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 3 季 13F 持有人
Principal Financial Group Inc 在 2025/9/30 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
- 829
- 較 2025 年第 2 季 +31 家
- 持有股數
- 1.60 億
- 較 2025 年第 2 季 −288.0 萬 (−1.8%)
- 總市值
- $132.7 億
- 較 2025 年第 2 季 +$3.39 億 (+2.6%)
- 新進機構
- 84
- 另有 291 家加碼
- 清倉機構
- 53
- 另有 273 家減碼
另有 16 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Blair William & Co | 3,068 | $25.4 萬 | 0.00% | −139−4.3% | 減碼 |
| Resolute Wealth Strategies, LLC | 3,073 | $25.5 萬 | 0.12% | +15+0.5% | 加碼 |
| Checchi Capital Advisers, LLC | 3,074 | $25.5 萬 | 0.02% | −263−7.9% | 減碼 |
| Catalytic Wealth RIA, LLC | 3,094 | $25.7 萬 | 0.01% | +3,094 | 新進 |
| 180 Wealth Advisors, LLC | 3,142 | $26.0 萬 | 0.03% | −145−4.4% | 減碼 |
| Seeds Investor LLC | 3,151 | $26.1 萬 | 0.06% | +59+1.9% | 加碼 |
| Keybank National Association | 3,181 | $26.4 萬 | 0.00% | +98+3.2% | 加碼 |
| Vise Technologies, Inc. | 3,193 | $26.5 萬 | 0.01% | +402+14.4% | 加碼 |
| Johnson Investment Counsel Inc | 3,233 | $26.8 萬 | 0.00% | +3,233 | 新進 |
| Lake Street Financial LLC | 3,257 | $27.0 萬 | 0.03% | −136−4.0% | 減碼 |
| Regal Investment Advisors LLC | 3,263 | $27.1 萬 | 0.02% | +20+0.6% | 加碼 |
| Brown Advisory Inc | 3,265 | $27.1 萬 | 0.00% | +38+1.2% | 加碼 |
| Chesley Taft & Associates LLC | 3,266 | $27.1 萬 | 0.01% | +3+0.1% | 加碼 |
| Central Pacific Bank - Trust Division | 3,301 | $27.4 萬 | 0.03% | −341−9.4% | 減碼 |
| Daymark Wealth Partners, LLC | 3,305 | $27.4 萬 | 0.01% | +54+1.7% | 加碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $27.6 萬 | 0.10% | 00.0% | 不變 |
| Csenge Advisory Group | 3,351 | $27.8 萬 | 0.01% | −1,240−27.0% | 減碼 |
| Foundations Investment Advisors, LLC | 3,356 | $27.8 萬 | 0.00% | +3,356 | 新進 |
| Abich Financial Wealth Management LLC | 3,370 | $27.9 萬 | 0.10% | +3,370 | 新進 |
| Rothschild Investment LLC | 3,382 | $28.0 萬 | 0.02% | +298+9.7% | 加碼 |
| ExodusPoint Capital Management, LP | 3,418 | $28.3 萬 | 0.00% | −26,645−88.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,423 | $28.4 萬 | 0.00% | +83+2.5% | 加碼 |
| Argent Trust Co | 3,427 | $28.4 萬 | 0.01% | −27,647−89.0% | 減碼 |
| Aptus Capital Advisors, LLC | 3,444 | $28.6 萬 | 0.00% | +118+3.5% | 加碼 |
| FourThought Financial Partners, LLC | 3,483 | $28.9 萬 | 0.03% | +3,483 | 新進 |
| First Citizens Financial Corp | 3,487 | $28.9 萬 | 0.14% | −35−1.0% | 減碼 |
| Gotham Asset Management, LLC | 3,545 | $29.4 萬 | 0.00% | −126−3.4% | 減碼 |
| One Wealth Advisors, LLC | 3,570 | $29.6 萬 | 0.04% | −47−1.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,590 | $29.8 萬 | 0.05% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 3,600 | $29.8 萬 | 0.02% | 00.0% | 不變 |
| Skopos Labs, Inc. | 3,803 | $30.1 萬 | 0.04% | −75−1.9% | 減碼 |
| Sageworth Trust Co of South Dakota | 3,697 | $30.7 萬 | 0.29% | 00.0% | 不變 |
| Adams Wealth Management | 3,698 | $30.7 萬 | 0.07% | −232−5.9% | 減碼 |
| CacheTech Inc. | 3,698 | $30.7 萬 | 0.06% | −232−5.9% | 減碼 |
| LVW Advisors, LLC | 3,759 | $31.2 萬 | 0.03% | +18+0.5% | 加碼 |
| Huntington National Bank | 3,778 | $31.3 萬 | 0.00% | +506+15.5% | 加碼 |
| Blackhawk Capital Partners LLC. | 3,820 | $31.7 萬 | 0.12% | +588+18.2% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 3,821 | $31.7 萬 | 0.23% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3,827 | $31.7 萬 | 0.01% | +869+29.4% | 加碼 |
| MUFG Securities EMEA plc | 3,880 | $32.2 萬 | 0.01% | +3,260+525.8% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $32.2 萬 | 0.01% | −300−7.2% | 減碼 |
| Integrity Alliance, LLC. | 3,904 | $32.4 萬 | 0.02% | −1,969−33.5% | 減碼 |
| Glaxis Capital Management, LLC | 3,906 | $32.4 萬 | 0.54% | +36+0.9% | 加碼 |
| Independent Advisor Alliance | 3,913 | $32.4 萬 | 0.01% | −1,105−22.0% | 減碼 |
| Optima Capital LLC | 3,938 | $32.6 萬 | 0.16% | −214−5.2% | 減碼 |
| Brighton Jones LLC | 3,944 | $32.7 萬 | 0.01% | +326+9.0% | 加碼 |
| Canada Post Corp Registered Pension Plan | 3,966 | $32.7 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 3,947 | $32.8 萬 | 0.00% | −2,834−41.8% | 減碼 |
