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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 38,423 | $346.2 萬 | 0.01% | +8,763+29.5% | 加碼 |
| Alerus Financial NA | 37,347 | $336.5 萬 | 0.17% | −19,516−34.3% | 減碼 |
| Baird Financial Group, Inc. | 36,532 | $329.2 萬 | 0.01% | −90−0.2% | 減碼 |
| Elo Mutual Pension Insurance Co | 35,952 | $324.0 萬 | 0.05% | +6,576+22.4% | 加碼 |
| Avantax Planning Partners, Inc. | 35,622 | $321.0 萬 | 0.09% | +233+0.7% | 加碼 |
| Daiwa Securities Group Inc. | 35,620 | $321.0 萬 | 0.01% | +1,464+4.3% | 加碼 |
| Utah Retirement Systems | 35,367 | $318.7 萬 | 0.03% | −1,087−3.0% | 減碼 |
| Freestone Capital Holdings, LLC | 34,830 | $313.9 萬 | 0.10% | −1,451−4.0% | 減碼 |
| Foster & Motley Inc | 34,673 | $312.4 萬 | 0.16% | −307−0.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 34,140 | $307.6 萬 | 0.03% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 33,952 | $305.9 萬 | 0.03% | +1,041+3.2% | 加碼 |
| Centric Wealth Management | 30,694 | $305.3 萬 | 0.61% | +787+2.6% | 加碼 |
| Bank of Nova Scotia | 32,607 | $293.8 萬 | 0.01% | −42,291−56.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 32,600 | $293.8 萬 | 0.16% | −5,216−13.8% | 減碼 |
| USS Investment Management Ltd | 31,992 | $288.3 萬 | 0.01% | +1,546+5.1% | 加碼 |
| Private Advisor Group, LLC | 31,870 | $287.2 萬 | 0.01% | +2,491+8.5% | 加碼 |
| NEOS Investment Management LLC | 30,806 | $277.6 萬 | 0.01% | −1,249−3.9% | 減碼 |
| National Bank of Canada | 30,574 | $275.6 萬 | 0.00% | −39,111−56.1% | 減碼 |
| British Columbia Investment Management Corp | 30,283 | $272.9 萬 | 0.02% | −9,181−23.3% | 減碼 |
| Vident Advisory, LLC | 30,110 | $271.3 萬 | 0.02% | +1,794+6.3% | 加碼 |
| Janney Montgomery Scott LLC | 30,015 | $270.5 萬 | 0.01% | +9,499+46.3% | 加碼 |
| Rakuten Investment Management, Inc. | 30,452 | $268.7 萬 | 0.01% | +3,184+11.7% | 加碼 |
| New York Life Investment Management LLC | 29,665 | $267.3 萬 | 0.02% | +362+1.2% | 加碼 |
| Claro Advisors LLC | 29,135 | $262.5 萬 | 0.32% | +2,157+8.0% | 加碼 |
| Nissay Asset Management Corp | 28,847 | $259.9 萬 | 0.01% | +48+0.2% | 加碼 |
| Susquehanna International Group, LLP | 28,014 | $252.4 萬 | 0.00% | −56,162−66.7% | 減碼 |
| Natixis | 27,416 | $247.0 萬 | 0.01% | −26,602−49.2% | 減碼 |
| Ensign Peak Advisors, Inc | 26,572 | $239.4 萬 | 0.00% | −2,954−10.0% | 減碼 |
| Jones Financial Companies LLLP | 27,405 | $238.5 萬 | 0.00% | +7,092+34.9% | 加碼 |
| UniSuper Management Pty Ltd | 26,382 | $237.7 萬 | 0.02% | −964−3.5% | 減碼 |
| Simon Quick Advisors, LLC | 26,255 | $236.6 萬 | 0.11% | +1,796+7.3% | 加碼 |
| Janus Henderson Group PLC | 25,752 | $232.1 萬 | 0.00% | −1,195−4.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,618 | $230.8 萬 | 0.02% | 00.0% | 不變 |
