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。
2025 年第 1 季 13F 持有人
Principal Financial Group Inc 在 2025/3/31 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
- 841
- 較 2024 年第 4 季 +70 家
- 持有股數
- 1.68 億
- 較 2024 年第 4 季 +500.0 萬 (+3.1%)
- 總市值
- $141.5 億
- 較 2024 年第 4 季 +$15.4 億 (+12.2%)
- 新進機構
- 125
- 另有 305 家加碼
- 清倉機構
- 55
- 另有 261 家減碼
另有 14 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,247,915 | $23.0 億 | 0.04% | −182,612−0.7% | 減碼 |
| BlackRock, Inc. | 19,588,317 | $16.5 億 | 0.03% | −267,737−1.3% | 減碼 |
| Nippon Life Insurance Co | 18,137,000 | $15.3 億 | 24.26% | 00.0% | 不變 |
| Bank of America Corp | 11,286,861 | $9.52 億 | 0.08% | +1,484,507+15.1% | 加碼 |
| State Street Corp | 10,766,566 | $9.08 億 | 0.04% | +1,097,478+11.4% | 加碼 |
| Geode Capital Management, LLC | 5,480,842 | $4.61 億 | 0.04% | +14,255+0.3% | 加碼 |
| Capital Research Global Investors | 4,983,302 | $4.20 億 | 0.09% | +15,445+0.3% | 加碼 |
| Victory Capital Management Inc | 3,707,534 | $3.13 億 | 0.32% | +3,296,608+802.2% | 加碼 |
| Dimensional Fund Advisors LP | 3,663,656 | $3.09 億 | 0.08% | −249,408−6.4% | 減碼 |
| Northern Trust Corp | 3,581,196 | $3.02 億 | 0.04% | −81,722−2.2% | 減碼 |
| Morgan Stanley | 2,969,821 | $2.51 億 | 0.02% | +58,225+2.0% | 加碼 |
| Norges Bank | 2,861,630 | $2.41 億 | 0.03% | +58,100+2.1% | 加碼 |
| Goldman Sachs Group Inc | 2,613,143 | $2.20 億 | 0.04% | +1,393,008+114.2% | 加碼 |
| Invesco Ltd. | 2,600,510 | $2.19 億 | 0.04% | −153,477−5.6% | 減碼 |
| Wellington Management Group LLP | 2,070,573 | $1.75 億 | 0.03% | −2,121,265−50.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,808,484 | $1.53 億 | 0.04% | −68,762−3.7% | 減碼 |
| Legal & General Group Plc | 1,650,346 | $1.39 億 | 0.04% | +23,226+1.4% | 加碼 |
| UBS Group AG | 1,472,230 | $1.24 億 | 0.03% | −17,143−1.2% | 減碼 |
| Charles Schwab Investment Management Inc | 1,468,728 | $1.24 億 | 0.02% | +20,221+1.4% | 加碼 |
| Bank of New York Mellon Corp | 1,433,473 | $1.21 億 | 0.02% | −94,565−6.2% | 減碼 |
| JPMorgan Chase & Co | 1,269,676 | $1.07 億 | 0.01% | −709,882−35.9% | 減碼 |
| HSBC Holdings PLC | 1,177,467 | $9,923 萬 | 0.07% | −259,392−18.1% | 減碼 |
| Royal Bank of Canada | 1,080,097 | $9,113 萬 | 0.02% | +17,969+1.7% | 加碼 |
| Amundi | 1,136,838 | $9,017 萬 | 0.03% | −222,941−16.4% | 減碼 |
| Deutsche Bank AG | 1,000,837 | $8,444 萬 | 0.03% | −481,216−32.5% | 減碼 |
| AustralianSuper Pty Ltd | 893,246 | $7,536 萬 | 0.43% | +227,836+34.2% | 加碼 |
| Mairs & Power Inc | 791,944 | $6,682 萬 | 0.70% | −31,534−3.8% | 減碼 |
| Barclays PLC | 785,461 | $6,627 萬 | 0.03% | +244,359+45.2% | 加碼 |
| Voloridge Investment Management, LLC | 773,019 | $6,522 萬 | 0.24% | −106,685−12.1% | 減碼 |
| FMR LLC | 649,543 | $5,480 萬 | 0.00% | +169,563+35.3% | 加碼 |
| Swiss National Bank | 645,100 | $5,443 萬 | 0.04% | −9,100−1.4% | 減碼 |
