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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 6,999 | $63.1 萬 | 0.01% | +2,949+72.8% | 加碼 |
| Mokosak Advisory Group, LLC | 7,001 | $63.1 萬 | 0.16% | −208−2.9% | 減碼 |
| Centennial Wealth Advisory LLC | 7,252 | $65.3 萬 | 0.16% | +1,192+19.7% | 加碼 |
| Sterling Capital Management LLC | 7,334 | $66.1 萬 | 0.01% | −5,568−43.2% | 減碼 |
| National Wealth Management Group, LLC | 7,343 | $66.2 萬 | 0.25% | −3,975−35.1% | 減碼 |
| Plimoth Trust Co LLC | 7,392 | $66.6 萬 | 0.15% | −6−0.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,413 | $66.8 萬 | 0.02% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 7,442 | $67.1 萬 | 0.04% | 00.0% | 不變 |
| Vivid Wealth Management, LLC | 7,625 | $68.7 萬 | 0.28% | +20.0% | 加碼 |
| Elevated Capital Advisors, LLC | 7,659 | $69.0 萬 | 0.17% | −1,441−15.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,685 | $69.3 萬 | 0.01% | −6,617−46.3% | 減碼 |
| Seeds Investor LLC | 7,361 | $69.3 萬 | 0.09% | +3,310+81.7% | 加碼 |
| Exchange Traded Concepts, LLC | 7,777 | $70.1 萬 | 0.01% | +3,476+80.8% | 加碼 |
| Raleigh Capital Management Inc. | 7,803 | $70.3 萬 | 0.24% | +7,803 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,815 | $70.4 萬 | 0.00% | +815+11.6% | 加碼 |
| Wolff Financial Management LLC | 7,815 | $70.4 萬 | 0.16% | 00.0% | 不變 |
| Empirical Finance, LLC | 7,825 | $70.5 萬 | 0.03% | −22−0.3% | 減碼 |
| City State Bank | 7,938 | $71.5 萬 | 0.19% | 00.0% | 不變 |
| HB Wealth Management, LLC | 7,947 | $71.6 萬 | 0.00% | +494+6.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 7,969 | $71.8 萬 | 0.04% | +1,003+14.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 8,103 | $73.0 萬 | 0.01% | +8,103 | 新進 |
| Saudi Central Bank | 8,109 | $73.1 萬 | 0.02% | +8,109 | 新進 |
| IFP Advisors, Inc | 8,138 | $73.3 萬 | 0.02% | +134+1.7% | 加碼 |
| Equitable Holdings, Inc. | 8,335 | $73.6 萬 | 0.00% | +191+2.3% | 加碼 |
| Atlas Capital Advisors LLC | 8,181 | $73.7 萬 | 0.08% | +6,531+395.8% | 加碼 |
| RMB Capital Management, LLC | 8,183 | $73.7 萬 | 0.01% | +68+0.8% | 加碼 |
| Intech Investment Management LLC | 8,209 | $74.0 萬 | 0.01% | −3,232−28.2% | 減碼 |
| Worldquant Millennium Advisors LLC | 8,387 | $75.6 萬 | 0.00% | +740+9.7% | 加碼 |
| Horizon Investments, LLC | 8,391 | $75.6 萬 | 0.01% | +3,524+72.4% | 加碼 |
| Pinnacle Associates Ltd | 8,420 | $75.9 萬 | 0.01% | −20.0% | 減碼 |
| Curat Global, LLC | 8,424 | $75.9 萬 | 0.75% | +2,042+32.0% | 加碼 |
| Jane Street Group, LLC | 8,463 | $76.3 萬 | 0.00% | −162,298−95.0% | 減碼 |
| Fulton Bank, N.A. | 8,531 | $76.9 萬 | 0.03% | +8,531 | 新進 |
