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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 37,816 | $333.6 萬 | 0.18% | −4,749−11.2% | 減碼 |
| Oddo BHF Asset Management SAS | 37,257 | $328.6 萬 | 0.12% | +8,824+31.0% | 加碼 |
| Financial Advisory Service, Inc. | 36,910 | $325.6 萬 | 0.21% | +2,406+7.0% | 加碼 |
| Baird Financial Group, Inc. | 36,622 | $323.0 萬 | 0.01% | +43+0.1% | 加碼 |
| Utah Retirement Systems | 36,454 | $321.6 萬 | 0.03% | −195−0.5% | 減碼 |
| Freestone Capital Holdings, LLC | 36,281 | $320.0 萬 | 0.09% | +1,405+4.0% | 加碼 |
| Avantax Planning Partners, Inc. | 35,389 | $312.2 萬 | 0.09% | −609−1.7% | 減碼 |
| Foster & Motley Inc | 34,980 | $308.6 萬 | 0.16% | −5,943−14.5% | 減碼 |
| Daiwa Securities Group Inc. | 34,156 | $301.3 萬 | 0.01% | +504+1.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 34,140 | $301.1 萬 | 0.03% | −1,624−4.5% | 減碼 |
| Ethic Inc. | 34,038 | $300.3 萬 | 0.05% | +3,448+11.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 33,121 | $292.2 萬 | 0.01% | +24,875+301.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 32,911 | $290.8 萬 | 0.03% | +21,925+199.6% | 加碼 |
| Centric Wealth Management | 29,907 | $287.1 萬 | 0.61% | +69+0.2% | 加碼 |
| NEOS Investment Management LLC | 32,055 | $282.8 萬 | 0.02% | +4,944+18.2% | 加碼 |
| Tredje AP-fonden | 31,508 | $277.9 萬 | 0.02% | 00.0% | 不變 |
| USS Investment Management Ltd | 30,446 | $268.6 萬 | 0.01% | +503+1.7% | 加碼 |
| Quest Partners LLC | 30,437 | $268.5 萬 | 0.15% | +20,709+212.9% | 加碼 |
| Mercer Global Advisors Inc | 29,972 | $264.4 萬 | 0.00% | +13,283+79.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 29,660 | $261.6 萬 | 0.01% | −3,849−11.5% | 減碼 |
| Ensign Peak Advisors, Inc | 29,526 | $260.4 萬 | 0.00% | −15,981−35.1% | 減碼 |
| Private Advisor Group, LLC | 29,379 | $259.2 萬 | 0.01% | +3,629+14.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 29,376 | $259.1 萬 | 0.04% | −7,040−19.3% | 減碼 |
| New York Life Investment Management LLC | 29,303 | $258.5 萬 | 0.02% | −538−1.8% | 減碼 |
| Nissay Asset Management Corp | 28,799 | $254.0 萬 | 0.01% | +483+1.7% | 加碼 |
| CIBC World Markets Corp | 28,604 | $252.3 萬 | 0.01% | +28,604 | 新進 |
| Vident Advisory, LLC | 28,316 | $249.8 萬 | 0.02% | +606+2.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 28,235 | $249.1 萬 | 0.01% | −115,019−80.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,625 | $243.7 萬 | 0.01% | +17,120+163.0% | 加碼 |
| Rakuten Investment Management, Inc. | 27,268 | $242.8 萬 | 0.01% | −196,182−87.8% | 減碼 |
| Algert Global LLC | 27,350 | $241.3 萬 | 0.04% | +27,350 | 新進 |
| UniSuper Management Pty Ltd | 27,346 | $241.2 萬 | 0.01% | −4,654−14.5% | 減碼 |
| Claro Advisors LLC | 26,978 | $238.0 萬 | 0.32% | +26,978 | 新進 |
