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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 4,331 | $38.2 萬 | 0.04% | 00.0% | 不變 |
| We Are One Seven, LLC | 4,333 | $38.2 萬 | 0.01% | +1,292+42.5% | 加碼 |
| Verition Fund Management LLC | 4,362 | $38.5 萬 | 0.00% | −5,680−56.6% | 減碼 |
| Impact Partnership Wealth, LLC | 4,406 | $38.9 萬 | 0.05% | −319−6.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,408 | $38.9 萬 | 0.00% | −303−6.4% | 減碼 |
| Rothschild Investment LLC | 4,437 | $39.1 萬 | 0.02% | +1,055+31.2% | 加碼 |
| Perigon Wealth Management, LLC | 4,444 | $39.2 萬 | 0.01% | +4,444 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,445 | $39.2 萬 | 0.01% | −730−14.1% | 減碼 |
| QRG Capital Management, Inc. | 4,453 | $39.3 萬 | 0.00% | −115−2.5% | 減碼 |
| Wealthspire Advisors, LLC | 4,459 | $39.3 萬 | 0.00% | +2,966+198.7% | 加碼 |
| AlphaStar Capital Management, LLC | 4,478 | $39.5 萬 | 0.03% | +281+6.7% | 加碼 |
| Vise Technologies, Inc. | 4,541 | $40.1 萬 | 0.01% | +1,348+42.2% | 加碼 |
| Rexford Capital Inc | 4,556 | $40.2 萬 | 0.30% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 4,574 | $40.3 萬 | 0.03% | −7−0.2% | 減碼 |
| Inceptionr LLC | 4,637 | $40.9 萬 | 0.11% | −2,944−38.8% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 4,643 | $41.0 萬 | 0.23% | −227−4.7% | 減碼 |
| Waldron Private Wealth LLC | 4,656 | $41.1 萬 | 0.02% | 00.0% | 不變 |
| Hancock Whitney Corp | 4,664 | $41.1 萬 | 0.01% | −201−4.1% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,689 | $41.4 萬 | 0.05% | −145−3.0% | 減碼 |
| Benjamin Edwards Inc | 4,702 | $41.5 萬 | 0.00% | +33+0.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 4,707 | $41.5 萬 | 0.00% | +441+10.3% | 加碼 |
| Aprio Wealth Management, LLC | 4,718 | $41.6 萬 | 0.02% | +4,718 | 新進 |
| Argentarii, LLC | 4,788 | $42.2 萬 | 0.14% | +4+0.1% | 加碼 |
| Horizon Investments, LLC | 4,867 | $42.9 萬 | 0.01% | −2,200−31.1% | 減碼 |
| Twin Capital Management Inc | 4,894 | $43.2 萬 | 0.05% | +43+0.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 4,927 | $43.5 萬 | 0.00% | +1,504+43.9% | 加碼 |
| Kingsview Wealth Management, LLC | 4,982 | $43.9 萬 | 0.01% | −3,936−44.1% | 減碼 |
| Canada Post Corp Registered Pension Plan | 5,046 | $44.5 萬 | 0.02% | +1,080+27.2% | 加碼 |
| Benin Management CORP | 5,200 | $45.9 萬 | 0.10% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 5,201 | $45.9 萬 | 0.02% | +32+0.6% | 加碼 |
| Arkadios Wealth Advisors | 5,208 | $45.9 萬 | 0.01% | +990+23.5% | 加碼 |
| STRS Ohio | 5,213 | $46.0 萬 | 0.00% | −97−1.8% | 減碼 |
| Huntington National Bank | 5,230 | $46.1 萬 | 0.00% | +1,452+38.4% | 加碼 |
| IHT Wealth Management, LLC | 5,250 | $46.3 萬 | 0.01% | +25+0.5% | 加碼 |
| Boothbay Fund Management, LLC | 5,251 | $46.3 萬 | 0.01% | +5,251 | 新進 |
| Tema ETFs LLC | 5,260 | $46.4 萬 | 0.04% | −12−0.2% | 減碼 |
| Krilogy Financial LLC | 5,048 | $46.9 萬 | 0.02% | +641+14.5% | 加碼 |
| Squarepoint Ops LLC | 5,328 | $47.0 萬 | 0.00% | −313,227−98.3% | 減碼 |
| MUFG Securities Americas Inc. | 5,386 | $47.5 萬 | 0.03% | −81−1.5% | 減碼 |
| Securian Asset Management, Inc | 5,436 | $48.0 萬 | 0.02% | −4,309−44.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,453 | $48.1 萬 | 0.01% | +1,626+42.5% | 加碼 |
| Lido Advisors, LLC | 5,801 | $48.3 萬 | 0.00% | +172+3.1% | 加碼 |
| Palisade Asset Management, LLC | 5,616 | $49.5 萬 | 0.05% | 00.0% | 不變 |
| DRW Securities, LLC | 5,646 | $49.8 萬 | 0.04% | +5,646 | 新進 |
| Nomura Holdings Inc | 5,672 | $50.0 萬 | 0.00% | +411+7.8% | 加碼 |
| CWA Asset Management Group, LLC | 5,676 | $50.1 萬 | 0.02% | +212+3.9% | 加碼 |
| Apollon Wealth Management, LLC | 5,726 | $50.5 萬 | 0.01% | −323−5.3% | 減碼 |
| Iowa State Bank | 5,730 | $50.5 萬 | 0.09% | 00.0% | 不變 |
| Apella Capital, LLC | 5,834 | $51.5 萬 | 0.01% | +10.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,844 | $51.5 萬 | 0.03% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 5,919 | $52.2 萬 | 0.01% | −122−2.0% | 減碼 |
