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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 12,007 | $95.4 萬 | 0.02% | +1,623+15.6% | 加碼 |
| Glenmede Investment Management, LP | 12,038 | $95.6 萬 | 0.00% | +12,038 | 新進 |
| SG Americas Securities, LLC | 12,304 | $97.7 萬 | 0.00% | +1,130+10.1% | 加碼 |
| Savant Capital, LLC | 12,368 | $98.2 萬 | 0.01% | −685−5.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 12,727 | $101.0 萬 | 0.04% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 12,786 | $101.6 萬 | 0.01% | +1,300+11.3% | 加碼 |
| PSI Advisors, LLC | 13,190 | $104.8 萬 | 0.51% | +2,829+27.3% | 加碼 |
| D.A. Davidson & Co. | 13,238 | $105.2 萬 | 0.01% | +10+0.1% | 加碼 |
| Resources Investment Advisors, LLC. | 13,406 | $106.5 萬 | 0.01% | −1,238−8.5% | 減碼 |
| Impax Asset Management Group plc | 13,450 | $106.8 萬 | 0.01% | +13,450 | 新進 |
| Kestra Advisory Services, LLC | 13,483 | $107.1 萬 | 0.01% | +1,762+15.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 13,542 | $107.6 萬 | 0.10% | +8,170+152.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 13,561 | $107.7 萬 | 0.02% | −497−3.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 13,663 | $108.5 萬 | 0.02% | +663+5.1% | 加碼 |
| Lecap Asset Management Ltd | 13,795 | $109.6 萬 | 0.39% | −2,784−16.8% | 減碼 |
| Oppenheimer & Co Inc | 13,796 | $109.6 萬 | 0.01% | +2,088+17.8% | 加碼 |
| Commonwealth Retirement Investments LLC | 14,015 | $111.3 萬 | 0.42% | +14,015 | 新進 |
| Montag A & Associates Inc | 14,065 | $111.7 萬 | 0.05% | −2,127−13.1% | 減碼 |
| Mizuho Securities USA LLC | 14,261 | $113.3 萬 | 0.02% | +14,261 | 新進 |
| Pinebridge Investments, L.P. | 14,329 | $113.8 萬 | 0.01% | −2,524−15.0% | 減碼 |
| Avanza Fonder AB | 14,358 | $114.0 萬 | 0.03% | 00.0% | 不變 |
| Denali Advisors LLC | 14,453 | $114.8 萬 | 0.12% | +7,816+117.8% | 加碼 |
| Vinva Investment Management Ltd | 14,534 | $115.1 萬 | 0.03% | +409+2.9% | 加碼 |
| Kentucky Retirement Systems | 14,539 | $115.5 萬 | 0.03% | −952−6.1% | 減碼 |
| Sterling Capital Management LLC | 14,783 | $117.4 萬 | 0.02% | +2,167+17.2% | 加碼 |
| CWM, LLC | 15,181 | $120.6 萬 | 0.00% | −3,829−20.1% | 減碼 |
| Schroder Investment Management Group | 15,233 | $121.0 萬 | 0.00% | −3,041−16.6% | 減碼 |
| Hartford Investment Management Co | 15,306 | $121.6 萬 | 0.04% | +2,378+18.4% | 加碼 |
| Nebula Research & Development LLC | 15,414 | $122.4 萬 | 0.10% | −7,329−32.2% | 減碼 |
| Generali Asset Management SPA SGR | 15,535 | $123.4 萬 | 0.03% | +15,535 | 新進 |
| Caxton Associates LLP | 15,581 | $123.8 萬 | 0.03% | +8,230+112.0% | 加碼 |
| Midland Wealth Advisors LLC | 15,674 | $124.5 萬 | 0.07% | +100+0.6% | 加碼 |
