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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 2,423 | $21.8 萬 | 0.00% | +112+4.8% | 加碼 |
| Renaissance Group LLC | 2,422 | $21.8 萬 | 0.01% | −686−22.1% | 減碼 |
| First Nebraska Trust Co | 2,479 | $22.3 萬 | 0.02% | −50−2.0% | 減碼 |
| Paladin Partners, LLC | 2,490 | $22.4 萬 | 0.16% | 00.0% | 不變 |
| S&CO Inc | 2,500 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 2,501 | $22.5 萬 | 0.01% | +2,501 | 新進 |
| Nilsine Partners, LLC | 2,270 | $22.6 萬 | 0.02% | +2,270 | 新進 |
| Argonautica Private Wealth Management, Inc | 2,516 | $22.7 萬 | 0.07% | −5,944−70.3% | 減碼 |
| Whittier Trust Co | 2,500 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 2,528 | $22.8 萬 | 0.18% | −1,003−28.4% | 減碼 |
| Caerus Investment Advisors, LLC | 2,539 | $22.9 萬 | 0.10% | −681−21.1% | 減碼 |
| Pensionmark Financial Group, LLC | 2,540 | $22.9 萬 | 0.00% | +2,540 | 新進 |
| Sageworth Trust Co | 2,577 | $23.2 萬 | 0.01% | −106−4.0% | 減碼 |
| Signaturefd, LLC | 2,582 | $23.3 萬 | 0.00% | +152+6.3% | 加碼 |
| TSFG, LLC | 2,593 | $23.4 萬 | 0.04% | +23+0.9% | 加碼 |
| Wedmont Private Capital | 2,492 | $23.5 萬 | 0.01% | −114−4.4% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 2,609 | $23.5 萬 | 0.02% | +133+5.4% | 加碼 |
| Lake Street Financial LLC | 2,629 | $23.7 萬 | 0.03% | −601−18.6% | 減碼 |
| Investment Research & Advisory Group, Inc. | 2,636 | $23.8 萬 | 0.08% | 00.0% | 不變 |
| MASTERINVEST Kapitalanlage GmbH | 2,646 | $23.8 萬 | 0.02% | 00.0% | 不變 |
| Westmount Partners, LLC | 2,648 | $23.9 萬 | 0.06% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,667 | $24.0 萬 | 0.01% | +2,667 | 新進 |
| RFG - Bristol Wealth Advisors, LLC | 2,674 | $24.1 萬 | 0.07% | +24+0.9% | 加碼 |
| Kinloch Capital, LLC | 2,675 | $24.1 萬 | 0.10% | 00.0% | 不變 |
| Patton Fund Management, Inc. | 2,706 | $24.4 萬 | 0.04% | 00.0% | 不變 |
| Winnow Wealth LLC | 2,729 | $24.6 萬 | 0.19% | +28+1.0% | 加碼 |
| 180 Wealth Advisors, LLC | 2,733 | $24.6 萬 | 0.03% | −91−3.2% | 減碼 |
| Ballentine Partners, LLC | 2,746 | $24.7 萬 | 0.00% | +5+0.2% | 加碼 |
| Cidel Asset Management Inc | 2,748 | $24.8 萬 | 0.01% | +441+19.1% | 加碼 |
| CX Institutional | 2,756 | $24.8 萬 | 0.01% | −267−8.8% | 減碼 |
| HighPoint Advisor Group LLC | 2,763 | $24.9 萬 | 0.01% | −8,337−75.1% | 減碼 |
| VisionPoint Advisory Group, LLC | 2,771 | $25.0 萬 | 0.05% | +6+0.2% | 加碼 |
| Apeiron RIA LLC | 2,782 | $25.1 萬 | 0.06% | +2,782 | 新進 |
| Farmers & Merchants Investments Inc | 2,825 | $25.5 萬 | 0.01% | +90+3.3% | 加碼 |
| OFS Enterprise LLC | 2,827 | $25.5 萬 | 0.07% | +2,827 | 新進 |
| Xxi Wealth, LLC | 2,847 | $25.7 萬 | 0.15% | +2,847 | 新進 |
| Accredited Investors Inc. | 2,866 | $25.8 萬 | 0.01% | +2,866 | 新進 |
| Symphony Financial, Ltd. Co. | 2,894 | $25.9 萬 | 0.03% | −128−4.2% | 減碼 |
| Kera Capital Partners, Inc. | 2,904 | $26.2 萬 | 0.03% | +489+20.2% | 加碼 |
| Busey Wealth Management | 2,951 | $26.6 萬 | 0.01% | +47+1.6% | 加碼 |
| Balyasny Asset Management LLC | 2,953 | $26.6 萬 | 0.00% | −378−11.3% | 減碼 |
| Security National Bank of So Dak | 3,000 | $27.0 萬 | 0.13% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $27.0 萬 | 0.08% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 3,012 | $27.1 萬 | 0.03% | +3+0.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,014 | $27.2 萬 | 0.02% | +3,014 | 新進 |
| Leavell Investment Management, Inc. | 3,024 | $27.3 萬 | 0.01% | +400+15.2% | 加碼 |
| Rockland Trust Co | 3,027 | $27.3 萬 | 0.01% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 3,036 | $27.4 萬 | 0.02% | −178−5.5% | 減碼 |
| Wedbush Securities Inc | 3,046 | $27.4 萬 | 0.01% | +3,046 | 新進 |
| Atomi Financial Group, Inc. | 3,075 | $27.7 萬 | 0.01% | +267+9.5% | 加碼 |
| Kane Co Wealth Management, Inc. | 3,118 | $27.9 萬 | 0.24% | −366−10.5% | 減碼 |