| Woodline Partners LP | 8,569 | $77.2 萬 | 0.00% | +4,494+110.3% | 加碼 |
| GAMMA Investing LLC | 8,673 | $78.2 萬 | 0.04% | +888+11.4% | 加碼 |
| Hilltop Holdings Inc. | 8,707 | $78.5 萬 | 0.07% | +1,657+23.5% | 加碼 |
| Syon Capital LLC | 8,736 | $78.7 萬 | 0.04% | +373+4.5% | 加碼 |
| Chicago Partners Investment Group LLC | 8,084 | $78.8 萬 | 0.02% | +884+12.3% | 加碼 |
| Buckingham Strategic Partners | 8,801 | $79.3 萬 | 0.01% | −426−4.6% | 減碼 |
| Walleye Trading LLC | 8,806 | $79.4 萬 | 0.02% | +8,806 | 新進 |
| United Capital Financial Advisers, LLC | 8,836 | $79.6 萬 | 0.00% | +1,292+17.1% | 加碼 |
| South Dakota Investment Council | 8,914 | $80.3 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 8,944 | $80.6 萬 | 0.00% | +693+8.4% | 加碼 |
| Holderness Investments Co | 8,978 | $80.9 萬 | 0.16% | −50−0.6% | 減碼 |
| ING Groep NV | 9,046 | $81.5 萬 | 0.00% | −243−2.6% | 減碼 |
| Ausdal Financial Partners, Inc. | 9,129 | $82.3 萬 | 0.04% | +97+1.1% | 加碼 |
| New Mexico Educational Retirement Board | 9,254 | $83.4 萬 | 0.03% | 00.0% | 不變 |
| Generali Asset Management SPA SGR | 9,259 | $83.4 萬 | 0.02% | −11,897−56.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 9,325 | $84.0 萬 | 0.00% | +495+5.6% | 加碼 |
| Bessemer Group Inc | 9,504 | $85.7 萬 | 0.00% | +89+0.9% | 加碼 |
| Evolve Private Wealth, LLC | 9,547 | $86.0 萬 | 0.05% | −228−2.3% | 減碼 |
| FIL Ltd | 9,548 | $86.0 萬 | 0.00% | +6,902+260.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 9,552 | $86.1 萬 | 0.02% | +9,552 | 新進 |
| Everence Capital Management Inc | 9,570 | $86.2 萬 | 0.05% | 00.0% | 不變 |
| Basepoint Wealth LLC | 9,603 | $86.5 萬 | 0.50% | +26+0.3% | 加碼 |
| Plato Investment Management Ltd | 9,747 | $87.9 萬 | 0.06% | 00.0% | 不變 |
| Mount Lucas Management LP | 9,836 | $88.6 萬 | 0.33% | +9,836 | 新進 |
| Brighton Jones LLC | 9,866 | $88.9 萬 | 0.02% | +9,866 | 新進 |
| Pacer Advisors, Inc. | 9,885 | $89.1 萬 | 0.00% | −10,234−50.9% | 減碼 |
| KC Investment Advisors, LLC | 9,970 | $89.8 萬 | 0.21% | −1,883−15.9% | 減碼 |
| Quadrant Capital Group LLC | 10,092 | $90.9 萬 | 0.03% | −35−0.3% | 減碼 |
| Louisiana State Employees Retirement System | 10,100 | $91.0 萬 | 0.02% | −100−1.0% | 減碼 |
| Brevan Howard Capital Management LP | 10,104 | $91.0 萬 | 0.01% | +6,333+167.9% | 加碼 |
| Metis Global Partners, LLC | 10,157 | $91.5 萬 | 0.02% | −1,228−10.8% | 減碼 |
| Board of the Pension Protection Fund | 10,200 | $91.9 萬 | 0.85% | −8,500−45.5% | 減碼 |
| Park Edge Advisors, LLC | 10,236 | $92.2 萬 | 0.21% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 10,264 | $92.5 萬 | 0.01% | +3,622+54.5% | 加碼 |