| Jackson Creek Investment Advisors LLC | 6,028 | $53.2 萬 | 0.16% | +6,028 | 新進 |
| Centennial Wealth Advisory LLC | 6,060 | $53.5 萬 | 0.14% | +301+5.2% | 加碼 |
| Vontobel Holding Ltd. | 6,102 | $53.8 萬 | 0.00% | −27−0.4% | 減碼 |
| Capital Investment Advisors, LLC | 6,123 | $54.0 萬 | 0.01% | +7+0.1% | 加碼 |
| Coldstream Capital Management Inc | 6,124 | $54.0 萬 | 0.01% | −4−0.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,665 | $54.1 萬 | 0.01% | −259−3.7% | 減碼 |
| Axq Capital, LP | 6,159 | $54.3 萬 | 0.12% | +6,159 | 新進 |
| Romano Brothers and Company | 6,185 | $54.6 萬 | 0.06% | 00.0% | 不變 |
| MML Investors Services, LLC | 6,232 | $55.0 萬 | 0.00% | +951+18.0% | 加碼 |
| M&T Bank Corp | 6,245 | $55.1 萬 | 0.00% | +2,298+58.2% | 加碼 |
| Greenleaf Trust | 6,283 | $55.4 萬 | 0.01% | +36+0.6% | 加碼 |
| Venture Visionary Partners LLC | 6,285 | $55.4 萬 | 0.02% | +57+0.9% | 加碼 |
| Hilltop National Bank | 6,299 | $55.6 萬 | 0.13% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 6,326 | $55.8 萬 | 0.02% | −6,350−50.1% | 減碼 |
| Johnson Investment Counsel Inc | 6,333 | $55.9 萬 | 0.00% | +3,100+95.9% | 加碼 |
| Curat Global, LLC | 6,382 | $56.3 萬 | 0.63% | −2,042−24.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,388 | $56.3 萬 | 0.01% | −74−1.1% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,450 | $56.9 萬 | 0.01% | +6,450 | 新進 |
| E. Ohman J:or Asset Management AB | 6,450 | $56.9 萬 | 0.01% | −4,450−40.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,461 | $57.0 萬 | 0.00% | +176+2.8% | 加碼 |
| Gentry Private Wealth, LLC | 6,482 | $57.2 萬 | 0.36% | −946−12.7% | 減碼 |
| Guggenheim Capital LLC | 6,545 | $57.7 萬 | 0.00% | −6,812−51.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,591 | $58.1 萬 | 0.03% | +248+3.9% | 加碼 |
| Abn Amro Investment Solutions | 6,642 | $58.6 萬 | 0.01% | +6,642 | 新進 |
| AIA Group Ltd | 6,655 | $58.7 萬 | 0.01% | +6,655 | 新進 |
| Umb Bank N A | 6,690 | $59.0 萬 | 0.01% | +4,565+214.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,738 | $59.4 萬 | 0.03% | +1,580+30.6% | 加碼 |
| Regions Financial Corp | 6,765 | $59.7 萬 | 0.00% | +488+7.8% | 加碼 |
| Callan Family Office, LLC | 6,794 | $59.9 萬 | 0.01% | +895+15.2% | 加碼 |
| Prosperity Consulting Group, LLC | 6,810 | $60.1 萬 | 0.03% | +216+3.3% | 加碼 |
| Vestcor Inc | 6,839 | $60.3 萬 | 0.02% | 00.0% | 不變 |
| Carret Asset Management, LLC | 6,948 | $61.3 萬 | 0.06% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 6,966 | $61.4 萬 | 0.03% | +1,853+36.2% | 加碼 |
| Sivia Capital Partners, LLC | 6,999 | $61.7 萬 | 0.13% | +6,999 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $61.7 萬 | 0.00% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 7,050 | $62.2 萬 | 0.04% | +32+0.5% | 加碼 |
| Jacobi Capital Management LLC | 7,162 | $63.2 萬 | 0.04% | +47+0.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 7,196 | $63.5 萬 | 0.00% | −422−5.5% | 減碼 |
| Mokosak Advisory Group, LLC | 7,209 | $63.6 萬 | 0.16% | +58+0.8% | 加碼 |
| Plimoth Trust Co LLC | 7,398 | $65.3 萬 | 0.15% | −150−2.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,413 | $65.4 萬 | 0.02% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 7,442 | $65.6 萬 | 0.04% | −268−3.5% | 減碼 |
| Chicago Partners Investment Group LLC | 7,200 | $65.7 萬 | 0.02% | +790+12.3% | 加碼 |
| Park Avenue Securities LLC | 7,446 | $65.7 萬 | 0.01% | +1,636+28.2% | 加碼 |
| HB Wealth Management, LLC | 7,453 | $65.8 萬 | 0.00% | +2,039+37.7% | 加碼 |
| Atria Investments LLC | 7,506 | $66.2 萬 | 0.01% | +927+14.1% | 加碼 |
| United Capital Financial Advisers, LLC | 7,544 | $66.5 萬 | 0.00% | +1,344+21.7% | 加碼 |
| Forum Financial Management, LP | 7,546 | $66.6 萬 | 0.01% | +11+0.1% | 加碼 |
| Vivid Wealth Management, LLC | 7,623 | $67.2 萬 | 0.26% | +20.0% | 加碼 |