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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 4 季與 2025 年第 3 季比較

持有 Principal Financial Group Inc 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

PFG 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數82911892+74
股數1.60 億6.75 萬1.61 億+93.6 萬 (+0.6%)
市值$132.7 億$546.5 萬$141.8 億+$9.19 億 (+6.9%)

11 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(136 家)

2025 年第 4 季季末持有 Principal Financial Group Inc、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 136 家。

2025 年第 4 季新進 PFG 的機構
機構股數市值佔組合 %
Norges Bank3,098,015$2.73 億0.03%
Eurizon Capital SGR S.p.A.368,119$3,247 萬0.10%
Caisse de Depot Et Placement du Quebec204,500$1,804 萬0.03%
La Banque Postale Asset Management SA117,897$1,040 萬0.12%
Nomura Asset Management International Inc.57,731$509.3 萬0.01%
Adage Capital Partners GP, L.L.C.55,500$489.6 萬0.01%
Ieq Capital, LLC50,459$445.1 萬0.01%
Econ Financial Services Corp44,914$396.2 萬1.99%
Lombard Odier Asset Management (Switzerland) SA43,179$380.9 萬0.16%
CIBC World Markets Corp28,604$252.3 萬0.01%
Algert Global LLC27,350$241.3 萬0.04%
Claro Advisors LLC26,978$238.0 萬0.32%
VCI Wealth Management LLC18,711$165.0 萬0.46%
Y-Intercept (Hong Kong) Ltd18,139$160.0 萬0.04%
Osmosis Investment Management UK Ltd16,901$149.1 萬0.04%
OpenArc Corporate Advisory, LLC16,653$146.9 萬0.02%
Oak Thistle LLC16,570$146.2 萬0.20%
Commerzbank Aktiengesellschaft14,475$127.7 萬0.03%
Wiregrass Investment Management LLC13,520$119.3 萬1.00%
EP Wealth Advisors, LLC13,091$115.5 萬0.01%
Pinebridge Investments LLC12,891$113.7 萬0.01%
Redwood Investment Management, LLC12,393$109.3 萬0.12%
Mork Capital Management, LLC12,370$109.1 萬0.67%
Qsemble Capital Management, LP12,313$108.6 萬0.09%
Glenmede Trust Co NA11,920$105.1 萬0.00%
National Wealth Management Group, LLC11,318$99.8 萬0.35%
Laird Norton Trust Company, LLC10,504$92.7 萬0.02%
Evolve Private Wealth, LLC9,775$86.2 萬0.05%
Picton Mahoney Asset Management9,435$83.2 萬0.01%
Legato Capital Management LLC8,169$72.1 萬0.06%
RMB Capital Management, LLC8,115$71.6 萬0.01%
North Dakota State Investment Board7,634$67.3 萬0.03%
Sivia Capital Partners, LLC6,999$61.7 萬0.13%
AIA Group Ltd6,655$58.7 萬0.01%
Abn Amro Investment Solutions6,642$58.6 萬0.01%
PensionDanmark Pensionsforsikringsaktieselskab6,450$56.9 萬0.01%
Axq Capital, LP6,159$54.3 萬0.12%
Jackson Creek Investment Advisors LLC6,028$53.2 萬0.16%
DRW Securities, LLC5,646$49.8 萬0.04%
Boothbay Fund Management, LLC5,251$46.3 萬0.01%
Aprio Wealth Management, LLC4,718$41.6 萬0.02%
Perigon Wealth Management, LLC4,444$39.2 萬0.01%
