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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 13,595 | $105.2 萬 | 0.01% | +11+0.1% | 加碼 |
| Virtus ETF Advisers LLC | 13,623 | $105.5 萬 | 0.43% | +13,623 | 新進 |
| Resources Investment Advisors, LLC. | 14,370 | $111.2 萬 | 0.01% | −14−0.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 14,371 | $111.2 萬 | 0.02% | −4,429−23.6% | 減碼 |
| Headlands Technologies LLC | 14,398 | $111.5 萬 | 0.11% | +4,386+43.8% | 加碼 |
| HighTower Advisors, LLC | 14,451 | $111.9 萬 | 0.00% | +1,080+8.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 14,648 | $113.3 萬 | 0.02% | −609−4.0% | 減碼 |
| Stifel Financial Corp | 14,638 | $113.3 萬 | 0.00% | +530+3.8% | 加碼 |
| Kentucky Retirement Systems | 14,641 | $113.3 萬 | 0.03% | −202−1.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 15,768 | $122.0 萬 | 0.01% | −566−3.5% | 減碼 |
| Montag A & Associates Inc | 16,192 | $125.3 萬 | 0.06% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 16,414 | $127.1 萬 | 0.41% | −723−4.2% | 減碼 |
| Rockefeller Capital Management L.P. | 16,558 | $128.4 萬 | 0.00% | −511−3.0% | 減碼 |
| Toroso Investments, LLC | 16,857 | $130.5 萬 | 0.01% | +1,058+6.7% | 加碼 |
| Pacer Advisors, Inc. | 16,979 | $131.4 萬 | 0.00% | −47,116−73.5% | 減碼 |
| Inceptionr LLC | 17,116 | $132.5 萬 | 0.30% | +17,116 | 新進 |
| Tower Research Capital LLC (TRC) | 17,485 | $135.4 萬 | 0.03% | +324+1.9% | 加碼 |
| Greenwood Capital Associates LLC | 17,578 | $136.1 萬 | 0.18% | +219+1.3% | 加碼 |
| QRG Capital Management, Inc. | 17,754 | $137.4 萬 | 0.01% | −1,898−9.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 18,003 | $139.4 萬 | 0.03% | −180−1.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 18,124 | $140.3 萬 | 0.00% | −2,081−10.3% | 減碼 |
| Handelsbanken Fonder AB | 18,119 | $140.3 萬 | 0.01% | −15,855−46.7% | 減碼 |
| GoalVest Advisory LLC | 18,278 | $141.5 萬 | 0.39% | +254+1.4% | 加碼 |
| Mediolanum International Funds Ltd | 18,628 | $143.5 萬 | 0.02% | +18,628 | 新進 |
| Tredje AP-fonden | 18,842 | $145.9 萬 | 0.01% | −18,841−50.0% | 減碼 |
| Nordea Investment Management AB | 18,930 | $146.8 萬 | 0.00% | +690+3.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 19,116 | $147.9 萬 | 0.04% | 00.0% | 不變 |
| Crestline Management, LP | 19,588 | $151.6 萬 | 0.05% | +3,453+21.4% | 加碼 |
| RSM US Wealth Management LLC | 19,798 | $153.2 萬 | 0.02% | −740−3.6% | 減碼 |
| Mercer Global Advisors Inc | 19,794 | $153.2 萬 | 0.00% | −3,637−15.5% | 減碼 |
| Thrivent Financial for Lutherans | 19,921 | $154.2 萬 | 0.00% | −4,228−17.5% | 減碼 |
| Mizuho Securities USA LLC | 19,944 | $154.4 萬 | 0.03% | +6,128+44.4% | 加碼 |
| Neuberger Berman Group LLC | 19,950 | $154.4 萬 | 0.00% | +3,477+21.1% | 加碼 |
| Federated Hermes, Inc. | 20,005 | $154.9 萬 | 0.00% | +488+2.5% | 加碼 |
| SEI Investments Co | 20,048 | $155.2 萬 | 0.00% | −6,134−23.4% | 減碼 |
| Janney Montgomery Scott LLC | 20,224 | $156.6 萬 | 0.00% | −1,540−7.1% | 減碼 |
| MAI Capital Management | 20,668 | $160.0 萬 | 0.01% | +3,057+17.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 21,458 | $166.1 萬 | 0.02% | −6,961−24.5% | 減碼 |
| Avanza Fonder AB | 21,477 | $166.3 萬 | 0.05% | +21,477 | 新進 |
| BBR Partners, LLC | 22,052 | $170.7 萬 | 0.12% | +11,052+100.5% | 加碼 |
| Commerce Bank | 22,349 | $173.0 萬 | 0.01% | −513−2.2% | 減碼 |
| Lecap Asset Management Ltd | 22,469 | $173.9 萬 | 0.47% | +12,933+135.6% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,900 | $177.4 萬 | 1.70% | +2,760+13.7% | 加碼 |
| US Bancorp | 23,173 | $179.4 萬 | 0.00% | −506−2.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 23,384 | $181.0 萬 | 0.04% | +2,656+12.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 23,424 | $181.3 萬 | 0.01% | −1,744−6.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 23,442 | $181.5 萬 | 0.15% | −999−4.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 23,533 | $182.7 萬 | 0.01% | +5,350+29.4% | 加碼 |
| Mackenzie Financial Corp | 23,678 | $183.3 萬 | 0.00% | −7,194−23.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 23,785 | $184.1 萬 | 0.01% | −510−2.1% | 減碼 |
