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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 3,590 | $29.8 萬 | 0.05% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 3,570 | $29.6 萬 | 0.04% | −47−1.3% | 減碼 |
| Gotham Asset Management, LLC | 3,545 | $29.4 萬 | 0.00% | −126−3.4% | 減碼 |
| First Citizens Financial Corp | 3,487 | $28.9 萬 | 0.14% | −35−1.0% | 減碼 |
| FourThought Financial Partners, LLC | 3,483 | $28.9 萬 | 0.03% | +3,483 | 新進 |
| Aptus Capital Advisors, LLC | 3,444 | $28.6 萬 | 0.00% | +118+3.5% | 加碼 |
| Argent Trust Co | 3,427 | $28.4 萬 | 0.01% | −27,647−89.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,423 | $28.4 萬 | 0.00% | +83+2.5% | 加碼 |
| ExodusPoint Capital Management, LP | 3,418 | $28.3 萬 | 0.00% | −26,645−88.6% | 減碼 |
| Rothschild Investment LLC | 3,382 | $28.0 萬 | 0.02% | +298+9.7% | 加碼 |
| Abich Financial Wealth Management LLC | 3,370 | $27.9 萬 | 0.10% | +3,370 | 新進 |
| Foundations Investment Advisors, LLC | 3,356 | $27.8 萬 | 0.00% | +3,356 | 新進 |
| Csenge Advisory Group | 3,351 | $27.8 萬 | 0.01% | −1,240−27.0% | 減碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $27.6 萬 | 0.10% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 3,305 | $27.4 萬 | 0.01% | +54+1.7% | 加碼 |
| Central Pacific Bank - Trust Division | 3,301 | $27.4 萬 | 0.03% | −341−9.4% | 減碼 |
| Chesley Taft & Associates LLC | 3,266 | $27.1 萬 | 0.01% | +3+0.1% | 加碼 |
| Brown Advisory Inc | 3,265 | $27.1 萬 | 0.00% | +38+1.2% | 加碼 |
| Regal Investment Advisors LLC | 3,263 | $27.1 萬 | 0.02% | +20+0.6% | 加碼 |
| Lake Street Financial LLC | 3,257 | $27.0 萬 | 0.03% | −136−4.0% | 減碼 |
| Johnson Investment Counsel Inc | 3,233 | $26.8 萬 | 0.00% | +3,233 | 新進 |
| Vise Technologies, Inc. | 3,193 | $26.5 萬 | 0.01% | +402+14.4% | 加碼 |
| Keybank National Association | 3,181 | $26.4 萬 | 0.00% | +98+3.2% | 加碼 |
| Seeds Investor LLC | 3,151 | $26.1 萬 | 0.06% | +59+1.9% | 加碼 |
| 180 Wealth Advisors, LLC | 3,142 | $26.0 萬 | 0.03% | −145−4.4% | 減碼 |
| Catalytic Wealth RIA, LLC | 3,094 | $25.7 萬 | 0.01% | +3,094 | 新進 |
| Checchi Capital Advisers, LLC | 3,074 | $25.5 萬 | 0.02% | −263−7.9% | 減碼 |
| Resolute Wealth Strategies, LLC | 3,073 | $25.5 萬 | 0.12% | +15+0.5% | 加碼 |
| Blair William & Co | 3,068 | $25.4 萬 | 0.00% | −139−4.3% | 減碼 |
| Renaissance Group LLC | 3,057 | $25.3 萬 | 0.01% | 00.0% | 不變 |
| We Are One Seven, LLC | 3,041 | $25.2 萬 | 0.01% | +3,041 | 新進 |
| Rockland Trust Co | 3,027 | $25.1 萬 | 0.01% | −19−0.6% | 減碼 |
| Brookstone Capital Management | 3,019 | $25.0 萬 | 0.00% | +115+4.0% | 加碼 |
| Shepherd Financial Partners LLC | 3,006 | $24.9 萬 | 0.02% | +3+0.1% | 加碼 |
| Security National Bank of So Dak | 3,000 | $24.9 萬 | 0.13% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $24.9 萬 | 0.07% | 00.0% | 不變 |
| Patton Fund Management, Inc. | 2,998 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| RIA Advisory Group LLC | 2,988 | $24.8 萬 | 0.06% | +7+0.2% | 加碼 |
| Burney Co | 2,951 | $24.5 萬 | 0.01% | −634−17.7% | 減碼 |
| Busey Wealth Management | 2,904 | $24.1 萬 | 0.01% | −3−0.1% | 減碼 |
| International Private Wealth Advisors LLC | 2,857 | $23.7 萬 | 0.15% | −341−10.7% | 減碼 |
| Smartleaf Asset Management LLC | 2,867 | $23.6 萬 | 0.01% | +1,161+68.1% | 加碼 |
| Nicolet Bankshares Inc | 2,845 | $23.6 萬 | 0.04% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 2,842 | $23.6 萬 | 0.05% | −7−0.2% | 減碼 |
| Capstone Investment Advisors, LLC | 2,829 | $23.5 萬 | 0.00% | +2,829 | 新進 |
| CX Institutional | 2,818 | $23.4 萬 | 0.01% | +195+7.4% | 加碼 |
| Essex Financial Services, Inc. | 2,795 | $23.2 萬 | 0.01% | +74+2.7% | 加碼 |
| Teza Capital Management LLC | 2,793 | $23.2 萬 | 1.25% | −1,678−37.5% | 減碼 |