| Columbus Macro, LLC | 25,418 | $229.0 萬 | 0.24% | +240+1.0% | 加碼 |
| Man Group plc | 25,349 | $228.4 萬 | 0.00% | −119,482−82.5% | 減碼 |
| Zions Bancorporation, National Association | 25,018 | $225.4 萬 | 0.15% | +24,836+13,646.2% | 加碼 |
| Ostrum Asset Management | 24,965 | $225.0 萬 | 0.13% | +3,822+18.1% | 加碼 |
| Allstate Corp | 24,849 | $223.9 萬 | 0.02% | +10,835+77.3% | 加碼 |
| Heritage Trust Co | 24,824 | $223.7 萬 | 0.22% | +4,491+22.1% | 加碼 |
| Toroso Investments, LLC | 24,784 | $223.3 萬 | 0.01% | +24,784 | 新進 |
| Hohimer Wealth Management, LLC | 24,697 | $222.5 萬 | 0.27% | +30.0% | 加碼 |
| Credit Agricole S A | 24,507 | $220.8 萬 | 0.01% | −57,949−70.3% | 減碼 |
| HighTower Advisors, LLC | 24,446 | $220.3 萬 | 0.00% | +8,406+52.4% | 加碼 |
| OP Asset Management Ltd | 23,394 | $210.8 萬 | 0.02% | −1,952−7.7% | 減碼 |
| Guggenheim Capital LLC | 23,044 | $207.6 萬 | 0.02% | +16,499+252.1% | 加碼 |
| Yousif Capital Management, LLC | 22,872 | $206.1 萬 | 0.02% | −1,008−4.2% | 減碼 |
| Estate Counselors, LLC | 22,708 | $204.6 萬 | 0.18% | +22,708 | 新進 |
| Siemens Fonds Invest GmbH | 22,676 | $204.3 萬 | 0.12% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 22,637 | $204.0 萬 | 0.03% | −200−0.9% | 減碼 |
| MAI Capital Management | 22,471 | $202.5 萬 | 0.01% | −72−0.3% | 減碼 |
| Sanctuary Advisors, LLC | 22,148 | $199.6 萬 | 0.01% | +2,537+12.9% | 加碼 |
| Impax Asset Management Group plc | 22,113 | $199.3 萬 | 0.01% | +8,663+64.4% | 加碼 |
| Jefferies Financial Group Inc. | 22,000 | $198.2 萬 | 0.02% | −131−0.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 21,524 | $194.0 萬 | 0.00% | +624+3.0% | 加碼 |
| Verdence Capital Advisors LLC | 21,416 | $193.0 萬 | 0.11% | +12,174+131.7% | 加碼 |
| Dakota Wealth Management | 21,367 | $192.5 萬 | 0.04% | −3,523−14.2% | 減碼 |
| Mutual of America Capital Management LLC | 21,043 | $189.6 萬 | 0.02% | −425−2.0% | 減碼 |
| Davenport & Co LLC | 20,985 | $189.1 萬 | 0.01% | +20,985 | 新進 |
| V-Square Quantitative Management LLC | 20,799 | $187.4 萬 | 0.20% | +1,301+6.7% | 加碼 |
| Thrivent Financial for Lutherans | 20,786 | $187.1 萬 | 0.00% | +460+2.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 20,576 | $185.4 萬 | 0.51% | +20,576 | 新進 |
| Assetmark, Inc | 20,227 | $182.3 萬 | 0.00% | +10,325+104.3% | 加碼 |
| MML Investors Services, LLC | 20,126 | $181.4 萬 | 0.01% | +13,894+222.9% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 19,964 | $180.1 萬 | 1.72% | +1,140+6.1% | 加碼 |
| Osmosis Investment Management UK Ltd | 19,828 | $178.7 萬 | 0.05% | +2,927+17.3% | 加碼 |
| State of Alaska, Department of Revenue | 19,599 | $176.6 萬 | 0.02% | −430−2.1% | 減碼 |
| Foster Group, Inc. | 19,538 | $176.1 萬 | 0.05% | +489+2.6% | 加碼 |
