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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 15,037 | $132.6 萬 | 0.02% | +4,603+44.1% | 加碼 |
| Stifel Financial Corp | 14,953 | $131.9 萬 | 0.00% | +1,026+7.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 14,775 | $130.3 萬 | 0.01% | +5,625+61.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 14,475 | $127.7 萬 | 0.03% | +14,475 | 新進 |
| Avanza Fonder AB | 14,358 | $126.7 萬 | 0.03% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 14,302 | $126.2 萬 | 0.02% | +502+3.6% | 加碼 |
| Caxton Associates LLP | 14,091 | $124.3 萬 | 0.02% | −544−3.7% | 減碼 |
| D.A. Davidson & Co. | 14,028 | $123.7 萬 | 0.01% | +312+2.3% | 加碼 |
| Allstate Corp | 14,014 | $123.6 萬 | 0.02% | +6,823+94.9% | 加碼 |
| Mizuho Securities USA LLC | 14,557 | $123.5 萬 | 0.02% | −208−1.4% | 減碼 |
| Kentucky Retirement Systems | 13,943 | $123.0 萬 | 0.03% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 13,734 | $121.1 萬 | 0.06% | −437−3.1% | 減碼 |
| PSI Advisors, LLC | 13,681 | $120.7 萬 | 0.30% | +491+3.7% | 加碼 |
| Kestra Advisory Services, LLC | 13,679 | $120.7 萬 | 0.00% | +592+4.5% | 加碼 |
| Wiregrass Investment Management LLC | 13,520 | $119.3 萬 | 1.00% | +13,520 | 新進 |
| Impax Asset Management Group plc | 13,450 | $118.6 萬 | 0.01% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 13,167 | $116.1 萬 | 0.01% | +51+0.4% | 加碼 |
| Merit Financial Group, LLC | 13,137 | $115.9 萬 | 0.01% | +4,941+60.3% | 加碼 |
| EP Wealth Advisors, LLC | 13,091 | $115.5 萬 | 0.01% | +13,091 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,993 | $114.6 萬 | 0.01% | +1,666+14.7% | 加碼 |
| Sterling Capital Management LLC | 12,902 | $113.8 萬 | 0.02% | −829−6.0% | 減碼 |
| Pinebridge Investments LLC | 12,891 | $113.7 萬 | 0.01% | +12,891 | 新進 |
| Versor Investments LP | 12,569 | $110.9 萬 | 0.17% | +4,483+55.4% | 加碼 |
| Savant Capital, LLC | 12,493 | $110.2 萬 | 0.01% | −227−1.8% | 減碼 |
| Legacy Financial Group LLC | 11,347 | $109.4 萬 | 0.14% | +386+3.5% | 加碼 |
| Redwood Investment Management, LLC | 12,393 | $109.3 萬 | 0.12% | +12,393 | 新進 |
| Mork Capital Management, LLC | 12,370 | $109.1 萬 | 0.67% | +12,370 | 新進 |
| Qsemble Capital Management, LP | 12,313 | $108.6 萬 | 0.09% | +12,313 | 新進 |
| Gulf International Bank (UK) Ltd | 12,263 | $108.2 萬 | 0.04% | 00.0% | 不變 |
| Norinchukin Bank, The | 12,241 | $108.0 萬 | 0.01% | +605+5.2% | 加碼 |
| CAPROCK Group, Inc. | 12,167 | $107.3 萬 | 0.02% | +2,891+31.2% | 加碼 |
| GWM Advisors LLC | 12,055 | $106.3 萬 | 0.00% | +1,630+15.6% | 加碼 |
| Glenmede Trust Co NA | 11,920 | $105.1 萬 | 0.00% | +11,920 | 新進 |
