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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 5,629 | $46.7 萬 | 0.00% | +352+6.7% | 加碼 |
| Gsa Capital Partners LLP | 5,683 | $47.1 萬 | 0.04% | +554+10.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 5,693 | $47.2 萬 | 0.01% | −3,068−35.0% | 減碼 |
| Iowa State Bank | 5,730 | $47.5 萬 | 0.09% | −38−0.7% | 減碼 |
| Erste Asset Management GmbH | 5,769 | $47.6 萬 | 0.00% | −1,296−18.3% | 減碼 |
| Centennial Wealth Advisory LLC | 5,759 | $47.8 萬 | 0.13% | +576+11.1% | 加碼 |
| Buckingham Strategic Partners | 5,763 | $48.0 萬 | 0.01% | +1,444+33.4% | 加碼 |
| Park Avenue Securities LLC | 5,810 | $48.2 萬 | 0.00% | −1,336−18.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,844 | $48.5 萬 | 0.03% | −326−5.3% | 減碼 |
| Callan Family Office, LLC | 5,899 | $48.9 萬 | 0.02% | +1,181+25.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 6,041 | $50.1 萬 | 0.01% | −159−2.6% | 減碼 |
| Apollon Wealth Management, LLC | 6,049 | $50.2 萬 | 0.01% | +652+12.1% | 加碼 |
| Capital Investment Advisors, LLC | 6,116 | $50.7 萬 | 0.01% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,128 | $50.8 萬 | 0.01% | +362+6.3% | 加碼 |
| Vontobel Holding Ltd. | 6,129 | $50.8 萬 | 0.00% | −350−5.4% | 減碼 |
| Romano Brothers and Company | 6,185 | $51.3 萬 | 0.06% | 00.0% | 不變 |
| GAMMA Investing LLC | 6,190 | $51.3 萬 | 0.03% | +746+13.7% | 加碼 |
| United Capital Financial Advisers, LLC | 6,200 | $51.4 萬 | 0.00% | −121−1.9% | 減碼 |
| Venture Visionary Partners LLC | 6,228 | $51.6 萬 | 0.02% | +30.0% | 加碼 |
| Jump Financial, LLC | 6,231 | $51.7 萬 | 0.01% | +6,231 | 新進 |
| Greenleaf Trust | 6,247 | $51.8 萬 | 0.00% | −108−1.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,285 | $52.0 萬 | 0.00% | +1,684+36.6% | 加碼 |
| Regions Financial Corp | 6,277 | $52.0 萬 | 0.00% | −19−0.3% | 減碼 |
| Hilltop National Bank | 6,299 | $52.2 萬 | 0.13% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 6,343 | $52.6 萬 | 0.02% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 6,410 | $52.7 萬 | 0.01% | +860+15.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,462 | $53.6 萬 | 0.01% | −117−1.8% | 減碼 |
| Atria Investments LLC | 6,579 | $54.5 萬 | 0.01% | +2,961+81.8% | 加碼 |
| Prosperity Consulting Group, LLC | 6,594 | $54.7 萬 | 0.03% | +11+0.2% | 加碼 |
| Lion Street Advisors, LLC | 8,301 | $55.7 萬 | 0.19% | +1,552+23.0% | 加碼 |
| Two Sigma Securities, LLC | 6,786 | $56.3 萬 | 0.08% | +2,060+43.6% | 加碼 |
| Vestcor Inc | 6,839 | $56.7 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,924 | $57.4 萬 | 0.01% | +289+4.4% | 加碼 |
| Carret Asset Management, LLC | 6,948 | $57.6 萬 | 0.06% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $58.0 萬 | 0.00% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 7,010 | $58.1 萬 | 0.02% | −62−0.9% | 減碼 |
| Hilltop Holdings Inc. | 7,018 | $58.2 萬 | 0.03% | +234+3.4% | 加碼 |
| Horizon Investments, LLC | 7,067 | $58.6 萬 | 0.01% | +3,758+113.6% | 加碼 |
| Exchange Traded Concepts, LLC | 7,095 | $58.8 萬 | 0.01% | +3,827+117.1% | 加碼 |
| Jacobi Capital Management LLC | 7,115 | $59.0 萬 | 0.04% | +170+2.4% | 加碼 |
| Mokosak Advisory Group, LLC | 7,151 | $59.3 萬 | 0.16% | +62+0.9% | 加碼 |
| Metis Global Partners, LLC | 7,163 | $59.4 萬 | 0.01% | −539−7.0% | 減碼 |
| Allstate Corp | 7,191 | $59.6 萬 | 0.01% | +7,191 | 新進 |
| Meeder Advisory Services, Inc. | 7,193 | $59.6 萬 | 0.03% | +1,829+34.1% | 加碼 |
| Denali Advisors LLC | 7,221 | $59.9 萬 | 0.07% | −7,232−50.0% | 減碼 |
| Syon Capital LLC | 7,270 | $60.3 萬 | 0.03% | +335+4.8% | 加碼 |
| Pinnacle Associates Ltd | 7,276 | $60.3 萬 | 0.01% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 7,413 | $61.5 萬 | 0.02% | 00.0% | 不變 |
| Gentry Private Wealth, LLC | 7,428 | $61.6 萬 | 0.43% | +329+4.6% | 加碼 |
