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 |
|---|---|---|---|---|---|
| Stevens Capital Management LP | 3,553 | $30.0 萬 | 0.07% | +3,553 | 新進 |
| Regal Investment Advisors LLC | 3,548 | $29.9 萬 | 0.02% | −72−2.0% | 減碼 |
| Aptus Capital Advisors, LLC | 3,540 | $29.9 萬 | 0.00% | +431+13.9% | 加碼 |
| First Citizens Financial Corp | 3,522 | $29.7 萬 | 0.17% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 3,492 | $29.5 萬 | 0.02% | +475+15.7% | 加碼 |
| Blair William & Co | 3,489 | $29.4 萬 | 0.00% | −169−4.6% | 減碼 |
| Iron Horse Wealth Management, LLC | 3,469 | $29.3 萬 | 0.09% | −45−1.3% | 減碼 |
| Renaissance Group LLC | 3,455 | $29.1 萬 | 0.01% | −161−4.5% | 減碼 |
| Brighton Jones LLC | 3,429 | $28.9 萬 | 0.01% | +494+16.8% | 加碼 |
| 180 Wealth Advisors, LLC | 3,405 | $28.7 萬 | 0.05% | −6−0.2% | 減碼 |
| Lake Street Financial LLC | 3,393 | $28.6 萬 | 0.05% | +7+0.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,084 | $28.4 萬 | 0.00% | +1,572+62.6% | 加碼 |
| Martin Capital Partners, LLC | 3,359 | $28.3 萬 | 0.34% | +612+22.3% | 加碼 |
| Paragon Capital Management Ltd | 3,343 | $28.2 萬 | 0.06% | +30+0.9% | 加碼 |
| Keybank National Association | 3,339 | $28.2 萬 | 0.00% | +150+4.7% | 加碼 |
| Blackhawk Capital Partners LLC. | 3,336 | $28.1 萬 | 0.14% | +3,336 | 新進 |
| Skopos Labs, Inc. | 3,330 | $28.1 萬 | 0.06% | −13−0.4% | 減碼 |
| Central Pacific Bank - Trust Division | 3,306 | $27.9 萬 | 0.04% | +3,306 | 新進 |
| Jump Financial, LLC | 3,300 | $27.8 萬 | 0.00% | −6,372−65.9% | 減碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $27.7 萬 | 0.12% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 3,262 | $27.5 萬 | 0.01% | +3,262 | 新進 |
| Chesley Taft & Associates LLC | 3,261 | $27.5 萬 | 0.01% | +3+0.1% | 加碼 |
| Advisory Services Network, LLC | 3,211 | $27.1 萬 | 0.01% | −357−10.0% | 減碼 |
| CAPROCK Group, Inc. | 3,203 | $27.0 萬 | 0.01% | −2,136−40.0% | 減碼 |
| Maven Securities LTD | 3,186 | $26.9 萬 | 0.06% | +3,186 | 新進 |
| Brown Advisory Inc | 3,172 | $26.8 萬 | 0.00% | −2−0.1% | 減碼 |
| Daymark Wealth Partners, LLC | 3,166 | $26.7 萬 | 0.01% | +28+0.9% | 加碼 |
| International Private Wealth Advisors LLC | 3,142 | $26.5 萬 | 0.25% | +272+9.5% | 加碼 |
| Security National Bank of So Dak | 3,121 | $26.3 萬 | 0.15% | +121+4.0% | 加碼 |
| Rothschild Investment LLC | 3,070 | $25.9 萬 | 0.02% | −19−0.6% | 減碼 |
| Umb Bank N A | 3,068 | $25.9 萬 | 0.00% | −1,521−33.1% | 減碼 |
| Huntington National Bank | 3,058 | $25.8 萬 | 0.00% | −152−4.7% | 減碼 |
| Exchange Traded Concepts, LLC | 3,056 | $25.8 萬 | 0.00% | −225−6.9% | 減碼 |
| Rockland Trust Co | 3,046 | $25.7 萬 | 0.01% | −314−9.3% | 減碼 |
| Resolute Wealth Strategies, LLC | 3,043 | $25.7 萬 | 0.14% | +14+0.5% | 加碼 |
| Horizon Investments, LLC | 3,022 | $25.5 萬 | 0.01% | +108+3.7% | 加碼 |
| Shepherd Financial Partners LLC | 3,009 | $25.4 萬 | 0.03% | +3+0.1% | 加碼 |
| Glassy Mountain Advisors, Inc. | 3,000 | $25.3 萬 | 0.09% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 2,996 | $25.3 萬 | 0.01% | +72+2.5% | 加碼 |
| Graham Capital Management, L.P. | 2,991 | $25.2 萬 | 0.01% | −5,131−63.2% | 減碼 |
| RIA Advisory Group LLC | 2,974 | $25.1 萬 | 0.08% | −4,632−60.9% | 減碼 |
| LifeWealth Investments, LLC | 2,955 | $24.9 萬 | 0.06% | +2,955 | 新進 |
| Atomi Financial Group, Inc. | 2,934 | $24.8 萬 | 0.01% | +2,934 | 新進 |
| Busey Wealth Management | 2,912 | $24.6 萬 | 0.01% | −7−0.2% | 減碼 |
| Integrated Wealth Concepts LLC | 2,896 | $24.4 萬 | 0.00% | +2,896 | 新進 |
| Profund Advisors LLC | 2,873 | $24.2 萬 | 0.01% | −77−2.6% | 減碼 |
| Brookstone Capital Management | 2,865 | $24.2 萬 | 0.00% | +2,865 | 新進 |
| Nicolet Bankshares Inc | 2,845 | $24.0 萬 | 0.05% | −50−1.7% | 減碼 |
