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 |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | 11,080 | $95.2 萬 | 0.09% | −97−0.9% | 減碼 |
| BBR Partners, LLC | 11,000 | $94.5 萬 | 0.07% | 00.0% | 不變 |
| Park Edge Advisors, LLC | 10,891 | $93.6 萬 | 0.27% | 00.0% | 不變 |
| Ascent Group, LLC | 10,838 | $93.1 萬 | 0.07% | −851−7.3% | 減碼 |
| Modern Wealth Management, LLC | 10,831 | $93.0 萬 | 0.06% | −175−1.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 10,793 | $92.7 萬 | 0.00% | +55+0.5% | 加碼 |
| West Bancorporation Inc | 10,610 | $91.1 萬 | 0.61% | 00.0% | 不變 |
| LSV Asset Management | 10,600 | $91.1 萬 | 0.00% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 10,554 | $90.7 萬 | 0.03% | −500−4.5% | 減碼 |
| PSI Advisors, LLC | 10,284 | $88.3 萬 | 0.26% | 00.0% | 不變 |
| Truist Financial Corp | 10,225 | $87.8 萬 | 0.00% | −592−5.5% | 減碼 |
| Headlands Technologies LLC | 10,012 | $86.0 萬 | 0.10% | +10,012 | 新進 |
| EP Wealth Advisors, LLC | 9,982 | $85.7 萬 | 0.01% | +9,982 | 新進 |
| Ausdal Financial Partners, Inc. | 9,879 | $84.9 萬 | 0.09% | −205−2.0% | 減碼 |
| Sunbelt Securities, Inc. | 9,877 | $84.8 萬 | 0.08% | 00.0% | 不變 |
| SG Americas Securities, LLC | 9,864 | $84.7 萬 | 0.00% | −168,771−94.5% | 減碼 |
| KC Investment Advisors, LLC | 9,783 | $84.0 萬 | 0.35% | +993+11.3% | 加碼 |
| Versor Investments LP | 9,602 | $82.5 萬 | 0.13% | +9,602 | 新進 |
| Lecap Asset Management Ltd | 9,536 | $81.9 萬 | 0.18% | −13,415−58.5% | 減碼 |
| Adams Wealth Management | 9,526 | $81.8 萬 | 0.18% | −62−0.6% | 減碼 |
| CacheTech Inc. | 9,526 | $81.8 萬 | 0.18% | −62−0.6% | 減碼 |
| Morningstar Investment Services LLC | 9,505 | $81.8 萬 | 0.01% | +9,505 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $81.7 萬 | 0.04% | 00.0% | 不變 |
| Basepoint Wealth LLC | 9,413 | $80.9 萬 | 0.60% | −96−1.0% | 減碼 |
| City State Bank | 9,402 | $80.8 萬 | 0.29% | +840+9.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 9,361 | $80.4 萬 | 0.01% | −269−2.8% | 減碼 |
| Holderness Investments Co | 9,360 | $80.4 萬 | 0.18% | −495−5.0% | 減碼 |
| Ieq Capital, LLC | 9,360 | $80.4 萬 | 0.01% | +3,086+49.2% | 加碼 |
| Fifth Third Bancorp | 9,247 | $79.4 萬 | 0.00% | +928+11.2% | 加碼 |
| HighPoint Advisor Group LLC | 9,575 | $78.7 萬 | 0.05% | +689+7.8% | 加碼 |
| Oppenheimer & Co Inc | 9,147 | $78.6 萬 | 0.01% | −1,584−14.8% | 減碼 |
| Argonautica Private Wealth Management, Inc | 9,110 | $78.3 萬 | 0.26% | +42+0.5% | 加碼 |
| Elevated Capital Advisors, LLC | 9,016 | $77.4 萬 | 0.21% | −169−1.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 8,951 | $76.9 萬 | 0.05% | +8,951 | 新進 |
| LGT Group Foundation | 9,000 | $76.6 萬 | 0.01% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 8,900 | $76.5 萬 | 0.02% | −1,400−13.6% | 減碼 |
| Norinchukin Bank, The | 8,896 | $76.4 萬 | 0.02% | +1,204+15.7% | 加碼 |
| Pinnacle Associates Ltd | 9,659 | $76.0 萬 | 0.01% | +988+11.4% | 加碼 |
| Sterling Capital Management LLC | 8,754 | $75.2 萬 | 0.01% | +8,754 | 新進 |
| Parallax Volatility Advisers, L.P. | 8,616 | $74.0 萬 | 0.02% | +8,616 | 新進 |
| NEOS Investment Management LLC | 8,560 | $73.5 萬 | 0.02% | +1,624+23.4% | 加碼 |
| Rockland Trust Co | 8,498 | $73.0 萬 | 0.04% | −279−3.2% | 減碼 |
| Park Avenue Securities LLC | 8,453 | $72.6 萬 | 0.01% | −770−8.3% | 減碼 |
| IFP Advisors, Inc | 8,448 | $72.6 萬 | 0.03% | −1,976−19.0% | 減碼 |
| Jane Street Group, LLC | 8,372 | $71.9 萬 | 0.00% | −224,196−96.4% | 減碼 |
| Lion Street Advisors, LLC | 8,363 | $71.8 萬 | 0.25% | −24−0.3% | 減碼 |
| Omers Administration Corp | 8,283 | $71.2 萬 | 0.01% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 8,003 | $68.7 萬 | 0.17% | −60−0.7% | 減碼 |
| Bridgeway Capital Management, LLC | 8,000 | $68.7 萬 | 0.01% | 00.0% | 不變 |
| Empirical Finance, LLC | 7,875 | $67.6 萬 | 0.04% | +142+1.8% | 加碼 |
| Conning Inc. | 7,815 | $67.1 萬 | 0.02% | +274+3.6% | 加碼 |
