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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 10,103 | $86.0 萬 | 0.00% | −153−1.5% | 減碼 |
| Cresset Asset Management, LLC | 10,209 | $86.1 萬 | 0.00% | +292+2.9% | 加碼 |
| EP Wealth Advisors, LLC | 10,223 | $86.3 萬 | 0.01% | −268−2.6% | 減碼 |
| Park Edge Advisors, LLC | 10,236 | $86.4 萬 | 0.24% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 10,259 | $86.6 萬 | 0.03% | −578−5.3% | 減碼 |
| PSI Advisors, LLC | 10,361 | $87.4 萬 | 0.28% | +277+2.7% | 加碼 |
| Legacy Financial Group LLC | 10,472 | $88.4 萬 | 0.14% | +507+5.1% | 加碼 |
| Scientech Research LLC | 10,544 | $89.0 萬 | 0.24% | +3,904+58.8% | 加碼 |
| Maryland State Retirement & Pension System | 10,607 | $89.5 萬 | 0.02% | −1,508−12.4% | 減碼 |
| West Bancorporation Inc | 10,610 | $89.5 萬 | 0.61% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 10,642 | $89.8 萬 | 0.07% | +10,642 | 新進 |
| Adams Wealth Management | 10,688 | $90.2 萬 | 0.18% | −196−1.8% | 減碼 |
| CacheTech Inc. | 10,688 | $90.2 萬 | 0.18% | −196−1.8% | 減碼 |
| Pacer Advisors, Inc. | 10,708 | $90.3 萬 | 0.00% | −6,271−36.9% | 減碼 |
| Farther Finance Advisors, LLC | 10,773 | $91.7 萬 | 0.02% | +3,557+49.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 10,900 | $92.0 萬 | 0.02% | 00.0% | 不變 |
| Securian Asset Management, Inc | 11,043 | $93.2 萬 | 0.03% | −200−1.8% | 減碼 |
| M&G Plc | 11,148 | $93.6 萬 | 0.00% | 00.0% | 不變 |
| Tounjian Advisory Partners, LLC | 11,104 | $93.7 萬 | 0.18% | +11,104 | 新進 |
| South Dakota Investment Council | 11,114 | $93.8 萬 | 0.02% | 00.0% | 不變 |
| SG Americas Securities, LLC | 11,174 | $94.3 萬 | 0.00% | +11,174 | 新進 |
| Norinchukin Bank, The | 11,233 | $94.8 萬 | 0.02% | +1,518+15.6% | 加碼 |
| Hartford Funds Management Co LLC | 11,298 | $95.3 萬 | 0.09% | +57+0.5% | 加碼 |
| Louisiana State Employees Retirement System | 11,300 | $95.3 萬 | 0.02% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 11,343 | $95.7 萬 | 0.26% | +11,343 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 11,486 | $96.9 萬 | 0.01% | −9,972−46.5% | 減碼 |
| Ascent Group, LLC | 11,506 | $97.1 萬 | 0.04% | +598+5.5% | 加碼 |
| Transamerica Financial Advisors, Inc. | 11,695 | $98.7 萬 | 0.10% | +8,365+251.2% | 加碼 |
| Oppenheimer & Co Inc | 11,708 | $98.8 萬 | 0.01% | +1,945+19.9% | 加碼 |
| Kestra Advisory Services, LLC | 11,721 | $98.9 萬 | 0.00% | −1,784−13.2% | 減碼 |
| QRG Capital Management, Inc. | 12,065 | $101.8 萬 | 0.01% | −5,689−32.0% | 減碼 |
| Quantbot Technologies LP | 12,419 | $104.8 萬 | 0.03% | −135,880−91.6% | 減碼 |
| Glenmede Trust Co NA | 12,424 | $104.8 萬 | 0.01% | −99−0.8% | 減碼 |
| Foster Group, Inc. | 12,543 | $105.8 萬 | 0.04% | +13+0.1% | 加碼 |
| Sterling Capital Management LLC | 12,616 | $106.4 萬 | 0.02% | −869−6.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 12,727 | $107.3 萬 | 0.04% | −6,389−33.4% | 減碼 |
| Hartford Investment Management Co | 12,928 | $109.1 萬 | 0.04% | −134−1.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 13,000 | $109.7 萬 | 0.02% | −1,371−9.5% | 減碼 |
| Savant Capital, LLC | 13,053 | $110.1 萬 | 0.01% | −351−2.6% | 減碼 |
| D.A. Davidson & Co. | 13,228 | $111.6 萬 | 0.01% | −367−2.7% | 減碼 |
| NEOS Investment Management LLC | 13,548 | $114.3 萬 | 0.02% | +2,504+22.7% | 加碼 |
| Handelsbanken Fonder AB | 13,554 | $114.4 萬 | 0.00% | −4,565−25.2% | 減碼 |
| Vinva Investment Management Ltd | 14,125 | $117.3 萬 | 0.05% | +6,313+80.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 14,058 | $118.6 萬 | 0.02% | −590−4.0% | 減碼 |
| Jones Financial Companies LLLP | 14,579 | $121.1 萬 | 0.00% | +3,418+30.6% | 加碼 |
| Stifel Financial Corp | 14,585 | $123.0 萬 | 0.00% | −53−0.4% | 減碼 |
| Rockefeller Capital Management L.P. | 14,630 | $123.4 萬 | 0.00% | −1,928−11.6% | 減碼 |
| Resources Investment Advisors, LLC. | 14,644 | $123.6 萬 | 0.01% | +274+1.9% | 加碼 |
| Avanza Fonder AB | 14,358 | $123.8 萬 | 0.04% | −7,119−33.1% | 減碼 |
