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 |
|---|---|---|---|---|---|
| RIA Advisory Group LLC | 2,974 | $25.1 萬 | 0.08% | −4,632−60.9% | 減碼 |
| Graham Capital Management, L.P. | 2,991 | $25.2 萬 | 0.01% | −5,131−63.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,996 | $25.3 萬 | 0.01% | +72+2.5% | 加碼 |
| Glassy Mountain Advisors, Inc. | 3,000 | $25.3 萬 | 0.09% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 3,009 | $25.4 萬 | 0.03% | +3+0.1% | 加碼 |
| Horizon Investments, LLC | 3,022 | $25.5 萬 | 0.01% | +108+3.7% | 加碼 |
| Resolute Wealth Strategies, LLC | 3,043 | $25.7 萬 | 0.14% | +14+0.5% | 加碼 |
| Rockland Trust Co | 3,046 | $25.7 萬 | 0.01% | −314−9.3% | 減碼 |
| Exchange Traded Concepts, LLC | 3,056 | $25.8 萬 | 0.00% | −225−6.9% | 減碼 |
| Huntington National Bank | 3,058 | $25.8 萬 | 0.00% | −152−4.7% | 減碼 |
| Umb Bank N A | 3,068 | $25.9 萬 | 0.00% | −1,521−33.1% | 減碼 |
| Rothschild Investment LLC | 3,070 | $25.9 萬 | 0.02% | −19−0.6% | 減碼 |
| Security National Bank of So Dak | 3,121 | $26.3 萬 | 0.15% | +121+4.0% | 加碼 |
| International Private Wealth Advisors LLC | 3,142 | $26.5 萬 | 0.25% | +272+9.5% | 加碼 |
| Daymark Wealth Partners, LLC | 3,166 | $26.7 萬 | 0.01% | +28+0.9% | 加碼 |
| Brown Advisory Inc | 3,172 | $26.8 萬 | 0.00% | −2−0.1% | 減碼 |
| Maven Securities LTD | 3,186 | $26.9 萬 | 0.06% | +3,186 | 新進 |
| CAPROCK Group, Inc. | 3,203 | $27.0 萬 | 0.01% | −2,136−40.0% | 減碼 |
| Advisory Services Network, LLC | 3,211 | $27.1 萬 | 0.01% | −357−10.0% | 減碼 |
| Chesley Taft & Associates LLC | 3,261 | $27.5 萬 | 0.01% | +3+0.1% | 加碼 |
| Focus Financial Network, Inc. | 3,262 | $27.5 萬 | 0.01% | +3,262 | 新進 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $27.7 萬 | 0.12% | 00.0% | 不變 |
| Jump Financial, LLC | 3,300 | $27.8 萬 | 0.00% | −6,372−65.9% | 減碼 |
| Central Pacific Bank - Trust Division | 3,306 | $27.9 萬 | 0.04% | +3,306 | 新進 |
| Skopos Labs, Inc. | 3,330 | $28.1 萬 | 0.06% | −13−0.4% | 減碼 |
| Blackhawk Capital Partners LLC. | 3,336 | $28.1 萬 | 0.14% | +3,336 | 新進 |
| Keybank National Association | 3,339 | $28.2 萬 | 0.00% | +150+4.7% | 加碼 |
| Paragon Capital Management Ltd | 3,343 | $28.2 萬 | 0.06% | +30+0.9% | 加碼 |
| Martin Capital Partners, LLC | 3,359 | $28.3 萬 | 0.34% | +612+22.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,084 | $28.4 萬 | 0.00% | +1,572+62.6% | 加碼 |
| Lake Street Financial LLC | 3,393 | $28.6 萬 | 0.05% | +7+0.2% | 加碼 |
| 180 Wealth Advisors, LLC | 3,405 | $28.7 萬 | 0.05% | −6−0.2% | 減碼 |
| Brighton Jones LLC | 3,429 | $28.9 萬 | 0.01% | +494+16.8% | 加碼 |
| Renaissance Group LLC | 3,455 | $29.1 萬 | 0.01% | −161−4.5% | 減碼 |
| Iron Horse Wealth Management, LLC | 3,469 | $29.3 萬 | 0.09% | −45−1.3% | 減碼 |
| Blair William & Co | 3,489 | $29.4 萬 | 0.00% | −169−4.6% | 減碼 |
| Checchi Capital Advisers, LLC | 3,492 | $29.5 萬 | 0.02% | +475+15.7% | 加碼 |
| First Citizens Financial Corp | 3,522 | $29.7 萬 | 0.17% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 3,540 | $29.9 萬 | 0.00% | +431+13.9% | 加碼 |
| Regal Investment Advisors LLC | 3,548 | $29.9 萬 | 0.02% | −72−2.0% | 減碼 |
| Stevens Capital Management LP | 3,553 | $30.0 萬 | 0.07% | +3,553 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,556 | $30.0 萬 | 0.01% | +3,556 | 新進 |
| Sompo Asset Management Co., Ltd. | 3,590 | $30.3 萬 | 0.06% | −1,630−31.2% | 減碼 |
| Farmers & Merchants Investments Inc | 3,623 | $30.6 萬 | 0.01% | −514−12.4% | 減碼 |
| Kingsview Wealth Management, LLC | 3,656 | $30.8 萬 | 0.01% | −148−3.9% | 減碼 |
| Burney Co | 3,669 | $31.0 萬 | 0.01% | −80−2.1% | 減碼 |
| Sageworth Trust Co of South Dakota | 3,697 | $31.2 萬 | 0.37% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 3,725 | $31.4 萬 | 0.04% | +618+19.9% | 加碼 |
| Bayesian Capital Management, LP | 3,800 | $32.1 萬 | 0.05% | +3,800 | 新進 |
