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。
2026 年第 1 季 13F 持有人
Principal Financial Group Inc 在 2026/3/31 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
- 914
- 較 2025 年第 4 季 +38 家
- 持有股數
- 1.69 億
- 較 2025 年第 4 季 +3,824 萬 (+29.3%)
- 總市值
- $151.8 億
- 較 2025 年第 4 季 +$36.9 億 (+32.1%)
- 新進機構
- 116
- 另有 354 家加碼
- 清倉機構
- 78
- 另有 263 家減碼
另有 16 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,322,358 | $18.3 億 | 0.03% | −91,763−0.4% | 減碼 |
| Nippon Life Insurance Co | 18,137,000 | $16.3 億 | 32.01% | 00.0% | 不變 |
| Vanguard Capital Management LLC | 13,474,208 | $12.1 億 | 0.03% | +13,474,208 | 新進 |
| Vanguard Portfolio Management LLC | 11,264,834 | $10.2 億 | 0.05% | +11,264,834 | 新進 |
| State Street Corp | 10,179,842 | $9.17 億 | 0.03% | −329,518−3.1% | 減碼 |
| Bank of America Corp | 8,819,452 | $7.95 億 | 0.06% | +420,319+5.0% | 加碼 |
| Capital World Investors | 6,026,881 | $5.43 億 | 0.07% | +6,026,881 | 新進 |
| Charles Schwab Investment Management Inc | 5,923,936 | $5.34 億 | 0.08% | +4,479,254+310.1% | 加碼 |
| Geode Capital Management, LLC | 5,660,667 | $5.08 億 | 0.03% | +84,938+1.5% | 加碼 |
| Dimensional Fund Advisors LP | 3,886,509 | $3.50 億 | 0.07% | +119,327+3.2% | 加碼 |
| Invesco Ltd. | 3,541,982 | $3.19 億 | 0.03% | +257,248+7.8% | 加碼 |
| Northern Trust Corp | 3,333,706 | $3.00 億 | 0.04% | −93,906−2.7% | 減碼 |
| Morgan Stanley | 3,006,287 | $2.71 億 | 0.02% | −73,570−2.4% | 減碼 |
| Goldman Sachs Group Inc | 2,754,277 | $2.48 億 | 0.03% | +255,096+10.2% | 加碼 |
| AQR Capital Management LLC | 2,456,733 | $2.21 億 | 0.10% | +108,500+4.6% | 加碼 |
| UBS Asset Management Americas Inc | 1,971,575 | $1.78 億 | 0.04% | −5,323−0.3% | 減碼 |
| Legal & General Group Plc | 1,694,596 | $1.53 億 | 0.04% | +55,294+3.4% | 加碼 |
| Deutsche Bank AG | 1,383,643 | $1.25 億 | 0.04% | +229,038+19.8% | 加碼 |
| Bank of New York Mellon Corp | 1,190,553 | $1.07 億 | 0.02% | −23,330−1.9% | 減碼 |
| UBS Group AG | 1,166,730 | $1.05 億 | 0.02% | +207,388+21.6% | 加碼 |
| JPMorgan Chase & Co | 1,189,593 | $1.05 億 | 0.01% | +121,778+11.4% | 加碼 |
| Amundi | 1,151,817 | $1.04 億 | 0.03% | −84,568−6.8% | 減碼 |
| Vanguard Fiduciary Trust Co | 1,130,176 | $1.02 億 | 0.03% | +1,130,176 | 新進 |
| AustralianSuper Pty Ltd | 937,473 | $8,448 萬 | 0.44% | +40,763+4.5% | 加碼 |
| Royal Bank of Canada | 877,645 | $7,909 萬 | 0.01% | +108,963+14.2% | 加碼 |
| HSBC Holdings PLC | 780,743 | $7,039 萬 | 0.04% | −31,321−3.9% | 減碼 |
| LPL Financial LLC | 728,464 | $6,564 萬 | 0.02% | +207,145+39.7% | 加碼 |
| Victory Capital Management Inc | 727,924 | $6,559 萬 | 0.04% | +136,086+23.0% | 加碼 |
| Barclays PLC | 726,136 | $6,543 萬 | 0.02% | +141,892+24.3% | 加碼 |
| Swiss National Bank | 644,800 | $5,810 萬 | 0.03% | +33,900+5.5% | 加碼 |
| Nuveen, LLC | 603,915 | $5,442 萬 | 0.01% | +55,391+10.1% | 加碼 |
