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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,109 | $24.1 萬 | 0.00% | +344+12.4% | 加碼 |
| MUFG Securities Americas Inc. | 3,107 | $24.1 萬 | 0.03% | +3,107 | 新進 |
| Rothschild Investment LLC | 3,089 | $23.9 萬 | 0.02% | +6+0.2% | 加碼 |
| SRS Capital Advisors, Inc. | 3,047 | $23.6 萬 | 0.01% | +2,361+344.2% | 加碼 |
| Resolute Wealth Strategies, LLC | 3,029 | $23.4 萬 | 0.12% | +15+0.5% | 加碼 |
| Wedmont Private Capital | 3,061 | $23.4 萬 | 0.01% | +194+6.8% | 加碼 |
| Checchi Capital Advisers, LLC | 3,017 | $23.4 萬 | 0.02% | +24+0.8% | 加碼 |
| GTS Securities LLC | 3,006 | $23.3 萬 | 0.01% | −491−14.0% | 減碼 |
| Shepherd Financial Partners LLC | 3,006 | $23.3 萬 | 0.03% | +3+0.1% | 加碼 |
| Security National Bank of So Dak | 3,000 | $23.2 萬 | 0.13% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $23.2 萬 | 0.08% | 00.0% | 不變 |
| Profund Advisors LLC | 2,950 | $22.8 萬 | 0.01% | −566−16.1% | 減碼 |
| Brighton Jones LLC | 2,935 | $22.7 萬 | 0.01% | +89+3.1% | 加碼 |
| Principal Securities, Inc. | 2,933 | $22.7 萬 | 0.01% | +1,564+114.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 2,924 | $22.6 萬 | 0.01% | +16+0.6% | 加碼 |
| Busey Wealth Management | 2,919 | $22.6 萬 | 0.01% | +2,919 | 新進 |
| SageView Advisory Group, LLC | 2,916 | $22.6 萬 | 0.01% | +229+8.5% | 加碼 |
| Horizon Investments, LLC | 2,914 | $22.6 萬 | 0.01% | +24+0.8% | 加碼 |
| Mutual Advisors, LLC | 2,776 | $22.5 萬 | 0.01% | −347−11.1% | 減碼 |
| IMS Capital Management | 2,900 | $22.4 萬 | 0.10% | +2,900 | 新進 |
| Nicolet Bankshares Inc | 2,895 | $22.4 萬 | 0.05% | −848−22.7% | 減碼 |
| International Private Wealth Advisors LLC | 2,870 | $22.2 萬 | 0.22% | +58+2.1% | 加碼 |
| Longfellow Investment Management Co LLC | 2,818 | $21.8 萬 | 0.06% | −179−6.0% | 減碼 |
| Security National Bank | 2,795 | $21.6 萬 | 0.03% | 00.0% | 不變 |
| Park National Corp | 2,787 | $21.6 萬 | 0.01% | +7+0.3% | 加碼 |
| Ballentine Partners, LLC | 2,768 | $21.4 萬 | 0.00% | −32−1.1% | 減碼 |
| Martin Capital Partners, LLC | 2,747 | $21.3 萬 | 0.25% | −4,968−64.4% | 減碼 |
| Essex Financial Services, Inc. | 2,746 | $21.3 萬 | 0.02% | +11+0.4% | 加碼 |
| HBK Sorce Advisory LLC | 2,732 | $21.1 萬 | 0.01% | −788−22.4% | 減碼 |
| Pitcairn Co | 2,728 | $21.1 萬 | 0.01% | −233−7.9% | 減碼 |
| CTC Alternative Strategies, Ltd. | 2,706 | $20.9 萬 | 0.27% | +2,706 | 新進 |
| Leavell Investment Management, Inc. | 2,693 | $20.8 萬 | 0.01% | +138+5.4% | 加碼 |
| Westmount Partners, LLC | 2,687 | $20.8 萬 | 0.06% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 2,692 | $20.8 萬 | 0.15% | −132−4.7% | 減碼 |
| Whittier Trust Co | 2,685 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| Trust Asset Management LLC | 2,678 | $20.7 萬 | 0.02% | 00.0% | 不變 |
| Kinloch Capital, LLC | 2,675 | $20.7 萬 | 0.10% | 00.0% | 不變 |
| Cidel Asset Management Inc | 2,636 | $20.4 萬 | 0.01% | +156+6.3% | 加碼 |
| Boothbay Fund Management, LLC | 2,587 | $20.0 萬 | 0.01% | +2,587 | 新進 |
| Winnow Wealth LLC | 2,577 | $19.9 萬 | 0.20% | +2,577 | 新進 |
| Signaturefd, LLC | 2,555 | $19.8 萬 | 0.00% | +98+4.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,512 | $19.7 萬 | 0.00% | +8+0.3% | 加碼 |
| TSFG, LLC | 2,479 | $19.2 萬 | 0.04% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 2,462 | $19.1 萬 | 0.07% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 2,423 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 2,235 | $17.3 萬 | 0.01% | −317−12.4% | 減碼 |
| Smartleaf Asset Management LLC | 2,200 | $17.0 萬 | 0.02% | +375+20.5% | 加碼 |
| Quadrant Capital Group LLC | 2,151 | $16.7 萬 | 0.01% | +9+0.4% | 加碼 |
| Continuum Advisory, LLC | 2,007 | $15.5 萬 | 0.02% | +4+0.2% | 加碼 |