| GTS Securities LLC | 2,819 | $23.8 萬 | 0.01% | −187−6.2% | 減碼 |
| Midwest Heritage Bank, FSB | 2,803 | $23.6 萬 | 0.10% | +2,803 | 新進 |
| 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 |
| Park National Corp | 2,787 | $23.5 萬 | 0.01% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 2,775 | $23.4 萬 | 0.01% | −141−4.8% | 減碼 |
| Essex Financial Services, Inc. | 2,743 | $23.1 萬 | 0.02% | −3−0.1% | 減碼 |
| Beacon Financial Group | 2,725 | $23.0 萬 | 0.03% | −1,184−30.3% | 減碼 |
| Pitcairn Co | 2,713 | $22.9 萬 | 0.01% | −15−0.5% | 減碼 |
| Numerai GP LLC | 2,705 | $22.8 萬 | 0.04% | −1,321−32.8% | 減碼 |
| HBK Sorce Advisory LLC | 2,705 | $22.8 萬 | 0.01% | −27−1.0% | 減碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,700 | $22.8 萬 | 0.11% | +2,700 | 新進 |
| Leavell Investment Management, Inc. | 2,693 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Westmount Partners, LLC | 2,687 | $22.7 萬 | 0.07% | 00.0% | 不變 |
| Wedmont Private Capital | 3,109 | $22.6 萬 | 0.01% | +48+1.6% | 加碼 |
| Kinloch Capital, LLC | 2,675 | $22.6 萬 | 0.11% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 2,669 | $22.5 萬 | 0.01% | +2,669 | 新進 |
| Prossimo Advisors, LLC | 2,670 | $22.5 萬 | 0.17% | −22−0.8% | 減碼 |
| Baader Bank INC | 2,647 | $22.3 萬 | 0.02% | +2,647 | 新進 |
| Banco Santander, S.A. | 2,639 | $22.3 萬 | 0.00% | +2,639 | 新進 |
| Goldstein Advisors, LLC | 2,637 | $22.2 萬 | 0.03% | +2,637 | 新進 |
| Cidel Asset Management Inc | 2,636 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 2,603 | $22.0 萬 | 0.00% | +2,603 | 新進 |
| Winnow Wealth LLC | 2,602 | $21.9 萬 | 0.20% | +25+1.0% | 加碼 |
| Whittier Trust Co | 2,592 | $21.9 萬 | 0.00% | −93−3.5% | 減碼 |
| Sageworth Trust Co | 2,577 | $21.7 萬 | 0.01% | +2,577 | 新進 |
| First Nebraska Trust Co | 2,549 | $21.5 萬 | 0.02% | +2,549 | 新進 |
| Signaturefd, LLC | 2,545 | $21.5 萬 | 0.00% | −10−0.4% | 減碼 |
| Koshinski Asset Management, Inc. | 2,544 | $21.5 萬 | 0.02% | +2,544 | 新進 |
| TSFG, LLC | 2,501 | $21.1 萬 | 0.04% | +22+0.9% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 2,500 | $21.1 萬 | 0.03% | +2,500 | 新進 |
| S&CO Inc | 2,500 | $21.0 萬 | 0.01% | +2,500 | 新進 |
| Pallas Capital Advisors LLC | 2,479 | $20.9 萬 | 0.01% | +2,479 | 新進 |
| Resurgent Financial Advisors LLC | 2,477 | $20.9 萬 | 0.13% | +2,477 | 新進 |
| VisionPoint Advisory Group, LLC | 2,462 | $20.8 萬 | 0.07% | 00.0% | 不變 |
| Trust Asset Management LLC | 2,444 | $20.6 萬 | 0.02% | −234−8.7% | 減碼 |
| Long Run Wealth Advisors, LLC | 2,419 | $20.4 萬 | 0.05% | +2,419 | 新進 |
| Smartleaf Asset Management LLC | 2,440 | $20.3 萬 | 0.02% | +240+10.9% | 加碼 |
| Mutual Advisors, LLC | 2,757 | $20.3 萬 | 0.01% | −19−0.7% | 減碼 |
| Cornerstone Wealth Management, LLC | 2,396 | $20.2 萬 | 0.01% | +2,396 | 新進 |
| EntryPoint Capital, LLC | 2,395 | $20.2 萬 | 0.09% | +2,395 | 新進 |
| Hunter Associates Investment Management LLC | 2,411 | $20.2 萬 | 0.03% | +2,411 | 新進 |
| Assetmark, Inc | 2,378 | $20.1 萬 | 0.00% | +376+18.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 2,270 | $19.2 萬 | 0.01% | −153−6.3% | 減碼 |
| Acropolis Investment Management, LLC | 2,235 | $18.9 萬 | 0.01% | 00.0% | 不變 |
| CX Institutional | 2,228 | $18.8 萬 | 0.01% | +2,228 | 新進 |
| Parallel Advisors, LLC | 2,193 | $18.5 萬 | 0.00% | +450+25.8% | 加碼 |
| State of Wyoming | 2,163 | $18.2 萬 | 0.02% | +2,163 | 新進 |
| Boston Private Wealth LLC | 2,122 | $17.9 萬 | 0.01% | +2,122 | 新進 |
| Credit Industriel Et Commercial | 2,004 | $16.9 萬 | 0.03% | +2,004 | 新進 |
| Lindbrook Capital, LLC | 1,979 | $16.7 萬 | 0.02% | +1,683+568.6% | 加碼 |
| Geneos Wealth Management Inc. | 1,889 | $15.9 萬 | 0.01% | +134+7.6% | 加碼 |