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 |
|---|---|---|---|---|---|
| FIL Ltd | 2,646 | $23.3 萬 | 0.00% | +2,646 | 新進 |
| Westmount Partners, LLC | 2,648 | $23.4 萬 | 0.06% | 00.0% | 不變 |
| RFG - Bristol Wealth Advisors, LLC | 2,650 | $23.4 萬 | 0.07% | +2,650 | 新進 |
| MASTERINVEST Kapitalanlage GmbH | 2,646 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,669 | $23.5 萬 | 0.00% | −51−1.9% | 減碼 |
| Kinloch Capital, LLC | 2,675 | $23.6 萬 | 0.10% | 00.0% | 不變 |
| Sageworth Trust Co | 2,683 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Wedmont Private Capital | 2,606 | $23.7 萬 | 0.01% | +92+3.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 2,691 | $23.7 萬 | 0.01% | −67−2.4% | 減碼 |
| Patton Fund Management, Inc. | 2,706 | $23.9 萬 | 0.03% | −292−9.7% | 減碼 |
| GTS Securities LLC | 2,711 | $23.9 萬 | 0.01% | +2,711 | 新進 |
| Mirabella Financial Services LLP | 2,724 | $24.0 萬 | 0.02% | +2,724 | 新進 |
| EverSource Wealth Advisors, LLC | 2,724 | $24.0 萬 | 0.01% | +295+12.1% | 加碼 |
| Winnow Wealth LLC | 2,701 | $24.0 萬 | 0.18% | +52+2.0% | 加碼 |
| Farmers & Merchants Investments Inc | 2,735 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,741 | $24.2 萬 | 0.00% | −8−0.3% | 減碼 |
| VisionPoint Advisory Group, LLC | 2,765 | $24.4 萬 | 0.05% | −77−2.7% | 減碼 |
| Park National Corp | 2,780 | $24.5 萬 | 0.01% | −7−0.3% | 減碼 |
| Atomi Financial Group, Inc. | 2,808 | $24.8 萬 | 0.01% | +327+13.2% | 加碼 |
| 180 Wealth Advisors, LLC | 2,824 | $24.9 萬 | 0.03% | −318−10.1% | 減碼 |
| Nicolet Bankshares Inc | 2,845 | $25.1 萬 | 0.04% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 2,848 | $25.1 萬 | 0.00% | +2,848 | 新進 |
| WBI Investments | 2,883 | $25.4 萬 | 0.07% | +2,883 | 新進 |
| International Private Wealth Advisors LLC | 2,890 | $25.5 萬 | 0.16% | +33+1.2% | 加碼 |
| Busey Wealth Management | 2,904 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| Mutual Advisors, LLC | 2,908 | $25.7 萬 | 0.01% | +129+4.6% | 加碼 |
| Gateway Investment Advisers LLC | 2,946 | $26.0 萬 | 0.00% | +2,946 | 新進 |
| HBK Sorce Advisory LLC | 2,684 | $26.1 萬 | 0.01% | +2,684 | 新進 |
| Burney Co | 2,962 | $26.1 萬 | 0.01% | +11+0.4% | 加碼 |
| Valeo Financial Advisors, LLC | 2,964 | $26.1 萬 | 0.01% | +243+8.9% | 加碼 |
| Brookstone Capital Management | 2,981 | $26.3 萬 | 0.00% | −38−1.3% | 減碼 |
| Security National Bank of So Dak | 3,000 | $26.5 萬 | 0.13% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $26.5 萬 | 0.08% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 3,003 | $26.5 萬 | 0.03% | −298−9.0% | 減碼 |
| Shepherd Financial Partners LLC | 3,009 | $26.5 萬 | 0.02% | +3+0.1% | 加碼 |
| CX Institutional | 3,023 | $26.7 萬 | 0.01% | +205+7.3% | 加碼 |
| Rockland Trust Co | 3,027 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 3,022 | $26.8 萬 | 0.04% | +3,022 | 新進 |
| Renaissance Group LLC | 3,108 | $27.4 萬 | 0.01% | +51+1.7% | 加碼 |
| Adams Wealth Management | 3,129 | $27.6 萬 | 0.06% | −569−15.4% | 減碼 |
| CacheTech Inc. | 3,129 | $27.6 萬 | 0.05% | −569−15.4% | 減碼 |
| Wellspring Financial Advisors, LLC | 3,128 | $27.6 萬 | 0.02% | +3,128 | 新進 |
| Chesley Taft & Associates LLC | 3,203 | $28.3 萬 | 0.01% | −63−1.9% | 減碼 |
| Pallas Capital Advisors LLC | 3,210 | $28.3 萬 | 0.01% | +3,210 | 新進 |
| Regal Investment Advisors LLC | 3,214 | $28.4 萬 | 0.02% | −49−1.5% | 減碼 |
| Brown Advisory Inc | 3,215 | $28.4 萬 | 0.00% | −50−1.5% | 減碼 |
| Caerus Investment Advisors, LLC | 3,220 | $28.4 萬 | 0.09% | +3,220 | 新進 |
| Berkshire Money Management, Inc. | 3,222 | $28.4 萬 | 0.03% | +3,222 | 新進 |
| Lake Street Financial LLC | 3,230 | $28.5 萬 | 0.03% | −27−0.8% | 減碼 |
| Essex Financial Services, Inc. | 3,247 | $28.6 萬 | 0.02% | +452+16.2% | 加碼 |
| Checchi Capital Advisers, LLC | 3,271 | $28.9 萬 | 0.02% | +197+6.4% | 加碼 |
