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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 13,548 | $114.3 萬 | 0.02% | +2,504+22.7% | 加碼 |
| D.A. Davidson & Co. | 13,228 | $111.6 萬 | 0.01% | −367−2.7% | 減碼 |
| Savant Capital, LLC | 13,053 | $110.1 萬 | 0.01% | −351−2.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 13,000 | $109.7 萬 | 0.02% | −1,371−9.5% | 減碼 |
| Hartford Investment Management Co | 12,928 | $109.1 萬 | 0.04% | −134−1.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 12,727 | $107.3 萬 | 0.04% | −6,389−33.4% | 減碼 |
| Sterling Capital Management LLC | 12,616 | $106.4 萬 | 0.02% | −869−6.4% | 減碼 |
| Foster Group, Inc. | 12,543 | $105.8 萬 | 0.04% | +13+0.1% | 加碼 |
| Glenmede Trust Co NA | 12,424 | $104.8 萬 | 0.01% | −99−0.8% | 減碼 |
| Quantbot Technologies LP | 12,419 | $104.8 萬 | 0.03% | −135,880−91.6% | 減碼 |
| QRG Capital Management, Inc. | 12,065 | $101.8 萬 | 0.01% | −5,689−32.0% | 減碼 |
| Kestra Advisory Services, LLC | 11,721 | $98.9 萬 | 0.00% | −1,784−13.2% | 減碼 |
| Oppenheimer & Co Inc | 11,708 | $98.8 萬 | 0.01% | +1,945+19.9% | 加碼 |
| Transamerica Financial Advisors, Inc. | 11,695 | $98.7 萬 | 0.10% | +8,365+251.2% | 加碼 |
| Ascent Group, LLC | 11,506 | $97.1 萬 | 0.04% | +598+5.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 11,486 | $96.9 萬 | 0.01% | −9,972−46.5% | 減碼 |
| Convergence Investment Partners, LLC | 11,343 | $95.7 萬 | 0.26% | +11,343 | 新進 |
| Louisiana State Employees Retirement System | 11,300 | $95.3 萬 | 0.02% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 11,298 | $95.3 萬 | 0.09% | +57+0.5% | 加碼 |
| Norinchukin Bank, The | 11,233 | $94.8 萬 | 0.02% | +1,518+15.6% | 加碼 |
| SG Americas Securities, LLC | 11,174 | $94.3 萬 | 0.00% | +11,174 | 新進 |
| South Dakota Investment Council | 11,114 | $93.8 萬 | 0.02% | 00.0% | 不變 |
| Tounjian Advisory Partners, LLC | 11,104 | $93.7 萬 | 0.18% | +11,104 | 新進 |
| M&G Plc | 11,148 | $93.6 萬 | 0.00% | 00.0% | 不變 |
| Securian Asset Management, Inc | 11,043 | $93.2 萬 | 0.03% | −200−1.8% | 減碼 |
| E. Ohman J:or Asset Management AB | 10,900 | $92.0 萬 | 0.02% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 10,773 | $91.7 萬 | 0.02% | +3,557+49.3% | 加碼 |
| Pacer Advisors, Inc. | 10,708 | $90.3 萬 | 0.00% | −6,271−36.9% | 減碼 |
| 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 |
| Campbell & CO Investment Adviser LLC | 10,642 | $89.8 萬 | 0.07% | +10,642 | 新進 |
| West Bancorporation Inc | 10,610 | $89.5 萬 | 0.61% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 10,607 | $89.5 萬 | 0.02% | −1,508−12.4% | 減碼 |
| Scientech Research LLC | 10,544 | $89.0 萬 | 0.24% | +3,904+58.8% | 加碼 |
| Legacy Financial Group LLC | 10,472 | $88.4 萬 | 0.14% | +507+5.1% | 加碼 |
| PSI Advisors, LLC | 10,361 | $87.4 萬 | 0.28% | +277+2.7% | 加碼 |
| Modern Wealth Management, LLC | 10,259 | $86.6 萬 | 0.03% | −578−5.3% | 減碼 |
| Park Edge Advisors, LLC | 10,236 | $86.4 萬 | 0.24% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 10,223 | $86.3 萬 | 0.01% | −268−2.6% | 減碼 |
| Cresset Asset Management, LLC | 10,209 | $86.1 萬 | 0.00% | +292+2.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 10,103 | $86.0 萬 | 0.00% | −153−1.5% | 減碼 |
| Fifth Third Bancorp | 10,056 | $84.8 萬 | 0.00% | +581+6.1% | 加碼 |
| New Mexico Educational Retirement Board | 9,854 | $83.1 萬 | 0.03% | −300−3.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 9,675 | $81.6 萬 | 0.06% | −78−0.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 9,617 | $81.1 萬 | 0.06% | +928+10.7% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 10,349 | $80.6 萬 | 0.04% | +10,349 | 新進 |
| Basepoint Wealth LLC | 9,537 | $80.5 萬 | 0.63% | +61+0.6% | 加碼 |
| Principal Securities, Inc. | 10,384 | $80.4 萬 | 0.02% | +7,451+254.0% | 加碼 |
| ING Groep NV | 9,499 | $80.1 萬 | 0.01% | −529−5.3% | 減碼 |