| Forum Financial Management, LP | 7,535 | $62.5 萬 | 0.01% | +602+8.7% | 加碼 |
| Plimoth Trust Co LLC | 7,548 | $62.6 萬 | 0.14% | −20−0.3% | 減碼 |
| Inceptionr LLC | 7,581 | $62.9 萬 | 0.15% | −21,356−73.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 7,618 | $63.2 萬 | 0.00% | −8−0.1% | 減碼 |
| Vivid Wealth Management, LLC | 7,621 | $63.2 萬 | 0.25% | +181+2.4% | 加碼 |
| Sunbelt Securities, Inc. | 7,710 | $63.9 萬 | 0.04% | −2,167−21.9% | 減碼 |
| Wolff Financial Management LLC | 7,815 | $64.8 萬 | 0.15% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 7,961 | $66.0 萬 | 0.00% | +509+6.8% | 加碼 |
| City State Bank | 8,038 | $66.6 萬 | 0.19% | −264−3.2% | 減碼 |
| Versor Investments LP | 8,086 | $67.0 萬 | 0.12% | +2,521+45.3% | 加碼 |
| Truist Financial Corp | 8,112 | $67.3 萬 | 0.00% | +707+9.5% | 加碼 |
| IFP Advisors, Inc | 8,173 | $67.8 萬 | 0.02% | +199+2.5% | 加碼 |
| Empirical Finance, LLC | 8,185 | $67.9 萬 | 0.03% | +64+0.8% | 加碼 |
| Merit Financial Group, LLC | 8,196 | $68.0 萬 | 0.01% | +838+11.4% | 加碼 |
| SG Americas Securities, LLC | 8,217 | $68.1 萬 | 0.00% | −4,087−33.2% | 減碼 |
| Prudential PLC | 8,232 | $68.3 萬 | 0.01% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 8,236 | $68.3 萬 | 0.01% | +98+1.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 8,246 | $68.4 萬 | 0.00% | +8,246 | 新進 |
| Curat Global, LLC | 8,424 | $69.8 萬 | 0.66% | 00.0% | 不變 |
| Assetmark, Inc | 8,424 | $69.8 萬 | 0.00% | +387+4.8% | 加碼 |
| Plato Investment Management Ltd | 8,500 | $69.9 萬 | 0.05% | +2,832+50.0% | 加碼 |
| Gilbert & Cook, Inc. | 8,499 | $70.5 萬 | 0.09% | +323+4.0% | 加碼 |
| Allworth Financial LP | 8,530 | $70.7 萬 | 0.00% | +231+2.8% | 加碼 |
| Natixis | 8,598 | $71.3 萬 | 0.00% | +712+9.0% | 加碼 |
| Elevated Capital Advisors, LLC | 8,690 | $72.1 萬 | 0.18% | −682−7.3% | 減碼 |
| Verdence Capital Advisors LLC | 9,084 | $72.3 萬 | 0.04% | +445+5.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 8,727 | $72.4 萬 | 0.04% | −894−9.3% | 減碼 |
| Argonautica Private Wealth Management, Inc | 8,759 | $72.6 萬 | 0.21% | −62−0.7% | 減碼 |
| Kingsview Wealth Management, LLC | 8,918 | $73.9 萬 | 0.01% | −27,725−75.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 8,976 | $74.5 萬 | 0.00% | −285−3.1% | 減碼 |
| Jefferies Financial Group Inc. | 9,000 | $74.6 萬 | 0.01% | +9,000 | 新進 |
| Fifth Third Bancorp | 9,003 | $74.6 萬 | 0.00% | −532−5.6% | 減碼 |
| CAPROCK Group, Inc. | 9,276 | $74.7 萬 | 0.02% | +9,276 | 新進 |
| Warren Averett Asset Management, LLC | 9,056 | $75.1 萬 | 0.01% | +269+3.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 9,150 | $75.9 萬 | 0.00% | −74−0.8% | 減碼 |
| Holderness Investments Co | 9,248 | $76.7 萬 | 0.16% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 9,354 | $77.6 萬 | 0.02% | −500−5.1% | 減碼 |
| HighPoint Advisor Group LLC | 9,389 | $77.8 萬 | 0.04% | +168+1.8% | 加碼 |
| South Dakota Investment Council | 9,414 | $78.1 萬 | 0.02% | −1,700−15.3% | 減碼 |
| Basepoint Wealth LLC | 9,516 | $78.9 萬 | 0.56% | +66+0.7% | 加碼 |
| ING Groep NV | 9,555 | $79.2 萬 | 0.00% | −481−4.8% | 減碼 |
| Everence Capital Management Inc | 9,570 | $79.3 萬 | 0.05% | +4,940+106.7% | 加碼 |
| Quest Partners LLC | 9,728 | $80.7 萬 | 0.05% | −11,384−53.9% | 減碼 |
| Securian Asset Management, Inc | 9,745 | $80.8 萬 | 0.02% | −998−9.3% | 減碼 |
| Bessemer Group Inc | 9,935 | $82.4 萬 | 0.00% | +1,172+13.4% | 加碼 |
| Verition Fund Management LLC | 10,042 | $83.3 萬 | 0.00% | −309,589−96.9% | 減碼 |
| Quadrant Capital Group LLC | 10,169 | $84.3 萬 | 0.03% | −1,125−10.0% | 減碼 |
| Park Edge Advisors, LLC | 10,236 | $84.9 萬 | 0.20% | 00.0% | 不變 |
| Tounjian Advisory Partners, LLC | 10,308 | $85.5 萬 | 0.29% | −650−5.9% | 減碼 |
| Empowered Funds, LLC | 10,336 | $85.7 萬 | 0.01% | −5,762−35.8% | 減碼 |
| Ascent Group, LLC | 10,342 | $85.7 萬 | 0.03% | −584−5.3% | 減碼 |