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 |
|---|---|---|---|---|---|
| TFC Financial Management | 840 | $7.09 萬 | 0.01% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 864 | $7.29 萬 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 875 | $7.38 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 951 | $8.02 萬 | 0.03% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 953 | $8.04 萬 | 0.00% | −111−10.4% | 減碼 |
| Pingora Partners LLC | 1,000 | $8.44 萬 | 0.06% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,003 | $8.46 萬 | 0.00% | +451+81.7% | 加碼 |
| Duncker Streett & Co Inc | 1,010 | $8.52 萬 | 0.02% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,033 | $8.72 萬 | 0.01% | +19+1.9% | 加碼 |
| Catalyst Capital Advisors LLC | 1,053 | $8.88 萬 | 0.00% | +327+45.0% | 加碼 |
| Compass Financial Services Inc | 1,081 | $9.12 萬 | 0.05% | −62−5.4% | 減碼 |
| CoreCap Advisors, LLC | 1,105 | $9.32 萬 | 0.00% | +3+0.3% | 加碼 |
| SRS Capital Advisors, Inc. | 1,117 | $9.43 萬 | 0.01% | −1,930−63.3% | 減碼 |
| Olistico Wealth, LLC | 1,126 | $9.50 萬 | 0.06% | +9+0.8% | 加碼 |
| Richardson Financial Services Inc. | 1,140 | $9.62 萬 | 0.07% | +20+1.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,161 | $9.80 萬 | 0.01% | +443+61.7% | 加碼 |
| Elite Financial, Inc. | 1,175 | $9.90 萬 | 0.05% | +1,175 | 新進 |
| Clarity Asset Management, Inc. | 1,228 | $10.4 萬 | 0.07% | +4+0.3% | 加碼 |
| Capital Advisors, Ltd. LLC | 1,232 | $10.4 萬 | 0.01% | −22−1.8% | 減碼 |
| Manchester Capital Management LLC | 1,270 | $10.7 萬 | 0.01% | +45+3.7% | 加碼 |
| Stonebridge Financial Group, LLC | 1,273 | $10.7 萬 | 0.01% | +2+0.2% | 加碼 |
| Bryn Mawr Trust Co | 1,289 | $10.9 萬 | 0.00% | +49+4.0% | 加碼 |
| Quent Capital, LLC | 1,305 | $11.0 萬 | 0.01% | +63+5.1% | 加碼 |
| JFS Wealth Advisors, LLC | 1,344 | $11.3 萬 | 0.01% | +6+0.4% | 加碼 |
| Raiffeisen Bank International AG | 1,380 | $11.5 萬 | 0.00% | +154+12.6% | 加碼 |
| Hills Bank & Trust Co | 1,402 | $11.8 萬 | 0.01% | 00.0% | 不變 |
| Walleye Capital LLC | 1,430 | $12.1 萬 | 0.00% | +1,430 | 新進 |
| JNBA Financial Advisors | 1,432 | $12.1 萬 | 0.01% | −100−6.5% | 減碼 |
| LGT Financial Advisors LLC | 1,518 | $12.8 萬 | 0.39% | +1,518 | 新進 |
| Versant Capital Management, Inc | 1,545 | $13.0 萬 | 0.02% | +1,274+470.1% | 加碼 |
| Harbor Investment Advisory, LLC | 1,576 | $13.3 萬 | 0.01% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,620 | $13.7 萬 | 0.02% | 00.0% | 不變 |
| Capital Analysts, LLC | 1,658 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| Bokf, NA | 1,696 | $14.3 萬 | 0.00% | −100−5.6% | 減碼 |
| Central Trust Co | 1,730 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| Silvant Capital Management LLC | 1,747 | $14.7 萬 | 0.01% | 00.0% | 不變 |
| Mather Group, LLC. | 1,803 | $15.2 萬 | 0.00% | +178+11.0% | 加碼 |
| Atlas Capital Advisors LLC | 1,818 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| Continuum Advisory, LLC | 1,827 | $15.4 萬 | 0.02% | −180−9.0% | 減碼 |
| Harbour Investments, Inc. | 1,833 | $15.5 萬 | 0.00% | −5−0.3% | 減碼 |
| West Financial Advisors, LLC | 1,870 | $15.8 萬 | 0.03% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,889 | $15.9 萬 | 0.01% | +134+7.6% | 加碼 |
| Lindbrook Capital, LLC | 1,979 | $16.7 萬 | 0.02% | +1,683+568.6% | 加碼 |
| Credit Industriel Et Commercial | 2,004 | $16.9 萬 | 0.03% | +2,004 | 新進 |
| Boston Private Wealth LLC | 2,122 | $17.9 萬 | 0.01% | +2,122 | 新進 |
| State of Wyoming | 2,163 | $18.2 萬 | 0.02% | +2,163 | 新進 |
| Parallel Advisors, LLC | 2,193 | $18.5 萬 | 0.00% | +450+25.8% | 加碼 |
| CX Institutional | 2,228 | $18.8 萬 | 0.01% | +2,228 | 新進 |