| Elevated Capital Advisors, LLC | 9,372 | $79.1 萬 | 0.22% | +395+4.4% | 加碼 |
| CBOE Vest Financial, LLC | 9,333 | $78.7 萬 | 0.01% | +9,333 | 新進 |
| Holderness Investments Co | 9,248 | $78.0 萬 | 0.18% | −97−1.0% | 減碼 |
| Virtu Financial LLC | 9,251 | $78.0 萬 | 0.04% | +5,751+164.3% | 加碼 |
| Argonautica Private Wealth Management, Inc | 9,242 | $78.0 萬 | 0.27% | +31+0.3% | 加碼 |
| Merit Financial Group, LLC | 9,227 | $77.8 萬 | 0.01% | +2,137+30.1% | 加碼 |
| Machina Capital S.A.S. | 9,048 | $76.3 萬 | 0.23% | +9,048 | 新進 |
| TownSquare Capital, LLC | 8,956 | $75.6 萬 | 0.01% | +2,511+39.0% | 加碼 |
| Metis Global Partners, LLC | 8,790 | $74.2 萬 | 0.02% | +1,424+19.3% | 加碼 |
| Warren Averett Asset Management, LLC | 8,768 | $74.0 萬 | 0.01% | +775+9.7% | 加碼 |
| City State Bank | 8,707 | $73.5 萬 | 0.24% | −150−1.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 8,673 | $73.2 萬 | 0.01% | −32−0.4% | 減碼 |
| Pinnacle Associates Ltd | 8,671 | $73.2 萬 | 0.01% | +14+0.2% | 加碼 |
| Centiva Capital, LP | 8,621 | $72.7 萬 | 0.04% | −34,022−79.8% | 減碼 |
| HighPoint Advisor Group LLC | 9,610 | $71.7 萬 | 0.04% | −168−1.7% | 減碼 |
| SummitTX Capital, L.P. | 8,491 | $71.6 萬 | 0.03% | +8,491 | 新進 |
| Truist Financial Corp | 8,440 | $71.2 萬 | 0.00% | −1,378−14.0% | 減碼 |
| IFP Advisors, Inc | 8,183 | $69.2 萬 | 0.02% | −1,994−19.6% | 減碼 |
| V-Square Quantitative Management LLC | 8,181 | $69.0 萬 | 0.10% | −40.0% | 減碼 |
| Argentarii, LLC | 8,146 | $68.7 萬 | 0.34% | −134−1.6% | 減碼 |
| Allstate Corp | 8,140 | $68.7 萬 | 0.02% | +1,426+21.2% | 加碼 |
| Avantax Advisory Services, Inc. | 8,100 | $68.3 萬 | 0.00% | +924+12.9% | 加碼 |
| Empirical Finance, LLC | 8,070 | $68.1 萬 | 0.04% | +297+3.8% | 加碼 |
| Lion Street Advisors, LLC | 8,058 | $68.0 萬 | 0.22% | −306−3.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 8,049 | $67.9 萬 | 0.01% | +1,661+26.0% | 加碼 |
| Park Avenue Securities LLC | 8,030 | $67.8 萬 | 0.01% | −414−4.9% | 減碼 |
| Equitable Holdings, Inc. | 8,026 | $67.7 萬 | 0.01% | +35+0.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 7,948 | $66.5 萬 | 0.02% | −9,537−54.5% | 減碼 |
| Wolff Financial Management LLC | 7,815 | $65.9 萬 | 0.18% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 7,786 | $65.7 萬 | 0.10% | +1,011+14.9% | 加碼 |
| Greenleaf Trust | 7,699 | $65.0 萬 | 0.01% | +1,066+16.1% | 加碼 |
| Plimoth Trust Co LLC | 7,668 | $64.7 萬 | 0.17% | −185−2.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 7,582 | $64.0 萬 | 0.00% | −39,829−84.0% | 減碼 |
| GWM Advisors LLC | 7,503 | $63.3 萬 | 0.00% | +1,455+24.1% | 加碼 |
| Vivid Wealth Management, LLC | 7,438 | $62.8 萬 | 0.31% | +20.0% | 加碼 |
| Caxton Associates LLP | 7,351 | $62.0 萬 | 0.02% | +7,351 | 新進 |
| M&T Bank Corp | 7,353 | $62.0 萬 | 0.00% | −4,446−37.7% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 7,299 | $61.6 萬 | 0.01% | −4,156−36.3% | 減碼 |
| Syon Capital LLC | 7,285 | $61.5 萬 | 0.05% | +844+13.1% | 加碼 |
| Guggenheim Capital LLC | 7,232 | $61.0 萬 | 0.01% | +538+8.0% | 加碼 |
| Palisade Asset Management, LLC | 7,162 | $60.4 萬 | 0.06% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 7,145 | $60.3 萬 | 0.02% | +235+3.4% | 加碼 |
| Everence Capital Management Inc | 7,110 | $60.0 萬 | 0.04% | 00.0% | 不變 |
| Allworth Financial LP | 7,937 | $59.5 萬 | 0.00% | +71+0.9% | 加碼 |
| Mokosak Advisory Group, LLC | 7,026 | $59.3 萬 | 0.18% | −13−0.2% | 減碼 |
| Carret Asset Management, LLC | 7,023 | $59.3 萬 | 0.07% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $59.1 萬 | 0.00% | −31,022−81.6% | 減碼 |
| Gentry Private Wealth, LLC | 6,943 | $58.6 萬 | 0.48% | +6,943 | 新進 |
| WCM Investment Management, LLC | 7,023 | $58.3 萬 | 0.00% | +479+7.3% | 加碼 |
| Prosperity Consulting Group, LLC | 6,912 | $58.3 萬 | 0.05% | −399−5.5% | 減碼 |
| Sunbelt Securities, Inc. | 6,853 | $57.8 萬 | 0.05% | −3,024−30.6% | 減碼 |