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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 6,633 | $51.3 萬 | 0.00% | −51−0.8% | 減碼 |
| Denali Advisors LLC | 6,637 | $51.4 萬 | 0.05% | +6,637 | 新進 |
| Scientech Research LLC | 6,640 | $51.4 萬 | 0.15% | +6,640 | 新進 |
| Vontobel Holding Ltd. | 6,647 | $51.5 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 6,681 | $51.7 萬 | 0.01% | −72−1.1% | 減碼 |
| Vident Advisory, LLC | 6,693 | $51.8 萬 | 0.01% | +287+4.5% | 加碼 |
| Guggenheim Capital LLC | 6,694 | $51.8 萬 | 0.00% | +271+4.2% | 加碼 |
| Allstate Corp | 6,714 | $52.0 萬 | 0.02% | +6,714 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 6,738 | $52.3 萬 | 0.01% | +2,567+61.5% | 加碼 |
| Gilbert & Cook, Inc. | 6,775 | $52.4 萬 | 0.07% | −143−2.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 6,910 | $53.5 萬 | 0.02% | 00.0% | 不變 |
| Nomura Holdings Inc | 6,931 | $53.7 萬 | 0.00% | +6,931 | 新進 |
| Carret Asset Management, LLC | 7,023 | $54.4 萬 | 0.06% | −133−1.9% | 減碼 |
| Mokosak Advisory Group, LLC | 7,039 | $54.5 萬 | 0.16% | +19+0.3% | 加碼 |
| Merit Financial Group, LLC | 7,090 | $54.9 萬 | 0.01% | +1,177+19.9% | 加碼 |
| Everence Capital Management Inc | 7,110 | $55.0 萬 | 0.04% | +2,590+57.3% | 加碼 |
| Blueshift Asset Management, LLC | 7,152 | $55.4 萬 | 0.20% | +3,093+76.2% | 加碼 |
| Palisade Asset Management, LLC | 7,162 | $55.4 萬 | 0.06% | +216+3.1% | 加碼 |
| Avantax Advisory Services, Inc. | 7,176 | $55.6 萬 | 0.00% | −56−0.8% | 減碼 |
| Farther Finance Advisors, LLC | 7,216 | $55.9 萬 | 0.02% | +632+9.6% | 加碼 |
| Prosperity Consulting Group, LLC | 7,311 | $56.6 萬 | 0.04% | −234−3.1% | 減碼 |
| Metis Global Partners, LLC | 7,366 | $57.0 萬 | 0.02% | −3,864−34.4% | 減碼 |
| Vivid Wealth Management, LLC | 7,436 | $57.6 萬 | 0.29% | −199−2.6% | 減碼 |
| RIA Advisory Group LLC | 7,606 | $58.9 萬 | 0.20% | +185+2.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,729 | $59.8 萬 | 0.02% | −28,950−78.9% | 減碼 |
| Empirical Finance, LLC | 7,773 | $60.2 萬 | 0.03% | −102−1.3% | 減碼 |
| Impact Partnership Wealth, LLC | 7,784 | $60.3 萬 | 0.12% | +64+0.8% | 加碼 |
| Vinva Investment Management Ltd | 7,812 | $60.3 萬 | 0.02% | +258+3.4% | 加碼 |
| Conning Inc. | 7,815 | $60.5 萬 | 0.02% | 00.0% | 不變 |
| Wolff Financial Management LLC | 7,815 | $60.5 萬 | 0.17% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 7,853 | $60.8 萬 | 0.16% | −150−1.9% | 減碼 |
| Equitable Holdings, Inc. | 7,991 | $61.9 萬 | 0.01% | +204+2.6% | 加碼 |
| Warren Averett Asset Management, LLC | 7,993 | $61.9 萬 | 0.01% | +4,285+115.6% | 加碼 |
| Oak Thistle LLC | 8,026 | $62.1 萬 | 0.18% | +8,026 | 新進 |
| Graham Capital Management, L.P. | 8,122 | $62.9 萬 | 0.02% | +5,739+240.8% | 加碼 |
| Assenagon Asset Management S.A. | 8,137 | $63.0 萬 | 0.00% | +660+8.8% | 加碼 |
| Marshall Wace, LLP | 8,138 | $63.0 萬 | 0.00% | +8,138 | 新進 |
| Petrus Trust Company, LTA | 8,177 | $63.3 萬 | 0.06% | +8,177 | 新進 |
| V-Square Quantitative Management LLC | 8,185 | $63.4 萬 | 0.09% | +493+6.4% | 加碼 |
| Argentarii, LLC | 8,280 | $64.1 萬 | 0.32% | +8,280 | 新進 |
| Allworth Financial LP | 7,866 | $64.2 萬 | 0.00% | +397+5.3% | 加碼 |
| Lion Street Advisors, LLC | 8,364 | $64.7 萬 | 0.21% | +10.0% | 加碼 |
| Capstone Investment Advisors, LLC | 8,414 | $65.1 萬 | 0.01% | +4,619+121.7% | 加碼 |
| Park Avenue Securities LLC | 8,444 | $65.4 萬 | 0.01% | −9−0.1% | 減碼 |
| Pinnacle Associates Ltd | 8,657 | $67.0 萬 | 0.01% | −1,002−10.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,669 | $67.1 萬 | 0.01% | −3,725−30.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 8,689 | $67.3 萬 | 0.05% | −262−2.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 8,705 | $67.4 萬 | 0.01% | −656−7.0% | 減碼 |
| Old Mission Capital LLC | 8,808 | $68.2 萬 | 0.02% | +8,808 | 新進 |
| City State Bank | 8,857 | $68.6 萬 | 0.24% | −545−5.8% | 減碼 |
