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 4 季 13F 持有人
Principal Financial Group Inc 在 2024/12/31 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
- 785
- 較 2024 年第 3 季 +11 家
- 持有股數
- 1.64 億
- 較 2024 年第 3 季 −35.5 萬 (−0.2%)
- 總市值
- $126.6 億
- 較 2024 年第 3 季 −$14.1 億 (−10.0%)
- 新進機構
- 91
- 另有 271 家加碼
- 清倉機構
- 80
- 另有 273 家減碼
另有 12 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 3,411 | $26.4 萬 | 0.04% | −191−5.3% | 減碼 |
| Oldfather Financial Services, LLC | 3,430 | $26.5 萬 | 0.10% | +9+0.3% | 加碼 |
| Brinker Capital Investments, LLC | 3,438 | $26.6 萬 | 0.00% | +644+23.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 3,438 | $26.6 萬 | 0.00% | +644+23.0% | 加碼 |
| Virtu Financial LLC | 3,500 | $27.1 萬 | 0.01% | +3,500 | 新進 |
| Iron Horse Wealth Management, LLC | 3,514 | $27.2 萬 | 0.09% | −85−2.4% | 減碼 |
| Callan Family Office, LLC | 3,520 | $27.2 萬 | 0.02% | +3,520 | 新進 |
| First Citizens Financial Corp | 3,522 | $27.3 萬 | 0.15% | +261+8.0% | 加碼 |
| Advisory Services Network, LLC | 3,568 | $27.6 萬 | 0.01% | +868+32.1% | 加碼 |
| Sagespring Wealth Partners, LLC | 3,599 | $27.9 萬 | 0.01% | +3,599 | 新進 |
| Renaissance Group LLC | 3,616 | $28.0 萬 | 0.01% | +35+1.0% | 加碼 |
| Regal Investment Advisors LLC | 3,620 | $28.0 萬 | 0.02% | +83+2.3% | 加碼 |
| Lake Street Advisors Group, LLC | 3,625 | $28.1 萬 | 0.01% | −82−2.2% | 減碼 |
| Blair William & Co | 3,658 | $28.3 萬 | 0.00% | −350−8.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,682 | $28.5 萬 | 0.00% | −916−19.9% | 減碼 |
| Sageworth Trust Co of South Dakota | 3,697 | $28.6 萬 | 0.36% | 00.0% | 不變 |
| Burney Co | 3,749 | $29.0 萬 | 0.01% | −215−5.4% | 減碼 |
| Glaxis Capital Management, LLC | 3,799 | $29.4 萬 | 0.81% | +35+0.9% | 加碼 |
| Kingsview Wealth Management, LLC | 3,804 | $29.4 萬 | 0.01% | +314+9.0% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 3,821 | $29.6 萬 | 0.25% | 00.0% | 不變 |
| Buckingham Strategic Partners | 3,900 | $30.2 萬 | 0.01% | +44+1.1% | 加碼 |
| Beacon Financial Group | 3,909 | $30.3 萬 | 0.03% | −792−16.8% | 減碼 |
| Atria Investments LLC | 3,929 | $30.4 萬 | 0.00% | +3,929 | 新進 |
| Centennial Wealth Advisory LLC | 3,931 | $30.4 萬 | 0.12% | +490+14.2% | 加碼 |
| Canada Post Corp Registered Pension Plan | 3,966 | $30.7 萬 | 0.02% | +3,966 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $30.9 萬 | 0.12% | 00.0% | 不變 |
| Numerai GP LLC | 4,026 | $31.2 萬 | 0.09% | −3,553−46.9% | 減碼 |
| GAMMA Investing LLC | 4,029 | $31.2 萬 | 0.03% | −211−5.0% | 減碼 |
| Prudential PLC | 4,081 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 4,137 | $32.0 萬 | 0.01% | −393−8.7% | 減碼 |
