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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 2 季與 2026 年第 1 季比較

持有 Principal Financial Group Inc 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

PFG 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數91410961+57
股數1.69 億10.0 萬1.71 億+217.5 萬 (+1.3%)
市值$151.8 億$904.1 萬$183.8 億+$32.1 億 (+21.1%)

10 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（113 家）

2026 年第 2 季季末持有 Principal Financial Group Inc、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 113 家。

2026 年第 2 季新進 PFG 的機構
機構股數市值佔組合 %
Norges Bank2,014,675$2.17 億0.02%
Chase Investment Counsel Corp68,764$741.1 萬1.56%
Nykredit A/S59,716$643.6 萬0.02%
Tudor Investment Corp Et Al47,548$512.5 萬0.02%
Jupiter Asset Management Ltd33,333$359.3 萬0.02%
PEAK6 LLC31,529$339.8 萬0.08%
Jupiter Topco LLC23,952$258.1 萬0.00%
Millennium Management LLC23,674$255.2 萬0.00%
HRT Financial LP20,418$220.0 萬0.00%
Neo Ivy Capital Management15,807$170.4 萬0.39%
Stance Capital LLC15,791$170.2 萬0.52%
Bayview Asset Management, LLC13,799$148.7 萬1.11%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.13,304$143.4 萬0.04%
JSF Financial, LLC12,590$135.7 萬0.22%
Forty-three Eighteen Advisors, LLC12,471$134.4 萬0.90%
Oak Thistle LLC9,636$103.9 萬0.10%
Two Sigma Securities, LLC8,178$88.1 萬0.08%
Virtu Financial LLC6,431$69.3 萬0.02%
ExodusPoint Capital Management, LP6,269$67.6 萬0.01%
Global Retirement Partners, LLC5,888$63.5 萬0.01%
Capital Investment Advisors, LLC5,875$63.3 萬0.01%
Fox Run Management, L.L.C.5,589$60.2 萬0.10%
Weiss Asset Management LP5,321$57.3 萬0.01%
Schonfeld Strategic Advisors LLC4,887$52.7 萬0.00%
Catalyst Funds Management Pty Ltd4,200$45.3 萬0.03%
Associated Banc-Corp4,166$44.9 萬0.01%
Security National Bank of Sioux City Iowa3,899$42.0 萬0.17%
Caxton Associates LLP3,697$39.8 萬0.01%
StoneX Group Inc.2,988$31.0 萬0.01%
Summit Financial, LLC2,747$29.6 萬0.00%
Kovack Advisors, Inc.2,602$28.2 萬0.01%
Great Lakes Advisors, LLC2,593$27.9 萬0.00%
Westwood Holdings Group Inc.2,529$27.3 萬0.00%
JT Stratford LLC2,490$26.8 萬0.03%
Mission Wealth Management, LP2,440$26.3 萬0.00%
WBI Investments2,386$25.7 萬0.06%
Plus Group Wealth Advisors LLC2,373$25.6 萬0.24%
Diversified Trust Co2,302$24.8 萬0.00%
Intrust Bank NA2,275$24.5 萬0.02%
Fisher Asset Management, LLC2,241$24.2 萬0.00%
Annex Advisory Services, LLC2,237$24.1 萬0.00%
Syverson Strege & Co2,188$23.6 萬0.05%
FJ Capital Management LLC2,181$23.5 萬0.03%
PFG Investments, LLC2,178$23.5 萬0.01%
Pure Financial Advisors, Inc.2,178$23.5 萬0.00%
Soltis Investment Advisors LLC2,178$23.5 萬0.01%
Compass Financial Management LLC2,096$23.1 萬0.03%
Hunter Associates Investment Management LLC2,135$23.0 萬0.03%
Northwest Wealth Management, LLC2,116$22.8 萬0.03%
RFG Advisory, LLC2,114$22.8 萬0.00%
Private Wealth Advisors2,106$22.7 萬0.07%
Independent Wealth Network Inc.2,083$22.4 萬0.06%
Sigma Planning Corp2,062$22.2 萬0.01%
71 West Capital Partners2,057$22.2 萬0.01%
Lantz Financial LLC2,055$22.1 萬0.04%
Integral Investment Advisors, Inc.2,055$22.1 萬0.05%
Citizens Financial Group Inc2,033$21.9 萬0.00%
Murphy Pohlad Asset Management LLC2,027$21.9 萬0.08%
Stephens Inc2,026$21.8 萬0.00%
Oxford Financial Group Ltd2,008$21.6 萬0.01%
Banco Santander, S.A.2,000$21.6 萬0.00%
Allen Capital Group, LLC1,996$21.5 萬0.02%
Iams Wealth Management, LLC1,993$21.5 萬0.06%
Cigna Investments Inc1,982$21.3 萬0.03%
Miramar Capital, LLC1,975$21.3 萬0.05%
Pinnacle Wealth Management Advisory Group, LLC1,968$21.2 萬0.01%
J.M. Arbour, LLC1,940$20.9 萬0.18%
PDS Planning, Inc1,926$20.8 萬0.01%
Wealthcare Capital Partners, LLC1,921$20.7 萬0.09%
Eads & Heald Wealth Management1,911$20.6 萬0.10%
Moneta Group Investment Advisors LLC1,896$20.4 萬0.00%
Continuum Advisory, LLC1,889$20.4 萬0.02%
BOS Asset Management, LLC1,887$20.3 萬0.05%
WNY Asset Management, LLC1,879$20.3 萬0.02%
Engineers Gate Manager LP1,876$20.2 萬0.00%
Fidelis Capital Partners, LLC1,868$20.1 萬0.01%
Kathmere Capital Management, LLC1,863$20.1 萬0.01%
Banque Cantonale Vaudoise1,096$11.8 萬0.00%
Walleye Capital LLC1,015$10.9 萬0.00%
Lloyd Advisory Services, LLC.904$9.75 萬0.04%
Concord Wealth Partners878$9.46 萬0.01%
Contravisory Investment Management, Inc.769$8.29 萬0.01%
Burnham & Co LLC750$8.08 萬0.07%
IFG Advisory, LLC587$6.33 萬0.00%
GeoWealth Management, LLC584$6.29 萬0.00%
Delos Wealth Advisors, LLC504$5.43 萬0.03%
Loomis Sayles & Co L P397$4.28 萬0.00%
Quarry LP368$3.97 萬0.01%
Providence Capital Advisors, LLC320$3.45 萬0.01%
Oakmont Advisory Group, LLC228$2.45 萬0.02%
Action Point Financial Planning, LLC212$2.27 萬0.00%
Planning Strategies Inc.206$2.22 萬0.01%
Alpine Bank Wealth Management189$2.04 萬0.00%
Institute for Wealth Management, LLC.171$1.84 萬0.00%
Allianz SE170$1.83 萬0.00%
Gen-Wealth Partners Inc162$1.75 萬0.00%
Buck Wealth Strategies, LLC158$1.70 萬0.00%
Trust Co of Vermont157$1.69 萬0.00%
West Paces Advisors Inc.152$1.64 萬0.00%
Wall Street Access Asset Management, LLC135$1.46 萬0.00%