| Janus Henderson Group PLC | 26,947 | $237.7 萬 | 0.00% | +392+1.5% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 25,678 | $226.5 萬 | 0.13% | −7,063−21.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,618 | $226.0 萬 | 0.02% | +674+2.7% | 加碼 |
| OP Asset Management Ltd | 25,346 | $223.6 萬 | 0.03% | −691−2.7% | 減碼 |
| Columbus Macro, LLC | 25,178 | $222.1 萬 | 0.24% | −767−3.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,151 | $221.9 萬 | 0.02% | +200+0.8% | 加碼 |
| Dakota Wealth Management | 24,890 | $219.6 萬 | 0.04% | −2,196−8.1% | 減碼 |
| Engineers Gate Manager LP | 24,890 | $219.6 萬 | 0.03% | −69,368−73.6% | 減碼 |
| Hohimer Wealth Management, LLC | 24,694 | $217.8 萬 | 0.29% | −347−1.4% | 減碼 |
| Simon Quick Advisors, LLC | 24,459 | $215.8 萬 | 0.09% | −14−0.1% | 減碼 |
| Yousif Capital Management, LLC | 23,880 | $211.4 萬 | 0.02% | −2,050−7.9% | 減碼 |
| National Pension Service | 23,684 | $208.9 萬 | 0.00% | −364,362−93.9% | 減碼 |
| ISAM Funds (UK) Ltd | 23,233 | $204.9 萬 | 0.74% | −3,882−14.3% | 減碼 |
| Siemens Fonds Invest GmbH | 22,676 | $201.6 萬 | 0.11% | −8,054−26.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 22,837 | $201.4 萬 | 0.03% | −300−1.3% | 減碼 |
| MAI Capital Management | 22,543 | $198.9 萬 | 0.01% | +331+1.5% | 加碼 |
| Jefferies Financial Group Inc. | 22,131 | $195.2 萬 | 0.02% | +13,131+145.9% | 加碼 |
| BBR Partners, LLC | 22,001 | $194.1 萬 | 0.10% | −25−0.1% | 減碼 |
| Schroder Investment Management Group | 21,614 | $190.7 萬 | 0.00% | +6,381+41.9% | 加碼 |
| GoalVest Advisory LLC | 21,508 | $189.7 萬 | 0.36% | −2,739−11.3% | 減碼 |
| Mutual of America Capital Management LLC | 21,468 | $189.4 萬 | 0.02% | −506−2.3% | 減碼 |
| Generali Asset Management SPA SGR | 21,156 | $186.6 萬 | 0.04% | +7,695+57.2% | 加碼 |
| Ostrum Asset Management | 21,143 | $186.5 萬 | 0.09% | −4,298−16.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 20,900 | $184.4 萬 | 0.00% | +1,471+7.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 20,658 | $182.2 萬 | 0.00% | −207,964−91.0% | 減碼 |
| Janney Montgomery Scott LLC | 20,516 | $181.0 萬 | 0.00% | −435−2.1% | 減碼 |
| Thrivent Financial for Lutherans | 20,326 | $179.5 萬 | 0.00% | −243−1.2% | 減碼 |
| Heritage Trust Co | 20,333 | $179.4 萬 | 0.18% | +3,826+23.2% | 加碼 |
| Jones Financial Companies LLLP | 20,313 | $179.2 萬 | 0.00% | +1,653+8.9% | 加碼 |
| Pacer Advisors, Inc. | 20,119 | $177.5 萬 | 0.00% | +3,802+23.3% | 加碼 |
| Handelsbanken Fonder AB | 20,082 | $177.1 萬 | 0.01% | +9,535+90.4% | 加碼 |
| State of Alaska, Department of Revenue | 20,029 | $176.6 萬 | 0.02% | −1,775−8.1% | 減碼 |
| Groupama Asset Managment | 19,689 | $173.7 萬 | 0.03% | −1,846−8.6% | 減碼 |
