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 13F 持有人
Principal Financial Group Inc 在 2026/6/30 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
- 961
- 較 2026 年第 1 季 +57 家
- 持有股數
- 1.71 億
- 較 2026 年第 1 季 +217.5 萬 (+1.3%)
- 總市值
- $183.8 億
- 較 2026 年第 1 季 +$32.1 億 (+21.1%)
- 新進機構
- 113
- 另有 393 家加碼
- 清倉機構
- 56
- 另有 273 家減碼
另有 10 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 2,083 | $22.4 萬 | 0.06% | +2,083 | 新進 |
| Private Wealth Advisors | 2,106 | $22.7 萬 | 0.07% | +2,106 | 新進 |
| RFG Advisory, LLC | 2,114 | $22.8 萬 | 0.00% | +2,114 | 新進 |
| Northwest Wealth Management, LLC | 2,116 | $22.8 萬 | 0.03% | +2,116 | 新進 |
| Employees Retirement System of Texas | 2,126 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 2,135 | $23.0 萬 | 0.03% | +2,135 | 新進 |
| Compass Financial Management LLC | 2,096 | $23.1 萬 | 0.03% | +2,096 | 新進 |
| Park Place Capital Corp | 2,172 | $23.4 萬 | 0.04% | +440+25.4% | 加碼 |
| Pensionmark Financial Group, LLC | 2,556 | $23.4 萬 | 0.00% | +16+0.6% | 加碼 |
| Soltis Investment Advisors LLC | 2,178 | $23.5 萬 | 0.01% | +2,178 | 新進 |
| Pure Financial Advisors, Inc. | 2,178 | $23.5 萬 | 0.00% | +2,178 | 新進 |
| PFG Investments, LLC | 2,178 | $23.5 萬 | 0.01% | +2,178 | 新進 |
| FJ Capital Management LLC | 2,181 | $23.5 萬 | 0.03% | +2,181 | 新進 |
| Syverson Strege & Co | 2,188 | $23.6 萬 | 0.05% | +2,188 | 新進 |
| Wealthspire Advisors, LLC | 2,198 | $23.7 萬 | 0.00% | −131−5.6% | 減碼 |
| Annex Advisory Services, LLC | 2,237 | $24.1 萬 | 0.00% | +2,237 | 新進 |
| Fisher Asset Management, LLC | 2,241 | $24.2 萬 | 0.00% | +2,241 | 新進 |
| Rockland Trust Co | 2,243 | $24.2 萬 | 0.01% | −784−25.9% | 減碼 |
| Clarity Asset Management, Inc. | 2,245 | $24.2 萬 | 0.12% | +112+5.3% | 加碼 |
| Kane Co Wealth Management, Inc. | 2,442 | $24.3 萬 | 0.18% | −676−21.7% | 減碼 |
| Trust Asset Management LLC | 2,257 | $24.3 萬 | 0.02% | −95−4.0% | 減碼 |
| Tocqueville Asset Management L.P. | 2,262 | $24.4 萬 | 0.00% | −138−5.8% | 減碼 |
| Intrust Bank NA | 2,275 | $24.5 萬 | 0.02% | +2,275 | 新進 |
| Sentinus, LLC | 2,282 | $24.6 萬 | 0.02% | +28+1.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,300 | $24.8 萬 | 0.02% | +10.0% | 加碼 |
| Diversified Trust Co | 2,302 | $24.8 萬 | 0.00% | +2,302 | 新進 |
| Koshinski Asset Management, Inc. | 2,306 | $24.9 萬 | 0.01% | +10.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,321 | $25.0 萬 | 0.01% | −809−25.8% | 減碼 |
| Auxier Asset Management | 2,322 | $25.0 萬 | 0.03% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 2,330 | $25.1 萬 | 0.01% | −46−1.9% | 減碼 |
| Acropolis Investment Management, LLC | 2,338 | $25.2 萬 | 0.01% | +2+0.1% | 加碼 |
| Plus Group Wealth Advisors LLC | 2,373 | $25.6 萬 | 0.24% | +2,373 | 新進 |
| Private Trust Co NA | 2,375 | $25.6 萬 | 0.02% | +499+26.6% | 加碼 |
| Kavar Capital Partners Group, LLC | 2,383 | $25.7 萬 | 0.03% | +23+1.0% | 加碼 |
| WBI Investments | 2,386 | $25.7 萬 | 0.06% | +2,386 | 新進 |
| Cora Capital Advisors LLC | 2,401 | $25.9 萬 | 0.07% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 2,408 | $26.0 萬 | 0.00% | +66+2.8% | 加碼 |
| TCG Advisory Services, LLC | 2,410 | $26.0 萬 | 0.00% | +151+6.7% | 加碼 |
| Smith, Moore & Co. | 2,412 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Nilsine Partners, LLC | 2,416 | $26.0 萬 | 0.02% | +146+6.4% | 加碼 |
| Resurgent Financial Advisors LLC | 2,416 | $26.0 萬 | 0.07% | +2+0.1% | 加碼 |
| Renaissance Group LLC | 2,422 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,425 | $26.1 萬 | 0.01% | +92+3.9% | 加碼 |
| Mission Wealth Management, LP | 2,440 | $26.3 萬 | 0.00% | +2,440 | 新進 |
| Caerus Investment Advisors, LLC | 2,470 | $26.6 萬 | 0.09% | −69−2.7% | 減碼 |
| First Nebraska Trust Co | 2,479 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 2,484 | $26.8 萬 | 0.04% | −287−10.4% | 減碼 |
