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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 33,032 | $283.7 萬 | 0.02% | +9,679+41.4% | 加碼 |
| New York Life Investment Management LLC | 31,952 | $274.5 萬 | 0.03% | −1,337−4.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 31,921 | $274.2 萬 | 0.01% | −4,548−12.5% | 減碼 |
| Foster & Motley Inc | 31,605 | $271.5 萬 | 0.17% | −2,006−6.0% | 減碼 |
| Dakota Wealth Management | 31,551 | $271.0 萬 | 0.06% | −720−2.2% | 減碼 |
| Mackenzie Financial Corp | 30,872 | $265.2 萬 | 0.00% | −406−1.3% | 減碼 |
| Jefferies Financial Group Inc. | 30,693 | $263.7 萬 | 0.04% | +14,623+91.0% | 加碼 |
| Stoneridge Investment Partners LLC | 30,284 | $260.1 萬 | 0.97% | +984+3.4% | 加碼 |
| Cerity Partners LLC | 30,042 | $258.1 萬 | 0.01% | +3,281+12.3% | 加碼 |
| Janus Henderson Group PLC | 29,258 | $251.4 萬 | 0.00% | 00.0% | 不變 |
| Argent Trust Co | 29,184 | $250.7 萬 | 0.10% | +717+2.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 28,419 | $244.1 萬 | 0.02% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. Holding AG | 28,419 | $244.1 萬 | 0.02% | +28,419 | 新進 |
| Mariner, LLC | 28,389 | $243.9 萬 | 0.00% | +211+0.7% | 加碼 |
| Nissay Asset Management Corp | 28,124 | $241.6 萬 | 0.02% | +754+2.8% | 加碼 |
| Financial Advisory Service, Inc. | 28,048 | $240.9 萬 | 0.19% | +1,201+4.5% | 加碼 |
| Daiwa Securities Group Inc. | 27,523 | $236.4 萬 | 0.01% | +457+1.7% | 加碼 |
| Pathstone Holdings, LLC | 27,509 | $236.3 萬 | 0.01% | −876−3.1% | 減碼 |
| Captrust Financial Advisors | 26,876 | $230.9 萬 | 0.01% | −3,552−11.7% | 減碼 |
| Ostrum Asset Management | 26,736 | $229.7 萬 | 0.19% | −1,005−3.6% | 減碼 |
| Mutual of America Capital Management LLC | 26,238 | $225.4 萬 | 0.02% | −955−3.5% | 減碼 |
| SEI Investments Co | 26,182 | $224.9 萬 | 0.00% | +945+3.7% | 加碼 |
| Centric Wealth Management | 25,834 | $222.5 萬 | 0.60% | +1,060+4.3% | 加碼 |
| Private Advisor Group, LLC | 25,816 | $221.8 萬 | 0.01% | −415−1.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 25,168 | $216.2 萬 | 0.01% | +1,142+4.8% | 加碼 |
| Wedge Capital Management L L P | 24,891 | $213.8 萬 | 0.04% | +1,110+4.7% | 加碼 |
| Sanctuary Advisors, LLC | 24,932 | $213.7 萬 | 0.01% | +9,933+66.2% | 加碼 |
| Hohimer Wealth Management, LLC | 24,724 | $212.4 萬 | 0.46% | 00.0% | 不變 |
| Quest Partners LLC | 24,646 | $211.7 萬 | 0.19% | −2,410−8.9% | 減碼 |
| JustInvest LLC | 24,642 | $211.7 萬 | 0.03% | +1,492+6.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 24,441 | $210.0 萬 | 0.17% | +5,626+29.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 24,295 | $208.7 萬 | 0.01% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 24,149 | $207.5 萬 | 0.00% | −40,077−62.4% | 減碼 |
| Siemens Fonds Invest GmbH | 24,039 | $206.5 萬 | 0.16% | −853−3.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,705 | $203.6 萬 | 0.02% | +257+1.1% | 加碼 |
| US Bancorp | 23,679 | $203.4 萬 | 0.00% | −155−0.7% | 減碼 |
| Mercer Global Advisors Inc | 23,431 | $199.8 萬 | 0.00% | +3,216+15.9% | 加碼 |
| Diversified Trust Co | 23,258 | $199.8 萬 | 0.05% | +43+0.2% | 加碼 |
| Commerce Bank | 22,862 | $196.4 萬 | 0.01% | −813−3.4% | 減碼 |
| AQR Capital Management LLC | 22,349 | $190.6 萬 | 0.00% | +8,898+66.2% | 加碼 |
| Janney Montgomery Scott LLC | 21,764 | $187.0 萬 | 0.01% | +2,933+15.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 20,728 | $178.1 萬 | 0.04% | +780+3.9% | 加碼 |
| STRS Ohio | 20,587 | $176.8 萬 | 0.01% | −2,054−9.1% | 減碼 |
| Two Sigma Advisers, LP | 20,400 | $175.2 萬 | 0.00% | +20,400 | 新進 |
| RSM US Wealth Management LLC | 20,538 | $174.9 萬 | 0.03% | +5,441+36.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 20,205 | $173.6 萬 | 0.00% | −1,539−7.1% | 減碼 |
| Ossiam | 20,140 | $173.0 萬 | 0.03% | −5,458−21.3% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 20,140 | $173.0 萬 | 1.56% | −778−3.7% | 減碼 |
| QRG Capital Management, Inc. | 19,652 | $168.8 萬 | 0.02% | −1,339−6.4% | 減碼 |
