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 13F 持有人
Principal Financial Group Inc 在 2025/12/31 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
- 892
- 較 2025 年第 3 季 +74 家
- 持有股數
- 1.61 億
- 較 2025 年第 3 季 +93.6 萬 (+0.6%)
- 總市值
- $141.8 億
- 較 2025 年第 3 季 +$9.19 億 (+6.9%)
- 新進機構
- 136
- 另有 335 家加碼
- 清倉機構
- 62
- 另有 257 家減碼
另有 11 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fideuram Asset Management (Ireland) dac | 669 | $5.33 萬 | 0.00% | +669 | 新進 |
| Onefund, LLC | 617 | $5.44 萬 | 0.03% | +33+5.7% | 加碼 |
| BFSG, LLC | 622 | $5.49 萬 | 0.01% | 00.0% | 不變 |
| Cromwell Holdings LLC | 642 | $5.66 萬 | 0.03% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 648 | $5.70 萬 | 0.02% | −65−9.1% | 減碼 |
| Tompkins Financial Corp | 650 | $5.73 萬 | 0.00% | 00.0% | 不變 |
| Godsey & Gibb Associates | 700 | $6.17 萬 | 0.01% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 700 | $6.17 萬 | 0.04% | 00.0% | 不變 |
| Stephens Consulting, LLC | 725 | $6.40 萬 | 0.02% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 763 | $6.73 萬 | 0.00% | −328−30.1% | 減碼 |
| Ronald Blue Trust, Inc. | 802 | $7.07 萬 | 0.00% | −184−18.7% | 減碼 |
| Bokf, NA | 805 | $7.10 萬 | 0.00% | +14+1.8% | 加碼 |
| MV Capital Management, Inc. | 852 | $7.52 萬 | 0.01% | +173+25.5% | 加碼 |
| TFC Financial Management | 871 | $7.68 萬 | 0.01% | 00.0% | 不變 |
| TCTC Holdings, LLC | 875 | $7.72 萬 | 0.00% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 893 | $7.88 萬 | 0.00% | +29+3.4% | 加碼 |
| First Community Trust NA | 893 | $7.88 萬 | 0.06% | +417+87.6% | 加碼 |
| Quarry LP | 920 | $8.12 萬 | 0.01% | +920 | 新進 |
| Geneos Wealth Management Inc. | 950 | $8.38 萬 | 0.00% | −11−1.1% | 減碼 |
| Pinnacle Bancorp, Inc. | 951 | $8.39 萬 | 0.02% | 00.0% | 不變 |
| Root Financial Partners, LLC | 951 | $8.39 萬 | 0.00% | −29−3.0% | 減碼 |
| Security National Bank | 960 | $8.47 萬 | 0.01% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 1,037 | $8.58 萬 | 0.00% | +1,037 | 新進 |
| Key Capital Management, INC | 977 | $8.62 萬 | 0.09% | +977 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $8.76 萬 | 0.00% | 00.0% | 不變 |
| Pingora Partners LLC | 1,000 | $8.82 萬 | 0.05% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 1,066 | $9.40 萬 | 0.00% | +261+32.4% | 加碼 |
| GHP Investment Advisors, Inc. | 1,099 | $9.69 萬 | 0.00% | +100+10.0% | 加碼 |
| Larson Financial Group LLC | 1,101 | $9.71 萬 | 0.00% | +132+13.6% | 加碼 |
| RMG Wealth Management LLC | 1,059 | $9.74 萬 | 0.01% | +67+6.8% | 加碼 |
| Richardson Financial Services Inc. | 1,110 | $9.79 萬 | 0.06% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,128 | $9.95 萬 | 0.01% | +6+0.5% | 加碼 |
| Olistico Wealth, LLC | 1,158 | $10.2 萬 | 0.05% | +1,158 | 新進 |
| Versant Capital Management, Inc | 1,173 | $10.3 萬 | 0.01% | −44−3.6% | 減碼 |
| Hantz Financial Services, Inc. | 1,205 | $10.6 萬 | 0.00% | −127−9.5% | 減碼 |
| Capital Advisors, Ltd. LLC | 1,202 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 1,241 | $10.9 萬 | 0.03% | +1,241 | 新進 |
| Clearstead Advisors, LLC | 1,259 | $11.1 萬 | 0.00% | +352+38.8% | 加碼 |
| JFS Wealth Advisors, LLC | 1,278 | $11.3 萬 | 0.01% | +51+4.2% | 加碼 |
| Private Trust Co NA | 1,321 | $11.7 萬 | 0.01% | +551+71.6% | 加碼 |
| JNBA Financial Advisors | 1,432 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,440 | $12.7 萬 | 0.01% | +12+0.8% | 加碼 |
| LGT Financial Advisors LLC | 1,547 | $13.6 萬 | 0.84% | −1−0.1% | 減碼 |
| Raiffeisen Bank International AG | 1,570 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| Hills Bank & Trust Co | 1,601 | $14.1 萬 | 0.01% | +199+14.2% | 加碼 |
| Quent Capital, LLC | 1,601 | $14.1 萬 | 0.01% | +61+4.0% | 加碼 |
| Torren Management, LLC | 1,641 | $14.5 萬 | 0.07% | +1,641 | 新進 |
| Atlas Capital Advisors LLC | 1,650 | $14.6 萬 | 0.02% | +1,650 | 新進 |
