跳到主要內容
Livermore
Livermore
中文EN

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 季與 2025 年第 4 季比較

持有 Principal Financial Group Inc 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

PFG 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數89216914+38
股數1.61 億3,048 萬1.69 億+3,824 萬 (+29.3%)
市值$141.8 億$26.9 億$151.8 億+$36.9 億 (+32.1%)

16 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（116 家）

2026 年第 1 季季末持有 Principal Financial Group Inc、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 116 家。

2026 年第 1 季新進 PFG 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC13,474,208$12.1 億0.03%
Vanguard Portfolio Management LLC11,264,834$10.2 億0.05%
Capital World Investors6,026,881$5.43 億0.07%
Vanguard Fiduciary Trust Co1,130,176$1.02 億0.03%
Vanguard Asset Management, Ltd452,326$4,076 萬0.03%
Vanguard Global Advisers, LLC438,656$3,953 萬0.02%
Adams Diversified Equity Fund, Inc.209,100$1,884 萬0.66%
Vanguard Investments Australia, Ltd.108,827$980.6 萬0.03%
CIBC Bancorp USA Inc.59,136$532.8 萬0.01%
Lazard Asset Management LLC51,957$468.2 萬0.01%
CIBC World Markets Inc.49,798$448.7 萬0.01%
SEB Asset Management AB48,868$440.3 萬0.02%
Toroso Investments, LLC24,784$223.3 萬0.01%
Estate Counselors, LLC22,708$204.6 萬0.18%
Davenport & Co LLC20,985$189.1 萬0.01%
Virtus Investment Advisers, Inc.20,576$185.4 萬0.51%
Invst, LLC17,091$154.0 萬0.17%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund16,500$148.7 萬0.03%
Wellington Management Group LLP14,425$130.0 萬0.00%
AssuredPartners Investment Advisors, LLC13,536$123.3 萬0.13%
Brighton Jones LLC9,866$88.9 萬0.02%
Mount Lucas Management LP9,836$88.6 萬0.33%
Mount Yale Investment Advisors, LLC9,552$86.1 萬0.02%
Walleye Trading LLC8,806$79.4 萬0.02%
Fulton Bank, N.A.8,531$76.9 萬0.03%
Saudi Central Bank8,109$73.1 萬0.02%
Vestmark Advisory Solutions, Inc.8,103$73.0 萬0.01%
Raleigh Capital Management Inc.7,803$70.3 萬0.24%
Frec Markets, Inc.6,866$61.9 萬0.11%
CenterStar Asset Management, LLC6,776$61.0 萬0.59%
OmniStar Financial Group, Inc.6,501$58.5 萬0.30%
Envestnet Portfolio Solutions, Inc.5,884$53.0 萬0.00%
Polymer Capital Management (US) LLC5,878$53.0 萬0.08%
Burns Matteson Capital Management, LLC5,871$52.9 萬0.21%
Tobam5,692$51.3 萬0.13%
Wealth Alliance5,541$49.9 萬0.05%
Prudential PLC4,995$45.0 萬0.00%
Lighthouse Investment Partners, LLC4,918$44.3 萬0.02%
Bull Harbor Capital LLC4,223$38.1 萬0.10%
Strategic Investment Advisors4,069$36.7 萬0.03%
Reuter James Wealth Management, LLC4,068$36.7 萬0.05%
