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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 3,401 | $29.2 萬 | 0.05% | −231−6.4% | 減碼 |
| Oldfather Financial Services, LLC | 3,421 | $29.4 萬 | 0.11% | +7+0.2% | 加碼 |
| Entropy Technologies, LP | 3,425 | $29.4 萬 | 0.03% | −3,249−48.7% | 減碼 |
| Centennial Wealth Advisory LLC | 3,441 | $29.6 萬 | 0.12% | +213+6.6% | 加碼 |
| Kingsview Wealth Management, LLC | 3,490 | $30.0 萬 | 0.01% | −21,649−86.1% | 減碼 |
| Transamerica Financial Advisors, Inc. | 3,490 | $30.0 萬 | 0.03% | +215+6.6% | 加碼 |
| GTS Securities LLC | 3,497 | $30.0 萬 | 0.01% | −223−6.0% | 減碼 |
| Profund Advisors LLC | 3,516 | $30.2 萬 | 0.01% | +379+12.1% | 加碼 |
| HBK Sorce Advisory LLC | 3,520 | $30.2 萬 | 0.01% | −40−1.1% | 減碼 |
| Regal Investment Advisors LLC | 3,537 | $30.4 萬 | 0.02% | +3+0.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 3,572 | $30.7 萬 | 0.00% | −833−18.9% | 減碼 |
| Renaissance Group LLC | 3,581 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 3,599 | $30.9 萬 | 0.11% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 3,602 | $30.9 萬 | 0.05% | −229−6.0% | 減碼 |
| Qsemble Capital Management, LP | 3,620 | $31.1 萬 | 0.06% | −2,746−43.1% | 減碼 |
| DoubleLine ETF Adviser LP | 3,635 | $31.2 萬 | 0.08% | −331−8.3% | 減碼 |
| Seeds Investor LLC | 3,682 | $31.6 萬 | 0.12% | −296−7.4% | 減碼 |
| Sageworth Trust Co of South Dakota | 3,697 | $31.8 萬 | 0.41% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 3,707 | $31.8 萬 | 0.01% | +100+2.8% | 加碼 |
| Warren Averett Asset Management, LLC | 3,708 | $31.9 萬 | 0.01% | −174−4.5% | 減碼 |
| Nicolet Bankshares Inc | 3,743 | $32.2 萬 | 0.08% | −1,400−27.2% | 減碼 |
| Glaxis Capital Management, LLC | 3,764 | $32.3 萬 | 1.26% | +31+0.8% | 加碼 |
| 9258 Wealth Management, LLC | 3,765 | $32.3 萬 | 0.05% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 3,795 | $32.6 萬 | 0.01% | −250−6.2% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 3,821 | $32.8 萬 | 0.28% | −3−0.1% | 減碼 |
| HB Wealth Management, LLC | 3,827 | $32.9 萬 | 0.00% | +783+25.7% | 加碼 |
| Independent Advisor Alliance | 3,831 | $32.9 萬 | 0.01% | −5,194−57.6% | 減碼 |
| Buckingham Strategic Partners | 3,856 | $33.1 萬 | 0.01% | −1,095−22.1% | 減碼 |
| MBB Public Markets I LLC | 3,870 | $33.2 萬 | 0.03% | −11,834−75.4% | 減碼 |
| Dark Forest Capital Management LP | 3,934 | $33.8 萬 | 0.04% | +3,934 | 新進 |
| Burney Co | 3,964 | $34.1 萬 | 0.01% | −79−2.0% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $34.3 萬 | 0.13% | +924+30.1% | 加碼 |
| Blair William & Co | 4,008 | $34.4 萬 | 0.00% | −1,005−20.0% | 減碼 |
| Blueshift Asset Management, LLC | 4,059 | $34.9 萬 | 0.09% | −6,004−59.7% | 減碼 |
| Prudential PLC | 4,081 | $35.1 萬 | 0.00% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 4,142 | $35.6 萬 | 0.03% | +542+15.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 4,155 | $35.7 萬 | 0.01% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 4,171 | $35.9 萬 | 0.01% | +4,171 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,182 | $35.9 萬 | 0.02% | +3,400+434.8% | 加碼 |
| Nilsine Partners, LLC | 4,207 | $36.1 萬 | 0.05% | +233+5.9% | 加碼 |
| Erste Asset Management GmbH | 4,200 | $36.2 萬 | 0.00% | −700−14.3% | 減碼 |
| GAMMA Investing LLC | 4,240 | $36.4 萬 | 0.04% | +668+18.7% | 加碼 |
| Howard Capital Management Inc. | 4,266 | $36.6 萬 | 0.01% | +4,266 | 新進 |
| Wedbush Securities Inc | 4,290 | $36.8 萬 | 0.01% | −43−1.0% | 減碼 |
| Arete Wealth Advisors, LLC | 4,431 | $38.0 萬 | 0.03% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 4,430 | $38.1 萬 | 0.00% | +2,576+138.9% | 加碼 |
| Benjamin Edwards Inc | 4,447 | $38.2 萬 | 0.01% | +4,447 | 新進 |
| NorthRock Partners, LLC | 4,451 | $38.2 萬 | 0.01% | −561−11.2% | 減碼 |
| Belpointe Asset Management LLC | 4,452 | $38.2 萬 | 0.02% | +1,120+33.6% | 加碼 |