| Raymond James Financial Inc | 602,197 | $5,426 萬 | 0.02% | +280,632+87.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 591,931 | $5,334 萬 | 0.09% | +362,028+157.5% | 加碼 |
| American Century Companies Inc | 591,228 | $5,328 萬 | 0.03% | +161,237+37.5% | 加碼 |
| Federated Hermes, Inc. | 581,347 | $5,239 萬 | 0.09% | +563,251+3,112.6% | 加碼 |
| Wells Fargo & Company | 578,610 | $5,214 萬 | 0.01% | +319,263+123.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 566,364 | $5,104 萬 | 0.03% | −11,525−2.0% | 減碼 |
| First Trust Advisors LP | 555,487 | $5,005 萬 | 0.04% | −132,541−19.3% | 減碼 |
| FMR LLC | 543,926 | $4,901 萬 | 0.00% | −66,595−10.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 509,894 | $4,595 萬 | 0.03% | −13,965−2.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 507,575 | $4,574 萬 | 0.05% | +70,358+16.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 480,402 | $4,329 萬 | 0.03% | +25,227+5.5% | 加碼 |
| Vanguard Asset Management, Ltd | 452,326 | $4,076 萬 | 0.03% | +452,326 | 新進 |
| Teacher Retirement System of Texas | 450,593 | $4,060 萬 | 0.17% | −17,743−3.8% | 減碼 |
| Rhumbline Advisers | 445,252 | $4,012 萬 | 0.03% | −6,226−1.4% | 減碼 |
| Vanguard Global Advisers, LLC | 438,656 | $3,953 萬 | 0.02% | +438,656 | 新進 |
| Massachusetts Financial Services Co | 420,035 | $3,785 萬 | 0.01% | −100,428−19.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 416,864 | $3,756 萬 | 0.19% | +185,579+80.2% | 加碼 |
| Virginia Retirement Systems Et Al | 411,800 | $3,711 萬 | 0.28% | +14,700+3.7% | 加碼 |
| California Public Employees Retirement System | 410,420 | $3,698 萬 | 0.02% | −1,982−0.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 408,534 | $3,681 萬 | 0.20% | +14,905+3.8% | 加碼 |
| Conning Inc. | 398,470 | $3,591 萬 | 1.19% | +29,707+8.1% | 加碼 |
| California State Teachers Retirement System | 397,874 | $3,585 萬 | 0.04% | −7,623−1.9% | 減碼 |
| KBC Group NV | 396,845 | $3,576 萬 | 0.09% | −225−0.1% | 減碼 |
| Wedge Capital Management L L P | 390,352 | $3,517 萬 | 0.65% | −21,535−5.2% | 減碼 |
| Eurizon Capital SGR S.p.A. | 382,927 | $3,450 萬 | 0.11% | +14,808+4.0% | 加碼 |
| North Star Asset Management Inc | 382,045 | $3,443 萬 | 1.49% | −6,701−1.7% | 減碼 |
| Trust Point Inc. | 369,076 | $3,326 萬 | 2.89% | −367−0.1% | 減碼 |
| Envestnet Asset Management Inc | 328,095 | $2,956 萬 | 0.01% | +266,681+434.2% | 加碼 |
| SG Americas Securities, LLC | 327,360 | $2,950 萬 | 0.03% | +82,649+33.8% | 加碼 |
| Two Sigma Investments, LP | 304,787 | $2,746 萬 | 0.02% | +42,450+16.2% | 加碼 |
| Price T Rowe Associates Inc | 283,952 | $2,559 萬 | 0.00% | −16,169−5.4% | 減碼 |
| Franklin Resources Inc | 279,762 | $2,521 萬 | 0.01% | +134,934+93.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 263,516 | $2,375 萬 | 0.05% | −17,403−6.2% | 減碼 |
| Alliancebernstein L.P. | 263,504 | $2,324 萬 | 0.01% | +26,668+11.3% | 加碼 |