| AQR Capital Management LLC | 645,431 | $5,360 萬 | 0.06% | +526,701+443.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 604,121 | $5,097 萬 | 0.04% | +134,697+28.7% | 加碼 |
| Massachusetts Financial Services Co | 591,970 | $4,994 萬 | 0.02% | +134,828+29.5% | 加碼 |
| Swiss Life Asset Management Ltd | 586,834 | $4,951 萬 | 0.36% | +3,685+0.6% | 加碼 |
| Nuveen, LLC | 568,757 | $4,799 萬 | 0.02% | +568,757 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 526,649 | $4,443 萬 | 0.03% | +13,483+2.6% | 加碼 |
| Verition Fund Management LLC | 514,608 | $4,342 萬 | 0.25% | +32,393+6.7% | 加碼 |
| Rhumbline Advisers | 474,956 | $4,007 萬 | 0.04% | +36,309+8.3% | 加碼 |
| Bridgewater Associates, LP | 454,436 | $3,834 萬 | 0.18% | +200,684+79.1% | 加碼 |
| Qube Research & Technologies Ltd | 426,383 | $3,597 萬 | 0.06% | −285,640−40.1% | 減碼 |
| Conning Inc. | 404,953 | $3,417 萬 | 1.20% | +397,138+5,081.7% | 加碼 |
| North Star Asset Management Inc | 399,769 | $3,373 萬 | 1.54% | +2,224+0.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 397,103 | $3,350 萬 | 0.03% | +43,257+12.2% | 加碼 |
| National Pension Service | 379,861 | $3,205 萬 | 0.03% | +29,318+8.4% | 加碼 |
| Trust Point Inc. | 369,684 | $3,119 萬 | 2.85% | −360−0.1% | 減碼 |
| California Public Employees Retirement System | 367,039 | $3,097 萬 | 0.02% | −4,054−1.1% | 減碼 |
| California State Teachers Retirement System | 358,997 | $3,029 萬 | 0.04% | −6,443−1.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 310,103 | $2,616 萬 | 0.16% | +5,906+1.9% | 加碼 |
| Price T Rowe Associates Inc | 305,217 | $2,575 萬 | 0.00% | +2,638+0.9% | 加碼 |
| Citadel Advisors LLC | 303,662 | $2,562 萬 | 0.03% | −108,069−26.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 291,979 | $2,463 萬 | 0.07% | +137,445+88.9% | 加碼 |
| Alliancebernstein L.P. | 251,296 | $2,120 萬 | 0.01% | +11,521+4.8% | 加碼 |
| Marshall Wace, LLP | 248,102 | $2,093 萬 | 0.03% | +239,964+2,948.7% | 加碼 |
| Sound Income Strategies, LLC | 236,617 | $1,996 萬 | 1.18% | +7,940+3.5% | 加碼 |
| Principal Financial Group Inc | 229,603 | $1,937 萬 | 0.01% | +2,513+1.1% | 加碼 |
| Great West Life Assurance Co | 226,579 | $1,915 萬 | 0.03% | −18,737−7.6% | 減碼 |
| First Trust Advisors LP | 223,742 | $1,888 萬 | 0.02% | +32,650+17.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 218,115 | $1,840 萬 | 0.04% | 00.0% | 不變 |
| Bank of Montreal | 214,617 | $1,811 萬 | 0.01% | −38,787−15.3% | 減碼 |
| Allianz Asset Management GmbH | 212,050 | $1,789 萬 | 0.03% | +18,481+9.5% | 加碼 |
| Two Sigma Advisers, LP | 209,600 | $1,768 萬 | 0.04% | +124,200+145.4% | 加碼 |
| GW Henssler & Associates Ltd | 209,494 | $1,767 萬 | 1.01% | +8,403+4.2% | 加碼 |
| Citigroup Inc | 206,726 | $1,744 萬 | 0.01% | +56,418+37.5% | 加碼 |
| Teacher Retirement System of Texas | 199,900 | $1,687 萬 | 0.07% | +199,900 | 新進 |
| Raymond James Financial Inc | 199,878 | $1,686 萬 | 0.01% | −4,507−2.2% | 減碼 |