| State of Alaska, Department of Revenue | 23,994 | $185.7 萬 | 0.02% | −10,485−30.4% | 減碼 |
| JustInvest LLC | 24,028 | $186.0 萬 | 0.03% | −614−2.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,194 | $187.3 萬 | 0.02% | +489+2.1% | 加碼 |
| Siemens Fonds Invest GmbH | 24,752 | $191.2 萬 | 0.20% | +713+3.0% | 加碼 |
| Hohimer Wealth Management, LLC | 24,724 | $191.4 萬 | 0.36% | 00.0% | 不變 |
| Entropy Technologies, LP | 25,014 | $193.6 萬 | 0.20% | +21,589+630.3% | 加碼 |
| Mutual of America Capital Management LLC | 25,209 | $195.1 萬 | 0.02% | −1,029−3.9% | 減碼 |
| Centric Wealth Management | 25,507 | $197.5 萬 | 0.53% | −327−1.3% | 減碼 |
| Columbus Macro, LLC | 25,653 | $198.6 萬 | 0.28% | +8,169+46.7% | 加碼 |
| Private Advisor Group, LLC | 25,842 | $200.0 萬 | 0.01% | +26+0.1% | 加碼 |
| Sciencast Management LP | 25,919 | $200.6 萬 | 0.55% | +25,919 | 新進 |
| Wedge Capital Management L L P | 25,981 | $201.1 萬 | 0.04% | +1,090+4.4% | 加碼 |
| Ostrum Asset Management | 25,998 | $201.3 萬 | 0.17% | −738−2.8% | 減碼 |
| Mariner, LLC | 26,970 | $208.8 萬 | 0.00% | −1,419−5.0% | 減碼 |
| Janus Henderson Group PLC | 27,041 | $209.4 萬 | 0.00% | −2,217−7.6% | 減碼 |
| Sanctuary Advisors, LLC | 25,107 | $209.7 萬 | 0.01% | +175+0.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 27,397 | $212.1 萬 | 0.01% | +20,037+272.2% | 加碼 |
| Pathstone Holdings, LLC | 27,604 | $213.7 萬 | 0.01% | +95+0.3% | 加碼 |
| Nissay Asset Management Corp | 28,000 | $217.6 萬 | 0.01% | −124−0.4% | 減碼 |
| UniSuper Management Pty Ltd | 28,828 | $223.2 萬 | 0.02% | −4,204−12.7% | 減碼 |
| Financial Advisory Service, Inc. | 28,898 | $223.7 萬 | 0.19% | +850+3.0% | 加碼 |
| Foster & Motley Inc | 29,005 | $224.5 萬 | 0.15% | −2,600−8.2% | 減碼 |
| Quest Partners LLC | 29,201 | $226.0 萬 | 0.30% | +4,555+18.5% | 加碼 |
| Daiwa Securities Group Inc. | 29,295 | $226.8 萬 | 0.01% | +1,772+6.4% | 加碼 |
| Argent Trust Co | 29,345 | $227.2 萬 | 0.09% | +161+0.6% | 加碼 |
| Yousif Capital Management, LLC | 29,485 | $228.2 萬 | 0.03% | −10,183−25.7% | 減碼 |
| Cerity Partners LLC | 29,179 | $232.2 萬 | 0.01% | −863−2.9% | 減碼 |
| Dakota Wealth Management | 30,270 | $234.3 萬 | 0.05% | −1,281−4.1% | 減碼 |
| Captrust Financial Advisors | 30,607 | $236.9 萬 | 0.01% | +3,731+13.9% | 加碼 |
| New York Life Investment Management LLC | 31,648 | $245.0 萬 | 0.02% | −304−1.0% | 減碼 |
| Groupe la Francaise | 32,566 | $251.3 萬 | 0.06% | +32,566 | 新進 |
| Advisors Asset Management, Inc. | 33,005 | $255.5 萬 | 0.05% | −1,480−4.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 33,071 | $256.0 萬 | 0.00% | +1,150+3.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 33,279 | $257.6 萬 | 0.03% | +33,279 | 新進 |
| Alaska Permanent Fund Corp | 33,843 | $262.0 萬 | 0.04% | 00.0% | 不變 |
| CIBC World Markets Corp | 34,176 | $264.6 萬 | 0.02% | −8,384−19.7% | 減碼 |
| CI Private Wealth, LLC | 34,300 | $265.5 萬 | 0.00% | −23,752−40.9% | 減碼 |
| Freestone Capital Holdings, LLC | 35,356 | $273.7 萬 | 0.09% | +332+0.9% | 加碼 |
| Avantax Planning Partners, Inc. | 36,110 | $279.5 萬 | 0.10% | +1,523+4.4% | 加碼 |
| Utah Retirement Systems | 37,713 | $291.9 萬 | 0.03% | −300−0.8% | 減碼 |
| Quantinno Capital Management LP | 37,843 | $292.9 萬 | 0.03% | −7,351−16.3% | 減碼 |
| Ethic Inc. | 37,965 | $293.9 萬 | 0.06% | −9,341−19.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 38,022 | $294.3 萬 | 0.00% | −30,000−44.1% | 減碼 |
| CIBC Asset Management Inc | 38,295 | $296.4 萬 | 0.01% | +566+1.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 38,478 | $297.9 萬 | 0.03% | −20−0.1% | 減碼 |
| Amalgamated Bank | 41,183 | $318.8 萬 | 0.03% | −1,715−4.0% | 減碼 |
| Aquatic Capital Management LLC | 41,298 | $319.7 萬 | 0.09% | +22,698+122.0% | 加碼 |
| Centiva Capital, LP | 42,643 | $330.1 萬 | 0.12% | +42,643 | 新進 |
| Baird Financial Group, Inc. | 43,660 | $338.0 萬 | 0.01% | −73−0.2% | 減碼 |
| Envestnet Asset Management Inc | 43,726 | $338.5 萬 | 0.00% | +3,426+8.5% | 加碼 |