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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 5,601 | $60.4 萬 | 0.01% | +531+10.5% | 加碼 |
| Gentry Private Wealth, LLC | 5,608 | $60.4 萬 | 0.31% | −156−2.7% | 減碼 |
| Apella Capital, LLC | 5,358 | $60.5 萬 | 0.01% | +57+1.1% | 加碼 |
| Focus Financial Network, Inc. | 5,613 | $60.5 萬 | 0.02% | +110+2.0% | 加碼 |
| Palisade Asset Management, LLC | 5,637 | $60.8 萬 | 0.06% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,701 | $61.4 萬 | 0.04% | −143−2.4% | 減碼 |
| Tema ETFs LLC | 5,716 | $61.6 萬 | 0.02% | +435+8.2% | 加碼 |
| QRG Capital Management, Inc. | 5,756 | $62.0 萬 | 0.01% | +641+12.5% | 加碼 |
| Reuter James Wealth Management, LLC | 5,760 | $62.1 萬 | 0.08% | +1,692+41.6% | 加碼 |
| Ballentine Partners, LLC | 5,823 | $62.8 萬 | 0.01% | +3,077+112.1% | 加碼 |
| Capital Investment Advisors, LLC | 5,875 | $63.3 萬 | 0.01% | +5,875 | 新進 |
| Global Retirement Partners, LLC | 5,888 | $63.5 萬 | 0.01% | +5,888 | 新進 |
| MUFG Securities Americas Inc. | 5,921 | $63.8 萬 | 0.03% | +447+8.2% | 加碼 |
| Brown Brothers Harriman & Co | 5,934 | $64.0 萬 | 0.00% | +1,920+47.8% | 加碼 |
| Coldstream Capital Management Inc | 5,958 | $64.2 萬 | 0.01% | −494−7.7% | 減碼 |
| National Wealth Management Group, LLC | 5,973 | $64.4 萬 | 0.20% | −1,370−18.7% | 減碼 |
| Hilltop National Bank | 6,000 | $64.7 萬 | 0.14% | −299−4.7% | 減碼 |
| Kingsview Wealth Management, LLC | 6,101 | $65.8 萬 | 0.01% | +915+17.6% | 加碼 |
| Vise Technologies, Inc. | 6,132 | $66.1 萬 | 0.01% | +1,591+35.0% | 加碼 |
| Assenagon Asset Management S.A. | 6,152 | $66.3 萬 | 0.00% | −99,225−94.2% | 減碼 |
| Romano Brothers and Company | 6,185 | $66.7 萬 | 0.07% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 6,189 | $66.7 萬 | 0.00% | +7+0.1% | 加碼 |
| ExodusPoint Capital Management, LP | 6,269 | $67.6 萬 | 0.01% | +6,269 | 新進 |
| Smartleaf Asset Management LLC | 6,246 | $67.8 萬 | 0.02% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 6,292 | $67.8 萬 | 0.02% | +5+0.1% | 加碼 |
| Carret Asset Management, LLC | 6,298 | $67.9 萬 | 0.06% | −650−9.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,302 | $67.9 萬 | 0.01% | −28−0.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,308 | $68.0 萬 | 0.01% | +365+6.1% | 加碼 |
| Tobam | 6,322 | $68.1 萬 | 0.17% | +630+11.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,326 | $68.2 萬 | 0.01% | +573+10.0% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 6,377 | $68.7 萬 | 0.00% | +493+8.4% | 加碼 |
| Greenleaf Trust | 6,411 | $69.1 萬 | 0.01% | −239−3.6% | 減碼 |
| Virtu Financial LLC | 6,431 | $69.3 萬 | 0.02% | +6,431 | 新進 |
| Jacobi Capital Management LLC | 6,438 | $69.4 萬 | 0.03% | −152−2.3% | 減碼 |
| E. Ohman J:or Asset Management AB | 6,450 | $69.5 萬 | 0.02% | 00.0% | 不變 |
| North Dakota State Investment Board | 6,471 | $69.7 萬 | 0.03% | +181+2.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,534 | $70.4 萬 | 0.03% | −57−0.9% | 減碼 |
| Harbour Investments, Inc. | 6,584 | $71.0 萬 | 0.01% | −197−2.9% | 減碼 |
| Callan Family Office, LLC | 6,624 | $71.4 萬 | 0.01% | +144+2.2% | 加碼 |
| Umb Bank N A | 6,638 | $71.5 萬 | 0.01% | −75−1.1% | 減碼 |
| Plimoth Trust Co LLC | 6,727 | $72.5 萬 | 0.14% | −665−9.0% | 減碼 |
| Regions Financial Corp | 6,746 | $72.7 萬 | 0.00% | +22+0.3% | 加碼 |
| Vestcor Inc | 6,839 | $73.7 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,909 | $74.5 萬 | 0.01% | +26+0.4% | 加碼 |
| OmniStar Financial Group, Inc. | 6,989 | $75.3 萬 | 0.35% | +488+7.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $75.4 萬 | 0.00% | −815−10.4% | 減碼 |
| Blackhawk Capital Partners LLC. | 7,018 | $75.6 萬 | 0.25% | +2,960+72.9% | 加碼 |
| Keybank National Association | 7,048 | $76.0 萬 | 0.00% | +142+2.1% | 加碼 |
| Mokosak Advisory Group, LLC | 7,052 | $76.0 萬 | 0.16% | +51+0.7% | 加碼 |