| Proequities, Inc. | 4,485 | $38.5 萬 | 0.02% | −1,041−18.8% | 減碼 |
| Everence Capital Management Inc | 4,520 | $38.8 萬 | 0.02% | −9,280−67.2% | 減碼 |
| Farmers & Merchants Investments Inc | 4,530 | $38.9 萬 | 0.01% | +834+22.6% | 加碼 |
| My Legacy Advisors, LLC | 4,541 | $39.0 萬 | 0.15% | −899−16.5% | 減碼 |
| Quantitative Investment Management, LLC | 4,594 | $39.4 萬 | 0.04% | +4,594 | 新進 |
| Stratos Wealth Partners, LTD. | 4,598 | $39.5 萬 | 0.01% | +799+21.0% | 加碼 |
| Walleye Capital LLC | 4,650 | $39.9 萬 | 0.00% | −33,591−87.8% | 減碼 |
| Vestcor Inc | 4,663 | $40.1 萬 | 0.01% | 00.0% | 不變 |
| Beacon Financial Group | 4,701 | $40.4 萬 | 0.04% | −320−6.4% | 減碼 |
| MML Investors Services, LLC | 4,737 | $40.7 萬 | 0.00% | +79+1.7% | 加碼 |
| Csenge Advisory Group | 4,563 | $40.7 萬 | 0.02% | −470−9.3% | 減碼 |
| GWM Advisors LLC | 4,803 | $41.3 萬 | 0.00% | −83−1.7% | 減碼 |
| Hancock Whitney Corp | 4,940 | $42.4 萬 | 0.01% | −23−0.5% | 減碼 |
| Harbor Capital Advisors, Inc. | 5,091 | $43.7 萬 | 0.02% | +144+2.9% | 加碼 |
| Heartland Bank & Trust Co | 5,132 | $44.1 萬 | 0.24% | −364−6.6% | 減碼 |
| Bleakley Financial Group, LLC | 5,139 | $44.1 萬 | 0.01% | −195−3.7% | 減碼 |
| Benin Management CORP | 5,200 | $44.7 萬 | 0.13% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 5,228 | $44.9 萬 | 0.02% | −995−16.0% | 減碼 |
| CWA Asset Management Group, LLC | 5,283 | $45.4 萬 | 0.02% | +5,283 | 新進 |
| Twin Capital Management Inc | 5,324 | $45.7 萬 | 0.05% | −125−2.3% | 減碼 |
| Apollon Wealth Management, LLC | 5,337 | $45.8 萬 | 0.01% | −167−3.0% | 減碼 |
| Waldron Private Wealth LLC | 5,354 | $46.0 萬 | 0.02% | −16−0.3% | 減碼 |
| Fox Run Management, L.L.C. | 5,449 | $46.8 萬 | 0.10% | −2,592−32.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,484 | $47.1 萬 | 0.08% | −91−1.6% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,584 | $48.0 萬 | 0.08% | −702−11.2% | 減碼 |
| Lido Advisors, LLC | 5,598 | $48.1 萬 | 0.00% | +55+1.0% | 加碼 |
| Marquette Asset Management, LLC | 5,702 | $49.0 萬 | 0.08% | 00.0% | 不變 |
| Syon Capital LLC | 5,708 | $49.0 萬 | 0.04% | +35+0.6% | 加碼 |
| Gentry Private Wealth, LLC | 5,743 | $49.3 萬 | 0.40% | −71−1.2% | 減碼 |
| Axq Capital, LP | 5,816 | $50.0 萬 | 0.15% | +5,816 | 新進 |
| FIL Ltd | 5,873 | $50.4 萬 | 0.00% | +5,873 | 新進 |
| Merit Financial Group, LLC | 5,913 | $50.8 萬 | 0.01% | −726−10.9% | 減碼 |
| Coldstream Capital Management Inc | 5,956 | $51.2 萬 | 0.01% | +357+6.4% | 加碼 |
| United Capital Financial Advisers, LLC | 5,960 | $51.2 萬 | 0.00% | −1,369−18.7% | 減碼 |
| Plato Investment Management Ltd | 5,993 | $51.4 萬 | 0.04% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 6,043 | $51.9 萬 | 0.00% | +1,755+40.9% | 加碼 |
| Hilltop Holdings Inc. | 6,126 | $52.6 萬 | 0.03% | +8+0.1% | 加碼 |
| Jacobi Capital Management LLC | 6,185 | $53.1 萬 | 0.04% | +932+17.7% | 加碼 |
| Umb Bank N A | 6,240 | $53.6 萬 | 0.01% | −2,338−27.3% | 減碼 |
| Venture Visionary Partners LLC | 6,258 | $53.8 萬 | 0.02% | +20.0% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 6,268 | $53.8 萬 | 0.01% | +6,268 | 新進 |
| Hilltop National Bank | 6,299 | $54.1 萬 | 0.16% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,308 | $54.2 萬 | 0.04% | −647−9.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,358 | $54.6 萬 | 0.01% | +142+2.3% | 加碼 |
| Regions Financial Corp | 6,365 | $54.7 萬 | 0.00% | +115+1.8% | 加碼 |
| Vident Advisory, LLC | 6,406 | $55.0 萬 | 0.01% | −536−7.7% | 減碼 |
| Guggenheim Capital LLC | 6,423 | $55.2 萬 | 0.00% | −3,394−34.6% | 減碼 |
| Capital Investment Advisors, LLC | 6,425 | $55.2 萬 | 0.01% | −30.0% | 減碼 |
| Forum Financial Management, LP | 6,445 | $55.4 萬 | 0.01% | +12+0.2% | 加碼 |
| Veriti Management LLC | 6,479 | $55.7 萬 | 0.03% | +159+2.5% | 加碼 |
| Romano Brothers and Company | 6,485 | $55.7 萬 | 0.07% | 00.0% | 不變 |