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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 3,148 | $33.9 萬 | 0.01% | −62−1.9% | 減碼 |
| Atomi Financial Group, Inc. | 3,154 | $34.0 萬 | 0.01% | +79+2.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 3,162 | $34.1 萬 | 0.01% | −57−1.8% | 減碼 |
| Sivia Capital Partners, LLC | 3,162 | $34.1 萬 | 0.04% | 00.0% | 不變 |
| Mutual Advisors, LLC | 3,164 | $34.1 萬 | 0.01% | −14−0.4% | 減碼 |
| Midwest Heritage Bank, FSB | 3,168 | $34.1 萬 | 0.10% | +13+0.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,179 | $34.3 萬 | 0.02% | −56−1.7% | 減碼 |
| Valeo Financial Advisors, LLC | 3,183 | $34.3 萬 | 0.01% | +40+1.3% | 加碼 |
| Nicolet Bankshares Inc | 3,183 | $34.3 萬 | 0.01% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 3,194 | $34.6 萬 | 0.04% | +300+10.4% | 加碼 |
| Change Path, LLC | 3,283 | $35.4 萬 | 0.01% | +954+41.0% | 加碼 |
| Argent Trust Co | 3,295 | $35.5 萬 | 0.01% | +189+6.1% | 加碼 |
| Foundations Investment Advisors, LLC | 3,313 | $35.7 萬 | 0.00% | +105+3.3% | 加碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $35.9 萬 | 0.10% | 00.0% | 不變 |
| First Citizens Financial Corp | 3,388 | $36.5 萬 | 0.15% | −16−0.5% | 減碼 |
| Alteri Wealth LLC | 3,398 | $36.6 萬 | 0.10% | −262−7.2% | 減碼 |
| Bayforest Capital Ltd | 3,406 | $36.7 萬 | 0.34% | +3,350+5,982.1% | 加碼 |
| Fifth Third Wealth Advisors LLC | 3,413 | $36.8 萬 | 0.01% | +170+5.2% | 加碼 |
| Walleye Trading LLC | 3,417 | $36.8 萬 | 0.01% | −5,389−61.2% | 減碼 |
| Waddell & Associates, LLC | 3,479 | $37.5 萬 | 0.02% | +24+0.7% | 加碼 |
| Allstate Corp | 3,499 | $37.7 萬 | 0.00% | −21,350−85.9% | 減碼 |
| BKD Wealth Advisors, LLC | 3,539 | $38.1 萬 | 0.01% | −176−4.7% | 減碼 |
| JMN Financial LLC | 3,545 | $38.2 萬 | 0.30% | −478−11.9% | 減碼 |
| Essex Financial Services, Inc. | 3,563 | $38.4 萬 | 0.02% | −192−5.1% | 減碼 |
| Legato Capital Management LLC | 3,567 | $38.4 萬 | 0.03% | −1,342−27.3% | 減碼 |
| Strategic Investment Advisors | 3,596 | $38.8 萬 | 0.02% | −473−11.6% | 減碼 |
| Elevated Capital Advisors, LLC | 3,604 | $38.8 萬 | 0.11% | −4,055−52.9% | 減碼 |
| International Private Wealth Advisors LLC | 3,604 | $38.8 萬 | 0.20% | −20−0.6% | 減碼 |
| TCW Group Inc | 3,617 | $39.0 萬 | 0.00% | −84−2.3% | 減碼 |
| HBK Sorce Advisory LLC | 3,403 | $39.1 萬 | 0.01% | −48−1.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 3,651 | $39.4 萬 | 0.00% | −105−2.8% | 減碼 |
| Checchi Capital Advisers, LLC | 3,678 | $39.6 萬 | 0.03% | +47+1.3% | 加碼 |
| Blair William & Co | 3,692 | $39.8 萬 | 0.00% | +444+13.7% | 加碼 |
| Caxton Associates LLP | 3,697 | $39.8 萬 | 0.01% | +3,697 | 新進 |
| Huntington National Bank | 3,749 | $40.4 萬 | 0.00% | +32+0.9% | 加碼 |
| Brown Advisory Inc | 3,779 | $40.7 萬 | 0.00% | +1,507+66.3% | 加碼 |
| One Wealth Advisors, LLC | 3,782 | $40.8 萬 | 0.05% | −114−2.9% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 3,821 | $41.2 萬 | 0.25% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 3,831 | $41.3 萬 | 0.01% | +1,164+43.6% | 加碼 |
| Regal Investment Advisors LLC | 3,840 | $41.4 萬 | 0.02% | +804+26.5% | 加碼 |
| Paradigm Financial Partners, LLC | 3,861 | $41.6 萬 | 0.04% | +145+3.9% | 加碼 |
| Hantz Financial Services, Inc. | 3,879 | $41.8 萬 | 0.01% | +265+7.3% | 加碼 |
| Daymark Wealth Partners, LLC | 3,879 | $41.8 萬 | 0.01% | +53+1.4% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $41.8 萬 | 0.01% | 00.0% | 不變 |
| Security National Bank of Sioux City Iowa | 3,899 | $42.0 萬 | 0.17% | +3,899 | 新進 |
| FIL Ltd | 3,914 | $42.2 萬 | 0.00% | −5,634−59.0% | 減碼 |
| Glaxis Capital Management, LLC | 3,941 | $42.5 萬 | 0.85% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3,981 | $42.9 萬 | 0.00% | +3,586+907.8% | 加碼 |
| Harbor Capital Advisors, Inc. | 3,993 | $43.0 萬 | 0.03% | +223+5.9% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $43.1 萬 | 0.13% | 00.0% | 不變 |