| West Bancorporation Inc | 10,610 | $95.6 萬 | 0.48% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 10,637 | $95.8 萬 | 0.02% | +133+1.3% | 加碼 |
| Oppenheimer & Co Inc | 10,721 | $96.6 萬 | 0.01% | +105+1.0% | 加碼 |
| Greenwood Capital Associates LLC | 10,728 | $96.7 萬 | 0.11% | −8,639−44.6% | 減碼 |
| Martin Capital Partners, LLC | 10,744 | $96.8 萬 | 0.36% | −40.0% | 減碼 |
| Omers Administration Corp | 10,762 | $97.0 萬 | 0.01% | +2,244+26.3% | 加碼 |
| Maryland State Retirement & Pension System | 10,843 | $97.7 萬 | 0.02% | 00.0% | 不變 |
| Park Avenue Securities LLC | 10,873 | $98.0 萬 | 0.01% | +3,427+46.0% | 加碼 |
| Integrity Alliance, LLC. | 10,901 | $98.2 萬 | 0.04% | +93+0.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 11,009 | $99.2 萬 | 0.00% | −193,491−94.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 11,047 | $99.5 萬 | 0.01% | −1,946−15.0% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 11,050 | $99.6 萬 | 0.07% | −14,628−57.0% | 減碼 |
| Ascent Group, LLC | 11,083 | $99.9 萬 | 0.03% | +527+5.0% | 加碼 |
| Transamerica Financial Advisors, Inc. | 11,109 | $100.1 萬 | 0.09% | +74+0.7% | 加碼 |
| Montag A & Associates Inc | 11,512 | $103.7 萬 | 0.05% | −238−2.0% | 減碼 |
| Redwood Investment Management, LLC | 11,590 | $104.4 萬 | 0.13% | −803−6.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 11,656 | $105.0 萬 | 0.00% | −9,002−43.6% | 減碼 |
| Gilbert & Cook, Inc. | 11,704 | $105.5 萬 | 0.14% | −79−0.7% | 減碼 |
| Legacy Financial Group LLC | 11,768 | $106.0 萬 | 0.13% | +421+3.7% | 加碼 |
| Benjamin Edwards Inc | 11,918 | $107.4 萬 | 0.01% | +7,216+153.5% | 加碼 |
| Mizuho Securities USA LLC | 11,960 | $107.8 萬 | 0.03% | −2,597−17.8% | 減碼 |
| Glenmede Trust Co NA | 11,983 | $108.0 萬 | 0.01% | +63+0.5% | 加碼 |
| Warren Averett Asset Management, LLC | 12,084 | $108.9 萬 | 0.01% | +1,689+16.2% | 加碼 |
| Norinchukin Bank, The | 12,179 | $109.7 萬 | 0.01% | −62−0.5% | 減碼 |
| Tounjian Advisory Partners, LLC | 12,218 | $110.1 萬 | 0.40% | +1,848+17.8% | 加碼 |
| Mork Capital Management, LLC | 12,370 | $111.5 萬 | 0.79% | 00.0% | 不變 |
| Kentucky Retirement Systems | 22,602 | $111.5 萬 | 0.08% | +8,659+62.1% | 加碼 |
| GWM Advisors LLC | 12,439 | $112.1 萬 | 0.00% | +384+3.2% | 加碼 |
| EP Wealth Advisors, LLC | 12,515 | $112.8 萬 | 0.01% | −576−4.4% | 減碼 |
| CAPROCK Group, Inc. | 12,612 | $113.7 萬 | 0.03% | +445+3.7% | 加碼 |
| Skopos Labs, Inc. | 12,820 | $115.5 萬 | 0.04% | +4,704+58.0% | 加碼 |
| VCI Wealth Management LLC | 13,104 | $118.1 萬 | 0.33% | −5,607−30.0% | 減碼 |
| Resources Investment Advisors, LLC. | 13,359 | $120.4 萬 | 0.01% | +192+1.5% | 加碼 |