Machina Capital S.A.S.4,027$36.3 萬0.07%
ETF Portfolio Partners, Inc.4,015$36.2 萬0.10%
City National Bank of Florida4,007$36.1 萬0.22%
Gateway Wealth Partners, LLC3,780$34.1 萬0.01%
BKD Wealth Advisors, LLC3,715$33.5 萬0.01%
Great Valley Advisor Group, Inc.3,525$31.7 萬0.01%
Fifth Third Wealth Advisors LLC3,243$29.2 萬0.01%
Evergreen Capital Management LLC3,227$29.1 萬0.01%
Midwest Heritage Bank, FSB3,155$28.4 萬0.09%
Oslo Pensjonsforsikring AS3,152$28.4 萬0.04%
Wedbush Securities Inc3,046$27.4 萬0.01%
Patriot Financial Group Insurance Agency, LLC3,014$27.2 萬0.02%
Accredited Investors Inc.2,866$25.8 萬0.01%
Xxi Wealth, LLC2,847$25.7 萬0.15%
OFS Enterprise LLC2,827$25.5 萬0.07%
Apeiron RIA LLC2,782$25.1 萬0.06%
Snowden Capital Advisors LLC2,667$24.0 萬0.01%
Pensionmark Financial Group, LLC2,540$22.9 萬0.00%
Nilsine Partners, LLC2,270$22.6 萬0.02%
Edgestream Partners, L.P.2,501$22.5 萬0.01%
Jump Financial, LLC2,402$21.6 萬0.00%
Tocqueville Asset Management L.P.2,400$21.6 萬0.00%
Simplicity Wealth,LLC2,376$21.4 萬0.01%
Transcend Wealth Collective, LLC2,370$21.4 萬0.02%
Journey Strategic Wealth LLC2,359$21.3 萬0.01%
Miracle Mile Advisors, LLC2,342$21.1 萬0.00%
Change Path, LLC2,329$21.0 萬0.00%
Plancorp, LLC2,242$20.6 萬0.01%
First Bank & Trust2,282$20.6 萬0.03%
TCG Advisory Services, LLC2,259$20.4 萬0.00%
Sentinus, LLC2,254$20.3 萬0.02%
Mather Group, LLC.1,965$17.7 萬0.00%
Park Place Capital Corp1,732$15.6 萬0.03%
AlphaCentric Advisors LLC1,462$13.2 萬0.13%
RWM Asset Management, LLC1,097$9.89 萬0.01%
AlphaCore Capital LLC972$8.76 萬0.00%
Andra AP-fonden900$8.11 萬0.00%
Trask Adam Roland750$6.76 萬0.06%
Golden State Equity Partners673$6.06 萬0.00%
Cassaday & Co Wealth Management LLC607$5.47 萬0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA500$4.51 萬0.02%
Capital & Planning, LLC424$3.82 萬0.02%
Gould Capital, LLC408$3.68 萬0.02%
Owl Creek Wealth Partners LLC385$3.47 萬0.01%
Comprehensive Financial Planning, Inc.381$3.43 萬0.02%
MBM Wealth Consultants, LLC307$2.77 萬0.01%
Hallmark Capital Management Inc300$2.70 萬0.00%
TopTier Wealth Management, LLC202$1.82 萬0.01%
Axiom Investment Management LLC200$1.80 萬0.01%
Eastern Bank188$1.69 萬0.00%
Gill Capital Partners, LLC187$1.69 萬0.00%
Twin Peaks Wealth Advisors, LLC186$1.68 萬0.00%
Caldwell Sutter Capital, Inc.180$1.62 萬0.01%
Optiver Holding B.V.165$1.49 萬0.00%
Community Bank, N.A.147$1.32 萬0.00%
Fairway Wealth LLC105$9,4620.00%
DAGCO, Inc.104$9,3710.00%
PlanVest Financial, Inc100$9,0110.01%
Southern Michigan Bank & Trust95$8,5600.00%

