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 |
|---|---|---|---|---|---|
| Glaxis Capital Management, LLC | 3,941 | $35.5 萬 | 0.44% | 00.0% | 不變 |
| Independent Advisor Alliance | 3,956 | $35.6 萬 | 0.00% | +110+2.9% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $36.0 萬 | 0.12% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 4,003 | $36.1 萬 | 0.00% | −190−4.5% | 減碼 |
| City National Bank of Florida | 4,007 | $36.1 萬 | 0.22% | +4,007 | 新進 |
| Brown Brothers Harriman & Co | 4,014 | $36.2 萬 | 0.00% | +2,217+123.4% | 加碼 |
| ETF Portfolio Partners, Inc. | 4,015 | $36.2 萬 | 0.10% | +4,015 | 新進 |
| JMN Financial LLC | 4,023 | $36.3 萬 | 0.36% | +63+1.6% | 加碼 |
| Machina Capital S.A.S. | 4,027 | $36.3 萬 | 0.07% | +4,027 | 新進 |
| Blackhawk Capital Partners LLC. | 4,058 | $36.6 萬 | 0.13% | +33+0.8% | 加碼 |
| Reuter James Wealth Management, LLC | 4,068 | $36.7 萬 | 0.05% | +4,068 | 新進 |
| Strategic Investment Advisors | 4,069 | $36.7 萬 | 0.03% | +4,069 | 新進 |
| Ritholtz Wealth Management | 4,092 | $36.9 萬 | 0.01% | +1,470+56.1% | 加碼 |
| Gateway Investment Advisers LLC | 4,098 | $36.9 萬 | 0.00% | +1,152+39.1% | 加碼 |
| Optima Capital LLC | 4,173 | $37.6 萬 | 0.17% | +205+5.2% | 加碼 |
| Bull Harbor Capital LLC | 4,223 | $38.1 萬 | 0.10% | +4,223 | 新進 |
| Sompo Asset Management Co., Ltd. | 4,240 | $38.2 萬 | 0.07% | 00.0% | 不變 |
| Argentarii, LLC | 4,249 | $38.3 萬 | 0.13% | −539−11.3% | 減碼 |
| Advisory Services Network, LLC | 4,263 | $38.4 萬 | 0.01% | +1,594+59.7% | 加碼 |
| Perigon Wealth Management, LLC | 4,264 | $38.4 萬 | 0.01% | −180−4.1% | 減碼 |
| Perpetual Ltd | 4,337 | $39.1 萬 | 0.01% | +445+11.4% | 加碼 |
| Aaron Wealth Advisors | 4,423 | $39.9 萬 | 0.02% | +768+21.0% | 加碼 |
| DGS Capital Management, LLC | 4,425 | $39.9 萬 | 0.07% | +173+4.1% | 加碼 |
| Vise Technologies, Inc. | 4,541 | $40.1 萬 | 0.01% | 00.0% | 不變 |
| Beacon Financial Group | 4,451 | $40.1 萬 | 0.04% | +120+2.8% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,454 | $40.1 萬 | 0.05% | −235−5.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,533 | $40.8 萬 | 0.01% | +88+2.0% | 加碼 |
| AlphaStar Capital Management, LLC | 4,540 | $40.9 萬 | 0.03% | +62+1.4% | 加碼 |
| Rothschild Investment LLC | 4,542 | $40.9 萬 | 0.02% | +105+2.4% | 加碼 |
| Rexford Capital Inc | 4,556 | $41.1 萬 | 0.29% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 4,218 | $42.0 萬 | 0.01% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 4,718 | $42.5 萬 | 0.02% | −2,020−30.0% | 減碼 |
| LVW Advisors, LLC | 4,770 | $43.0 萬 | 0.04% | +932+24.3% | 加碼 |
| Twin Capital Management Inc | 4,774 | $43.0 萬 | 0.06% | −120−2.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 4,842 | $43.6 萬 | 0.00% | +135+2.9% | 加碼 |
| Legato Capital Management LLC | 4,909 | $44.2 萬 | 0.04% | −3,260−39.9% | 減碼 |
| Lighthouse Investment Partners, LLC | 4,918 | $44.3 萬 | 0.02% | +4,918 | 新進 |
| Prudential PLC | 4,995 | $45.0 萬 | 0.00% | +4,995 | 新進 |
| We Are One Seven, LLC | 5,005 | $45.1 萬 | 0.01% | +672+15.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 5,046 | $45.5 萬 | 0.02% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 5,070 | $45.7 萬 | 0.01% | +763+17.7% | 加碼 |
| Hancock Whitney Corp | 4,530 | $45.7 萬 | 0.01% | −134−2.9% | 減碼 |
| IHT Wealth Management, LLC | 5,099 | $45.9 萬 | 0.01% | −151−2.9% | 減碼 |
| QRG Capital Management, Inc. | 5,115 | $46.1 萬 | 0.00% | +662+14.9% | 加碼 |
| Krilogy Financial LLC | 4,920 | $46.2 萬 | 0.01% | −128−2.5% | 減碼 |
| Aprio Wealth Management, LLC | 5,135 | $46.3 萬 | 0.03% | +417+8.8% | 加碼 |
| Nomura Holdings Inc | 5,180 | $46.7 萬 | 0.00% | −492−8.7% | 減碼 |
| Kingsview Wealth Management, LLC | 5,186 | $46.7 萬 | 0.01% | +204+4.1% | 加碼 |
| Benin Management CORP | 5,200 | $46.9 萬 | 0.11% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 5,204 | $46.9 萬 | 0.02% | +548+11.8% | 加碼 |