| Ameritas Advisory Services, LLC | 3,304 | $29.1 萬 | 0.01% | +2,130+181.4% | 加碼 |
| Balyasny Asset Management LLC | 3,331 | $29.4 萬 | 0.00% | +3,331 | 新進 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $29.4 萬 | 0.10% | 00.0% | 不變 |
| Csenge Advisory Group | 3,332 | $29.4 萬 | 0.01% | −19−0.6% | 減碼 |
| Provident Living Financial Services, Inc. | 3,375 | $29.8 萬 | 0.29% | +3,375 | 新進 |
| Smartleaf Asset Management LLC | 3,384 | $30.1 萬 | 0.01% | +517+18.0% | 加碼 |
| Argent Trust Co | 3,427 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| Kane Co Wealth Management, Inc. | 3,484 | $30.7 萬 | 0.27% | +3,484 | 新進 |
| FourThought Financial Partners, LLC | 3,485 | $30.7 萬 | 0.03% | +2+0.1% | 加碼 |
| Gsa Capital Partners LLP | 3,512 | $31.0 萬 | 0.03% | −2,171−38.2% | 減碼 |
| AlphaGrep UK Ltd | 3,516 | $31.0 萬 | 0.10% | +3,516 | 新進 |
| TCW Group Inc | 3,523 | $31.1 萬 | 0.00% | +3,523 | 新進 |
| Sageworth Trust Co of South Dakota | 3,531 | $31.1 萬 | 0.25% | −166−4.5% | 減碼 |
| Brinker Capital Investments, LLC | 3,535 | $31.2 萬 | 0.00% | −448−11.2% | 減碼 |
| One Wealth Advisors, LLC | 3,575 | $31.5 萬 | 0.04% | +5+0.1% | 加碼 |
| Daymark Wealth Partners, LLC | 3,584 | $31.6 萬 | 0.01% | +279+8.4% | 加碼 |
| Meeder Advisory Services, Inc. | 3,591 | $31.7 萬 | 0.01% | −3,602−50.1% | 減碼 |
| Two Sigma Securities, LLC | 3,598 | $31.7 萬 | 0.04% | −3,188−47.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 3,541 | $32.0 萬 | 0.01% | +3,541 | 新進 |
| First Citizens Financial Corp | 3,654 | $32.2 萬 | 0.16% | +167+4.8% | 加碼 |
| Aaron Wealth Advisors | 3,655 | $32.2 萬 | 0.02% | +1,079+41.9% | 加碼 |
| Quantbot Technologies LP | 3,700 | $32.6 萬 | 0.01% | −39,430−91.4% | 減碼 |
| Waddell & Associates, LLC | 3,703 | $32.7 萬 | 0.02% | +3,703 | 新進 |
| Alteri Wealth LLC | 3,715 | $32.8 萬 | 0.11% | −257−6.5% | 減碼 |
| Brevan Howard Capital Management LP | 3,771 | $33.3 萬 | 0.01% | −32,711−89.7% | 減碼 |
| Global Retirement Partners, LLC | 3,775 | $33.3 萬 | 0.01% | +2,133+129.9% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 3,821 | $33.7 萬 | 0.23% | 00.0% | 不變 |
| LVW Advisors, LLC | 3,838 | $33.9 萬 | 0.03% | +79+2.1% | 加碼 |
| Independent Advisor Alliance | 3,846 | $33.9 萬 | 0.01% | −67−1.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,870 | $34.1 萬 | 0.02% | −906−19.0% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $34.2 萬 | 0.01% | 00.0% | 不變 |
| Perpetual Ltd | 3,892 | $34.3 萬 | 0.00% | +3,892 | 新進 |
| Glaxis Capital Management, LLC | 3,941 | $34.8 萬 | 0.60% | +35+0.9% | 加碼 |
| JMN Financial LLC | 3,960 | $34.9 萬 | 0.35% | +3,960 | 新進 |
| Optima Capital LLC | 3,968 | $35.0 萬 | 0.15% | +30+0.8% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $35.2 萬 | 0.12% | 00.0% | 不變 |
| Blackhawk Capital Partners LLC. | 4,025 | $35.5 萬 | 0.13% | +205+5.4% | 加碼 |
| Integrated Wealth Concepts LLC | 4,050 | $35.7 萬 | 0.00% | +4,050 | 新進 |
| Seeds Investor LLC | 4,051 | $35.7 萬 | 0.07% | +900+28.6% | 加碼 |
| Keybank National Association | 4,066 | $35.9 萬 | 0.00% | +885+27.8% | 加碼 |
| Woodline Partners LP | 4,075 | $35.9 萬 | 0.00% | +4,075 | 新進 |
| Paradigm Financial Partners, LLC | 4,181 | $36.9 萬 | 0.04% | −205−4.7% | 減碼 |
| Aptus Capital Advisors, LLC | 4,193 | $37.0 萬 | 0.00% | +749+21.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 4,218 | $37.2 萬 | 0.01% | −3−0.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,218 | $37.2 萬 | 0.00% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 4,240 | $37.4 萬 | 0.06% | +650+18.1% | 加碼 |
| DGS Capital Management, LLC | 4,252 | $37.5 萬 | 0.06% | +4,252 | 新進 |
| Exchange Traded Concepts, LLC | 4,301 | $37.9 萬 | 0.00% | −2,794−39.4% | 減碼 |
| Sagespring Wealth Partners, LLC | 4,307 | $38.0 萬 | 0.01% | +346+8.7% | 加碼 |