| Acropolis Investment Management, LLC | 2,235 | $18.9 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 2,270 | $19.2 萬 | 0.01% | −153−6.3% | 減碼 |
| Assetmark, Inc | 2,378 | $20.1 萬 | 0.00% | +376+18.8% | 加碼 |
| Hunter Associates Investment Management LLC | 2,411 | $20.2 萬 | 0.03% | +2,411 | 新進 |
| EntryPoint Capital, LLC | 2,395 | $20.2 萬 | 0.09% | +2,395 | 新進 |
| Cornerstone Wealth Management, LLC | 2,396 | $20.2 萬 | 0.01% | +2,396 | 新進 |
| Mutual Advisors, LLC | 2,757 | $20.3 萬 | 0.01% | −19−0.7% | 減碼 |
| Smartleaf Asset Management LLC | 2,440 | $20.3 萬 | 0.02% | +240+10.9% | 加碼 |
| Long Run Wealth Advisors, LLC | 2,419 | $20.4 萬 | 0.05% | +2,419 | 新進 |
| Trust Asset Management LLC | 2,444 | $20.6 萬 | 0.02% | −234−8.7% | 減碼 |
| VisionPoint Advisory Group, LLC | 2,462 | $20.8 萬 | 0.07% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 2,477 | $20.9 萬 | 0.13% | +2,477 | 新進 |
| Pallas Capital Advisors LLC | 2,479 | $20.9 萬 | 0.01% | +2,479 | 新進 |
| S&CO Inc | 2,500 | $21.0 萬 | 0.01% | +2,500 | 新進 |
| NJ State Employees Deferred Compensation Plan | 2,500 | $21.1 萬 | 0.03% | +2,500 | 新進 |
| TSFG, LLC | 2,501 | $21.1 萬 | 0.04% | +22+0.9% | 加碼 |
| Koshinski Asset Management, Inc. | 2,544 | $21.5 萬 | 0.02% | +2,544 | 新進 |
| Signaturefd, LLC | 2,545 | $21.5 萬 | 0.00% | −10−0.4% | 減碼 |
| First Nebraska Trust Co | 2,549 | $21.5 萬 | 0.02% | +2,549 | 新進 |
| Sageworth Trust Co | 2,577 | $21.7 萬 | 0.01% | +2,577 | 新進 |
| Whittier Trust Co | 2,592 | $21.9 萬 | 0.00% | −93−3.5% | 減碼 |
| Winnow Wealth LLC | 2,602 | $21.9 萬 | 0.20% | +25+1.0% | 加碼 |
| Jefferies Financial Group Inc. | 2,603 | $22.0 萬 | 0.00% | +2,603 | 新進 |
| Cidel Asset Management Inc | 2,636 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Goldstein Advisors, LLC | 2,637 | $22.2 萬 | 0.03% | +2,637 | 新進 |
| Banco Santander, S.A. | 2,639 | $22.3 萬 | 0.00% | +2,639 | 新進 |
| Baader Bank INC | 2,647 | $22.3 萬 | 0.02% | +2,647 | 新進 |
| Prossimo Advisors, LLC | 2,670 | $22.5 萬 | 0.17% | −22−0.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 2,669 | $22.5 萬 | 0.01% | +2,669 | 新進 |
| Kinloch Capital, LLC | 2,675 | $22.6 萬 | 0.11% | 00.0% | 不變 |
| Wedmont Private Capital | 3,109 | $22.6 萬 | 0.01% | +48+1.6% | 加碼 |
| Westmount Partners, LLC | 2,687 | $22.7 萬 | 0.07% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 2,693 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,700 | $22.8 萬 | 0.11% | +2,700 | 新進 |
| HBK Sorce Advisory LLC | 2,705 | $22.8 萬 | 0.01% | −27−1.0% | 減碼 |
| Numerai GP LLC | 2,705 | $22.8 萬 | 0.04% | −1,321−32.8% | 減碼 |
| Pitcairn Co | 2,713 | $22.9 萬 | 0.01% | −15−0.5% | 減碼 |
| Beacon Financial Group | 2,725 | $23.0 萬 | 0.03% | −1,184−30.3% | 減碼 |
| Essex Financial Services, Inc. | 2,743 | $23.1 萬 | 0.02% | −3−0.1% | 減碼 |
| SageView Advisory Group, LLC | 2,775 | $23.4 萬 | 0.01% | −141−4.8% | 減碼 |
| Park National Corp | 2,787 | $23.5 萬 | 0.01% | 00.0% | 不變 |
| Security National Bank | 2,795 | $23.6 萬 | 0.04% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,795 | $23.6 萬 | 0.00% | +27+1.0% | 加碼 |
| Midwest Heritage Bank, FSB | 2,803 | $23.6 萬 | 0.10% | +2,803 | 新進 |
| GTS Securities LLC | 2,819 | $23.8 萬 | 0.01% | −187−6.2% | 減碼 |
| Nicolet Bankshares Inc | 2,845 | $24.0 萬 | 0.05% | −50−1.7% | 減碼 |
| Brookstone Capital Management | 2,865 | $24.2 萬 | 0.00% | +2,865 | 新進 |
| Profund Advisors LLC | 2,873 | $24.2 萬 | 0.01% | −77−2.6% | 減碼 |
| Integrated Wealth Concepts LLC | 2,896 | $24.4 萬 | 0.00% | +2,896 | 新進 |
| Busey Wealth Management | 2,912 | $24.6 萬 | 0.01% | −7−0.2% | 減碼 |
| Atomi Financial Group, Inc. | 2,934 | $24.8 萬 | 0.01% | +2,934 | 新進 |
| LifeWealth Investments, LLC | 2,955 | $24.9 萬 | 0.06% | +2,955 | 新進 |