| Wells Fargo & Company | 197,062 | $1,663 萬 | 0.00% | +14,740+8.1% | 加碼 |
| Ameriprise Financial Inc | 195,731 | $1,651 萬 | 0.00% | +45,929+30.7% | 加碼 |
| Man Group plc | 183,877 | $1,551 萬 | 0.05% | +43,359+30.9% | 加碼 |
| New York State Teachers Retirement System | 180,325 | $1,521 萬 | 0.04% | +1,043+0.6% | 加碼 |
| National Bank of Canada | 179,095 | $1,511 萬 | 0.02% | +60,024+50.4% | 加碼 |
| Storebrand Asset Management AS | 174,790 | $1,475 萬 | 0.05% | −23,991−12.1% | 減碼 |
| Russell Investments Group, Ltd. | 167,481 | $1,410 萬 | 0.02% | +17,738+11.8% | 加碼 |
| KBC Group NV | 165,753 | $1,399 萬 | 0.04% | −125,626−43.1% | 減碼 |
| Standard Life Aberdeen plc | 165,700 | $1,387 萬 | 0.03% | +88,100+113.5% | 加碼 |
| Aviva PLC | 159,647 | $1,347 萬 | 0.03% | +20,162+14.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 152,034 | $1,283 萬 | 0.01% | −1,648−1.1% | 減碼 |
| American Century Companies Inc | 150,026 | $1,266 萬 | 0.01% | −43,696−22.6% | 減碼 |
| Assenagon Asset Management S.A. | 148,183 | $1,250 萬 | 0.02% | +140,046+1,721.1% | 加碼 |
| Pictet Asset Management Holding SA | 144,437 | $1,219 萬 | 0.01% | −838−0.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 143,547 | $1,211 萬 | 0.01% | +97,465+211.5% | 加碼 |
| Treasurer of the State of North Carolina | 142,740 | $1,204 萬 | 0.05% | +40,266+39.3% | 加碼 |
| Holocene Advisors, LP | 142,314 | $1,201 萬 | 0.04% | +17,708+14.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 140,719 | $1,187 萬 | 0.03% | −97,072−40.8% | 減碼 |
| Brandywine Global Investment Management, LLC | 137,495 | $1,160 萬 | 0.08% | +2,795+2.1% | 加碼 |
| AE Wealth Management LLC | 137,256 | $1,158 萬 | 0.10% | +13,683+11.1% | 加碼 |
| Cambria Investment Management, L.P. | 136,127 | $1,149 萬 | 0.80% | −13,530−9.0% | 減碼 |
| State of Wisconsin Investment Board | 134,665 | $1,136 萬 | 0.03% | +1,633+1.2% | 加碼 |
| Worldquant Millennium Advisors LLC | 133,710 | $1,128 萬 | 0.07% | −2,830−2.1% | 減碼 |
| Korea Investment CORP | 133,166 | $1,124 萬 | 0.03% | −117,200−46.8% | 減碼 |
| Millennium Management LLC | 130,420 | $1,100 萬 | 0.01% | −206,618−61.3% | 減碼 |
| Prudential Financial Inc | 128,093 | $1,081 萬 | 0.02% | +11,102+9.5% | 加碼 |
| New York State Common Retirement Fund | 126,285 | $1,065 萬 | 0.02% | −500−0.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 125,798 | $1,061 萬 | 0.01% | −2,408−1.9% | 減碼 |
| Capital Management Corp | 125,457 | $1,058 萬 | 1.83% | +9,843+8.5% | 加碼 |
| Forsta Ap-Fonden | 125,000 | $1,055 萬 | 0.08% | +65,300+109.4% | 加碼 |
| Illinois Municipal Retirement Fund | 120,746 | $1,019 萬 | 0.15% | +4,189+3.6% | 加碼 |
| Goelzer Investment Management, Inc. | 120,215 | $1,014 萬 | 0.59% | −1,731−1.4% | 減碼 |
| Ossiam | 119,796 | $1,011 萬 | 0.14% | +113,867+1,920.5% | 加碼 |
| LPL Financial LLC | 115,811 | $977.1 萬 | 0.00% | +9,064+8.5% | 加碼 |