DGS Capital Management, LLC4,252$37.5 萬0.06%
Woodline Partners LP4,075$35.9 萬0.00%
Integrated Wealth Concepts LLC4,050$35.7 萬0.00%
JMN Financial LLC3,960$34.9 萬0.35%
Perpetual Ltd3,892$34.3 萬0.00%
Waddell & Associates, LLC3,703$32.7 萬0.02%
NorthCrest Asset Manangement, LLC3,541$32.0 萬0.01%
TCW Group Inc3,523$31.1 萬0.00%
AlphaGrep UK Ltd3,516$31.0 萬0.10%
Kane Co Wealth Management, Inc.3,484$30.7 萬0.27%
Provident Living Financial Services, Inc.3,375$29.8 萬0.29%
Balyasny Asset Management LLC3,331$29.4 萬0.00%
Berkshire Money Management, Inc.3,222$28.4 萬0.03%
Caerus Investment Advisors, LLC3,220$28.4 萬0.09%
Pallas Capital Advisors LLC3,210$28.3 萬0.01%
Wellspring Financial Advisors, LLC3,128$27.6 萬0.02%
Symphony Financial, Ltd. Co.3,022$26.8 萬0.04%
HBK Sorce Advisory LLC2,684$26.1 萬0.01%
Gateway Investment Advisers LLC2,946$26.0 萬0.00%
WBI Investments2,883$25.4 萬0.07%
NewEdge Wealth, LLC2,848$25.1 萬0.00%
Mirabella Financial Services LLP2,724$24.0 萬0.02%
GTS Securities LLC2,711$23.9 萬0.01%
RFG - Bristol Wealth Advisors, LLC2,650$23.4 萬0.07%
FIL Ltd2,646$23.3 萬0.00%
Investment Research & Advisory Group, Inc.2,636$23.3 萬0.08%
nVerses Capital, LLC2,639$23.3 萬0.52%
Ritholtz Wealth Management2,622$23.1 萬0.00%
Kera Capital Partners, Inc.2,415$22.9 萬0.03%
Paladin Partners, LLC2,490$22.0 萬0.16%
Paragon Capital Management Ltd2,459$21.7 萬0.04%
StoneX Group Inc.2,437$21.5 萬0.01%
Smith, Moore & Co.2,412$21.3 萬0.02%
Resurgent Financial Advisors LLC2,402$21.2 萬0.11%
Cora Capital Advisors LLC2,401$21.2 萬0.08%
Beacon Pointe Advisors, LLC2,393$21.1 萬0.00%
Panagora Asset Management Inc2,380$21.0 萬0.00%
Acropolis Investment Management, LLC2,378$21.0 萬0.01%
Kavar Capital Partners Group, LLC2,360$20.8 萬0.03%
waypoint wealth counsel2,331$20.6 萬0.08%
Evoke Wealth, LLC2,323$20.5 萬0.00%
Auxier Asset Management2,322$20.5 萬0.03%
Independent Wealth Network Inc.2,310$20.4 萬0.06%
Koshinski Asset Management, Inc.2,304$20.3 萬0.01%
Pinnacle Wealth Planning Services, Inc.2,278$20.1 萬0.02%
Ofi Invest Asset Management2,531$19.0 萬0.00%
Employees Retirement System of Texas2,126$18.8 萬0.00%
EFG International AG2,062$18.2 萬0.00%
Atlas Capital Advisors LLC1,650$14.6 萬0.02%
Torren Management, LLC1,641$14.5 萬0.07%
Caitong International Asset Management Co., Ltd1,241$10.9 萬0.03%
Olistico Wealth, LLC1,158$10.2 萬0.05%
Key Capital Management, INC977$8.62 萬0.09%
Los Angeles Capital Management LLC1,037$8.58 萬0.00%
Quarry LP920$8.12 萬0.01%
Fideuram Asset Management (Ireland) dac669$5.33 萬0.00%
Elyxium Wealth, LLC508$4.48 萬0.01%
Keating Financial Advisory Services, Inc.473$4.18 萬0.01%