| Diversified Trust Co | 14,803 | $124.9 萬 | 0.03% | +14,803 | 新進 |
| Kentucky Retirement Systems | 15,491 | $130.7 萬 | 0.04% | +850+5.8% | 加碼 |
| Midland Wealth Advisors LLC | 15,574 | $131.4 萬 | 0.08% | +15,574 | 新進 |
| Gsa Capital Partners LLP | 15,633 | $131.9 萬 | 0.12% | +15,633 | 新進 |
| Toroso Investments, LLC | 15,772 | $133.1 萬 | 0.01% | −1,085−6.4% | 減碼 |
| Cornercap Investment Counsel Inc | 16,170 | $136.4 萬 | 0.72% | −244−1.5% | 減碼 |
| Montag A & Associates Inc | 16,192 | $136.6 萬 | 0.07% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 16,229 | $136.9 萬 | 0.01% | +461+2.9% | 加碼 |
| HighTower Advisors, LLC | 16,469 | $138.9 萬 | 0.00% | +2,018+14.0% | 加碼 |
| Andra AP-fonden | 16,500 | $139.2 萬 | 0.02% | +16,500 | 新進 |
| Lecap Asset Management Ltd | 16,579 | $139.9 萬 | 0.33% | −5,890−26.2% | 減碼 |
| Sanctuary Advisors, LLC | 16,606 | $140.1 萬 | 0.01% | −8,501−33.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 16,758 | $141.4 萬 | 0.01% | −6,666−28.5% | 減碼 |
| Nordea Investment Management AB | 16,945 | $141.9 萬 | 0.00% | −1,985−10.5% | 減碼 |
| Mizuho Securities USA LLC | 16,849 | $142.2 萬 | 0.03% | −3,095−15.5% | 減碼 |
| Pinebridge Investments, L.P. | 16,853 | $142.2 萬 | 0.01% | +11,042+190.0% | 加碼 |
| Bessemer Group Inc | 16,995 | $143.4 萬 | 0.00% | −41,511−71.0% | 減碼 |
| Versor Investments LP | 17,100 | $144.3 萬 | 0.24% | +17,100 | 新進 |
| Mercer Global Advisors Inc | 17,181 | $145.0 萬 | 0.00% | −2,613−13.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 17,611 | $148.6 萬 | 0.01% | −6,174−26.0% | 減碼 |
| Brevan Howard Capital Management LP | 17,648 | $148.9 萬 | 0.04% | +17,648 | 新進 |
| Teza Capital Management LLC | 17,678 | $149.1 萬 | 0.68% | +12,877+268.2% | 加碼 |
| Donoghue Forlines LLC | 17,736 | $149.6 萬 | 0.47% | +17,736 | 新進 |
| Schroder Investment Management Group | 18,274 | $151.8 萬 | 0.00% | −47,762−72.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 18,113 | $152.8 萬 | 0.03% | +110+0.6% | 加碼 |
| ASR Vermogensbeheer N.V. | 18,245 | $153.9 萬 | 0.02% | +18,245 | 新進 |
| Intech Investment Management LLC | 18,553 | $156.5 萬 | 0.02% | −40,820−68.8% | 減碼 |
| Greenwood Capital Associates LLC | 18,688 | $157.7 萬 | 0.21% | +1,110+6.3% | 加碼 |
| Tredje AP-fonden | 18,842 | $159.0 萬 | 0.01% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 18,863 | $159.1 萬 | 0.02% | −935−4.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 18,997 | $160.3 萬 | 0.00% | +873+4.8% | 加碼 |
| CWM, LLC | 19,010 | $160.4 萬 | 0.01% | +6,017+46.3% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 18,131 | $161.4 萬 | 0.30% | +18,131 | 新進 |
| Rakuten Investment Management, Inc. | 19,738 | $163.9 萬 | 0.01% | +19,738 | 新進 |
| Ieq Capital, LLC | 19,926 | $168.1 萬 | 0.01% | +15,462+346.4% | 加碼 |
| Janney Montgomery Scott LLC | 19,956 | $168.4 萬 | 0.00% | −268−1.3% | 減碼 |
| Neuberger Berman Group LLC | 20,148 | $170.0 萬 | 0.00% | +198+1.0% | 加碼 |
| MAI Capital Management | 20,570 | $173.5 萬 | 0.01% | −98−0.5% | 減碼 |
| Wakefield Asset Management LLLP | 21,318 | $179.9 萬 | 0.54% | +21,318 | 新進 |
| GoalVest Advisory LLC | 21,498 | $181.4 萬 | 0.50% | +3,220+17.6% | 加碼 |
| Commerce Bank | 21,766 | $183.6 萬 | 0.01% | −583−2.6% | 減碼 |
| BBR Partners, LLC | 22,020 | $185.8 萬 | 0.13% | −32−0.1% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,359 | $188.5 萬 | 1.81% | −541−2.4% | 減碼 |
| ISAM Funds (UK) Ltd | 22,403 | $189.0 萬 | 0.93% | +22,403 | 新進 |
| Nebula Research & Development LLC | 22,743 | $191.9 萬 | 0.18% | +22,743 | 新進 |
| Magnetar Financial LLC | 22,878 | $193.0 萬 | 0.03% | +22,878 | 新進 |
| KC Investment Advisors, LLC | 23,042 | $194.4 萬 | 0.43% | +12,962+128.6% | 加碼 |
| SEI Investments Co | 23,324 | $196.8 萬 | 0.00% | +3,276+16.3% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 23,561 | $198.8 萬 | 0.16% | +119+0.5% | 加碼 |
| Federated Hermes, Inc. | 23,906 | $201.7 萬 | 0.00% | +3,901+19.5% | 加碼 |
| STRS Ohio | 24,003 | $202.5 萬 | 0.01% | +24,003 | 新進 |