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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 13,663 | $108.5 萬 | 0.02% | +663+5.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 13,561 | $107.7 萬 | 0.02% | −497−3.5% | 減碼 |
| Procyon Private Wealth Partners, LLC | 13,542 | $107.6 萬 | 0.10% | +8,170+152.1% | 加碼 |
| Kestra Advisory Services, LLC | 13,483 | $107.1 萬 | 0.01% | +1,762+15.0% | 加碼 |
| Impax Asset Management Group plc | 13,450 | $106.8 萬 | 0.01% | +13,450 | 新進 |
| Resources Investment Advisors, LLC. | 13,406 | $106.5 萬 | 0.01% | −1,238−8.5% | 減碼 |
| D.A. Davidson & Co. | 13,238 | $105.2 萬 | 0.01% | +10+0.1% | 加碼 |
| PSI Advisors, LLC | 13,190 | $104.8 萬 | 0.51% | +2,829+27.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 12,786 | $101.6 萬 | 0.01% | +1,300+11.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 12,727 | $101.0 萬 | 0.04% | 00.0% | 不變 |
| Savant Capital, LLC | 12,368 | $98.2 萬 | 0.01% | −685−5.2% | 減碼 |
| SG Americas Securities, LLC | 12,304 | $97.7 萬 | 0.00% | +1,130+10.1% | 加碼 |
| Glenmede Investment Management, LP | 12,038 | $95.6 萬 | 0.00% | +12,038 | 新進 |
| Principal Securities, Inc. | 12,007 | $95.4 萬 | 0.02% | +1,623+15.6% | 加碼 |
| Norinchukin Bank, The | 11,933 | $94.8 萬 | 0.01% | +700+6.2% | 加碼 |
| KC Investment Advisors, LLC | 11,882 | $94.4 萬 | 0.33% | −11,160−48.4% | 減碼 |
| Transamerica Financial Advisors, Inc. | 11,694 | $92.9 萬 | 0.09% | −10.0% | 減碼 |
| CBOE Vest Financial, LLC | 11,659 | $92.6 萬 | 0.01% | +2,326+24.9% | 加碼 |
| Tounjian Advisory Partners, LLC | 10,958 | $92.5 萬 | 0.18% | −146−1.3% | 減碼 |
| Farther Finance Advisors, LLC | 11,556 | $91.8 萬 | 0.02% | +783+7.3% | 加碼 |
| Quadrant Capital Group LLC | 11,294 | $89.7 萬 | 0.03% | +4,560+67.7% | 加碼 |
| South Dakota Investment Council | 11,114 | $88.3 萬 | 0.02% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 11,100 | $88.2 萬 | 0.02% | +841+8.2% | 加碼 |
| Ascent Group, LLC | 10,926 | $86.8 萬 | 0.03% | −580−5.0% | 減碼 |
| Louisiana State Employees Retirement System | 10,900 | $86.6 萬 | 0.02% | −400−3.5% | 減碼 |
| E. Ohman J:or Asset Management AB | 10,900 | $86.6 萬 | 0.02% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,839 | $86.1 萬 | 0.00% | +10,839 | 新進 |
| Securian Asset Management, Inc | 10,743 | $85.3 萬 | 0.02% | −300−2.7% | 減碼 |
| Legacy Financial Group LLC | 10,713 | $85.1 萬 | 0.12% | +241+2.3% | 加碼 |
| West Bancorporation Inc | 10,610 | $84.3 萬 | 0.53% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 10,607 | $84.3 萬 | 0.02% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 10,366 | $82.3 萬 | 0.00% | −3,188−23.5% | 減碼 |
| Martin Capital Partners, LLC | 10,278 | $81.6 萬 | 0.32% | +6,919+206.0% | 加碼 |
| Park Edge Advisors, LLC | 10,236 | $81.3 萬 | 0.21% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 10,221 | $81.2 萬 | 0.01% | −20.0% | 減碼 |
| Cresset Asset Management, LLC | 10,152 | $80.6 萬 | 0.00% | −57−0.6% | 減碼 |
| ING Groep NV | 10,036 | $79.7 萬 | 0.00% | +537+5.7% | 加碼 |
| Elevated Capital Advisors, LLC | 9,372 | $79.1 萬 | 0.22% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 9,854 | $78.3 萬 | 0.03% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 9,877 | $76.5 萬 | 0.07% | +3,024+44.1% | 加碼 |
| Ausdal Financial Partners, Inc. | 9,621 | $76.4 萬 | 0.05% | −54−0.6% | 減碼 |
| QRG Capital Management, Inc. | 9,588 | $76.2 萬 | 0.01% | −2,477−20.5% | 減碼 |
| Fifth Third Bancorp | 9,535 | $75.7 萬 | 0.00% | −521−5.2% | 減碼 |
| Basepoint Wealth LLC | 9,450 | $75.1 萬 | 0.58% | −87−0.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 9,261 | $74.9 萬 | 0.00% | −842−8.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,324 | $74.1 萬 | 0.01% | +2,025+27.7% | 加碼 |
| Holderness Investments Co | 9,248 | $73.5 萬 | 0.16% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 9,224 | $73.3 萬 | 0.01% | +4,540+96.9% | 加碼 |