| Cornercap Investment Counsel Inc | 15,780 | $125.3 萬 | 0.65% | −390−2.4% | 減碼 |
| Toroso Investments, LLC | 15,792 | $125.4 萬 | 0.01% | +20+0.1% | 加碼 |
| Empowered Funds, LLC | 16,098 | $127.9 萬 | 0.01% | +11,420+244.1% | 加碼 |
| Stifel Financial Corp | 16,316 | $129.6 萬 | 0.00% | +1,731+11.9% | 加碼 |
| Mercer Global Advisors Inc | 16,401 | $130.3 萬 | 0.00% | −780−4.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 16,472 | $130.8 萬 | 0.01% | +243+1.5% | 加碼 |
| Greenwood Capital Associates LLC | 16,948 | $134.6 萬 | 0.17% | −1,740−9.3% | 減碼 |
| HighTower Advisors, LLC | 17,012 | $135.1 萬 | 0.00% | +543+3.3% | 加碼 |
| Pacer Advisors, Inc. | 17,016 | $135.2 萬 | 0.00% | +6,308+58.9% | 加碼 |
| Sanctuary Advisors, LLC | 17,055 | $135.5 萬 | 0.01% | +449+2.7% | 加碼 |
| NEOS Investment Management LLC | 17,114 | $135.9 萬 | 0.02% | +3,566+26.3% | 加碼 |
| RSM US Wealth Management LLC | 17,599 | $139.8 萬 | 0.02% | −1,264−6.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 17,611 | $139.9 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 17,861 | $141.4 萬 | 0.00% | +3,282+22.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 17,813 | $141.5 萬 | 0.02% | −300−1.7% | 減碼 |
| ASR Vermogensbeheer N.V. | 18,209 | $144.6 萬 | 0.02% | −36−0.2% | 減碼 |
| Centiva Capital, LP | 18,383 | $146.0 萬 | 0.10% | +9,762+113.2% | 加碼 |
| Omers Administration Corp | 18,418 | $146.3 萬 | 0.01% | −35,700−66.0% | 減碼 |
| Capital Fund Management S.A. | 18,711 | $148.6 萬 | 0.02% | +18,711 | 新進 |
| Nordea Investment Management AB | 18,784 | $148.7 萬 | 0.00% | +1,839+10.9% | 加碼 |
| V-Square Quantitative Management LLC | 18,803 | $149.4 萬 | 0.20% | +10,622+129.8% | 加碼 |
| Foster Group, Inc. | 18,999 | $150.9 萬 | 0.05% | +6,456+51.5% | 加碼 |
| Intech Investment Management LLC | 19,012 | $151.0 萬 | 0.01% | +459+2.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 19,028 | $151.1 萬 | 0.01% | +2,270+13.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 19,064 | $151.4 萬 | 0.00% | +67+0.4% | 加碼 |
| Aquatic Capital Management LLC | 19,093 | $151.7 萬 | 0.03% | −50,461−72.5% | 減碼 |
| Donoghue Forlines LLC | 19,254 | $152.9 萬 | 0.44% | +1,518+8.6% | 加碼 |
| Kerusso Capital Management LLC | 19,647 | $156.1 萬 | 0.97% | +19,647 | 新進 |
| Janney Montgomery Scott LLC | 19,724 | $156.7 萬 | 0.00% | −232−1.2% | 減碼 |
| Tredje AP-fonden | 19,798 | $157.3 萬 | 0.01% | +956+5.1% | 加碼 |
| MAI Capital Management | 20,603 | $163.7 萬 | 0.01% | +33+0.2% | 加碼 |
| Commerce Bank | 20,782 | $165.1 萬 | 0.01% | −984−4.5% | 減碼 |
| Quest Partners LLC | 21,112 | $167.7 萬 | 0.16% | −8,195−28.0% | 減碼 |
| Andra AP-fonden | 21,200 | $168.4 萬 | 0.02% | +4,700+28.5% | 加碼 |