清倉機構(62 家)

2025 年第 3 季季末持有 Principal Financial Group Inc、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 PFG 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Voloridge Investment Management, LLC327,368$2,714 萬
Prana Capital Management, LP241,339$2,001 萬
Alyeska Investment Group, L.P.148,973$1,235 萬
Entropy Technologies, LP48,433$401.6 萬
Dark Forest Capital Management LP44,867$372.0 萬
Graham Capital Management, L.P.27,573$228.6 萬
Aquatic Capital Management LLC24,292$201.4 萬
XTX Topco Ltd22,815$189.2 萬
Neo Ivy Capital Management16,914$140.2 萬
Vinva Investment Management Ltd15,893$131.1 萬
Midland Wealth Advisors LLC15,674$130.0 萬
Toroso Investments, LLC15,234$126.3 萬
Bayesian Capital Management, LP12,300$102.0 萬
Headlands Technologies LLC11,863$98.4 萬
Great Lakes Advisors, LLC11,148$92.4 萬
Prudential PLC8,232$68.3 萬
Denali Advisors LLC7,221$59.9 萬
Jump Financial, LLC6,231$51.7 萬
Meiji Yasuda Life Insurance Co5,693$47.2 萬
Tudor Investment Corp Et Al5,583$46.3 萬
NorthRock Partners, LLC5,415$44.9 萬
MQS Management LLC5,258$43.6 萬
Kovitz Investment Group Partners, LLC4,995$41.4 萬
Belpointe Asset Management LLC4,983$41.3 萬
Applied Finance Capital Management, LLC4,595$38.1 萬
Arete Wealth Advisors, LLC4,460$37.0 萬
Machina Capital S.A.S.4,298$35.6 萬
LifeWealth Investments, LLC4,217$35.0 萬
Brighton Jones LLC3,944$32.7 萬
Catalytic Wealth RIA, LLC3,094$25.7 萬
Resolute Wealth Strategies, LLC3,073$25.5 萬
RIA Advisory Group LLC2,988$24.8 萬
Capstone Investment Advisors, LLC2,829$23.5 萬
Teza Capital Management LLC2,793$23.2 萬
Campbell & CO Investment Adviser LLC2,756$22.9 萬
Profund Advisors LLC2,677$22.2 萬
FORA Capital, LLC2,529$21.0 萬
NJ State Employees Deferred Compensation Plan2,500$20.7 萬
Arista Wealth Management, LLC2,435$20.2 萬
Mather Group, LLC.1,734$14.4 萬
Simplex Trading, LLC1,255$10.4 萬
Catalyst Capital Advisors LLC869$7.20 萬
Heartwood Wealth Advisors LLC762$6.32 萬
Sit Investment Associates Inc575$4.80 萬
Group One Trading, L.P.442$3.66 萬
New Age Alpha Advisors, LLC302$2.50 萬
Trust Co of Toledo NA200$1.66 萬
Alpine Bank Wealth Management189$1.57 萬
Painted Porch Advisors LLC119$9,866
Rise Advisors, LLC103$8,540
Marshall & Sterling Wealth Advisors Inc.83$6,882
Pin Oak Investment Advisors Inc78$6,467
Halbert Hargrove Global Advisors, LLC58$4,809
Cloud Capital Management, LLC48$3,000
Maseco LLP26$2,169
Atlantic Trust, LLC23$1,907
Global Wealth Strategies & Associates20$1,658
Tortoise Investment Management, LLC14$1,161
Strengthening Families & Communities, LLC6$506
Avalon Trust Co6$498
Orion Capital Management LLC6$497
JPL Wealth Management, LLC5$415

尚未申報 2025 年第 4 季的機構(11 家)

2025 年第 3 季季末持有 Principal Financial Group Inc、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 PFG、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
CIBC Bancorp USA Inc.28,738$238.3 萬
Glenmede Investment Management, LP12,312$102.1 萬
Wetherby Asset Management Inc7,010$58.1 萬
Lion Street Advisors, LLC8,301$55.7 萬
Sonora Investment Management Group, LLC3,600$29.8 萬
Abich Financial Wealth Management LLC3,370$27.9 萬
AXA Investment Managers S.A.1,905$15.8 萬
Binnacle Investments Inc1,051$8.71 萬
Hemington Wealth Management613$5.00 萬
WFA Asset Management Corp548$4.71 萬
Guerra Advisors Inc40$3,316