| HighPoint Advisor Group LLC | 9,221 | $73.2 萬 | 0.04% | −389−4.0% | 減碼 |
| Ieq Capital, LLC | 9,062 | $72.0 萬 | 0.00% | −10,864−54.5% | 減碼 |
| Avantax Advisory Services, Inc. | 8,965 | $71.2 萬 | 0.00% | +865+10.7% | 加碼 |
| Argonautica Private Wealth Management, Inc | 8,821 | $70.1 萬 | 0.22% | −421−4.6% | 減碼 |
| Warren Averett Asset Management, LLC | 8,787 | $69.8 萬 | 0.01% | +19+0.2% | 加碼 |
| Bessemer Group Inc | 8,763 | $69.6 萬 | 0.00% | −8,232−48.4% | 減碼 |
| Meiji Yasuda Life Insurance Co | 8,761 | $69.6 萬 | 0.02% | +2,062+30.8% | 加碼 |
| Verdence Capital Advisors LLC | 8,639 | $68.6 萬 | 0.05% | +4,276+98.0% | 加碼 |
| IFP Advisors, Inc | 7,974 | $67.7 萬 | 0.02% | −209−2.6% | 減碼 |
| Curat Global, LLC | 8,424 | $66.9 萬 | 0.64% | +2,285+37.2% | 加碼 |
| City State Bank | 8,302 | $65.9 萬 | 0.21% | −405−4.7% | 減碼 |
| Allworth Financial LP | 8,299 | $65.9 萬 | 0.00% | +362+4.6% | 加碼 |
| MQS Management LLC | 8,271 | $65.7 萬 | 0.36% | +8,271 | 新進 |
| Prudential PLC | 8,232 | $65.4 萬 | 0.00% | +4,151+101.7% | 加碼 |
| Gilbert & Cook, Inc. | 8,176 | $64.9 萬 | 0.09% | +390+5.0% | 加碼 |
| Equitable Holdings, Inc. | 8,138 | $64.6 萬 | 0.01% | +112+1.4% | 加碼 |
| Empirical Finance, LLC | 8,121 | $64.5 萬 | 0.03% | +51+0.6% | 加碼 |
| GWM Advisors LLC | 8,039 | $63.9 萬 | 0.00% | +536+7.1% | 加碼 |
| Assetmark, Inc | 8,037 | $63.8 萬 | 0.00% | +5,659+238.0% | 加碼 |
| Natixis | 7,886 | $62.6 萬 | 0.00% | −29,276−78.8% | 減碼 |
| Wolff Financial Management LLC | 7,815 | $62.1 萬 | 0.16% | 00.0% | 不變 |
| Metis Global Partners, LLC | 7,702 | $61.2 萬 | 0.02% | −1,088−12.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 7,626 | $60.6 萬 | 0.00% | −1,047−12.1% | 減碼 |
| Plimoth Trust Co LLC | 7,568 | $60.1 萬 | 0.14% | −100−1.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 7,452 | $59.2 萬 | 0.00% | +930+14.3% | 加碼 |
| Vivid Wealth Management, LLC | 7,440 | $59.1 萬 | 0.26% | +20.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 7,413 | $58.9 萬 | 0.02% | +268+3.8% | 加碼 |
| Truist Financial Corp | 7,405 | $58.8 萬 | 0.00% | −1,035−12.3% | 減碼 |
| Merit Financial Group, LLC | 7,358 | $58.4 萬 | 0.01% | −1,869−20.3% | 減碼 |
| Pinnacle Associates Ltd | 7,276 | $57.8 萬 | 0.01% | −1,395−16.1% | 減碼 |
| Park Avenue Securities LLC | 7,146 | $56.8 萬 | 0.01% | −884−11.0% | 減碼 |
| Gentry Private Wealth, LLC | 7,099 | $56.4 萬 | 0.43% | +156+2.2% | 加碼 |
| Mokosak Advisory Group, LLC | 7,089 | $56.3 萬 | 0.16% | +63+0.9% | 加碼 |
| Wetherby Asset Management Inc | 7,072 | $56.2 萬 | 0.03% | +7,072 | 新進 |
| Erste Asset Management GmbH | 7,065 | $55.9 萬 | 0.00% | +2,665+60.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $55.6 萬 | 0.00% | 00.0% | 不變 |
| Guggenheim Capital LLC | 6,970 | $55.4 萬 | 0.00% | −262−3.6% | 減碼 |
| Carret Asset Management, LLC | 6,948 | $55.2 萬 | 0.06% | −75−1.1% | 減碼 |
| Jacobi Capital Management LLC | 6,945 | $55.2 萬 | 0.04% | +671+10.7% | 加碼 |
| Syon Capital LLC | 6,935 | $55.1 萬 | 0.04% | −350−4.8% | 減碼 |
| Forum Financial Management, LP | 6,933 | $55.1 萬 | 0.01% | +486+7.5% | 加碼 |
| Argentarii, LLC | 6,906 | $54.9 萬 | 0.25% | −1,240−15.2% | 減碼 |
| Vestcor Inc | 6,839 | $54.3 萬 | 0.02% | +2,173+46.6% | 加碼 |
| Hilltop Holdings Inc. | 6,784 | $53.9 萬 | 0.03% | +157+2.4% | 加碼 |
| M&T Bank Corp | 6,781 | $53.8 萬 | 0.00% | −572−7.8% | 減碼 |
| Lion Street Advisors, LLC | 6,749 | $53.6 萬 | 0.16% | −1,309−16.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,635 | $52.7 萬 | 0.01% | +492+8.0% | 加碼 |
| Prosperity Consulting Group, LLC | 6,583 | $52.3 萬 | 0.04% | −329−4.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,579 | $52.3 萬 | 0.01% | −113−1.7% | 減碼 |
| Vontobel Holding Ltd. | 6,479 | $51.5 萬 | 0.00% | +377+6.2% | 加碼 |
| Greenleaf Trust | 6,355 | $50.5 萬 | 0.00% | −1,344−17.5% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,343 | $50.4 萬 | 0.03% | −183−2.8% | 減碼 |