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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 33,279 | $280.8 萬 | 0.03% | 00.0% | 不變 |
| Mariner, LLC | 32,064 | $270.5 萬 | 0.00% | +5,094+18.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 31,677 | $267.3 萬 | 0.01% | −1,394−4.2% | 減碼 |
| New York Life Investment Management LLC | 31,450 | $265.3 萬 | 0.03% | −198−0.6% | 減碼 |
| Ethic Inc. | 31,053 | $264.4 萬 | 0.05% | −6,912−18.2% | 減碼 |
| Daiwa Securities Group Inc. | 31,231 | $263.5 萬 | 0.01% | +1,936+6.6% | 加碼 |
| Argent Trust Co | 30,199 | $254.8 萬 | 0.10% | +854+2.9% | 加碼 |
| Thrivent Financial for Lutherans | 30,059 | $253.6 萬 | 0.01% | +10,138+50.9% | 加碼 |
| Financial Advisory Service, Inc. | 30,032 | $253.4 萬 | 0.21% | +1,134+3.9% | 加碼 |
| Alaska Permanent Fund Corp | 33,843 | $250.9 萬 | 0.04% | 00.0% | 不變 |
| Foster & Motley Inc | 29,537 | $249.2 萬 | 0.16% | +532+1.8% | 加碼 |
| Quest Partners LLC | 29,307 | $247.3 萬 | 0.27% | +106+0.4% | 加碼 |
| Yousif Capital Management, LLC | 28,707 | $242.2 萬 | 0.03% | −778−2.6% | 減碼 |
| Wedge Capital Management L L P | 28,489 | $240.4 萬 | 0.05% | +2,508+9.7% | 加碼 |
| Dakota Wealth Management | 28,428 | $239.8 萬 | 0.06% | −1,842−6.1% | 減碼 |
| UniSuper Management Pty Ltd | 28,417 | $239.8 萬 | 0.02% | −411−1.4% | 減碼 |
| Headlands Technologies LLC | 28,273 | $238.5 萬 | 0.27% | +13,875+96.4% | 加碼 |
| USS Investment Management Ltd | 28,254 | $238.3 萬 | 0.02% | −22,100−43.9% | 減碼 |
| Nissay Asset Management Corp | 27,975 | $236.0 萬 | 0.02% | −25−0.1% | 減碼 |
| Dark Forest Capital Management LP | 27,956 | $235.9 萬 | 0.11% | +27,956 | 新進 |
| Centric Wealth Management | 27,913 | $235.5 萬 | 0.62% | +2,406+9.4% | 加碼 |
| Bank of Nova Scotia | 27,615 | $233.0 萬 | 0.01% | −129,211−82.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 27,536 | $232.3 萬 | 0.01% | +139+0.5% | 加碼 |
| JustInvest LLC | 27,518 | $232.2 萬 | 0.03% | +3,490+14.5% | 加碼 |
| Janus Henderson Group PLC | 27,400 | $227.5 萬 | 0.00% | +359+1.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 26,326 | $222.1 萬 | 0.05% | +2,942+12.6% | 加碼 |
| CIBC World Markets Corp | 26,214 | $221.2 萬 | 0.02% | −7,962−23.3% | 減碼 |
| Mackenzie Financial Corp | 26,116 | $220.3 萬 | 0.00% | +2,438+10.3% | 加碼 |
| Private Advisor Group, LLC | 25,771 | $217.4 萬 | 0.01% | −71−0.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,169 | $217.4 萬 | 0.01% | +2,636+11.2% | 加碼 |
| Columbus Macro, LLC | 25,440 | $214.6 萬 | 0.28% | −213−0.8% | 減碼 |
| Proquility Private Wealth Partners, LLC | 25,356 | $213.9 萬 | 0.66% | +19,405+326.1% | 加碼 |
| Ostrum Asset Management | 25,050 | $211.3 萬 | 0.11% | −948−3.6% | 減碼 |
