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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 10,408 | $86.3 萬 | 0.01% | −3,388−24.6% | 減碼 |
| GWM Advisors LLC | 10,425 | $86.4 萬 | 0.00% | +2,386+29.7% | 加碼 |
| Investment Management Corp of Ontario | 10,434 | $86.5 萬 | 0.01% | +4,914+89.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,505 | $87.1 萬 | 0.00% | −334−3.1% | 減碼 |
| Handelsbanken Fonder AB | 10,547 | $87.4 萬 | 0.00% | +181+1.7% | 加碼 |
| Cresset Asset Management, LLC | 10,547 | $87.4 萬 | 0.00% | +395+3.9% | 加碼 |
| Louisiana State Employees Retirement System | 10,600 | $87.9 萬 | 0.01% | −300−2.8% | 減碼 |
| West Bancorporation Inc | 10,610 | $88.0 萬 | 0.49% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 10,824 | $89.7 萬 | 0.35% | +546+5.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 10,900 | $90.4 萬 | 0.02% | 00.0% | 不變 |
| Legacy Financial Group LLC | 10,961 | $90.9 萬 | 0.12% | +248+2.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 10,986 | $91.1 萬 | 0.01% | −1,800−14.1% | 減碼 |
| Great Lakes Advisors, LLC | 11,148 | $92.4 萬 | 0.01% | +11,148 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 11,327 | $93.9 萬 | 0.01% | +2,003+21.5% | 加碼 |
| Jane Street Group, LLC | 11,415 | $94.6 萬 | 0.00% | +11,415 | 新進 |
| Transamerica Financial Advisors, Inc. | 11,455 | $95.0 萬 | 0.08% | −239−2.0% | 減碼 |
| Maryland State Retirement & Pension System | 11,543 | $95.7 萬 | 0.02% | +936+8.8% | 加碼 |
| Norinchukin Bank, The | 11,636 | $96.5 萬 | 0.01% | −297−2.5% | 減碼 |
| Headlands Technologies LLC | 11,863 | $98.4 萬 | 0.08% | −12,826−52.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 12,263 | $101.7 萬 | 0.03% | −464−3.6% | 減碼 |
| Bayesian Capital Management, LP | 12,300 | $102.0 萬 | 0.21% | +12,300 | 新進 |
| Glenmede Investment Management, LP | 12,312 | $102.1 萬 | 0.00% | +274+2.3% | 加碼 |
| SRS Capital Advisors, Inc. | 12,676 | $105.1 萬 | 0.02% | +11,209+764.1% | 加碼 |
| KC Investment Advisors, LLC | 13,224 | $105.3 萬 | 0.29% | +1,342+11.3% | 加碼 |
| Savant Capital, LLC | 12,720 | $105.5 萬 | 0.01% | +352+2.8% | 加碼 |
| SummitTX Capital, L.P. | 12,838 | $106.4 萬 | 0.04% | −9,611−42.8% | 減碼 |
| Kestra Advisory Services, LLC | 13,087 | $108.5 萬 | 0.00% | −396−2.9% | 減碼 |
| Farther Finance Advisors, LLC | 13,111 | $108.7 萬 | 0.02% | +1,555+13.5% | 加碼 |
| Resources Investment Advisors, LLC. | 13,116 | $108.7 萬 | 0.01% | −290−2.2% | 減碼 |
| PSI Advisors, LLC | 13,190 | $109.4 萬 | 0.28% | 00.0% | 不變 |
| Guggenheim Capital LLC | 13,357 | $110.7 萬 | 0.01% | +6,387+91.6% | 加碼 |
| Impax Asset Management Group plc | 13,450 | $111.5 萬 | 0.01% | 00.0% | 不變 |
| Generali Asset Management SPA SGR | 13,461 | $111.6 萬 | 0.02% | −2,074−13.4% | 減碼 |
| Neuberger Berman Group LLC | 13,470 | $111.7 萬 | 0.00% | −9,023−40.1% | 減碼 |
| CBOE Vest Financial, LLC | 13,688 | $113.5 萬 | 0.01% | +2,029+17.4% | 加碼 |
| D.A. Davidson & Co. | 13,716 | $113.7 萬 | 0.01% | +478+3.6% | 加碼 |
| Sterling Capital Management LLC | 13,731 | $113.8 萬 | 0.02% | −1,052−7.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 13,800 | $114.4 萬 | 0.01% | +137+1.0% | 加碼 |
| Modern Wealth Management, LLC | 13,821 | $114.6 萬 | 0.02% | +2,721+24.5% | 加碼 |
| Summit Trail Advisors, LLC | 13,845 | $114.8 萬 | 0.02% | +10,998+386.3% | 加碼 |
| Stifel Financial Corp | 13,927 | $115.5 萬 | 0.00% | −2,389−14.6% | 減碼 |
| Kentucky Retirement Systems | 13,943 | $115.6 萬 | 0.03% | −596−4.1% | 減碼 |
| Montag A & Associates Inc | 14,065 | $116.6 萬 | 0.05% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 14,171 | $117.5 萬 | 0.07% | +629+4.6% | 加碼 |
| Mizuho Securities USA LLC | 14,765 | $118.9 萬 | 0.02% | +504+3.5% | 加碼 |
| Avanza Fonder AB | 14,358 | $119.0 萬 | 0.03% | 00.0% | 不變 |
| Caxton Associates LLP | 14,635 | $121.3 萬 | 0.03% | −946−6.1% | 減碼 |
| Hartford Investment Management Co | 14,839 | $123.0 萬 | 0.04% | −467−3.1% | 減碼 |
| Schroder Investment Management Group | 15,233 | $126.3 萬 | 0.00% | 00.0% | 不變 |
| Toroso Investments, LLC | 15,234 | $126.3 萬 | 0.01% | −558−3.5% | 減碼 |