| Picton Mahoney Asset Management | 19,436 | $175.1 萬 | 0.02% | +10,001+106.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 19,111 | $175.0 萬 | 0.01% | +10,700+127.2% | 加碼 |
| BBR Partners, LLC | 19,298 | $173.9 萬 | 0.10% | −2,703−12.3% | 減碼 |
| Holocene Advisors, LP | 19,232 | $173.3 萬 | 0.00% | −44,804−70.0% | 減碼 |
| Pinebridge Investments LLC | 19,116 | $172.3 萬 | 0.01% | +6,225+48.3% | 加碼 |
| Atria Investments LLC | 19,073 | $171.9 萬 | 0.02% | +11,567+154.1% | 加碼 |
| Commerce Bank | 18,927 | $170.6 萬 | 0.01% | +412+2.2% | 加碼 |
| US Bancorp | 18,819 | $169.6 萬 | 0.00% | +219+1.2% | 加碼 |
| ASR Vermogensbeheer N.V. | 18,699 | $168.5 萬 | 0.02% | +462+2.5% | 加碼 |
| GoalVest Advisory LLC | 18,568 | $167.3 萬 | 0.33% | −2,940−13.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,488 | $165.7 萬 | 0.01% | +12,027+186.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,258 | $164.5 萬 | 0.00% | −9,367−33.9% | 減碼 |
| Cresset Asset Management, LLC | 18,101 | $163.1 萬 | 0.01% | +1,393+8.3% | 加碼 |
| Rockefeller Capital Management L.P. | 17,737 | $159.8 萬 | 0.00% | −1,806−9.2% | 減碼 |
| Neuberger Berman Group LLC | 17,689 | $159.4 萬 | 0.00% | +2,618+17.4% | 加碼 |
| Kestra Advisory Services, LLC | 17,649 | $159.0 萬 | 0.01% | +3,970+29.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 17,611 | $158.7 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 17,140 | $154.4 萬 | 0.02% | −60−0.3% | 減碼 |
| Invst, LLC | 17,091 | $154.0 萬 | 0.17% | +17,091 | 新進 |
| RSM US Wealth Management LLC | 17,015 | $153.3 萬 | 0.02% | +385+2.3% | 加碼 |
| Farther Finance Advisors, LLC | 17,002 | $153.2 萬 | 0.01% | +1,403+9.0% | 加碼 |
| Commonwealth Retirement Investments LLC | 16,923 | $152.5 萬 | 0.47% | +1,176+7.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 16,877 | $152.1 萬 | 0.03% | +4,614+37.6% | 加碼 |
| Handelsbanken Fonder AB | 16,834 | $151.7 萬 | 0.01% | −3,248−16.2% | 減碼 |
| OpenArc Corporate Advisory, LLC | 16,694 | $150.4 萬 | 0.02% | +41+0.2% | 加碼 |
| SummitTX Capital, L.P. | 16,511 | $148.8 萬 | 0.05% | −43,627−72.5% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 16,500 | $148.7 萬 | 0.03% | +16,500 | 新進 |
| Teachers Retirement System of the State of Kentucky | 16,472 | $148.5 萬 | 0.01% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 16,284 | $146.7 萬 | 0.03% | −97−0.6% | 減碼 |
| Impact Partnership Wealth, LLC | 16,053 | $144.7 萬 | 0.18% | +11,647+264.3% | 加碼 |
| Brookstone Capital Management | 15,876 | $143.1 萬 | 0.02% | +12,895+432.6% | 加碼 |
| Investment Management Corp of Ontario | 15,737 | $141.8 萬 | 0.02% | +700+4.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 15,659 | $141.1 萬 | 0.01% | +884+6.0% | 加碼 |