清倉機構（56 家）

2026 年第 1 季季末持有 Principal Financial Group Inc、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 PFG 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Canada Pension Plan Investment Board169,710$1,529 萬
Tredje AP-fonden93,517$842.7 萬
Interval Partners, LP87,808$791.2 萬
Holocene Advisors, LP19,232$173.3 萬
SummitTX Capital, L.P.16,511$148.8 萬
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund16,500$148.7 萬
Impact Partnership Wealth, LLC16,053$144.7 萬
Redwood Investment Management, LLC11,590$104.4 萬
Board of the Pension Protection Fund10,200$91.9 萬
Brevan Howard Capital Management LP10,104$91.0 萬
Evolve Private Wealth, LLC9,547$86.0 萬
Generali Asset Management SPA SGR9,259$83.4 萬
ING Groep NV9,046$81.5 萬
CenterStar Asset Management, LLC6,776$61.0 萬
Polymer Capital Management (US) LLC5,878$53.0 萬
Burns Matteson Capital Management, LLC5,871$52.9 萬
AIA Group Ltd5,517$49.7 萬
Lighthouse Investment Partners, LLC4,918$44.3 萬
Machina Capital S.A.S.4,027$36.3 萬
Gateway Wealth Partners, LLC3,780$34.1 萬
Asahi Life Asset Management Co., Ltd.3,769$34.0 萬
Mirabella Financial Services LLP3,286$29.6 萬
GTS Securities LLC3,271$29.5 萬
Csenge Advisory Group3,167$28.5 萬
Patriot Financial Group Insurance Agency, LLC3,014$27.2 萬
Patton Fund Management, Inc.2,706$24.4 萬
MASTERINVEST Kapitalanlage GmbH2,646$23.8 萬
Edgestream Partners, L.P.2,501$22.5 萬
Evoke Wealth, LLC2,221$20.0 萬
Olistico Wealth, LLC1,169$10.5 萬
Root Financial Partners, LLC1,112$10.0 萬
RWM Asset Management, LLC1,097$9.89 萬
Andra AP-fonden900$8.11 萬
Whipplewood Advisors, LLC700$6.31 萬
Golden State Equity Partners673$6.06 萬
Capital & Planning, LLC424$3.82 萬
Curio Wealth, LLC384$3.46 萬
MBM Wealth Consultants, LLC307$2.77 萬
Legacy Wealth Managment, LLC261$2.35 萬
Annis Gardner Whiting Capital Advisors, LLC213$1.92 萬
Smallwood Wealth Investment Management, LLC206$1.86 萬
TopTier Wealth Management, LLC202$1.82 萬
Twin Peaks Wealth Advisors, LLC186$1.68 萬
Team Financial Group, LLC176$1.59 萬
Investors Research Corp173$1.56 萬
Ameriflex Group, Inc.164$1.48 萬
DAGCO, Inc.104$9,371
Intentional Wealth Strategies, LLC45$4,055
Abound Wealth Management41$3,695
Napier Financial, LLC37$3,334
Clayton Financial Group LLC23$2,073
Portus Wealth Advisors, LLC15$1,352
Truvestments Capital LLC12$1,081
Trust Co of Toledo NA10$901
Addison Advisors LLC6$541
PMV Capital Advisers, LLC4$386

尚未申報 2026 年第 2 季的機構（10 家）

2026 年第 1 季季末持有 Principal Financial Group Inc、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 PFG、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
CWM, LLC46,458$418.6 萬
Janus Henderson Group PLC25,752$232.1 萬
Skopos Labs, Inc.12,820$115.5 萬
Sunbelt Securities, Inc.7,442$67.1 萬
DGS Capital Management, LLC4,425$39.9 萬
Journey Strategic Wealth LLC2,359$21.3 萬
Trask Adam Roland750$6.76 萬
McIlrath & Eck, LLC243$2.19 萬
USA Financial Portformulas Corp74$6,668
Arcadia Investment Management Corp9$811