| Independent Advisor Alliance | 4,002 | $43.1 萬 | 0.01% | +46+1.2% | 加碼 |
| ETF Portfolio Partners, Inc. | 4,015 | $43.3 萬 | 0.10% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 4,034 | $43.5 萬 | 0.00% | +31+0.8% | 加碼 |
| Buckingham Strategic Partners | 4,161 | $44.9 萬 | 0.00% | −4,640−52.7% | 減碼 |
| Associated Banc-Corp | 4,166 | $44.9 萬 | 0.01% | +4,166 | 新進 |
| Advisory Services Network, LLC | 4,185 | $45.1 萬 | 0.01% | −78−1.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 4,185 | $45.1 萬 | 0.01% | +803+23.7% | 加碼 |
| Catalyst Funds Management Pty Ltd | 4,200 | $45.3 萬 | 0.03% | +4,200 | 新進 |
| Optima Capital LLC | 4,201 | $45.3 萬 | 0.18% | +28+0.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 4,228 | $45.6 萬 | 0.01% | +10+0.2% | 加碼 |
| City National Bank of Florida | 4,276 | $46.1 萬 | 0.19% | +269+6.7% | 加碼 |
| Beacon Financial Group | 4,356 | $46.9 萬 | 0.04% | −95−2.1% | 減碼 |
| Perpetual Ltd | 4,364 | $47.0 萬 | 0.01% | +27+0.6% | 加碼 |
| Bull Harbor Capital LLC | 4,382 | $47.2 萬 | 0.09% | +159+3.8% | 加碼 |
| Perigon Wealth Management, LLC | 4,457 | $48.0 萬 | 0.01% | +193+4.5% | 加碼 |
| Argentarii, LLC | 4,254 | $48.1 萬 | 0.14% | +5+0.1% | 加碼 |
| Hancock Whitney Corp | 4,476 | $48.2 萬 | 0.01% | −54−1.2% | 減碼 |
| Integrity Alliance, LLC. | 4,477 | $48.3 萬 | 0.02% | −6,424−58.9% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,539 | $48.9 萬 | 0.06% | +85+1.9% | 加碼 |
| Rexford Capital Inc | 4,556 | $49.1 萬 | 0.30% | 00.0% | 不變 |
| Rothschild Investment LLC | 4,603 | $49.6 萬 | 0.02% | +61+1.3% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 4,604 | $49.6 萬 | 0.03% | −6,446−58.3% | 減碼 |
| Krilogy Financial LLC | 4,628 | $49.9 萬 | 0.01% | −292−5.9% | 減碼 |
| Balyasny Asset Management LLC | 4,640 | $50.0 萬 | 0.00% | +1,687+57.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,688 | $50.5 萬 | 0.02% | −30−0.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,704 | $50.7 萬 | 0.00% | −6,343−57.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,712 | $50.8 萬 | 0.01% | +179+3.9% | 加碼 |
| Twin Capital Management Inc | 4,779 | $51.5 萬 | 0.06% | +5+0.1% | 加碼 |
| Oppenheimer & Co Inc | 4,788 | $51.6 萬 | 0.01% | −5,933−55.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 4,880 | $52.6 萬 | 0.09% | +640+15.1% | 加碼 |
| Metis Global Partners, LLC | 4,886 | $52.7 萬 | 0.01% | −5,271−51.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 4,887 | $52.7 萬 | 0.00% | +4,887 | 新進 |
| AlphaStar Capital Management, LLC | 4,913 | $52.9 萬 | 0.03% | +373+8.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 4,927 | $53.1 萬 | 0.00% | −1,739−26.1% | 減碼 |
| IHT Wealth Management, LLC | 4,955 | $53.4 萬 | 0.01% | −144−2.8% | 減碼 |
| Prudential PLC | 4,995 | $53.8 萬 | 0.00% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 4,997 | $53.9 萬 | 0.01% | +155+3.2% | 加碼 |
| Evergreen Capital Management LLC | 5,025 | $54.2 萬 | 0.01% | +1,798+55.7% | 加碼 |
| Canada Post Corp Registered Pension Plan | 5,046 | $54.4 萬 | 0.02% | 00.0% | 不變 |
| Benin Management CORP | 5,200 | $56.0 萬 | 0.11% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 5,214 | $56.2 萬 | 0.01% | −1,170−18.3% | 減碼 |
| Ritholtz Wealth Management | 5,228 | $56.4 萬 | 0.01% | +1,136+27.8% | 加碼 |
| Aprio Wealth Management, LLC | 5,240 | $56.5 萬 | 0.03% | +105+2.0% | 加碼 |
| Waldron Private Wealth LLC | 5,264 | $56.7 萬 | 0.02% | +60+1.2% | 加碼 |
| Weiss Asset Management LP | 5,321 | $57.3 萬 | 0.01% | +5,321 | 新進 |
| CWA Asset Management Group, LLC | 5,329 | $57.4 萬 | 0.02% | +70+1.3% | 加碼 |
| LVW Advisors, LLC | 5,473 | $59.0 萬 | 0.05% | +703+14.7% | 加碼 |
| Iowa State Bank | 5,477 | $59.0 萬 | 0.10% | −30−0.5% | 減碼 |
| Securian Asset Management, Inc | 5,236 | $59.7 萬 | 0.02% | −100−1.9% | 減碼 |
| Fox Run Management, L.L.C. | 5,589 | $60.2 萬 | 0.10% | +5,589 | 新進 |