| Hohimer Wealth Management, LLC | 25,035 | $211.2 萬 | 0.41% | +311+1.3% | 加碼 |
| OP Asset Management Ltd | 24,915 | $210.2 萬 | 0.04% | +24,915 | 新進 |
| State of Alaska, Department of Revenue | 24,659 | $208.0 萬 | 0.02% | +665+2.8% | 加碼 |
| Siemens Fonds Invest GmbH | 24,551 | $207.1 萬 | 0.14% | −201−0.8% | 減碼 |
| Mutual of America Capital Management LLC | 24,472 | $206.5 萬 | 0.02% | −737−2.9% | 減碼 |
| US Bancorp | 24,437 | $206.2 萬 | 0.00% | +1,264+5.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,223 | $204.4 萬 | 0.02% | +29+0.1% | 加碼 |
| Vident Advisory, LLC | 24,051 | $202.9 萬 | 0.03% | +17,358+259.3% | 加碼 |
| STRS Ohio | 24,003 | $202.5 萬 | 0.01% | +24,003 | 新進 |
| Federated Hermes, Inc. | 23,906 | $201.7 萬 | 0.00% | +3,901+19.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 23,561 | $198.8 萬 | 0.16% | +119+0.5% | 加碼 |
| SEI Investments Co | 23,324 | $196.8 萬 | 0.00% | +3,276+16.3% | 加碼 |
| KC Investment Advisors, LLC | 23,042 | $194.4 萬 | 0.43% | +12,962+128.6% | 加碼 |
| Magnetar Financial LLC | 22,878 | $193.0 萬 | 0.03% | +22,878 | 新進 |
| Nebula Research & Development LLC | 22,743 | $191.9 萬 | 0.18% | +22,743 | 新進 |
| ISAM Funds (UK) Ltd | 22,403 | $189.0 萬 | 0.93% | +22,403 | 新進 |
| Weaver C. Barksdale & Associates, Inc. | 22,359 | $188.5 萬 | 1.81% | −541−2.4% | 減碼 |
| BBR Partners, LLC | 22,020 | $185.8 萬 | 0.13% | −32−0.1% | 減碼 |
| Commerce Bank | 21,766 | $183.6 萬 | 0.01% | −583−2.6% | 減碼 |
| GoalVest Advisory LLC | 21,498 | $181.4 萬 | 0.50% | +3,220+17.6% | 加碼 |
| Wakefield Asset Management LLLP | 21,318 | $179.9 萬 | 0.54% | +21,318 | 新進 |
| MAI Capital Management | 20,570 | $173.5 萬 | 0.01% | −98−0.5% | 減碼 |
| Neuberger Berman Group LLC | 20,148 | $170.0 萬 | 0.00% | +198+1.0% | 加碼 |
| Janney Montgomery Scott LLC | 19,956 | $168.4 萬 | 0.00% | −268−1.3% | 減碼 |
| Ieq Capital, LLC | 19,926 | $168.1 萬 | 0.01% | +15,462+346.4% | 加碼 |
| Rakuten Investment Management, Inc. | 19,738 | $163.9 萬 | 0.01% | +19,738 | 新進 |
| Aster Capital Management (DIFC) Ltd | 18,131 | $161.4 萬 | 0.30% | +18,131 | 新進 |
| CWM, LLC | 19,010 | $160.4 萬 | 0.01% | +6,017+46.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 18,997 | $160.3 萬 | 0.00% | +873+4.8% | 加碼 |
| RSM US Wealth Management LLC | 18,863 | $159.1 萬 | 0.02% | −935−4.7% | 減碼 |
| Tredje AP-fonden | 18,842 | $159.0 萬 | 0.01% | 00.0% | 不變 |
| Greenwood Capital Associates LLC | 18,688 | $157.7 萬 | 0.21% | +1,110+6.3% | 加碼 |
| Intech Investment Management LLC | 18,553 | $156.5 萬 | 0.02% | −40,820−68.8% | 減碼 |
| ASR Vermogensbeheer N.V. | 18,245 | $153.9 萬 | 0.02% | +18,245 | 新進 |