| Harbor Investment Advisory, LLC | 1,654 | $14.6 萬 | 0.01% | +78+4.9% | 加碼 |
| Manchester Capital Management LLC | 1,680 | $14.8 萬 | 0.02% | +305+22.2% | 加碼 |
| Parallel Advisors, LLC | 1,686 | $14.9 萬 | 0.00% | +119+7.6% | 加碼 |
| Compass Financial Services Inc | 1,693 | $14.9 萬 | 0.06% | +11+0.7% | 加碼 |
| Central Trust Co | 1,737 | $15.3 萬 | 0.00% | −8−0.5% | 減碼 |
| Silvant Capital Management LLC | 1,747 | $15.4 萬 | 0.01% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,797 | $15.9 萬 | 0.00% | +457+34.1% | 加碼 |
| West Financial Advisors, LLC | 1,806 | $15.9 萬 | 0.03% | 00.0% | 不變 |
| Capital Analysts, LLC | 1,954 | $17.3 萬 | 0.00% | +144+8.0% | 加碼 |
| EFG International AG | 2,062 | $18.2 萬 | 0.00% | +2,062 | 新進 |
| Ameritas Investment Partners, Inc. | 2,113 | $18.6 萬 | 0.01% | 00.0% | 不變 |
| Clarity Asset Management, Inc. | 2,119 | $18.7 萬 | 0.10% | +882+71.3% | 加碼 |
| Employees Retirement System of Texas | 2,126 | $18.8 萬 | 0.00% | +2,126 | 新進 |
| Ofi Invest Asset Management | 2,531 | $19.0 萬 | 0.00% | +2,531 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 2,278 | $20.1 萬 | 0.02% | +2,278 | 新進 |
| Harbour Investments, Inc. | 2,287 | $20.2 萬 | 0.00% | +208+10.0% | 加碼 |
| Koshinski Asset Management, Inc. | 2,304 | $20.3 萬 | 0.01% | +2,304 | 新進 |
| Cidel Asset Management Inc | 2,307 | $20.4 萬 | 0.01% | −161−6.5% | 減碼 |
| Independent Wealth Network Inc. | 2,310 | $20.4 萬 | 0.06% | +2,310 | 新進 |
| Van Eck Associates Corp | 2,311 | $20.4 萬 | 0.00% | +488+26.8% | 加碼 |
| Essential Partners LLC | 2,320 | $20.5 萬 | 0.06% | +1,331+134.6% | 加碼 |
| Erste Asset Management GmbH | 2,300 | $20.5 萬 | 0.00% | −3,469−60.1% | 減碼 |
| Auxier Asset Management | 2,322 | $20.5 萬 | 0.03% | +2,322 | 新進 |
| Evoke Wealth, LLC | 2,323 | $20.5 萬 | 0.00% | +2,323 | 新進 |
| waypoint wealth counsel | 2,331 | $20.6 萬 | 0.08% | +2,331 | 新進 |
| Trust Asset Management LLC | 2,352 | $20.7 萬 | 0.01% | −92−3.8% | 減碼 |
| Kavar Capital Partners Group, LLC | 2,360 | $20.8 萬 | 0.03% | +2,360 | 新進 |
| Acropolis Investment Management, LLC | 2,378 | $21.0 萬 | 0.01% | +2,378 | 新進 |
| Panagora Asset Management Inc | 2,380 | $21.0 萬 | 0.00% | +2,380 | 新進 |
| Beacon Pointe Advisors, LLC | 2,393 | $21.1 萬 | 0.00% | +2,393 | 新進 |
| Cora Capital Advisors LLC | 2,401 | $21.2 萬 | 0.08% | +2,401 | 新進 |
| Resurgent Financial Advisors LLC | 2,402 | $21.2 萬 | 0.11% | +2,402 | 新進 |
| Smith, Moore & Co. | 2,412 | $21.3 萬 | 0.02% | +2,412 | 新進 |
| Signaturefd, LLC | 2,430 | $21.4 萬 | 0.00% | +31+1.3% | 加碼 |
| State of Wyoming | 2,433 | $21.5 萬 | 0.02% | −2,578−51.4% | 減碼 |
| StoneX Group Inc. | 2,437 | $21.5 萬 | 0.01% | +2,437 | 新進 |
| SageView Advisory Group, LLC | 2,452 | $21.6 萬 | 0.01% | −25−1.0% | 減碼 |
| Paragon Capital Management Ltd | 2,459 | $21.7 萬 | 0.04% | +2,459 | 新進 |
| Turtle Creek Wealth Advisors, LLC | 2,476 | $21.8 萬 | 0.02% | −80−3.1% | 減碼 |
| Long Run Wealth Advisors, LLC | 2,488 | $21.9 萬 | 0.04% | +22+0.9% | 加碼 |
| Paladin Partners, LLC | 2,490 | $22.0 萬 | 0.16% | +2,490 | 新進 |
| S&CO Inc | 2,500 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| First Nebraska Trust Co | 2,529 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 2,555 | $22.5 萬 | 0.00% | −801−23.9% | 減碼 |
| TSFG, LLC | 2,570 | $22.7 萬 | 0.03% | +22+0.9% | 加碼 |
| Blair William & Co | 2,590 | $22.8 萬 | 0.00% | −478−15.6% | 減碼 |
| Kera Capital Partners, Inc. | 2,415 | $22.9 萬 | 0.03% | +2,415 | 新進 |
| Whittier Trust Co | 2,500 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,622 | $23.1 萬 | 0.00% | +2,622 | 新進 |
| Leavell Investment Management, Inc. | 2,624 | $23.1 萬 | 0.01% | +10.0% | 加碼 |
| nVerses Capital, LLC | 2,639 | $23.3 萬 | 0.52% | +2,639 | 新進 |
| Investment Research & Advisory Group, Inc. | 2,636 | $23.3 萬 | 0.08% | +2,636 | 新進 |