| Sound Income Strategies, LLC | 243,934 | $2,197 萬 | 1.06% | −158−0.1% | 減碼 |
| AE Wealth Management LLC | 227,548 | $2,050 萬 | 0.11% | +48,907+27.4% | 加碼 |
| Principal Financial Group Inc | 226,718 | $2,043 萬 | 0.01% | +11,574+5.4% | 加碼 |
| GW Henssler & Associates Ltd | 223,926 | $2,018 萬 | 0.95% | +387+0.2% | 加碼 |
| Bridgewater Associates, LP | 220,922 | $1,991 萬 | 0.09% | −254,565−53.5% | 減碼 |
| Ameriprise Financial Inc | 210,924 | $1,901 萬 | 0.00% | −8,066−3.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 210,700 | $1,897 萬 | 0.03% | +2,891+1.4% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 209,100 | $1,884 萬 | 0.66% | +209,100 | 新進 |
| Stifel Financial Corp | 205,814 | $1,855 萬 | 0.02% | +190,861+1,276.4% | 加碼 |
| Swedbank AB | 205,073 | $1,848 萬 | 0.02% | −1,000−0.5% | 減碼 |
| Great West Life Assurance Co | 203,083 | $1,837 萬 | 0.03% | −570−0.3% | 減碼 |
| Cerity Partners LLC | 203,323 | $1,832 萬 | 0.03% | +22,829+12.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 202,996 | $1,829 萬 | 0.03% | 00.0% | 不變 |
| Citigroup Inc | 202,755 | $1,827 萬 | 0.01% | −36,678−15.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 201,881 | $1,819 萬 | 0.01% | −421,803−67.6% | 減碼 |
| State of Wisconsin Investment Board | 200,708 | $1,809 萬 | 0.04% | −16,503−7.6% | 減碼 |
| Quantinno Capital Management LP | 198,492 | $1,789 萬 | 0.03% | +32,105+19.3% | 加碼 |
| Aviva PLC | 192,827 | $1,738 萬 | 0.03% | −405−0.2% | 減碼 |
| Acadian Asset Management LLC | 186,884 | $1,683 萬 | 0.02% | −38,239−17.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 183,075 | $1,650 萬 | 0.05% | +144,358+372.9% | 加碼 |
| Gotham Asset Management, LLC | 178,451 | $1,608 萬 | 0.05% | +169,688+1,936.4% | 加碼 |
| Storebrand Asset Management AS | 172,042 | $1,550 萬 | 0.04% | +5,027+3.0% | 加碼 |
| Canada Pension Plan Investment Board | 169,710 | $1,529 萬 | 0.01% | +1,000+0.6% | 加碼 |
| Bank of Montreal | 169,381 | $1,526 萬 | 0.01% | −22,217−11.6% | 減碼 |
| Colony Group, LLC | 168,312 | $1,517 萬 | 0.02% | +6,347+3.9% | 加碼 |
| New York State Teachers Retirement System | 165,049 | $1,487 萬 | 0.03% | −14,254−7.9% | 減碼 |
| Mairs & Power Inc | 163,884 | $1,477 萬 | 0.15% | −47,934−22.6% | 減碼 |
| Standard Life Aberdeen plc | 162,462 | $1,464 萬 | 0.02% | +754+0.5% | 加碼 |
| Russell Investments Group, Ltd. | 157,953 | $1,421 萬 | 0.02% | −5,806−3.5% | 減碼 |
| Capital Management Corp | 151,939 | $1,369 萬 | 2.34% | −16,267−9.7% | 減碼 |
| Allianz Asset Management GmbH | 144,425 | $1,301 萬 | 0.02% | +6,081+4.4% | 加碼 |
| AMG National Trust Bank | 138,056 | $1,244 萬 | 0.27% | +2,861+2.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 137,401 | $1,238 萬 | 0.01% | +2,334+1.7% | 加碼 |
| Cetera Investment Advisers | 131,728 | $1,187 萬 | 0.01% | +21,999+20.0% | 加碼 |
| National Pension Service | 131,469 | $1,185 萬 | 0.01% | +107,785+455.1% | 加碼 |