| STRS Ohio | 5,205 | $46.9 萬 | 0.00% | −8−0.2% | 減碼 |
| CWA Asset Management Group, LLC | 5,259 | $47.4 萬 | 0.02% | −417−7.3% | 減碼 |
| Tema ETFs LLC | 5,281 | $47.6 萬 | 0.03% | +21+0.4% | 加碼 |
| Securian Asset Management, Inc | 5,336 | $48.1 萬 | 0.02% | −100−1.8% | 減碼 |
| MUFG Securities Americas Inc. | 5,474 | $49.3 萬 | 0.03% | +88+1.6% | 加碼 |
| Focus Financial Network, Inc. | 5,503 | $49.6 萬 | 0.02% | +302+5.8% | 加碼 |
| Iowa State Bank | 5,507 | $49.6 萬 | 0.09% | −223−3.9% | 減碼 |
| AIA Group Ltd | 5,517 | $49.7 萬 | 0.01% | −1,138−17.1% | 減碼 |
| Wealth Alliance | 5,541 | $49.9 萬 | 0.05% | +5,541 | 新進 |
| Palisade Asset Management, LLC | 5,637 | $50.8 萬 | 0.05% | +21+0.4% | 加碼 |
| Apella Capital, LLC | 5,301 | $51.0 萬 | 0.01% | −533−9.1% | 減碼 |
| Tobam | 5,692 | $51.3 萬 | 0.13% | +5,692 | 新進 |
| Concurrent Investment Advisors, LLC | 5,753 | $51.8 萬 | 0.01% | +826+16.8% | 加碼 |
| Gentry Private Wealth, LLC | 5,764 | $51.9 萬 | 0.31% | −718−11.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,844 | $52.7 萬 | 0.04% | 00.0% | 不變 |
| Burns Matteson Capital Management, LLC | 5,871 | $52.9 萬 | 0.21% | +5,871 | 新進 |
| Polymer Capital Management (US) LLC | 5,878 | $53.0 萬 | 0.08% | +5,878 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 5,884 | $53.0 萬 | 0.00% | +5,884 | 新進 |
| Prime Capital Investment Advisors, LLC | 5,943 | $53.6 萬 | 0.01% | +24+0.4% | 加碼 |
| Apollon Wealth Management, LLC | 5,959 | $53.7 萬 | 0.01% | +233+4.1% | 加碼 |
| Vontobel Holding Ltd. | 6,102 | $55.0 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 6,246 | $55.1 萬 | 0.02% | +2,862+84.6% | 加碼 |
| Johnson Investment Counsel Inc | 6,182 | $55.7 萬 | 0.00% | −151−2.4% | 減碼 |
| Romano Brothers and Company | 6,185 | $55.7 萬 | 0.06% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 6,287 | $56.7 萬 | 0.02% | +20.0% | 加碼 |
| North Dakota State Investment Board | 6,290 | $56.7 萬 | 0.02% | −1,344−17.6% | 減碼 |
| Hilltop National Bank | 6,299 | $56.8 萬 | 0.13% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 6,330 | $57.0 萬 | 0.01% | −58−0.9% | 減碼 |
| Arkadios Wealth Advisors | 6,384 | $57.5 萬 | 0.01% | +1,176+22.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 6,450 | $58.1 萬 | 0.02% | 00.0% | 不變 |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,450 | $58.1 萬 | 0.01% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,452 | $58.1 萬 | 0.01% | +328+5.4% | 加碼 |
| Callan Family Office, LLC | 6,480 | $58.4 萬 | 0.01% | −314−4.6% | 減碼 |
| OmniStar Financial Group, Inc. | 6,501 | $58.5 萬 | 0.30% | +6,501 | 新進 |
| Jacobi Capital Management LLC | 6,590 | $59.4 萬 | 0.03% | −572−8.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,591 | $59.4 萬 | 0.03% | 00.0% | 不變 |
| M&T Bank Corp | 6,605 | $59.6 萬 | 0.00% | +360+5.8% | 加碼 |
| Greenleaf Trust | 6,650 | $59.9 萬 | 0.01% | +367+5.8% | 加碼 |
| Lido Advisors, LLC | 6,664 | $60.1 萬 | 0.00% | +863+14.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 6,666 | $60.1 萬 | 0.00% | −530−7.4% | 減碼 |
| Umb Bank N A | 6,713 | $60.5 萬 | 0.01% | +23+0.3% | 加碼 |
| Regions Financial Corp | 6,724 | $60.6 萬 | 0.00% | −41−0.6% | 減碼 |
| CenterStar Asset Management, LLC | 6,776 | $61.0 萬 | 0.59% | +6,776 | 新進 |
| Harbour Investments, Inc. | 6,781 | $61.1 萬 | 0.01% | +4,494+196.5% | 加碼 |
| Vestcor Inc | 6,839 | $61.6 萬 | 0.02% | 00.0% | 不變 |
| Frec Markets, Inc. | 6,866 | $61.9 萬 | 0.11% | +6,866 | 新進 |
| J.W. Cole Advisors, Inc. | 6,883 | $62.0 萬 | 0.02% | +218+3.3% | 加碼 |
| Keybank National Association | 6,906 | $62.2 萬 | 0.00% | +2,840+69.8% | 加碼 |
| Prosperity Consulting Group, LLC | 6,921 | $62.4 萬 | 0.03% | +111+1.6% | 加碼 |
| Carret Asset Management, LLC | 6,948 | $62.6 萬 | 0.06% | 00.0% | 不變 |