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 |
|---|---|---|---|---|---|
| Stilwell Value LLC | 547 | $4.93 萬 | 0.03% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 547 | $4.93 萬 | 0.00% | +36+7.0% | 加碼 |
| Onefund, LLC | 549 | $4.95 萬 | 0.03% | −68−11.0% | 減碼 |
| Dynamic Wealth Strategies, LLC | 558 | $5.03 萬 | 0.03% | +30+5.7% | 加碼 |
| N.E.W. Advisory Services LLC | 560 | $5.05 萬 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 561 | $5.05 萬 | 0.01% | +4+0.7% | 加碼 |
| Bay Harbor Wealth Management, LLC | 561 | $5.06 萬 | 0.01% | +535+2,057.7% | 加碼 |
| Legacy Bridge, LLC | 570 | $5.14 萬 | 0.02% | 00.0% | 不變 |
| Financial Consulate, Inc | 575 | $5.18 萬 | 0.01% | +24+4.4% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 583 | $5.30 萬 | 0.02% | −65−10.0% | 減碼 |
| First Horizon Corp | 593 | $5.34 萬 | 0.00% | +10+1.7% | 加碼 |
| Cassaday & Co Wealth Management LLC | 607 | $5.47 萬 | 0.00% | +607 | 新進 |
| BFSG, LLC | 618 | $5.57 萬 | 0.01% | −4−0.6% | 減碼 |
| Cromwell Holdings LLC | 642 | $5.79 萬 | 0.03% | 00.0% | 不變 |
| Tompkins Financial Corp | 650 | $5.86 萬 | 0.00% | 00.0% | 不變 |
| Golden State Equity Partners | 673 | $6.06 萬 | 0.00% | +673 | 新進 |
| Bokf, NA | 683 | $6.15 萬 | 0.00% | −122−15.2% | 減碼 |
| Whipplewood Advisors, LLC | 700 | $6.31 萬 | 0.03% | 00.0% | 不變 |
| Rossby Financial, LCC | 707 | $6.37 萬 | 0.01% | +544+333.7% | 加碼 |
| Park National Corp | 741 | $6.68 萬 | 0.00% | −2,039−73.3% | 減碼 |
| Trask Adam Roland | 750 | $6.76 萬 | 0.06% | +750 | 新進 |
| TFC Financial Management | 844 | $7.60 萬 | 0.01% | −27−3.1% | 減碼 |
| First Command Advisory Services, Inc. | 893 | $8.05 萬 | 0.00% | 00.0% | 不變 |
| Andra AP-fonden | 900 | $8.11 萬 | 0.00% | +900 | 新進 |
| Ronald Blue Trust, Inc. | 921 | $8.30 萬 | 0.00% | +119+14.8% | 加碼 |
| Johnson Financial Group, Inc. | 930 | $8.38 萬 | 0.00% | +452+94.6% | 加碼 |
| Pinnacle Bancorp, Inc. | 951 | $8.57 萬 | 0.03% | 00.0% | 不變 |
| Security National Bank | 960 | $8.65 萬 | 0.01% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $8.72 萬 | 0.00% | 00.0% | 不變 |
| AlphaCore Capital LLC | 972 | $8.76 萬 | 0.00% | +972 | 新進 |
| Pingora Partners LLC | 1,000 | $9.01 萬 | 0.05% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,018 | $9.18 萬 | 0.00% | +255+33.4% | 加碼 |
| Los Angeles Capital Management LLC | 1,037 | $9.34 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,042 | $9.39 萬 | 0.00% | +92+9.7% | 加碼 |
| Atlantic Union Bankshares Corp | 1,073 | $9.67 萬 | 0.00% | +7+0.7% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,079 | $9.72 萬 | 0.03% | +502+87.0% | 加碼 |
| Richardson Financial Services Inc. | 1,080 | $9.73 萬 | 0.06% | −30−2.7% | 減碼 |
| RWM Asset Management, LLC | 1,097 | $9.89 萬 | 0.01% | +1,097 | 新進 |
| GHP Investment Advisors, Inc. | 1,099 | $9.90 萬 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 1,112 | $10.0 萬 | 0.00% | +161+16.9% | 加碼 |
| Olistico Wealth, LLC | 1,169 | $10.5 萬 | 0.05% | +11+0.9% | 加碼 |
| RMG Wealth Management LLC | 1,059 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 1,202 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,269 | $11.4 萬 | 0.01% | +141+12.5% | 加碼 |
| JFS Wealth Advisors, LLC | 1,284 | $11.6 萬 | 0.01% | +6+0.5% | 加碼 |
| Key Capital Management, INC | 1,300 | $11.7 萬 | 0.08% | +323+33.1% | 加碼 |
| Essential Partners LLC | 1,321 | $11.9 萬 | 0.04% | −999−43.1% | 減碼 |
| Larson Financial Group LLC | 1,330 | $12.0 萬 | 0.00% | +229+20.8% | 加碼 |
| Versant Capital Management, Inc | 1,331 | $12.0 萬 | 0.01% | +158+13.5% | 加碼 |
| Raiffeisen Bank International AG | 1,410 | $12.4 萬 | 0.00% | −160−10.2% | 減碼 |
| Quent Capital, LLC | 1,415 | $12.7 萬 | 0.01% | −186−11.6% | 減碼 |