| Paladin Partners, LLC | 2,490 | $26.8 萬 | 0.18% | 00.0% | 不變 |
| JT Stratford LLC | 2,490 | $26.8 萬 | 0.03% | +2,490 | 新進 |
| S&CO Inc | 2,500 | $26.9 萬 | 0.02% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 2,516 | $27.1 萬 | 0.07% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 2,520 | $27.2 萬 | 0.00% | −1,578−38.5% | 減碼 |
| Lake Street Financial LLC | 2,526 | $27.2 萬 | 0.03% | −103−3.9% | 減碼 |
| Pallas Capital Advisors LLC | 2,526 | $27.2 萬 | 0.01% | +175+7.4% | 加碼 |
| Sageworth Trust Co of South Dakota | 2,528 | $27.2 萬 | 0.17% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 2,529 | $27.3 萬 | 0.00% | +2,529 | 新進 |
| Paragon Capital Management Ltd | 2,572 | $27.7 萬 | 0.05% | +220+9.4% | 加碼 |
| Sageworth Trust Co | 2,577 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 2,591 | $27.9 萬 | 0.03% | −142−5.2% | 減碼 |
| Great Lakes Advisors, LLC | 2,593 | $27.9 萬 | 0.00% | +2,593 | 新進 |
| Whittier Trust Co | 2,500 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 2,602 | $28.2 萬 | 0.01% | +2,602 | 新進 |
| TSFG, LLC | 2,613 | $28.2 萬 | 0.04% | +20+0.8% | 加碼 |
| Aaron Wealth Advisors | 2,620 | $28.2 萬 | 0.01% | −1,803−40.8% | 減碼 |
| Investment Research & Advisory Group, Inc. | 2,636 | $28.5 萬 | 0.09% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 2,644 | $28.5 萬 | 0.02% | +35+1.3% | 加碼 |
| Westmount Partners, LLC | 2,648 | $28.5 萬 | 0.06% | 00.0% | 不變 |
| Kinloch Capital, LLC | 2,650 | $28.6 萬 | 0.10% | −25−0.9% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 2,694 | $29.0 萬 | 0.07% | +20+0.7% | 加碼 |
| Vontobel Holding Ltd. | 2,701 | $29.1 萬 | 0.00% | −3,401−55.7% | 減碼 |
| Xxi Wealth, LLC | 2,713 | $29.2 萬 | 0.13% | −134−4.7% | 減碼 |
| Summit Financial, LLC | 2,747 | $29.6 萬 | 0.00% | +2,747 | 新進 |
| Cidel Asset Management Inc | 2,748 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Winnow Wealth LLC | 2,751 | $29.7 萬 | 0.20% | +22+0.8% | 加碼 |
| Transcend Wealth Collective, LLC | 2,771 | $29.9 萬 | 0.02% | +401+16.9% | 加碼 |
| HighPoint Advisor Group LLC | 2,774 | $29.9 萬 | 0.01% | +11+0.4% | 加碼 |
| Apeiron RIA LLC | 2,782 | $30.0 萬 | 0.08% | 00.0% | 不變 |
| Kera Capital Partners, Inc. | 2,799 | $30.2 萬 | 0.03% | −105−3.6% | 減碼 |
| CX Institutional | 2,808 | $30.3 萬 | 0.01% | +52+1.9% | 加碼 |
| NorthCrest Asset Manangement, LLC | 2,720 | $30.4 萬 | 0.01% | +367+15.6% | 加碼 |
| Farmers & Merchants Investments Inc | 2,822 | $30.4 萬 | 0.01% | −3−0.1% | 減碼 |
| OFS Enterprise LLC | 2,834 | $30.5 萬 | 0.08% | +7+0.2% | 加碼 |
| Van Eck Associates Corp | 2,835 | $30.6 萬 | 0.00% | +412+17.0% | 加碼 |
| Plancorp, LLC | 2,693 | $30.6 萬 | 0.01% | +451+20.1% | 加碼 |
| Accredited Investors Inc. | 2,866 | $30.9 萬 | 0.01% | 00.0% | 不變 |
| StoneX Group Inc. | 2,988 | $31.0 萬 | 0.01% | +2,988 | 新進 |
| Signaturefd, LLC | 2,884 | $31.1 萬 | 0.00% | +302+11.7% | 加碼 |
| Wedmont Private Capital | 2,771 | $31.1 萬 | 0.01% | +279+11.2% | 加碼 |
| Busey Wealth Management | 2,899 | $31.2 萬 | 0.01% | −52−1.8% | 減碼 |
| Security National Bank of So Dak | 3,000 | $32.3 萬 | 0.15% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $32.3 萬 | 0.09% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 3,024 | $32.6 萬 | 0.01% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 3,026 | $32.6 萬 | 0.03% | +14+0.5% | 加碼 |
| Wedbush Securities Inc | 3,036 | $32.7 萬 | 0.01% | −10−0.3% | 減碼 |
| Provident Living Financial Services, Inc. | 3,040 | $32.8 萬 | 0.32% | −335−9.9% | 減碼 |
| Central Pacific Bank - Trust Division | 3,077 | $33.2 萬 | 0.03% | −272−8.1% | 減碼 |
| Adams Wealth Management | 3,092 | $33.3 萬 | 0.06% | −36−1.2% | 減碼 |
| CacheTech Inc. | 3,092 | $33.3 萬 | 0.05% | −36−1.2% | 減碼 |
| Brinker Capital Investments, LLC | 3,111 | $33.5 萬 | 0.00% | −587−15.9% | 減碼 |
| Chesley Taft & Associates LLC | 3,130 | $33.7 萬 | 0.01% | −76−2.4% | 減碼 |