| Sonora Investment Management Group, LLC | 4,142 | $32.1 萬 | 0.02% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 4,155 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| HB Wealth Management, LLC | 4,180 | $32.4 萬 | 0.00% | +353+9.2% | 加碼 |
| Empowered Funds, LLC | 4,181 | $32.4 萬 | 0.00% | −12,147−74.4% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,182 | $32.4 萬 | 0.02% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 4,040 | $32.9 萬 | 0.02% | −412−9.3% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 4,280 | $33.1 萬 | 0.20% | +4,280 | 新進 |
| Arete Wealth Advisors, LLC | 4,294 | $33.2 萬 | 0.02% | −137−3.1% | 減碼 |
| NorthRock Partners, LLC | 4,345 | $33.6 萬 | 0.01% | −106−2.4% | 減碼 |
| Erste Asset Management GmbH | 4,400 | $34.2 萬 | 0.00% | +200+4.8% | 加碼 |
| Benjamin Edwards Inc | 4,449 | $34.4 萬 | 0.00% | +20.0% | 加碼 |
| Ieq Capital, LLC | 4,464 | $34.6 萬 | 0.00% | −4,896−52.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 4,481 | $34.7 萬 | 0.06% | +1,871+71.7% | 加碼 |
| Independent Advisor Alliance | 4,573 | $35.4 萬 | 0.00% | +742+19.4% | 加碼 |
| Umb Bank N A | 4,589 | $35.5 萬 | 0.01% | −1,651−26.5% | 減碼 |
| Csenge Advisory Group | 4,592 | $35.5 萬 | 0.02% | +29+0.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,630 | $35.8 萬 | 0.00% | +1,818+64.7% | 加碼 |
| Vestcor Inc | 4,654 | $36.0 萬 | 0.01% | −9−0.2% | 減碼 |
| My Legacy Advisors, LLC | 4,546 | $36.4 萬 | 0.14% | +5+0.1% | 加碼 |
| MML Investors Services, LLC | 4,711 | $36.5 萬 | 0.00% | −26−0.5% | 減碼 |
| Nilsine Partners, LLC | 4,743 | $36.7 萬 | 0.04% | +536+12.7% | 加碼 |
| Bleakley Financial Group, LLC | 4,798 | $37.1 萬 | 0.01% | −341−6.6% | 減碼 |
| Teza Capital Management LLC | 4,801 | $37.2 萬 | 0.06% | +4,801 | 新進 |
| Heartland Bank & Trust Co | 4,829 | $37.4 萬 | 0.20% | −303−5.9% | 減碼 |
| Hancock Whitney Corp | 4,846 | $37.5 萬 | 0.01% | −94−1.9% | 減碼 |
| Meeder Advisory Services, Inc. | 4,993 | $38.7 萬 | 0.02% | +1,938+63.4% | 加碼 |
| Proequities, Inc. | 4,759 | $38.9 萬 | 0.02% | +274+6.1% | 加碼 |
| Two Sigma Securities, LLC | 5,029 | $38.9 萬 | 0.07% | +5,029 | 新進 |
| IHT Wealth Management, LLC | 5,050 | $39.1 萬 | 0.01% | −2,461−32.8% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,099 | $39.5 萬 | 0.07% | −385−7.0% | 減碼 |
| Apollon Wealth Management, LLC | 5,146 | $39.8 萬 | 0.01% | −191−3.6% | 減碼 |
| Lido Advisors, LLC | 5,165 | $40.0 萬 | 0.00% | −433−7.7% | 減碼 |
| Benin Management CORP | 5,200 | $40.3 萬 | 0.11% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 5,223 | $40.4 萬 | 0.02% | +132+2.6% | 加碼 |
| Sompo Asset Management Co., Ltd. | 5,220 | $40.4 萬 | 0.07% | −1,600−23.5% | 減碼 |