| Federated Hermes, Inc. | 19,517 | $167.7 萬 | 0.00% | +87+0.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 19,116 | $164.2 萬 | 0.04% | −942−4.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 18,864 | $162.0 萬 | 0.01% | −54,408−74.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 18,800 | $161.5 萬 | 0.03% | −1,128−5.7% | 減碼 |
| Aquatic Capital Management LLC | 18,600 | $159.8 萬 | 0.04% | +13,500+264.7% | 加碼 |
| Redwood Investment Management, LLC | 18,245 | $157.1 萬 | 0.14% | +713+4.1% | 加碼 |
| Nordea Investment Management AB | 18,240 | $156.6 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 18,183 | $156.5 萬 | 0.01% | +4,111+29.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 18,183 | $156.2 萬 | 0.03% | −290−1.6% | 減碼 |
| GoalVest Advisory LLC | 18,024 | $154.8 萬 | 0.45% | +960+5.6% | 加碼 |
| International Assets Investment Management, LLC | 132,200 | $153.9 萬 | 0.01% | +130,225+6,593.7% | 加碼 |
| MAI Capital Management | 17,611 | $151.3 萬 | 0.01% | −4,934−21.9% | 減碼 |
| Columbus Macro, LLC | 17,484 | $151.2 萬 | 0.55% | −569−3.2% | 減碼 |
| Greenwood Capital Associates LLC | 17,359 | $149.1 萬 | 0.19% | +422+2.5% | 加碼 |
| Weiss Asset Management LP | 17,171 | $147.5 萬 | 0.04% | +17,171 | 新進 |
| Tower Research Capital LLC (TRC) | 17,161 | $147.4 萬 | 0.04% | −26,232−60.5% | 減碼 |
| Cornercap Investment Counsel Inc | 17,137 | $147.2 萬 | 0.44% | −9,446−35.5% | 減碼 |
| Rockefeller Capital Management L.P. | 17,069 | $146.6 萬 | 0.00% | −1,156−6.3% | 減碼 |
| Neuberger Berman Group LLC | 16,473 | $141.5 萬 | 0.00% | −15,177−48.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 16,334 | $140.3 萬 | 0.01% | −1,385−7.8% | 減碼 |
| Empowered Funds, LLC | 16,328 | $140.3 萬 | 0.02% | +12,768+358.7% | 加碼 |
| Montag A & Associates Inc | 16,192 | $139.1 萬 | 0.07% | 00.0% | 不變 |
| Crestline Management, LP | 16,135 | $138.6 萬 | 0.08% | +16,135 | 新進 |
| Toroso Investments, LLC | 15,799 | $135.7 萬 | 0.01% | −417−2.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 15,257 | $131.1 萬 | 0.02% | +277+1.8% | 加碼 |
| Kentucky Retirement Systems | 14,843 | $127.5 萬 | 0.04% | −1,406−8.7% | 減碼 |
| Seven Eight Capital, LP | 14,657 | $125.9 萬 | 0.11% | +4,966+51.2% | 加碼 |
| Resources Investment Advisors, LLC. | 14,384 | $123.6 萬 | 0.01% | −8−0.1% | 減碼 |
| Stifel Financial Corp | 14,108 | $121.2 萬 | 0.00% | −2,364−14.4% | 減碼 |
| Foster Group, Inc. | 13,945 | $119.8 萬 | 0.04% | +1,323+10.5% | 加碼 |
| Mizuho Securities USA LLC | 13,816 | $118.7 萬 | 0.03% | −2,811−16.9% | 減碼 |
| D.A. Davidson & Co. | 13,584 | $116.7 萬 | 0.01% | +10+0.1% | 加碼 |
| Savant Capital, LLC | 13,433 | $115.4 萬 | 0.01% | +697+5.5% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 13,332 | $114.5 萬 | 0.23% | +670+5.3% | 加碼 |
| HighTower Advisors, LLC | 13,371 | $114.5 萬 | 0.00% | +51+0.4% | 加碼 |
| Maryland State Retirement & Pension System | 13,328 | $114.5 萬 | 0.02% | −5,128−27.8% | 減碼 |
| Hartford Investment Management Co | 13,317 | $114.4 萬 | 0.04% | −496−3.6% | 減碼 |
| FORA Capital, LLC | 13,242 | $113.7 萬 | 0.13% | +13,242 | 新進 |
| Kestra Advisory Services, LLC | 12,647 | $108.6 萬 | 0.01% | −5,476−30.2% | 減碼 |
| Rakuten Investment Management, Inc. | 12,463 | $107.3 萬 | 0.01% | +3,014+31.9% | 加碼 |
| M&T Bank Corp | 12,451 | $107.0 萬 | 0.00% | −153−1.2% | 減碼 |
| CWM, LLC | 12,410 | $106.6 萬 | 0.00% | +1,125+10.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,394 | $106.4 萬 | 0.01% | −3,978−24.3% | 減碼 |
| Proquility Private Wealth Partners, LLC | 12,277 | $105.5 萬 | 0.34% | +730+6.3% | 加碼 |
| Glenmede Trust Co NA | 12,004 | $103.1 萬 | 0.00% | +291+2.5% | 加碼 |
| Louisiana State Employees Retirement System | 12,000 | $103.1 萬 | 0.02% | −200−1.6% | 減碼 |
| Securian Asset Management, Inc | 11,783 | $101.2 萬 | 0.03% | −616−5.0% | 減碼 |
| Brevan Howard Capital Management LP | 11,465 | $98.5 萬 | 0.05% | −13,697−54.4% | 減碼 |
| Metis Global Partners, LLC | 11,230 | $96.5 萬 | 0.03% | +533+5.0% | 加碼 |
| M&G Plc | 11,148 | $95.9 萬 | 0.00% | −893−7.4% | 減碼 |
| South Dakota Investment Council | 11,114 | $95.5 萬 | 0.02% | 00.0% | 不變 |