| Oregon Public Employees Retirement Fund | 18,113 | $152.8 萬 | 0.03% | +110+0.6% | 加碼 |
| Schroder Investment Management Group | 18,274 | $151.8 萬 | 0.00% | −47,762−72.3% | 減碼 |
| Donoghue Forlines LLC | 17,736 | $149.6 萬 | 0.47% | +17,736 | 新進 |
| Teza Capital Management LLC | 17,678 | $149.1 萬 | 0.68% | +12,877+268.2% | 加碼 |
| Brevan Howard Capital Management LP | 17,648 | $148.9 萬 | 0.04% | +17,648 | 新進 |
| Public Employees Retirement Association of Colorado | 17,611 | $148.6 萬 | 0.01% | −6,174−26.0% | 減碼 |
| Mercer Global Advisors Inc | 17,181 | $145.0 萬 | 0.00% | −2,613−13.2% | 減碼 |
| Versor Investments LP | 17,100 | $144.3 萬 | 0.24% | +17,100 | 新進 |
| Bessemer Group Inc | 16,995 | $143.4 萬 | 0.00% | −41,511−71.0% | 減碼 |
| Pinebridge Investments, L.P. | 16,853 | $142.2 萬 | 0.01% | +11,042+190.0% | 加碼 |
| Mizuho Securities USA LLC | 16,849 | $142.2 萬 | 0.03% | −3,095−15.5% | 減碼 |
| Nordea Investment Management AB | 16,945 | $141.9 萬 | 0.00% | −1,985−10.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 16,758 | $141.4 萬 | 0.01% | −6,666−28.5% | 減碼 |
| Sanctuary Advisors, LLC | 16,606 | $140.1 萬 | 0.01% | −8,501−33.9% | 減碼 |
| Lecap Asset Management Ltd | 16,579 | $139.9 萬 | 0.33% | −5,890−26.2% | 減碼 |
| Andra AP-fonden | 16,500 | $139.2 萬 | 0.02% | +16,500 | 新進 |
| HighTower Advisors, LLC | 16,469 | $138.9 萬 | 0.00% | +2,018+14.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 16,229 | $136.9 萬 | 0.01% | +461+2.9% | 加碼 |
| Montag A & Associates Inc | 16,192 | $136.6 萬 | 0.07% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 16,170 | $136.4 萬 | 0.72% | −244−1.5% | 減碼 |
| Toroso Investments, LLC | 15,772 | $133.1 萬 | 0.01% | −1,085−6.4% | 減碼 |
| Gsa Capital Partners LLP | 15,633 | $131.9 萬 | 0.12% | +15,633 | 新進 |
| Midland Wealth Advisors LLC | 15,574 | $131.4 萬 | 0.08% | +15,574 | 新進 |
| Kentucky Retirement Systems | 15,491 | $130.7 萬 | 0.04% | +850+5.8% | 加碼 |
| Diversified Trust Co | 14,803 | $124.9 萬 | 0.03% | +14,803 | 新進 |
| Avanza Fonder AB | 14,358 | $123.8 萬 | 0.04% | −7,119−33.1% | 減碼 |
| Resources Investment Advisors, LLC. | 14,644 | $123.6 萬 | 0.01% | +274+1.9% | 加碼 |
| Rockefeller Capital Management L.P. | 14,630 | $123.4 萬 | 0.00% | −1,928−11.6% | 減碼 |
| Stifel Financial Corp | 14,585 | $123.0 萬 | 0.00% | −53−0.4% | 減碼 |
| Jones Financial Companies LLLP | 14,579 | $121.1 萬 | 0.00% | +3,418+30.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 14,058 | $118.6 萬 | 0.02% | −590−4.0% | 減碼 |
| Vinva Investment Management Ltd | 14,125 | $117.3 萬 | 0.05% | +6,313+80.8% | 加碼 |
| Handelsbanken Fonder AB | 13,554 | $114.4 萬 | 0.00% | −4,565−25.2% | 減碼 |