| Argent Trust Co | 3,106 | $28.0 萬 | 0.01% | −321−9.4% | 減碼 |
| Adams Wealth Management | 3,128 | $28.2 萬 | 0.06% | −10.0% | 減碼 |
| CacheTech Inc. | 3,128 | $28.2 萬 | 0.05% | −10.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,130 | $28.2 萬 | 0.01% | +406+14.9% | 加碼 |
| Valeo Financial Advisors, LLC | 3,143 | $28.3 萬 | 0.01% | +179+6.0% | 加碼 |
| Oslo Pensjonsforsikring AS | 3,152 | $28.4 萬 | 0.04% | +3,152 | 新進 |
| Midwest Heritage Bank, FSB | 3,155 | $28.4 萬 | 0.09% | +3,155 | 新進 |
| Sivia Capital Partners, LLC | 3,162 | $28.5 萬 | 0.06% | −3,837−54.8% | 減碼 |
| Csenge Advisory Group | 3,167 | $28.5 萬 | 0.01% | −165−5.0% | 減碼 |
| Mutual Advisors, LLC | 3,178 | $28.6 萬 | 0.01% | +270+9.3% | 加碼 |
| Nicolet Bankshares Inc | 3,183 | $28.7 萬 | 0.01% | +338+11.9% | 加碼 |
| Chesley Taft & Associates LLC | 3,206 | $28.9 萬 | 0.01% | +3+0.1% | 加碼 |
| Foundations Investment Advisors, LLC | 3,208 | $28.9 萬 | 0.00% | +653+25.6% | 加碼 |
| Ameritas Advisory Services, LLC | 3,210 | $28.9 萬 | 0.01% | −94−2.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 3,219 | $29.0 萬 | 0.01% | −999−23.7% | 減碼 |
| Evergreen Capital Management LLC | 3,227 | $29.1 萬 | 0.01% | +3,227 | 新進 |
| Sound View Wealth Advisors Group, LLC | 3,235 | $29.2 萬 | 0.02% | −635−16.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 3,243 | $29.2 萬 | 0.01% | +3,243 | 新進 |
| Blair William & Co | 3,248 | $29.3 萬 | 0.00% | +658+25.4% | 加碼 |
| GTS Securities LLC | 3,271 | $29.5 萬 | 0.01% | +560+20.7% | 加碼 |
| Mirabella Financial Services LLP | 3,286 | $29.6 萬 | 0.03% | +562+20.6% | 加碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $30.0 萬 | 0.10% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 3,349 | $30.2 萬 | 0.04% | +346+11.5% | 加碼 |
| Provident Living Financial Services, Inc. | 3,375 | $30.4 萬 | 0.34% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 3,382 | $30.5 萬 | 0.01% | +691+25.7% | 加碼 |
| First Citizens Financial Corp | 3,404 | $30.7 萬 | 0.14% | −250−6.8% | 減碼 |
| Waddell & Associates, LLC | 3,455 | $31.1 萬 | 0.02% | −248−6.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 3,525 | $31.7 萬 | 0.01% | +3,525 | 新進 |
| Meeder Advisory Services, Inc. | 3,536 | $31.9 萬 | 0.01% | −55−1.5% | 減碼 |
| Hantz Financial Services, Inc. | 3,614 | $32.6 萬 | 0.00% | +2,409+199.9% | 加碼 |
| International Private Wealth Advisors LLC | 3,624 | $32.7 萬 | 0.20% | +734+25.4% | 加碼 |
| Checchi Capital Advisers, LLC | 3,631 | $32.7 萬 | 0.02% | +360+11.0% | 加碼 |
| Alteri Wealth LLC | 3,660 | $33.0 萬 | 0.11% | −55−1.5% | 減碼 |
| Brinker Capital Investments, LLC | 3,698 | $33.3 萬 | 0.00% | +163+4.6% | 加碼 |
| TCW Group Inc | 3,701 | $33.3 萬 | 0.00% | +178+5.1% | 加碼 |
| BKD Wealth Advisors, LLC | 3,715 | $33.5 萬 | 0.01% | +3,715 | 新進 |
| Paradigm Financial Partners, LLC | 3,716 | $33.5 萬 | 0.06% | −465−11.1% | 減碼 |
| Huntington National Bank | 3,717 | $33.5 萬 | 0.00% | −1,513−28.9% | 減碼 |
| Essex Financial Services, Inc. | 3,755 | $33.8 萬 | 0.02% | +508+15.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 3,756 | $33.8 萬 | 0.00% | +1,363+57.0% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 3,769 | $34.0 萬 | 0.22% | −874−18.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 3,770 | $34.0 萬 | 0.03% | −804−17.6% | 減碼 |
| Gateway Wealth Partners, LLC | 3,780 | $34.1 萬 | 0.01% | +3,780 | 新進 |
| Robinson Smith Wealth Advisors LLC | 3,821 | $34.4 萬 | 0.23% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 3,826 | $34.5 萬 | 0.01% | +242+6.8% | 加碼 |
| SRS Capital Advisors, Inc. | 3,830 | $34.6 萬 | 0.01% | −2,496−39.5% | 減碼 |
| HBK Sorce Advisory LLC | 3,451 | $34.7 萬 | 0.01% | +767+28.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 3,896 | $35.1 萬 | 0.04% | +321+9.0% | 加碼 |