | 減碼 |
| Kinloch Capital, LLC | 2,675 | $23.0 萬 | 0.11% | −110−3.9% | 減碼 |
| Trust Asset Management LLC | 2,678 | $23.0 萬 | 0.02% | 00.0% | 不變 |
| Whittier Trust Co | 2,685 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 2,687 | $23.1 萬 | 0.01% | −415−13.4% | 減碼 |
| Westmount Partners, LLC | 2,687 | $23.1 萬 | 0.07% | 00.0% | 不變 |
| Brown Advisory Inc | 2,734 | $23.5 萬 | 0.00% | −260−8.7% | 減碼 |
| Wealthspire Advisors, LLC | 2,742 | $23.6 萬 | 0.00% | +2,742 | 新進 |
| Aptus Capital Advisors, LLC | 2,765 | $23.8 萬 | 0.00% | +114+4.3% | 加碼 |
| Park National Corp | 2,780 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 2,794 | $24.0 萬 | 0.00% | +2,794 | 新進 |
| Orion Portfolio Solutions, LLC | 2,794 | $24.0 萬 | 0.00% | +2,794 | 新進 |
| Security National Bank | 2,795 | $24.0 萬 | 0.03% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,800 | $24.1 萬 | 0.00% | −106−3.6% | 減碼 |
| International Private Wealth Advisors LLC | 2,812 | $24.2 萬 | 0.35% | −123−4.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 2,812 | $24.2 萬 | 0.00% | −52−1.8% | 減碼 |
| Prossimo Advisors, LLC | 2,824 | $24.3 萬 | 0.18% | +21+0.7% | 加碼 |
| Brighton Jones LLC | 2,846 | $24.4 萬 | 0.01% | +24+0.9% | 加碼 |
| Wedmont Private Capital | 2,867 | $24.6 萬 | 0.01% | +91+3.3% | 加碼 |
| Ellevest, Inc. | 2,860 | $24.6 萬 | 0.01% | −643−18.4% | 減碼 |
| Essex Financial Services, Inc. | 2,735 | $24.6 萬 | 0.02% | −21−0.8% | 減碼 |
| Koshinski Asset Management, Inc. | 2,880 | $24.7 萬 | 0.02% | −201−6.5% | 減碼 |
| Horizon Investments, LLC | 2,890 | $24.8 萬 | 0.01% | −243−7.8% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,908 | $25.0 萬 | 0.01% | 00.0% | 不變 |
| Pitcairn Co | 2,961 | $25.4 萬 | 0.02% | −135−4.4% | 減碼 |
| Exchange Traded Concepts, LLC | 2,980 | $25.6 萬 | 0.01% | +2,850+2,192.3% | 加碼 |
| Checchi Capital Advisers, LLC | 2,993 | $25.7 萬 | 0.02% | +158+5.6% | 加碼 |
| Longfellow Investment Management Co LLC | 2,997 | $25.7 萬 | 0.06% | +17+0.6% | 加碼 |
| Security National Bank of So Dak | 3,000 | $25.8 萬 | 0.14% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $25.8 萬 | 0.09% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 3,003 | $25.8 萬 | 0.03% | +3+0.1% | 加碼 |
| Brown Brothers Harriman & Co | 3,006 | $25.8 萬 | 0.00% | +218+7.8% | 加碼 |
| Resolute Wealth Strategies, LLC | 3,014 | $25.9 萬 | 0.13% | −1,460−32.6% | 減碼 |
| EntryPoint Capital, LLC | 3,030 | $26.0 萬 | 0.15% | +831+37.8% | 加碼 |
| Meeder Advisory Services, Inc. | 3,055 | $26.2 萬 | 0.02% | +283+10.2% | 加碼 |
| Raymond James Trust N.A. | 3,070 | $26.4 萬 | 0.01% | −327−9.6% | 減碼 |
| Rothschild Investment LLC | 3,083 | $26.5 萬 | 0.02% | −109−3.4% | 減碼 |
| WCM Investment Management, LLC | 3,081 | $26.5 萬 | 0.00% | +3,081 | 新進 |
| Daymark Wealth Partners, LLC | 3,109 | $26.7 萬 | 0.01% | +26+0.8% | 加碼 |
| Concord Wealth Partners | 3,110 | $26.7 萬 | 0.04% | +2,773+822.8% | 加碼 |
| Verdence Capital Advisors LLC | 3,146 | $27.0 萬 | 0.02% | +10.0% | 加碼 |
| LVW Advisors, LLC | 3,251 | $27.9 萬 | 0.04% | −85−2.5% | 減碼 |
| Chesley Taft & Associates LLC | 3,256 | $28.0 萬 | 0.01% | +97+3.1% | 加碼 |
| Keybank National Association | 3,257 | $28.0 萬 | 0.00% | −274−7.8% | 減碼 |
| Mutual Advisors, LLC | 3,123 | $28.0 萬 | 0.01% | +3,123 | 新進 |
| First Citizens Financial Corp | 3,261 | $28.0 萬 | 0.15% | 00.0% | 不變 |
| Synovus Financial Corp | 3,270 | $28.1 萬 | 0.00% | +3,270 | 新進 |
| Skopos Labs, Inc. | 3,305 | $28.4 萬 | 0.09% | +235+7.7% | 加碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $28.6 萬 | 0.14% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 3,360 | $28.9 萬 | 0.06% | +27+0.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 7,210 | $29.2 萬 | 0.00% | +7,210 | 新進 |