| US Bancorp | 21,311 | $169.3 萬 | 0.00% | −3,126−12.8% | 減碼 |
| Engineers Gate Manager LP | 21,829 | $173.4 萬 | 0.02% | −61,950−73.9% | 減碼 |
| BBR Partners, LLC | 22,001 | $174.8 萬 | 0.11% | −19−0.1% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,151 | $175.9 萬 | 1.69% | −208−0.9% | 減碼 |
| GoalVest Advisory LLC | 22,306 | $177.2 萬 | 0.44% | +808+3.8% | 加碼 |
| SummitTX Capital, L.P. | 22,449 | $178.3 萬 | 0.08% | +13,958+164.4% | 加碼 |
| Neuberger Berman Group LLC | 22,493 | $178.7 萬 | 0.00% | +2,345+11.6% | 加碼 |
| Federated Hermes, Inc. | 22,767 | $180.8 萬 | 0.00% | −1,139−4.8% | 減碼 |
| State of Alaska, Department of Revenue | 23,179 | $184.1 萬 | 0.02% | −1,480−6.0% | 減碼 |
| Mutual of America Capital Management LLC | 23,655 | $187.9 萬 | 0.02% | −817−3.3% | 減碼 |
| Rockefeller Capital Management L.P. | 24,037 | $190.9 萬 | 0.00% | +9,407+64.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 24,514 | $194.7 萬 | 0.04% | −1,812−6.9% | 減碼 |
| OP Asset Management Ltd | 24,552 | $195.0 萬 | 0.03% | −363−1.5% | 減碼 |
| Headlands Technologies LLC | 24,689 | $196.1 萬 | 0.23% | −3,584−12.7% | 減碼 |
| Dark Forest Capital Management LP | 24,900 | $197.8 萬 | 0.08% | −3,056−10.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,037 | $198.9 萬 | 0.02% | +814+3.4% | 加碼 |
| Hohimer Wealth Management, LLC | 25,038 | $198.9 萬 | 0.35% | +30.0% | 加碼 |
| Siemens Fonds Invest GmbH | 25,080 | $199.2 萬 | 0.12% | +529+2.2% | 加碼 |
| Ostrum Asset Management | 25,628 | $203.6 萬 | 0.10% | +578+2.3% | 加碼 |
| Columbus Macro, LLC | 25,650 | $203.7 萬 | 0.25% | +210+0.8% | 加碼 |
| Simon Quick Advisors, LLC | 25,690 | $204.1 萬 | 0.10% | +25,690 | 新進 |
| Private Advisor Group, LLC | 25,808 | $205.0 萬 | 0.01% | +37+0.1% | 加碼 |
| Janus Henderson Group PLC | 26,555 | $211.0 萬 | 0.00% | −845−3.1% | 減碼 |
| CIBC World Markets Corp | 26,730 | $212.3 萬 | 0.01% | +516+2.0% | 加碼 |
| Vident Advisory, LLC | 27,198 | $216.0 萬 | 0.02% | +3,147+13.1% | 加碼 |
| Jain Global LLC | 27,507 | $218.5 萬 | 0.03% | +27,507 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 27,847 | $221.2 萬 | 0.01% | +1,678+6.4% | 加碼 |
| SEI Investments Co | 28,033 | $222.7 萬 | 0.00% | +4,709+20.2% | 加碼 |
| Centric Wealth Management | 29,081 | $222.7 萬 | 0.53% | +1,168+4.2% | 加碼 |
| Yousif Capital Management, LLC | 28,241 | $224.3 萬 | 0.02% | −466−1.6% | 減碼 |
| Nissay Asset Management Corp | 28,408 | $225.6 萬 | 0.01% | +433+1.5% | 加碼 |
| Dakota Wealth Management | 28,500 | $226.4 萬 | 0.05% | +72+0.3% | 加碼 |
| Entropy Technologies, LP | 28,660 | $227.6 萬 | 0.18% | −9,133−24.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 28,839 | $229.1 萬 | 0.01% | +1,303+4.7% | 加碼 |