| Sagespring Wealth Partners, LLC | 3,961 | $32.8 萬 | 0.01% | −74−1.8% | 減碼 |
| Alteri Wealth LLC | 3,972 | $32.9 萬 | 0.11% | −1,396−26.0% | 減碼 |
| Brinker Capital Investments, LLC | 3,983 | $33.0 萬 | 0.00% | +82+2.1% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $33.1 萬 | 0.11% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 4,197 | $34.8 萬 | 0.03% | −13−0.3% | 減碼 |
| LifeWealth Investments, LLC | 4,217 | $35.0 萬 | 0.05% | −157−3.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,218 | $35.0 萬 | 0.00% | +56+1.3% | 加碼 |
| Arkadios Wealth Advisors | 4,218 | $35.0 萬 | 0.01% | +4,218 | 新進 |
| Ashton Thomas Private Wealth, LLC | 4,221 | $35.0 萬 | 0.01% | +1,070+34.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 4,266 | $35.4 萬 | 0.00% | +405+10.5% | 加碼 |
| Machina Capital S.A.S. | 4,298 | $35.6 萬 | 0.06% | +4,298 | 新進 |
| Krilogy Financial LLC | 4,407 | $35.8 萬 | 0.01% | +4,407 | 新進 |
| Beacon Financial Group | 4,331 | $35.9 萬 | 0.04% | +1,711+65.3% | 加碼 |
| Paradigm Financial Partners, LLC | 4,386 | $36.4 萬 | 0.04% | −672−13.3% | 減碼 |
| Arete Wealth Advisors, LLC | 4,460 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| Board of the Pension Protection Fund | 4,500 | $37.3 萬 | 0.37% | +4,500 | 新進 |
| Rexford Capital Inc | 4,556 | $37.8 萬 | 0.29% | +100+2.2% | 加碼 |
| QRG Capital Management, Inc. | 4,568 | $37.9 萬 | 0.00% | −5,020−52.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 4,581 | $38.0 萬 | 0.03% | +124+2.8% | 加碼 |
| Applied Finance Capital Management, LLC | 4,595 | $38.1 萬 | 0.03% | +4,595 | 新進 |
| Waldron Private Wealth LLC | 4,656 | $38.6 萬 | 0.02% | 00.0% | 不變 |
| Benjamin Edwards Inc | 4,669 | $38.7 萬 | 0.00% | +466+11.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,711 | $39.1 萬 | 0.00% | +411+9.6% | 加碼 |
| Impact Partnership Wealth, LLC | 4,725 | $39.2 萬 | 0.06% | −339−6.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,776 | $39.6 萬 | 0.03% | −1,299−21.4% | 減碼 |
| Argentarii, LLC | 4,784 | $39.7 萬 | 0.17% | −2,122−30.7% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,834 | $40.1 萬 | 0.05% | −383−7.3% | 減碼 |
| Twin Capital Management Inc | 4,851 | $40.2 萬 | 0.05% | −209−4.1% | 減碼 |
| Hancock Whitney Corp | 4,865 | $40.3 萬 | 0.01% | −42−0.9% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 4,870 | $40.4 萬 | 0.22% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 4,983 | $41.3 萬 | 0.02% | −226−4.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 4,995 | $41.4 萬 | 0.00% | −939−15.8% | 減碼 |
| State of Wyoming | 5,011 | $41.5 萬 | 0.05% | +2,596+107.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 5,113 | $42.4 萬 | 0.02% | +464+10.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,158 | $42.8 萬 | 0.02% | −27,210−84.1% | 減碼 |
| Focus Financial Network, Inc. | 5,169 | $42.9 萬 | 0.02% | +585+12.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,175 | $42.9 萬 | 0.01% | +373+7.8% | 加碼 |
| Ossiam | 5,180 | $42.9 萬 | 0.01% | +3,605+228.9% | 加碼 |
| Benin Management CORP | 5,200 | $43.1 萬 | 0.10% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 5,225 | $43.3 萬 | 0.01% | −200−3.7% | 減碼 |
| MQS Management LLC | 5,258 | $43.6 萬 | 0.25% | −3,013−36.4% | 減碼 |
| Nomura Holdings Inc | 5,261 | $43.6 萬 | 0.00% | +5,261 | 新進 |
| Tema ETFs LLC | 5,272 | $43.7 萬 | 0.04% | +5,272 | 新進 |
| MML Investors Services, LLC | 5,281 | $43.8 萬 | 0.00% | −126−2.3% | 減碼 |
| STRS Ohio | 5,310 | $44.0 萬 | 0.00% | −25,602−82.8% | 減碼 |
| HB Wealth Management, LLC | 5,414 | $44.9 萬 | 0.00% | +682+14.4% | 加碼 |
| NorthRock Partners, LLC | 5,415 | $44.9 萬 | 0.01% | +348+6.9% | 加碼 |
| CWA Asset Management Group, LLC | 5,464 | $45.3 萬 | 0.02% | +126+2.4% | 加碼 |
| MUFG Securities Americas Inc. | 5,467 | $45.3 萬 | 0.03% | +896+19.6% | 加碼 |
| Apella Capital, LLC | 5,833 | $45.7 萬 | 0.01% | +2,982+104.6% | 加碼 |
| Tudor Investment Corp Et Al | 5,583 | $46.3 萬 | 0.00% | −190,206−97.1% | 減碼 |
| Palisade Asset Management, LLC | 5,616 | $46.6 萬 | 0.04% | −500−8.2% | 減碼 |