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 2 季 13F 持有人
Principal Financial Group Inc 在 2025/6/30 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
- 814
- 較 2025 年第 1 季 −17 家
- 持有股數
- 1.66 億
- 較 2025 年第 1 季 −180.3 萬 (−1.1%)
- 總市值
- $131.7 億
- 較 2025 年第 1 季 −$9.63 億 (−6.8%)
- 新進機構
- 83
- 另有 314 家加碼
- 清倉機構
- 100
- 另有 276 家減碼
另有 10 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WFA Asset Management Corp | 688 | $5.40 萬 | 0.03% | +4+0.6% | 加碼 |
| Godsey & Gibb Associates | 700 | $5.56 萬 | 0.01% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 700 | $5.56 萬 | 0.03% | +696+17,400.0% | 加碼 |
| Bokf, NA | 715 | $5.68 萬 | 0.00% | −981−57.8% | 減碼 |
| Stephens Consulting, LLC | 726 | $5.77 萬 | 0.01% | +1+0.1% | 加碼 |
| Covestor Ltd | 757 | $6.00 萬 | 0.04% | +79+11.7% | 加碼 |
| Clearstead Advisors, LLC | 767 | $6.09 萬 | 0.00% | +112+17.1% | 加碼 |
| Private Trust Co NA | 768 | $6.10 萬 | 0.01% | +430+127.2% | 加碼 |
| Binnacle Investments Inc | 769 | $6.11 萬 | 0.04% | 00.0% | 不變 |
| Essential Partners LLC | 862 | $6.85 萬 | 0.03% | +862 | 新進 |
| First Command Advisory Services, Inc. | 864 | $6.86 萬 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 871 | $6.92 萬 | 0.01% | +31+3.7% | 加碼 |
| TCTC Holdings, LLC | 875 | $6.95 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 881 | $7.00 萬 | 0.00% | −72−7.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 938 | $7.45 萬 | 0.01% | +938 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $7.55 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 951 | $7.55 萬 | 0.02% | 00.0% | 不變 |
| Security National Bank | 960 | $7.63 萬 | 0.01% | −1,835−65.7% | 減碼 |
| Ronald Blue Trust, Inc. | 965 | $7.67 萬 | 0.00% | −38−3.8% | 減碼 |
| Pingora Partners LLC | 1,000 | $7.94 萬 | 0.06% | 00.0% | 不變 |
| RMG Wealth Management LLC | 992 | $8.04 萬 | 0.01% | +992 | 新進 |
| Ofi Invest Asset Management | 1,222 | $8.27 萬 | 0.00% | +1,222 | 新進 |
| CoreCap Advisors, LLC | 1,102 | $8.75 萬 | 0.00% | −3−0.3% | 減碼 |
| CVA Family Office, LLC | 1,122 | $8.91 萬 | 0.01% | +89+8.6% | 加碼 |
| Olistico Wealth, LLC | 1,137 | $9.03 萬 | 0.05% | +11+1.0% | 加碼 |
| Versant Capital Management, Inc | 1,143 | $9.08 萬 | 0.01% | −402−26.0% | 減碼 |
| Richardson Financial Services Inc. | 1,150 | $9.30 萬 | 0.06% | +10+0.9% | 加碼 |
| Capital Advisors, Ltd. LLC | 1,202 | $9.50 萬 | 0.01% | −30−2.4% | 減碼 |
| JFS Wealth Advisors, LLC | 1,228 | $9.75 萬 | 0.01% | −116−8.6% | 減碼 |
| Clarity Asset Management, Inc. | 1,233 | $9.79 萬 | 0.06% | +5+0.4% | 加碼 |
| Spire Wealth Management | 1,258 | $9.99 萬 | 0.00% | +867+221.7% | 加碼 |
| Manchester Capital Management LLC | 1,273 | $10.1 萬 | 0.01% | +3+0.2% | 加碼 |
| Compass Financial Services Inc | 1,294 | $10.3 萬 | 0.05% | +213+19.7% | 加碼 |
| Raiffeisen Bank International AG | 1,380 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,366 | $10.9 萬 | 0.00% | +77+6.0% | 加碼 |
| Hills Bank & Trust Co | 1,402 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,428 | $11.3 萬 | 0.01% | −192−11.9% | 減碼 |
| JNBA Financial Advisors | 1,432 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 1,467 | $11.7 萬 | 0.01% | +350+31.3% | 加碼 |
| Larson Financial Group LLC | 1,514 | $12.0 萬 | 0.00% | +832+122.0% | 加碼 |
| LGT Financial Advisors LLC | 1,535 | $12.2 萬 | 0.31% | +17+1.1% | 加碼 |
| Ossiam | 1,575 | $12.5 萬 | 0.00% | −118,221−98.7% | 減碼 |
| Harbor Investment Advisory, LLC | 1,576 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,633 | $13.0 萬 | 0.00% | +1,633 | 新進 |
| Parallel Advisors, LLC | 1,674 | $13.3 萬 | 0.00% | −519−23.7% | 減碼 |
| Geneos Wealth Management Inc. | 1,679 | $13.3 萬 | 0.00% | −210−11.1% | 減碼 |
| Central Trust Co | 1,680 | $13.3 萬 | 0.00% | −50−2.9% | 減碼 |
| Ameritas Advisory Services, LLC | 1,697 | $13.5 萬 | 0.01% | +1,697 | 新進 |