| JNBA Financial Advisors | 1,432 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,440 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| AlphaCentric Advisors LLC | 1,462 | $13.2 萬 | 0.13% | +1,462 | 新進 |
| LGT Financial Advisors LLC | 1,547 | $13.9 萬 | 0.71% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 1,659 | $14.9 萬 | 0.02% | +1,256+311.7% | 加碼 |
| Manchester Capital Management LLC | 1,680 | $15.1 萬 | 0.02% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,704 | $15.4 萬 | 0.01% | +50+3.0% | 加碼 |
| Central Trust Co | 1,714 | $15.4 萬 | 0.00% | −23−1.3% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 1,617 | $15.5 萬 | 0.02% | +948+141.7% | 加碼 |
| Park Place Capital Corp | 1,732 | $15.6 萬 | 0.03% | +1,732 | 新進 |
| Silvant Capital Management LLC | 1,747 | $15.7 萬 | 0.01% | 00.0% | 不變 |
| West Financial Advisors, LLC | 1,806 | $16.3 萬 | 0.03% | 00.0% | 不變 |
| Hills Bank & Trust Co | 1,854 | $16.7 萬 | 0.01% | +253+15.8% | 加碼 |
| Private Trust Co NA | 1,876 | $16.9 萬 | 0.02% | +555+42.0% | 加碼 |
| Parallel Advisors, LLC | 1,892 | $17.0 萬 | 0.00% | +206+12.2% | 加碼 |
| MV Capital Management, Inc. | 1,900 | $17.1 萬 | 0.02% | +1,048+123.0% | 加碼 |
| Capital Analysts, LLC | 1,907 | $17.2 萬 | 0.00% | −47−2.4% | 減碼 |
| Mather Group, LLC. | 1,965 | $17.7 萬 | 0.00% | +1,965 | 新進 |
| Ameritas Investment Partners, Inc. | 2,039 | $18.4 萬 | 0.01% | −74−3.5% | 減碼 |
| Employees Retirement System of Texas | 2,126 | $19.2 萬 | 0.00% | 00.0% | 不變 |
| Clarity Asset Management, Inc. | 2,133 | $19.2 萬 | 0.10% | +14+0.7% | 加碼 |
| Evoke Wealth, LLC | 2,221 | $20.0 萬 | 0.00% | −102−4.4% | 減碼 |
| Sentinus, LLC | 2,254 | $20.3 萬 | 0.02% | +2,254 | 新進 |
| TCG Advisory Services, LLC | 2,259 | $20.4 萬 | 0.00% | +2,259 | 新進 |
| SageView Advisory Group, LLC | 2,265 | $20.4 萬 | 0.01% | −187−7.6% | 減碼 |
| Brown Advisory Inc | 2,272 | $20.5 萬 | 0.00% | −943−29.3% | 減碼 |
| First Bank & Trust | 2,282 | $20.6 萬 | 0.03% | +2,282 | 新進 |
| Plancorp, LLC | 2,242 | $20.6 萬 | 0.01% | +2,242 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 2,299 | $20.7 萬 | 0.02% | +21+0.9% | 加碼 |
| Koshinski Asset Management, Inc. | 2,305 | $20.8 萬 | 0.01% | +10.0% | 加碼 |
| Auxier Asset Management | 2,322 | $20.9 萬 | 0.03% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 2,329 | $21.0 萬 | 0.00% | −2,130−47.8% | 減碼 |
| Change Path, LLC | 2,329 | $21.0 萬 | 0.00% | +2,329 | 新進 |
| Tower Research Capital LLC (TRC) | 2,333 | $21.0 萬 | 0.01% | −3,120−57.2% | 減碼 |
| Acropolis Investment Management, LLC | 2,336 | $21.0 萬 | 0.01% | −42−1.8% | 減碼 |
| Miracle Mile Advisors, LLC | 2,342 | $21.1 萬 | 0.00% | +2,342 | 新進 |
| Pallas Capital Advisors LLC | 2,351 | $21.2 萬 | 0.01% | −859−26.8% | 減碼 |
| Trust Asset Management LLC | 2,352 | $21.2 萬 | 0.02% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 2,352 | $21.2 萬 | 0.04% | −107−4.4% | 減碼 |
| NorthCrest Asset Manangement, LLC | 2,353 | $21.2 萬 | 0.01% | −1,188−33.5% | 減碼 |
| Journey Strategic Wealth LLC | 2,359 | $21.3 萬 | 0.01% | +2,359 | 新進 |
| Kavar Capital Partners Group, LLC | 2,360 | $21.3 萬 | 0.03% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 2,370 | $21.4 萬 | 0.02% | +2,370 | 新進 |
| Simplicity Wealth,LLC | 2,376 | $21.4 萬 | 0.01% | +2,376 | 新進 |
| Tocqueville Asset Management L.P. | 2,400 | $21.6 萬 | 0.00% | +2,400 | 新進 |
| Cora Capital Advisors LLC | 2,401 | $21.6 萬 | 0.07% | 00.0% | 不變 |
| Jump Financial, LLC | 2,402 | $21.6 萬 | 0.00% | +2,402 | 新進 |
| Smith, Moore & Co. | 2,412 | $21.7 萬 | 0.02% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 2,414 | $21.8 萬 | 0.08% | +12+0.5% | 加碼 |