| Park National Corp | 2,787 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 2,758 | $22.9 萬 | 0.01% | +92+3.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 2,756 | $22.9 萬 | 0.02% | −34,351−92.6% | 減碼 |
| Ballentine Partners, LLC | 2,749 | $22.8 萬 | 0.00% | −49−1.8% | 減碼 |
| Farmers & Merchants Investments Inc | 2,735 | $22.7 萬 | 0.01% | −170−5.9% | 減碼 |
| Valeo Financial Advisors, LLC | 2,721 | $22.6 萬 | 0.01% | +188+7.4% | 加碼 |
| Advisory Services Network, LLC | 2,720 | $22.6 萬 | 0.00% | +2,720 | 新進 |
| Sageworth Trust Co | 2,683 | $22.2 萬 | 0.01% | +106+4.1% | 加碼 |
| Profund Advisors LLC | 2,677 | $22.2 萬 | 0.01% | +2,677 | 新進 |
| Kinloch Capital, LLC | 2,675 | $22.2 萬 | 0.10% | 00.0% | 不變 |
| Mutual Advisors, LLC | 2,779 | $22.1 萬 | 0.00% | −556−16.7% | 減碼 |
| Westmount Partners, LLC | 2,648 | $22.0 萬 | 0.06% | −25−0.9% | 減碼 |
| Winnow Wealth LLC | 2,649 | $22.0 萬 | 0.17% | +2,649 | 新進 |
| MASTERINVEST Kapitalanlage GmbH | 2,646 | $21.9 萬 | 0.02% | +2,646 | 新進 |
| Leavell Investment Management, Inc. | 2,623 | $21.8 萬 | 0.01% | −48−1.8% | 減碼 |
| Aaron Wealth Advisors | 2,576 | $21.4 萬 | 0.01% | +2,576 | 新進 |
| Turtle Creek Wealth Advisors, LLC | 2,556 | $21.2 萬 | 0.02% | +2,556 | 新進 |
| TSFG, LLC | 2,548 | $21.1 萬 | 0.03% | +24+1.0% | 加碼 |
| Whittier Trust Co | 2,500 | $21.1 萬 | 0.00% | −92−3.5% | 減碼 |
| Wedmont Private Capital | 2,514 | $21.0 萬 | 0.01% | −372−12.9% | 減碼 |
| FORA Capital, LLC | 2,529 | $21.0 萬 | 0.04% | −45−1.7% | 減碼 |
| First Nebraska Trust Co | 2,529 | $21.0 萬 | 0.02% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 2,500 | $20.7 萬 | 0.02% | +2,500 | 新進 |
| S&CO Inc | 2,500 | $20.7 萬 | 0.01% | +2,500 | 新進 |
| Atomi Financial Group, Inc. | 2,481 | $20.6 萬 | 0.01% | +2,481 | 新進 |
| SageView Advisory Group, LLC | 2,477 | $20.5 萬 | 0.01% | −61−2.4% | 減碼 |
| Cidel Asset Management Inc | 2,468 | $20.5 萬 | 0.01% | +2,468 | 新進 |
| Long Run Wealth Advisors, LLC | 2,466 | $20.4 萬 | 0.04% | +2,466 | 新進 |
| Trust Asset Management LLC | 2,444 | $20.3 萬 | 0.01% | +2,444 | 新進 |
| Arista Wealth Management, LLC | 2,435 | $20.2 萬 | 0.03% | +2,435 | 新進 |
| EverSource Wealth Advisors, LLC | 2,429 | $20.1 萬 | 0.01% | +151+6.6% | 加碼 |
| Signaturefd, LLC | 2,399 | $19.9 萬 | 0.00% | −44−1.8% | 減碼 |
| Umb Bank N A | 2,125 | $17.6 萬 | 0.00% | −189−8.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,113 | $17.5 萬 | 0.01% | −157−6.9% | 減碼 |
| Harbour Investments, Inc. | 2,079 | $17.2 萬 | 0.00% | +270+14.9% | 加碼 |
| AXA Investment Managers S.A. | 1,905 | $15.8 萬 | 0.00% | +1,905 | 新進 |
| Van Eck Associates Corp | 1,823 | $15.1 萬 | 0.00% | +103+6.0% | 加碼 |
| Capital Analysts, LLC | 1,810 | $15.0 萬 | 0.00% | +1+0.1% | 加碼 |
| West Financial Advisors, LLC | 1,806 | $15.0 萬 | 0.02% | −24−1.3% | 減碼 |
| Silvant Capital Management LLC | 1,747 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Central Trust Co | 1,745 | $14.5 萬 | 0.00% | +65+3.9% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 1,740 | $14.4 萬 | 0.00% | +1,740 | 新進 |
| Mather Group, LLC. | 1,734 | $14.4 萬 | 0.00% | +1,734 | 新進 |
| Compass Financial Services Inc | 1,682 | $13.9 萬 | 0.06% | +388+30.0% | 加碼 |
| Global Retirement Partners, LLC | 1,642 | $13.6 萬 | 0.00% | +9+0.6% | 加碼 |
| Harbor Investment Advisory, LLC | 1,576 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,567 | $13.0 萬 | 0.00% | −107−6.4% | 減碼 |
| Raiffeisen Bank International AG | 1,570 | $12.9 萬 | 0.00% | +190+13.8% | 加碼 |
| LGT Financial Advisors LLC | 1,548 | $12.8 萬 | 0.28% | +13+0.8% | 加碼 |
| Quent Capital, LLC | 1,540 | $12.8 萬 | 0.01% | +1,540 | 新進 |
| Wealthspire Advisors, LLC | 1,493 | $12.4 萬 | 0.00% | +1,493 | 新進 |
| JNBA Financial Advisors | 1,432 | $11.9 萬 | 0.01% | 00.0% | 不變 |