| Commonwealth Retirement Investments LLC | 15,430 | $127.9 萬 | 0.44% | +1,415+10.1% | 加碼 |
| Cornercap Investment Counsel Inc | 15,520 | $128.7 萬 | 0.64% | −260−1.6% | 減碼 |
| Midland Wealth Advisors LLC | 15,674 | $130.0 萬 | 0.07% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 15,893 | $131.1 萬 | 0.03% | +1,359+9.4% | 加碼 |
| RSM US Wealth Management LLC | 16,118 | $133.6 萬 | 0.02% | −1,481−8.4% | 減碼 |
| Pacer Advisors, Inc. | 16,317 | $135.3 萬 | 0.00% | −699−4.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 16,472 | $136.6 萬 | 0.01% | 00.0% | 不變 |
| Greenwood Capital Associates LLC | 16,497 | $136.8 萬 | 0.16% | −451−2.7% | 減碼 |
| Heritage Trust Co | 16,507 | $136.9 萬 | 0.15% | +16,507 | 新進 |
| Mercer Global Advisors Inc | 16,689 | $138.4 萬 | 0.00% | +288+1.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 16,714 | $138.6 萬 | 0.02% | +3,153+23.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 16,781 | $139.1 萬 | 0.01% | −2,247−11.8% | 減碼 |
| Neo Ivy Capital Management | 16,914 | $140.2 萬 | 0.34% | +16,914 | 新進 |
| Intech Investment Management LLC | 16,998 | $140.9 萬 | 0.01% | −2,014−10.6% | 減碼 |
| Principal Securities, Inc. | 17,126 | $142.0 萬 | 0.02% | +5,119+42.6% | 加碼 |
| HighTower Advisors, LLC | 17,413 | $144.4 萬 | 0.00% | +401+2.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 17,611 | $146.0 萬 | 0.01% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 17,884 | $148.3 萬 | 0.01% | +829+4.9% | 加碼 |
| ASR Vermogensbeheer N.V. | 18,317 | $151.9 萬 | 0.02% | +108+0.6% | 加碼 |
| Omers Administration Corp | 18,418 | $152.7 萬 | 0.01% | 00.0% | 不變 |
| Kerusso Capital Management LLC | 18,535 | $153.7 萬 | 0.94% | −1,112−5.7% | 減碼 |
| Donoghue Forlines LLC | 18,569 | $154.0 萬 | 0.47% | −685−3.6% | 減碼 |
| Jones Financial Companies LLLP | 18,660 | $154.2 萬 | 0.00% | +799+4.5% | 加碼 |
| Foster Group, Inc. | 19,002 | $157.5 萬 | 0.05% | +30.0% | 加碼 |
| US Bancorp | 19,065 | $158.1 萬 | 0.00% | −2,246−10.5% | 減碼 |
| Rockefeller Capital Management L.P. | 19,097 | $158.3 萬 | 0.00% | −4,940−20.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 19,429 | $161.1 萬 | 0.00% | +365+1.9% | 加碼 |
| Lecap Asset Management Ltd | 19,596 | $162.5 萬 | 0.56% | +5,801+42.1% | 加碼 |
| Commerce Bank | 20,183 | $167.3 萬 | 0.01% | −599−2.9% | 減碼 |
| Capital Fund Management S.A. | 20,354 | $168.8 萬 | 0.02% | +1,643+8.8% | 加碼 |
| V-Square Quantitative Management LLC | 20,368 | $168.9 萬 | 0.28% | +1,565+8.3% | 加碼 |
| Thrivent Financial for Lutherans | 20,569 | $170.5 萬 | 0.00% | −11,034−34.9% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 20,796 | $172.4 萬 | 1.66% | −1,355−6.1% | 減碼 |
| Janney Montgomery Scott LLC | 20,951 | $173.7 萬 | 0.00% | +1,227+6.2% | 加碼 |
| Groupama Asset Managment | 21,535 | $178.5 萬 | 0.03% | +21,535 | 新進 |
| State of Alaska, Department of Revenue | 21,804 | $180.7 萬 | 0.02% | −1,375−5.9% | 減碼 |
| Mutual of America Capital Management LLC | 21,974 | $182.2 萬 | 0.02% | −1,681−7.1% | 減碼 |
| BBR Partners, LLC | 22,026 | $182.6 萬 | 0.11% | +25+0.1% | 加碼 |
| MAI Capital Management | 22,212 | $184.2 萬 | 0.01% | +1,609+7.8% | 加碼 |
| CWM, LLC | 22,715 | $188.3 萬 | 0.01% | +7,534+49.6% | 加碼 |
| XTX Topco Ltd | 22,815 | $189.2 萬 | 0.10% | +22,815 | 新進 |
| Federated Hermes, Inc. | 22,842 | $189.4 萬 | 0.00% | +75+0.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 23,137 | $191.8 萬 | 0.02% | +5,324+29.9% | 加碼 |
| GoalVest Advisory LLC | 24,247 | $201.0 萬 | 0.43% | +1,941+8.7% | 加碼 |
| Aquatic Capital Management LLC | 24,292 | $201.4 萬 | 0.04% | +5,199+27.2% | 加碼 |
| Simon Quick Advisors, LLC | 24,473 | $202.9 萬 | 0.09% | −1,217−4.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,944 | $206.8 萬 | 0.02% | −93−0.4% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24,951 | $206.9 萬 | 0.02% | −38,700−60.8% | 減碼 |
| Hohimer Wealth Management, LLC | 25,041 | $207.6 萬 | 0.29% | +30.0% | 加碼 |
| Ostrum Asset Management | 25,441 | $210.9 萬 | 0.09% | −187−0.7% | 減碼 |