| Robinson Smith Wealth Advisors LLC | 3,821 | $32.2 萬 | 0.27% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 3,826 | $32.3 萬 | 0.00% | +144+3.9% | 加碼 |
| Glaxis Capital Management, LLC | 3,833 | $32.3 萬 | 1.25% | +34+0.9% | 加碼 |
| MBB Public Markets I LLC | 3,870 | $32.7 萬 | 0.04% | +3,870 | 新進 |
| Sagespring Wealth Partners, LLC | 3,881 | $32.7 萬 | 0.01% | +282+7.8% | 加碼 |
| Csenge Advisory Group | 4,568 | $33.0 萬 | 0.02% | −24−0.5% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $33.7 萬 | 0.13% | 00.0% | 不變 |
| Atria Investments LLC | 4,072 | $34.4 萬 | 0.00% | +143+3.6% | 加碼 |
| Financial Harvest, LLC | 2,226 | $34.4 萬 | 0.35% | +2,226 | 新進 |
| Prudential PLC | 4,081 | $34.4 萬 | 0.00% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 4,138 | $34.9 萬 | 0.03% | −156−3.6% | 減碼 |
| Sonora Investment Management Group, LLC | 4,142 | $34.9 萬 | 0.03% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 4,155 | $35.1 萬 | 0.01% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,182 | $35.3 萬 | 0.02% | 00.0% | 不變 |
| Seeds Investor LLC | 4,227 | $35.7 萬 | 0.10% | +931+28.2% | 加碼 |
| Brinker Capital Investments, LLC | 4,236 | $35.7 萬 | 0.00% | +798+23.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,236 | $35.7 萬 | 0.00% | +798+23.2% | 加碼 |
| Alteri Wealth LLC | 4,253 | $35.9 萬 | 0.16% | +907+27.1% | 加碼 |
| Erste Asset Management GmbH | 4,400 | $36.5 萬 | 0.00% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 4,361 | $36.8 萬 | 0.03% | −3,816−46.7% | 減碼 |
| Verdence Capital Advisors LLC | 4,363 | $36.8 萬 | 0.03% | +1,243+39.8% | 加碼 |
| Benjamin Edwards Inc | 4,450 | $37.5 萬 | 0.01% | +10.0% | 加碼 |
| My Legacy Advisors, LLC | 4,480 | $37.8 萬 | 0.15% | −66−1.5% | 減碼 |
| Harbor Capital Advisors, Inc. | 4,484 | $37.8 萬 | 0.02% | −739−14.1% | 減碼 |
| Centennial Wealth Advisory LLC | 4,497 | $37.9 萬 | 0.14% | +566+14.4% | 加碼 |
| Nilsine Partners, LLC | 4,594 | $38.8 萬 | 0.04% | −149−3.1% | 減碼 |
| NorthRock Partners, LLC | 4,638 | $39.1 萬 | 0.01% | +293+6.7% | 加碼 |
| Waldron Private Wealth LLC | 4,656 | $39.3 萬 | 0.02% | −683−12.8% | 減碼 |
| Vestcor Inc | 4,666 | $39.4 萬 | 0.01% | +12+0.3% | 加碼 |
| Empowered Funds, LLC | 4,678 | $39.5 萬 | 0.01% | +497+11.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,684 | $39.5 萬 | 0.00% | +54+1.2% | 加碼 |
| Belpointe Asset Management LLC | 4,726 | $39.9 萬 | 0.02% | +686+17.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 5,372 | $39.9 萬 | 0.02% | +5,372 | 新進 |
| Lido Advisors, LLC | 4,799 | $40.5 萬 | 0.00% | −366−7.1% | 減碼 |
| United Services Automobile Association | 4,920 | $40.9 萬 | 0.01% | +4,920 | 新進 |
| Legacy Financial Advisors, Inc. | 4,936 | $41.6 萬 | 0.07% | −163−3.2% | 減碼 |
| Hancock Whitney Corp | 4,937 | $41.7 萬 | 0.01% | +91+1.9% | 加碼 |
| Chicago Partners Investment Group LLC | 5,413 | $42.0 萬 | 0.01% | +5,413 | 新進 |
| Independent Advisor Alliance | 5,006 | $42.2 萬 | 0.01% | +433+9.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 5,088 | $42.9 萬 | 0.01% | +5,088 | 新進 |
| HB Wealth Management, LLC | 5,099 | $43.0 萬 | 0.00% | +919+22.0% | 加碼 |
| Twin Capital Management Inc | 5,107 | $43.1 萬 | 0.05% | −145−2.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 5,133 | $43.3 萬 | 0.03% | −6,592−56.2% | 減碼 |
| Aigen Investment Management, LP | 5,163 | $43.6 萬 | 0.07% | +5,163 | 新進 |
| iA Global Asset Management Inc. | 5,162 | $43.6 萬 | 0.01% | +5,162 | 新進 |
| Benin Management CORP | 5,200 | $43.9 萬 | 0.12% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 5,247 | $44.3 萬 | 0.01% | +197+3.9% | 加碼 |
| LMR Partners LLP | 5,342 | $45.1 萬 | 0.01% | −3,653−40.6% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,399 | $45.5 萬 | 0.07% | −50−0.9% | 減碼 |
| CWA Asset Management Group, LLC | 5,408 | $45.6 萬 | 0.02% | +110+2.1% | 加碼 |
| MML Investors Services, LLC | 5,434 | $45.8 萬 | 0.00% | +723+15.3% | 加碼 |