| KC Investment Advisors, LLC | 11,853 | $104.6 萬 | 0.26% | −1,371−10.4% | 減碼 |
| Gilbert & Cook, Inc. | 11,783 | $103.9 萬 | 0.13% | +3,284+38.6% | 加碼 |
| Montag A & Associates Inc | 11,750 | $103.6 萬 | 0.05% | −2,315−16.5% | 減碼 |
| Intech Investment Management LLC | 11,441 | $100.9 萬 | 0.01% | −5,557−32.7% | 減碼 |
| Metis Global Partners, LLC | 11,385 | $100.4 萬 | 0.02% | +4,222+58.9% | 加碼 |
| National Wealth Management Group, LLC | 11,318 | $99.8 萬 | 0.35% | +11,318 | 新進 |
| HighPoint Advisor Group LLC | 11,100 | $97.9 萬 | 0.02% | +1,711+18.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 11,035 | $97.3 萬 | 0.08% | −420−3.7% | 減碼 |
| Empowered Funds, LLC | 10,908 | $96.2 萬 | 0.02% | +572+5.5% | 加碼 |
| Maryland State Retirement & Pension System | 10,843 | $95.6 萬 | 0.02% | −700−6.1% | 減碼 |
| Integrity Alliance, LLC. | 10,808 | $95.3 萬 | 0.03% | +6,904+176.8% | 加碼 |
| Martin Capital Partners, LLC | 10,748 | $94.8 萬 | 0.36% | −76−0.7% | 減碼 |
| Oppenheimer & Co Inc | 10,616 | $93.6 萬 | 0.01% | +208+2.0% | 加碼 |
| West Bancorporation Inc | 10,610 | $93.6 萬 | 0.49% | 00.0% | 不變 |
| Ascent Group, LLC | 10,556 | $93.1 萬 | 0.03% | +214+2.1% | 加碼 |
| Laird Norton Trust Company, LLC | 10,504 | $92.7 萬 | 0.02% | +10,504 | 新進 |
| Warren Averett Asset Management, LLC | 10,395 | $91.7 萬 | 0.01% | +1,339+14.8% | 加碼 |
| Tounjian Advisory Partners, LLC | 10,370 | $91.5 萬 | 0.31% | +62+0.6% | 加碼 |
| Park Edge Advisors, LLC | 10,236 | $90.3 萬 | 0.20% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 10,200 | $90.0 萬 | 0.02% | −400−3.8% | 減碼 |
| Quadrant Capital Group LLC | 10,127 | $89.3 萬 | 0.03% | −42−0.4% | 減碼 |
| Assetmark, Inc | 9,902 | $87.3 萬 | 0.00% | +1,478+17.5% | 加碼 |
| Plato Investment Management Ltd | 9,747 | $86.4 萬 | 0.06% | +1,247+14.7% | 加碼 |
| Evolve Private Wealth, LLC | 9,775 | $86.2 萬 | 0.05% | +9,775 | 新進 |
| Summit Trail Advisors, LLC | 9,732 | $85.8 萬 | 0.01% | −4,113−29.7% | 減碼 |
| Basepoint Wealth LLC | 9,577 | $84.5 萬 | 0.51% | +61+0.6% | 加碼 |
| Everence Capital Management Inc | 9,570 | $84.4 萬 | 0.05% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 9,435 | $83.2 萬 | 0.01% | +9,435 | 新進 |
| Bessemer Group Inc | 9,415 | $83.1 萬 | 0.00% | −520−5.2% | 減碼 |
| ING Groep NV | 9,289 | $81.9 萬 | 0.00% | −266−2.8% | 減碼 |
| New Mexico Educational Retirement Board | 9,254 | $81.6 萬 | 0.02% | −100−1.1% | 減碼 |
| Verdence Capital Advisors LLC | 9,242 | $81.5 萬 | 0.05% | +158+1.7% | 加碼 |
| Buckingham Strategic Partners | 9,227 | $81.4 萬 | 0.01% | +3,464+60.1% | 加碼 |