| Assetmark, Inc | 2,002 | $15.5 萬 | 0.00% | +5+0.3% | 加碼 |
| West Financial Advisors, LLC | 1,870 | $14.5 萬 | 0.03% | −579−23.6% | 減碼 |
| Kieckhefer Group LLC | 1,840 | $14.2 萬 | 0.09% | +1,840 | 新進 |
| Harbour Investments, Inc. | 1,838 | $14.2 萬 | 0.00% | +275+17.6% | 加碼 |
| Atlas Capital Advisors LLC | 1,818 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| Bokf, NA | 1,796 | $13.7 萬 | 0.00% | −3−0.2% | 減碼 |
| Geneos Wealth Management Inc. | 1,755 | $13.6 萬 | 0.00% | −41−2.3% | 減碼 |
| Silvant Capital Management LLC | 1,747 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,743 | $13.5 萬 | 0.00% | +43+2.5% | 加碼 |
| Central Trust Co | 1,730 | $13.4 萬 | 0.00% | +151+9.6% | 加碼 |
| Capital Analysts, LLC | 1,658 | $12.8 萬 | 0.01% | 00.0% | 不變 |
| Mather Group, LLC. | 1,625 | $12.6 萬 | 0.00% | −697−30.0% | 減碼 |
| Nemes Rush Group LLC | 1,620 | $12.5 萬 | 0.02% | +116+7.7% | 加碼 |
| Harbor Investment Advisory, LLC | 1,576 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,532 | $11.9 萬 | 0.01% | 00.0% | 不變 |
| Hills Bank & Trust Co | 1,402 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 1,338 | $10.4 萬 | 0.01% | −26−1.9% | 減碼 |
| Stonebridge Financial Group, LLC | 1,271 | $9.84 萬 | 0.01% | +1,271 | 新進 |
| Capital Advisors, Ltd. LLC | 1,254 | $9.70 萬 | 0.01% | +28+2.3% | 加碼 |
| Quent Capital, LLC | 1,242 | $9.61 萬 | 0.01% | −40−3.1% | 減碼 |
| Bryn Mawr Trust Co | 1,240 | $9.60 萬 | 0.00% | −86−6.5% | 減碼 |
| Global Retirement Partners, LLC | 1,230 | $9.52 萬 | 0.00% | −312−20.2% | 減碼 |
| Manchester Capital Management LLC | 1,225 | $9.48 萬 | 0.01% | −127−9.4% | 減碼 |
| Clarity Asset Management, Inc. | 1,224 | $9.48 萬 | 0.06% | +4+0.3% | 加碼 |
| Raiffeisen Bank International AG | 1,226 | $9.47 萬 | 0.00% | +1,226 | 新進 |
| Compass Financial Services Inc | 1,143 | $8.85 萬 | 0.05% | +1,143 | 新進 |
| Richardson Financial Services Inc. | 1,120 | $8.65 萬 | 0.06% | −310−21.7% | 減碼 |
| Olistico Wealth, LLC | 1,117 | $8.64 萬 | 0.05% | +11+1.0% | 加碼 |
| CoreCap Advisors, LLC | 1,102 | $8.53 萬 | 0.00% | −63−5.4% | 減碼 |
| Deseret Mutual Benefit Administrators | 1,078 | $8.34 萬 | 0.04% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,064 | $8.24 萬 | 0.00% | −189−15.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,047 | $8.11 萬 | 0.00% | −5−0.5% | 減碼 |
| Westpac Banking Corp | 1,029 | $7.97 萬 | 0.01% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,014 | $7.85 萬 | 0.01% | +22+2.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $7.85 萬 | 0.00% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 1,010 | $7.82 萬 | 0.01% | 00.0% | 不變 |
| Pingora Partners LLC | 1,000 | $7.74 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 951 | $7.36 萬 | 0.02% | 00.0% | 不變 |
| Quarry LP | 948 | $7.34 萬 | 0.01% | +948 | 新進 |
| City Holding Co | 908 | $7.03 萬 | 0.01% | +200+28.2% | 加碼 |
| TCTC Holdings, LLC | 875 | $6.77 萬 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 869 | $6.73 萬 | 0.00% | −60−6.5% | 減碼 |
| First Command Advisory Services, Inc. | 864 | $6.69 萬 | 0.00% | +236+37.6% | 加碼 |
| TFC Financial Management | 840 | $6.50 萬 | 0.01% | 00.0% | 不變 |
| First Community Trust NA | 817 | $6.32 萬 | 0.05% | 00.0% | 不變 |
| Sentry Investment Management LLC | 816 | $6.30 萬 | 0.03% | +816 | 新進 |
| McClarren Financial Advisors, Inc. | 810 | $6.20 萬 | 0.17% | 00.0% | 不變 |
| ORG Partners LLC | 792 | $6.14 萬 | 0.01% | +2+0.3% | 加碼 |
| Pinnacle Financial Partners Inc | 664 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 726 | $5.62 萬 | 0.00% | −1,031−58.7% | 減碼 |
| Stephens Consulting, LLC | 725 | $5.61 萬 | 0.01% | 00.0% | 不變 |