| Lecap Asset Management Ltd | 19,682 | $173.6 萬 | 0.69% | +86+0.4% | 加碼 |
| Sanctuary Advisors, LLC | 19,611 | $173.0 萬 | 0.01% | +1,727+9.7% | 加碼 |
| Rockefeller Capital Management L.P. | 19,543 | $172.4 萬 | 0.00% | +446+2.3% | 加碼 |
| V-Square Quantitative Management LLC | 19,498 | $172.0 萬 | 0.18% | −870−4.3% | 減碼 |
| Greenwood Capital Associates LLC | 19,367 | $170.8 萬 | 0.19% | +2,870+17.4% | 加碼 |
| Foster Group, Inc. | 19,049 | $168.0 萬 | 0.05% | +47+0.2% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 18,824 | $166.2 萬 | 1.74% | −1,972−9.5% | 減碼 |
| VCI Wealth Management LLC | 18,711 | $165.0 萬 | 0.46% | +18,711 | 新進 |
| Board of the Pension Protection Fund | 18,700 | $165.0 萬 | 1.57% | +14,200+315.6% | 加碼 |
| US Bancorp | 18,600 | $164.1 萬 | 0.00% | −465−2.4% | 減碼 |
| Commerce Bank | 18,515 | $163.3 萬 | 0.01% | −1,668−8.3% | 減碼 |
| Capital Fund Management S.A. | 18,292 | $161.4 萬 | 0.02% | −2,062−10.1% | 減碼 |
| ASR Vermogensbeheer N.V. | 18,237 | $160.9 萬 | 0.02% | −80−0.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 18,139 | $160.0 萬 | 0.04% | +18,139 | 新進 |
| Federated Hermes, Inc. | 18,096 | $159.6 萬 | 0.00% | −4,746−20.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 17,611 | $155.3 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 17,346 | $153.0 萬 | 0.02% | +220+1.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 17,200 | $151.7 萬 | 0.02% | +486+2.9% | 加碼 |
| Voleon Capital Management LP | 16,936 | $149.4 萬 | 0.03% | −28,488−62.7% | 減碼 |
| Osmosis Investment Management UK Ltd | 16,901 | $149.1 萬 | 0.04% | +16,901 | 新進 |
| RSM US Wealth Management LLC | 16,630 | $147.8 萬 | 0.02% | +512+3.2% | 加碼 |
| Cresset Asset Management, LLC | 16,708 | $147.4 萬 | 0.01% | +6,161+58.4% | 加碼 |
| OpenArc Corporate Advisory, LLC | 16,653 | $146.9 萬 | 0.02% | +16,653 | 新進 |
| Oak Thistle LLC | 16,570 | $146.2 萬 | 0.20% | +16,570 | 新進 |
| Teachers Retirement System of the State of Kentucky | 16,472 | $145.3 萬 | 0.01% | 00.0% | 不變 |
| Donoghue Forlines LLC | 16,472 | $145.3 萬 | 0.45% | −2,097−11.3% | 減碼 |
| Modern Wealth Management, LLC | 16,381 | $144.5 萬 | 0.03% | +2,560+18.5% | 加碼 |
| HighTower Advisors, LLC | 16,040 | $141.5 萬 | 0.00% | −1,373−7.9% | 減碼 |
| Commonwealth Retirement Investments LLC | 15,747 | $138.9 萬 | 0.45% | +317+2.1% | 加碼 |
| Farther Finance Advisors, LLC | 15,599 | $137.6 萬 | 0.01% | +2,488+19.0% | 加碼 |
| Cornercap Investment Counsel Inc | 15,312 | $135.1 萬 | 0.67% | −208−1.3% | 減碼 |
| CBOE Vest Financial, LLC | 15,246 | $134.5 萬 | 0.02% | +1,558+11.4% | 加碼 |
| Hartford Investment Management Co | 15,240 | $134.4 萬 | 0.04% | +401+2.7% | 加碼 |
| Neuberger Berman Group LLC | 15,071 | $132.9 萬 | 0.00% | +1,601+11.9% | 加碼 |