| Fifth Third Bancorp | 9,130 | $80.5 萬 | 0.00% | +127+1.4% | 加碼 |
| Elevated Capital Advisors, LLC | 9,100 | $80.3 萬 | 0.19% | +410+4.7% | 加碼 |
| Ausdal Financial Partners, Inc. | 9,032 | $79.7 萬 | 0.04% | +305+3.5% | 加碼 |
| Holderness Investments Co | 9,028 | $79.6 萬 | 0.16% | −220−2.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 8,830 | $79.0 萬 | 0.00% | −146−1.6% | 減碼 |
| South Dakota Investment Council | 8,914 | $78.6 萬 | 0.01% | −500−5.3% | 減碼 |
| Gotham Asset Management, LLC | 8,763 | $77.3 萬 | 0.00% | +5,218+147.2% | 加碼 |
| Truist Financial Corp | 8,696 | $76.7 萬 | 0.00% | +584+7.2% | 加碼 |
| Omers Administration Corp | 8,518 | $75.1 萬 | 0.01% | −9,900−53.8% | 減碼 |
| Argonautica Private Wealth Management, Inc | 8,460 | $74.6 萬 | 0.22% | −299−3.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 8,411 | $74.4 萬 | 0.00% | +450+5.7% | 加碼 |
| Pinnacle Associates Ltd | 8,422 | $74.3 萬 | 0.01% | +1,146+15.8% | 加碼 |
| Syon Capital LLC | 8,363 | $73.8 萬 | 0.04% | +1,093+15.0% | 加碼 |
| Allworth Financial LP | 8,251 | $72.8 萬 | 0.00% | −279−3.3% | 減碼 |
| Skopos Labs, Inc. | 8,116 | $72.3 萬 | 0.03% | +4,313+113.4% | 加碼 |
| Legato Capital Management LLC | 8,169 | $72.1 萬 | 0.06% | +8,169 | 新進 |
| Equitable Holdings, Inc. | 8,144 | $71.8 萬 | 0.00% | −92−1.1% | 減碼 |
| RMB Capital Management, LLC | 8,115 | $71.6 萬 | 0.01% | +8,115 | 新進 |
| IFP Advisors, Inc | 8,004 | $70.6 萬 | 0.02% | −169−2.1% | 減碼 |
| City State Bank | 7,938 | $70.0 萬 | 0.19% | −100−1.2% | 減碼 |
| Assenagon Asset Management S.A. | 7,922 | $69.9 萬 | 0.00% | −689,813−98.9% | 減碼 |
| Empirical Finance, LLC | 7,847 | $69.2 萬 | 0.03% | −338−4.1% | 減碼 |
| Wolff Financial Management LLC | 7,815 | $68.9 萬 | 0.16% | 00.0% | 不變 |
| GAMMA Investing LLC | 7,785 | $68.7 萬 | 0.03% | +1,595+25.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 7,647 | $67.5 萬 | 0.00% | −121,878−94.1% | 減碼 |
| North Dakota State Investment Board | 7,634 | $67.3 萬 | 0.03% | +7,634 | 新進 |
| Vivid Wealth Management, LLC | 7,623 | $67.2 萬 | 0.26% | +20.0% | 加碼 |
| Forum Financial Management, LP | 7,546 | $66.6 萬 | 0.01% | +11+0.1% | 加碼 |
| United Capital Financial Advisers, LLC | 7,544 | $66.5 萬 | 0.00% | +1,344+21.7% | 加碼 |
| Atria Investments LLC | 7,506 | $66.2 萬 | 0.01% | +927+14.1% | 加碼 |
| HB Wealth Management, LLC | 7,453 | $65.8 萬 | 0.00% | +2,039+37.7% | 加碼 |
| Park Avenue Securities LLC | 7,446 | $65.7 萬 | 0.01% | +1,636+28.2% | 加碼 |
| Chicago Partners Investment Group LLC | 7,200 | $65.7 萬 | 0.02% | +790+12.3% | 加碼 |
| Sunbelt Securities, Inc. | 7,442 | $65.6 萬 | 0.04% | −268−3.5% | 減碼 |