| Smartleaf Asset Management LLC | 1,706 | $13.5 萬 | 0.01% | −734−30.1% | 減碼 |
| Van Eck Associates Corp | 1,720 | $13.7 萬 | 0.00% | +1,720 | 新進 |
| Silvant Capital Management LLC | 1,747 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,809 | $14.4 萬 | 0.00% | −24−1.3% | 減碼 |
| Capital Analysts, LLC | 1,809 | $14.4 萬 | 0.00% | +151+9.1% | 加碼 |
| West Financial Advisors, LLC | 1,830 | $14.5 萬 | 0.03% | −40−2.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,270 | $18.0 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,278 | $18.1 萬 | 0.01% | +1,117+96.2% | 加碼 |
| Umb Bank N A | 2,314 | $18.4 萬 | 0.00% | −754−24.6% | 減碼 |
| State of Wyoming | 2,415 | $19.2 萬 | 0.02% | +252+11.7% | 加碼 |
| Signaturefd, LLC | 2,443 | $19.4 萬 | 0.00% | −102−4.0% | 減碼 |
| First Nebraska Trust Co | 2,529 | $20.1 萬 | 0.02% | −20−0.8% | 減碼 |
| TSFG, LLC | 2,524 | $20.1 萬 | 0.04% | +23+0.9% | 加碼 |
| Valeo Financial Advisors, LLC | 2,533 | $20.1 萬 | 0.00% | +2,533 | 新進 |
| AXA S.A. | 2,553 | $20.3 萬 | 0.00% | +2,553 | 新進 |
| SageView Advisory Group, LLC | 2,538 | $20.4 萬 | 0.01% | −237−8.5% | 減碼 |
| FORA Capital, LLC | 2,574 | $20.4 萬 | 0.02% | +2,574 | 新進 |
| Sageworth Trust Co | 2,577 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 2,592 | $20.6 萬 | 0.00% | 00.0% | 不變 |
| Signal Advisors Wealth, LLC | 2,617 | $20.8 萬 | 0.02% | +2,617 | 新進 |
| CX Institutional | 2,623 | $20.8 萬 | 0.01% | +395+17.7% | 加碼 |
| Beacon Financial Group | 2,620 | $20.8 萬 | 0.02% | −105−3.9% | 減碼 |
| HBK Sorce Advisory LLC | 2,622 | $20.8 萬 | 0.01% | −83−3.1% | 減碼 |
| Banco Santander, S.A. | 2,639 | $21.0 萬 | 0.00% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 2,666 | $21.2 萬 | 0.01% | −3−0.1% | 減碼 |
| Leavell Investment Management, Inc. | 2,671 | $21.2 萬 | 0.01% | −22−0.8% | 減碼 |
| Westmount Partners, LLC | 2,673 | $21.2 萬 | 0.06% | −14−0.5% | 減碼 |
| Kinloch Capital, LLC | 2,675 | $21.2 萬 | 0.10% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 2,721 | $21.6 萬 | 0.01% | −22−0.8% | 減碼 |
| Park National Corp | 2,787 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Vise Technologies, Inc. | 2,791 | $22.2 萬 | 0.01% | +2,791 | 新進 |
| Ballentine Partners, LLC | 2,798 | $22.2 萬 | 0.00% | +3+0.1% | 加碼 |
| Nicolet Bankshares Inc | 2,845 | $22.6 萬 | 0.04% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 2,847 | $22.6 萬 | 0.00% | +2,847 | 新進 |
| VisionPoint Advisory Group, LLC | 2,849 | $22.6 萬 | 0.05% | +387+15.7% | 加碼 |
| Apella Capital, LLC | 2,851 | $22.9 萬 | 0.01% | +2,851 | 新進 |
| DRW Securities, LLC | 2,903 | $23.1 萬 | 0.02% | +2,903 | 新進 |
| Brookstone Capital Management | 2,904 | $23.1 萬 | 0.00% | +39+1.4% | 加碼 |
| Farmers & Merchants Investments Inc | 2,905 | $23.1 萬 | 0.01% | −718−19.8% | 減碼 |
| Busey Wealth Management | 2,907 | $23.1 萬 | 0.01% | −5−0.2% | 減碼 |
| Wedmont Private Capital | 2,886 | $23.3 萬 | 0.01% | −223−7.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,958 | $23.5 萬 | 0.01% | −4,990−62.8% | 減碼 |
| RIA Advisory Group LLC | 2,981 | $23.7 萬 | 0.07% | +7+0.2% | 加碼 |
| Patton Fund Management, Inc. | 2,998 | $23.8 萬 | 0.05% | +2,998 | 新進 |
| Security National Bank of So Dak | 3,000 | $23.8 萬 | 0.13% | −121−3.9% | 減碼 |
| Glassy Mountain Advisors, Inc. | 3,000 | $23.8 萬 | 0.08% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 3,003 | $23.9 萬 | 0.03% | −6−0.2% | 減碼 |
| Rockland Trust Co | 3,046 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| Renaissance Group LLC | 3,057 | $24.3 萬 | 0.01% | −398−11.5% | 減碼 |
| Resolute Wealth Strategies, LLC | 3,058 | $24.3 萬 | 0.13% | +15+0.5% | 加碼 |
| Keybank National Association | 3,083 | $24.5 萬 | 0.00% | −256−7.7% | 減碼 |
| Rothschild Investment LLC | 3,084 | $24.5 萬 | 0.02% | +14+0.5% | 加碼 |