清倉機構（78 家）

2025 年第 4 季季末持有 Principal Financial Group Inc、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 PFG 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Weiss Asset Management LP608,926$5,371 萬
Qube Research & Technologies Ltd459,205$4,051 萬
Millennium Management LLC128,297$1,132 萬
Adage Capital Partners GP, L.L.C.55,500$489.6 萬
Two Sigma Advisers, LP49,700$438.4 萬
HRT Financial LP48,019$423.5 萬
Econ Financial Services Corp44,914$396.2 萬
Skandinaviska Enskilda Banken AB (publ)44,875$395.9 萬
Landscape Capital Management, L.L.C.39,665$349.9 萬
ExodusPoint Capital Management, LP39,146$345.3 萬
Connor, Clark & Lunn Investment Management Ltd.33,121$292.2 萬
Quest Partners LLC30,437$268.5 萬
Schonfeld Strategic Advisors LLC28,235$249.1 萬
Algert Global LLC27,350$241.3 萬
Engineers Gate Manager LP24,890$219.6 萬
ISAM Funds (UK) Ltd23,233$204.9 萬
Groupama Asset Managment19,689$173.7 萬
Lecap Asset Management Ltd19,682$173.6 萬
Capital Fund Management S.A.18,292$161.4 萬
Y-Intercept (Hong Kong) Ltd18,139$160.0 萬
Voleon Capital Management LP16,936$149.4 萬
Oak Thistle LLC16,570$146.2 萬
CBOE Vest Financial, LLC15,246$134.5 萬
Commerzbank Aktiengesellschaft14,475$127.7 萬
Caxton Associates LLP14,091$124.3 萬
Versor Investments LP12,569$110.9 萬
Qsemble Capital Management, LP12,313$108.6 萬
Forum Financial Management, LP7,546$66.6 萬
Axq Capital, LP6,159$54.3 萬
Capital Investment Advisors, LLC6,123$54.0 萬
Jackson Creek Investment Advisors LLC6,028$53.2 萬
DRW Securities, LLC5,646$49.8 萬
Boothbay Fund Management, LLC5,251$46.3 萬
Inceptionr LLC4,637$40.9 萬
Verition Fund Management LLC4,362$38.5 萬
Quantbot Technologies LP3,700$32.6 萬
Two Sigma Securities, LLC3,598$31.7 萬
AlphaGrep UK Ltd3,516$31.0 萬
Gsa Capital Partners LLP3,512$31.0 萬
FourThought Financial Partners, LLC3,485$30.7 萬
Berkshire Money Management, Inc.3,222$28.4 萬
Wellspring Financial Advisors, LLC3,128$27.6 萬
Burney Co2,962$26.1 萬
WBI Investments2,883$25.4 萬
NewEdge Wealth, LLC2,848$25.1 萬
nVerses Capital, LLC2,639$23.3 萬
StoneX Group Inc.2,437$21.5 萬
State of Wyoming2,433$21.5 萬
Panagora Asset Management Inc2,380$21.0 萬
waypoint wealth counsel2,331$20.6 萬
Erste Asset Management GmbH2,300$20.5 萬
Independent Wealth Network Inc.2,310$20.4 萬
Ofi Invest Asset Management2,531$19.0 萬
EFG International AG2,062$18.2 萬
Compass Financial Services Inc1,693$14.9 萬
Caitong International Asset Management Co., Ltd1,241$10.9 萬
Quarry LP920$8.12 萬
TCTC Holdings, LLC875$7.72 萬
Godsey & Gibb Associates700$6.17 萬
Elyxium Wealth, LLC508$4.48 萬
Sentry Investment Management LLC464$4.10 萬
Flagship Harbor Advisors, LLC431$3.80 萬
Concord Wealth Partners310$2.73 萬
Jessup Wealth Management, Inc246$2.17 萬
Reflection Asset Management215$1.90 萬
Tucker Asset Management LLC91$8,027
Westend Capital Management, LLC80$7,057
Eq Wealth Advisors, LLC75$6,616
IMG Wealth Management, Inc.58$5,116
Howard Hughes Medical Institute44$3,881
Walleye Capital LLC25$2,205
Turning Point Benefit Group, Inc.20$1,764
Mowery & Schoenfeld Wealth Management, LLC15$1,324
CBIZ Investment Advisory Services, LLC14$1,235
United Community Bank8$706
Lloyd Advisory Services, LLC.7$589
NorthAvenue LLC5$442
Wealth Watch Advisors, INC5$441

尚未申報 2026 年第 1 季的機構（16 家）

2025 年第 4 季季末持有 Principal Financial Group Inc、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 PFG、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc26,969,104$23.8 億
Norges Bank3,098,015$2.73 億
Forsta Ap-Fonden157,900$1,393 萬
Brandywine Global Investment Management, LLC131,942$1,164 萬
Comerica Bank68,027$600.1 萬
CIBC World Markets Corp28,604$252.3 萬
Cornercap Investment Counsel Inc15,312$135.1 萬
CIBC Private Wealth Group, LLC4,408$38.9 萬
Global Retirement Partners, LLC3,775$33.3 萬
Long Run Wealth Advisors, LLC2,488$21.9 萬
Stephens Consulting, LLC725$6.40 萬
ORG Partners LLC600$5.29 萬
GPS Wealth Strategies Group, LLC404$3.56 萬
DV Equities, LLC278$2.45 萬
Trust Co of Vermont157$1.38 萬
New Millennium Group LLC68$5,998