| Wealth Alliance | 7,091 | $76.4 萬 | 0.06% | +1,550+28.0% | 加碼 |
| First Bank & Trust | 7,216 | $77.8 萬 | 0.11% | +4,934+216.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 7,298 | $78.7 萬 | 0.01% | −387−5.0% | 減碼 |
| Apollon Wealth Management, LLC | 7,339 | $79.1 萬 | 0.01% | +1,380+23.2% | 加碼 |
| We Are One Seven, LLC | 7,533 | $81.2 萬 | 0.01% | +2,528+50.5% | 加碼 |
| IFP Advisors, Inc | 7,576 | $81.7 萬 | 0.01% | −562−6.9% | 減碼 |
| Vivid Wealth Management, LLC | 7,626 | $82.2 萬 | 0.29% | +10.0% | 加碼 |
| MUFG Securities EMEA plc | 7,747 | $83.5 萬 | 0.01% | −43,364−84.8% | 減碼 |
| Centennial Wealth Advisory LLC | 7,806 | $84.1 萬 | 0.18% | +554+7.6% | 加碼 |
| Wolff Financial Management LLC | 7,815 | $84.2 萬 | 0.17% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 7,859 | $84.7 萬 | 0.01% | −476−5.7% | 減碼 |
| RMB Capital Management, LLC | 7,914 | $85.3 萬 | 0.01% | −269−3.3% | 減碼 |
| City State Bank | 7,938 | $85.6 萬 | 0.20% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 8,000 | $86.2 萬 | 0.01% | −103−1.3% | 減碼 |
| Empirical Finance, LLC | 8,037 | $86.6 萬 | 0.04% | +212+2.7% | 加碼 |
| Allworth Financial LP | 8,092 | $87.2 萬 | 0.00% | −852−9.5% | 減碼 |
| Chicago Partners Investment Group LLC | 8,127 | $87.2 萬 | 0.02% | +43+0.5% | 加碼 |
| Prosperity Consulting Group, LLC | 8,133 | $87.7 萬 | 0.03% | +1,212+17.5% | 加碼 |
| Seeds Investor LLC | 8,157 | $87.9 萬 | 0.09% | +796+10.8% | 加碼 |
| Two Sigma Securities, LLC | 8,178 | $88.1 萬 | 0.08% | +8,178 | 新進 |
| Worldquant Millennium Advisors LLC | 8,387 | $90.4 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 8,406 | $90.6 萬 | 0.04% | +437+5.5% | 加碼 |
| Curat Global, LLC | 7,239 | $90.7 萬 | 0.77% | −1,185−14.1% | 減碼 |
| Integrated Wealth Concepts LLC | 8,442 | $91.0 萬 | 0.01% | +1,443+20.6% | 加碼 |
| Meeder Advisory Services, Inc. | 8,466 | $91.2 萬 | 0.03% | +4,930+139.4% | 加碼 |
| Hilltop Holdings Inc. | 8,555 | $92.2 萬 | 0.07% | −152−1.7% | 減碼 |
| HB Wealth Management, LLC | 8,558 | $92.2 萬 | 0.01% | +611+7.7% | 加碼 |
| Sterling Capital Management LLC | 8,569 | $92.4 萬 | 0.02% | +1,235+16.8% | 加碼 |
| Exchange Traded Concepts, LLC | 8,609 | $92.8 萬 | 0.00% | +832+10.7% | 加碼 |
| M&T Bank Corp | 8,645 | $93.2 萬 | 0.00% | +2,040+30.9% | 加碼 |
| Pinnacle Associates Ltd | 8,717 | $94.0 萬 | 0.01% | +297+3.5% | 加碼 |
| South Dakota Investment Council | 8,914 | $96.1 萬 | 0.02% | 00.0% | 不變 |
| Holderness Investments Co | 8,978 | $96.8 萬 | 0.16% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 9,000 | $97.0 萬 | 0.01% | +164+1.9% | 加碼 |
| Natixis | 9,069 | $97.7 萬 | 0.00% | −18,347−66.9% | 減碼 |
| Syon Capital LLC | 9,140 | $98.5 萬 | 0.04% | +404+4.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 9,328 | $100.5 萬 | 0.04% | +199+2.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 9,330 | $101.6 萬 | 0.00% | +5+0.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 9,466 | $102.0 萬 | 0.03% | +2,053+27.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 9,515 | $102.6 萬 | 0.02% | −37−0.4% | 減碼 |
| Everence Capital Management Inc | 9,570 | $103.1 萬 | 0.05% | 00.0% | 不變 |
| GAMMA Investing LLC | 9,585 | $103.3 萬 | 0.04% | +912+10.5% | 加碼 |
| Basepoint Wealth LLC | 9,623 | $103.7 萬 | 0.59% | +20+0.2% | 加碼 |
| Oak Thistle LLC | 9,636 | $103.9 萬 | 0.10% | +9,636 | 新進 |
| Fulton Bank, N.A. | 9,665 | $104.2 萬 | 0.03% | +1,134+13.3% | 加碼 |
| Plato Investment Management Ltd | 9,747 | $104.4 萬 | 0.06% | 00.0% | 不變 |
| Lido Advisors, LLC | 9,793 | $105.6 萬 | 0.00% | +3,129+47.0% | 加碼 |
| Horizon Investments, LLC | 9,799 | $105.6 萬 | 0.01% | +1,408+16.8% | 加碼 |
| New Mexico Educational Retirement Board | 9,854 | $106.2 萬 | 0.03% | +600+6.5% | 加碼 |
| KC Investment Advisors, LLC | 9,885 | $106.5 萬 | 0.20% | −85−0.9% | 減碼 |
| Thrivent Financial for Lutherans | 9,901 | $106.7 萬 | 0.00% | −10,885−52.4% | 減碼 |