| Twin Capital Management Inc | 5,252 | $40.7 萬 | 0.04% | −72−1.4% | 減碼 |
| CWA Asset Management Group, LLC | 5,298 | $41.0 萬 | 0.02% | +15+0.3% | 加碼 |
| Waldron Private Wealth LLC | 5,339 | $41.3 萬 | 0.02% | −15−0.3% | 減碼 |
| CAPROCK Group, Inc. | 5,339 | $41.3 萬 | 0.01% | +111+2.1% | 加碼 |
| Premier Path Wealth Partners, LLC | 5,449 | $42.2 萬 | 0.06% | −135−2.4% | 減碼 |
| Tudor Investment Corp Et Al | 5,497 | $42.6 萬 | 0.00% | +5,497 | 新進 |
| United Capital Financial Advisers, LLC | 5,670 | $43.9 萬 | 0.00% | −290−4.9% | 減碼 |
| Marquette Asset Management, LLC | 5,702 | $44.1 萬 | 0.07% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 5,811 | $45.0 萬 | 0.00% | −786−11.9% | 減碼 |
| Ossiam | 5,929 | $45.9 萬 | 0.01% | −14,211−70.6% | 減碼 |
| Proquility Private Wealth Partners, LLC | 5,951 | $46.1 萬 | 0.15% | −6,326−51.5% | 減碼 |
| Coldstream Capital Management Inc | 5,985 | $46.3 萬 | 0.01% | +29+0.5% | 加碼 |
| LGT Group Foundation | 6,000 | $46.4 萬 | 0.01% | −3,000−33.3% | 減碼 |
| Plato Investment Management Ltd | 5,993 | $46.6 萬 | 0.03% | 00.0% | 不變 |
| GWM Advisors LLC | 6,048 | $46.8 萬 | 0.00% | +1,245+25.9% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,051 | $46.8 萬 | 0.01% | −550−8.3% | 減碼 |
| Jain Global LLC | 6,117 | $47.4 萬 | 0.01% | +6,117 | 新進 |
| Hilltop Holdings Inc. | 6,136 | $47.5 萬 | 0.03% | +10+0.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 9,695 | $47.8 萬 | 0.08% | +3,387+53.7% | 加碼 |
| Jacobi Capital Management LLC | 6,259 | $48.5 萬 | 0.04% | +74+1.2% | 加碼 |
| Venture Visionary Partners LLC | 6,260 | $48.5 萬 | 0.02% | +20.0% | 加碼 |
| Regions Financial Corp | 6,261 | $48.5 萬 | 0.00% | −104−1.6% | 減碼 |
| Hilltop National Bank | 6,299 | $48.8 萬 | 0.15% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 6,362 | $49.2 萬 | 0.02% | −958−13.1% | 減碼 |
| Kovitz Investment Group Partners, LLC | 6,361 | $49.3 萬 | 0.00% | −849−11.8% | 減碼 |
| Paradigm Financial Partners, LLC | 6,373 | $49.3 萬 | 0.06% | −370−5.5% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,388 | $49.4 萬 | 0.01% | +30+0.5% | 加碼 |
| Investment Management Corp of Ontario | 6,420 | $49.7 萬 | 0.02% | −1,300−16.8% | 減碼 |
| Capital Investment Advisors, LLC | 6,426 | $49.7 萬 | 0.01% | +10.0% | 加碼 |
| Syon Capital LLC | 6,441 | $49.9 萬 | 0.04% | +733+12.8% | 加碼 |
| Forum Financial Management, LP | 6,445 | $49.9 萬 | 0.01% | 00.0% | 不變 |
| TownSquare Capital, LLC | 6,445 | $49.9 萬 | 0.01% | −194−2.9% | 減碼 |
| Romano Brothers and Company | 6,485 | $50.2 萬 | 0.06% | 00.0% | 不變 |
| WCM Investment Management, LLC | 6,544 | $50.5 萬 | 0.00% | +3,463+112.4% | 加碼 |
| Iowa State Bank | 6,592 | $51.0 萬 | 0.11% | 00.0% | 不變 |