| Elevated Capital Advisors, LLC | 8,977 | $69.5 萬 | 0.19% | −39−0.4% | 減碼 |
| LMR Partners LLP | 8,995 | $69.6 萬 | 0.01% | +8,995 | 新進 |
| Argonautica Private Wealth Management, Inc | 9,211 | $71.3 萬 | 0.23% | +101+1.1% | 加碼 |
| Holderness Investments Co | 9,345 | $72.3 萬 | 0.16% | −15−0.2% | 減碼 |
| Fifth Third Bancorp | 9,475 | $73.3 萬 | 0.00% | +228+2.5% | 加碼 |
| Basepoint Wealth LLC | 9,476 | $73.4 萬 | 0.58% | +63+0.7% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $73.6 萬 | 0.04% | 00.0% | 不變 |
| Jump Financial, LLC | 9,672 | $74.9 萬 | 0.02% | −24,832−72.0% | 減碼 |
| Norinchukin Bank, The | 9,715 | $75.2 萬 | 0.02% | +819+9.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 9,753 | $75.5 萬 | 0.07% | −126−1.3% | 減碼 |
| Oppenheimer & Co Inc | 9,763 | $75.6 萬 | 0.01% | +616+6.7% | 加碼 |
| Truist Financial Corp | 9,818 | $76.0 萬 | 0.00% | −407−4.0% | 減碼 |
| Sunbelt Securities, Inc. | 9,877 | $76.3 萬 | 0.07% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 9,917 | $76.8 萬 | 0.00% | −23,179−70.0% | 減碼 |
| Omers Administration Corp | 9,931 | $76.9 萬 | 0.01% | +1,648+19.9% | 加碼 |
| Legacy Financial Group LLC | 9,965 | $77.1 萬 | 0.12% | +9,965 | 新進 |
| ING Groep NV | 10,028 | $77.6 萬 | 0.01% | +10,028 | 新進 |
| KC Investment Advisors, LLC | 10,080 | $78.0 萬 | 0.31% | +297+3.0% | 加碼 |
| PSI Advisors, LLC | 10,084 | $78.1 萬 | 0.23% | −200−1.9% | 減碼 |
| New Mexico Educational Retirement Board | 10,154 | $78.6 萬 | 0.03% | −400−3.8% | 減碼 |
| IFP Advisors, Inc | 10,177 | $78.9 萬 | 0.03% | +1,729+20.5% | 加碼 |
| Park Edge Advisors, LLC | 10,236 | $79.2 萬 | 0.23% | −655−6.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 10,256 | $79.4 萬 | 0.00% | −537−5.0% | 減碼 |
| EP Wealth Advisors, LLC | 10,491 | $81.2 萬 | 0.01% | +509+5.1% | 加碼 |
| West Bancorporation Inc | 10,610 | $82.1 萬 | 0.54% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 9,778 | $83.6 萬 | 0.05% | +203+2.1% | 加碼 |
| Modern Wealth Management, LLC | 10,837 | $83.9 萬 | 0.03% | +6+0.1% | 加碼 |
| Adams Wealth Management | 10,884 | $84.2 萬 | 0.16% | +1,358+14.3% | 加碼 |
| CacheTech Inc. | 10,884 | $84.2 萬 | 0.16% | +1,358+14.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 10,900 | $84.4 萬 | 0.02% | +2,000+22.5% | 加碼 |
| Ascent Group, LLC | 10,908 | $84.4 萬 | 0.06% | +70+0.6% | 加碼 |
| NEOS Investment Management LLC | 11,044 | $85.5 萬 | 0.02% | +2,484+29.0% | 加碼 |
| M&G Plc | 11,148 | $85.8 萬 | 0.01% | 00.0% | 不變 |
| South Dakota Investment Council | 11,114 | $86.0 萬 | 0.02% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 11,161 | $86.4 萬 | 0.00% | +6,731+151.9% | 加碼 |
| Hartford Funds Management Co LLC | 11,241 | $87.0 萬 | 0.08% | +161+1.5% | 加碼 |
| Securian Asset Management, Inc | 11,243 | $87.0 萬 | 0.03% | −540−4.6% | 減碼 |
| Louisiana State Employees Retirement System | 11,300 | $87.5 萬 | 0.02% | −700−5.8% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 11,455 | $88.7 萬 | 0.01% | +4,036+54.4% | 加碼 |
| FIL Ltd | 11,709 | $90.6 萬 | 0.00% | +5,836+99.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 11,725 | $90.8 萬 | 0.06% | +11,725 | 新進 |
| M&T Bank Corp | 11,799 | $91.3 萬 | 0.00% | −652−5.2% | 減碼 |
| Maryland State Retirement & Pension System | 12,115 | $93.8 萬 | 0.02% | −1,213−9.1% | 減碼 |
| Glenmede Trust Co NA | 12,523 | $96.9 萬 | 0.00% | +519+4.3% | 加碼 |
| Foster Group, Inc. | 12,530 | $97.0 萬 | 0.04% | −1,415−10.1% | 減碼 |
| CWM, LLC | 12,993 | $100.6 萬 | 0.00% | +583+4.7% | 加碼 |
| Hartford Investment Management Co | 13,062 | $101.1 萬 | 0.03% | −255−1.9% | 減碼 |
| Savant Capital, LLC | 13,404 | $103.8 萬 | 0.01% | −29−0.2% | 減碼 |
| Sterling Capital Management LLC | 13,485 | $104.4 萬 | 0.01% | +4,731+54.0% | 加碼 |
| Kestra Advisory Services, LLC | 13,505 | $104.5 萬 | 0.01% | +858+6.8% | 加碼 |