| Wolff Financial Management LLC | 7,815 | $67.1 萬 | 0.18% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 7,787 | $66.9 萬 | 0.01% | +1,977+34.0% | 加碼 |
| Investment Management Corp of Ontario | 7,720 | $66.3 萬 | 0.01% | +2,500+47.9% | 加碼 |
| Impact Partnership Wealth, LLC | 7,720 | $66.3 萬 | 0.15% | +1,576+25.7% | 加碼 |
| Martin Capital Partners, LLC | 7,715 | $66.3 萬 | 0.33% | −2,975−27.8% | 減碼 |
| V-Square Quantitative Management LLC | 7,692 | $66.1 萬 | 0.10% | +934+13.8% | 加碼 |
| Vivid Wealth Management, LLC | 7,635 | $65.6 萬 | 0.34% | +102+1.4% | 加碼 |
| Numerai GP LLC | 7,579 | $65.1 萬 | 0.17% | +7,579 | 新進 |
| Vinva Investment Management Ltd | 7,554 | $65.0 萬 | 0.03% | −365−4.6% | 減碼 |
| Prosperity Consulting Group, LLC | 7,545 | $64.8 萬 | 0.05% | +7,545 | 新進 |
| IHT Wealth Management, LLC | 7,511 | $64.3 萬 | 0.02% | +7,511 | 新進 |
| Assenagon Asset Management S.A. | 7,477 | $64.2 萬 | 0.00% | −73,389−90.8% | 減碼 |
| Allworth Financial LP | 7,469 | $64.2 萬 | 0.00% | −691−8.5% | 減碼 |
| RIA Advisory Group LLC | 7,421 | $63.8 萬 | 0.23% | +7,421 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 7,419 | $63.7 萬 | 0.01% | −1,297−14.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 7,360 | $63.2 萬 | 0.00% | +158+2.2% | 加碼 |
| Wetherby Asset Management Inc | 7,320 | $62.9 萬 | 0.03% | −66−0.9% | 減碼 |
| Avantax Advisory Services, Inc. | 7,232 | $62.1 萬 | 0.00% | +343+5.0% | 加碼 |
| Carret Asset Management, LLC | 7,156 | $61.5 萬 | 0.07% | 00.0% | 不變 |
| Mokosak Advisory Group, LLC | 7,020 | $60.3 萬 | 0.18% | −131−1.8% | 減碼 |
| Palisade Asset Management, LLC | 6,946 | $59.7 萬 | 0.06% | +146+2.1% | 加碼 |
| Meiji Yasuda Life Insurance Co | 6,929 | $59.5 萬 | 0.01% | +6,929 | 新進 |
| Gilbert & Cook, Inc. | 6,918 | $59.4 萬 | 0.08% | −292−4.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 6,910 | $59.4 萬 | 0.03% | +798+13.1% | 加碼 |
| Quantbot Technologies LP | 6,852 | $58.9 萬 | 0.02% | −23,866−77.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 6,820 | $58.6 萬 | 0.09% | +360+5.6% | 加碼 |
| Paradigm Financial Partners, LLC | 6,743 | $58.4 萬 | 0.08% | −322−4.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,753 | $58.0 萬 | 0.01% | −110−1.6% | 減碼 |
| Greenleaf Trust | 6,684 | $57.4 萬 | 0.01% | −129−1.9% | 減碼 |
| Vontobel Holding Ltd. | 6,647 | $57.1 萬 | 0.00% | 00.0% | 不變 |
| TownSquare Capital, LLC | 6,639 | $57.0 萬 | 0.01% | −1,145−14.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,601 | $56.7 萬 | 0.02% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 6,597 | $56.7 萬 | 0.00% | +2,710+69.7% | 加碼 |
| Iowa State Bank | 6,592 | $56.6 萬 | 0.12% | −145−2.2% | 減碼 |
| Farther Finance Advisors, LLC | 6,584 | $56.6 萬 | 0.02% | +259+4.1% | 加碼 |
| Romano Brothers and Company | 6,485 | $55.7 萬 | 0.07% | 00.0% | 不變 |
| Veriti Management LLC | 6,479 | $55.7 萬 | 0.03% | +159+2.5% | 加碼 |
| Forum Financial Management, LP | 6,445 | $55.4 萬 | 0.01% | +12+0.2% | 加碼 |
| Capital Investment Advisors, LLC | 6,425 | $55.2 萬 | 0.01% | −30.0% | 減碼 |
| Guggenheim Capital LLC | 6,423 | $55.2 萬 | 0.00% | −3,394−34.6% | 減碼 |
| Vident Advisory, LLC | 6,406 | $55.0 萬 | 0.01% | −536−7.7% | 減碼 |
| Regions Financial Corp | 6,365 | $54.7 萬 | 0.00% | +115+1.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 6,358 | $54.6 萬 | 0.01% | +142+2.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,308 | $54.2 萬 | 0.04% | −647−9.3% | 減碼 |
| Hilltop National Bank | 6,299 | $54.1 萬 | 0.16% | 00.0% | 不變 |
| Deerfield Management Company, L.P. (Series C) | 6,268 | $53.8 萬 | 0.01% | +6,268 | 新進 |
| Venture Visionary Partners LLC | 6,258 | $53.8 萬 | 0.02% | +20.0% | 加碼 |
| Umb Bank N A | 6,240 | $53.6 萬 | 0.01% | −2,338−27.3% | 減碼 |
| Jacobi Capital Management LLC | 6,185 | $53.1 萬 | 0.04% | +932+17.7% | 加碼 |