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 |
|---|---|---|---|---|---|
| Pinebridge Investments LLC | 38,491 | $414.9 萬 | 0.03% | +19,375+101.4% | 加碼 |
| Marshall Wace, LLP | 38,070 | $410.3 萬 | 0.00% | −64,088−62.7% | 減碼 |
| Daiwa Securities Group Inc. | 37,491 | $404.1 萬 | 0.01% | +1,871+5.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 35,901 | $386.9 萬 | 0.02% | −19,500−35.2% | 減碼 |
| CI Private Wealth, LLC | 35,826 | $386.1 萬 | 0.01% | −3,169−8.1% | 減碼 |
| Avantax Planning Partners, Inc. | 35,611 | $383.8 萬 | 0.10% | −110.0% | 減碼 |
| Sanctuary Advisors, LLC | 35,251 | $379.9 萬 | 0.02% | +13,103+59.2% | 加碼 |
| Freestone Capital Holdings, LLC | 34,852 | $375.6 萬 | 0.10% | +22+0.1% | 加碼 |
| Amalgamated Bank | 34,713 | $374.1 萬 | 0.03% | −4,256−10.9% | 減碼 |
| Rakuten Investment Management, Inc. | 33,317 | $361.5 萬 | 0.01% | +2,865+9.4% | 加碼 |
| Jupiter Asset Management Ltd | 33,333 | $359.3 萬 | 0.02% | +33,333 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 33,074 | $356.5 萬 | 0.03% | −1,066−3.1% | 減碼 |
| Utah Retirement Systems | 32,493 | $350.2 萬 | 0.03% | −2,874−8.1% | 減碼 |
| British Columbia Investment Management Corp | 32,369 | $348.9 萬 | 0.02% | +2,086+6.9% | 加碼 |
| NEOS Investment Management LLC | 32,333 | $348.5 萬 | 0.01% | +1,527+5.0% | 加碼 |
| Zions Bancorporation, National Association | 32,234 | $347.4 萬 | 0.21% | +7,216+28.8% | 加碼 |
| Vident Advisory, LLC | 31,878 | $343.6 萬 | 0.03% | +1,768+5.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 31,771 | $342.4 萬 | 0.03% | −2,181−6.4% | 減碼 |
| PEAK6 LLC | 31,529 | $339.8 萬 | 0.08% | +31,529 | 新進 |
| Lazard Asset Management LLC | 31,071 | $334.9 萬 | 0.01% | −20,886−40.2% | 減碼 |
| Janney Montgomery Scott LLC | 29,848 | $321.7 萬 | 0.01% | −167−0.6% | 減碼 |
| New York Life Investment Management LLC | 29,630 | $319.4 萬 | 0.02% | −35−0.1% | 減碼 |
| Foster & Motley Inc | 29,615 | $319.2 萬 | 0.15% | −5,058−14.6% | 減碼 |
| Nissay Asset Management Corp | 29,380 | $316.7 萬 | 0.01% | +533+1.8% | 加碼 |
| Claro Advisors LLC | 29,358 | $316.4 萬 | 0.33% | +223+0.8% | 加碼 |
| Handelsbanken Fonder AB | 29,084 | $313.5 萬 | 0.01% | +12,250+72.8% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 29,047 | $313.1 萬 | 0.07% | −33,800−53.8% | 減碼 |
| MML Investors Services, LLC | 28,916 | $311.7 萬 | 0.01% | +8,790+43.7% | 加碼 |
| Centric Wealth Management | 30,694 | $305.3 萬 | 0.48% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 27,916 | $300.9 萬 | 0.15% | −4,684−14.4% | 減碼 |
| Yousif Capital Management, LLC | 27,233 | $293.5 萬 | 0.03% | +4,361+19.1% | 加碼 |
| Assetmark, Inc | 26,947 | $290.4 萬 | 0.00% | +6,720+33.2% | 加碼 |
| VCI Wealth Management LLC | 26,611 | $286.8 萬 | 0.72% | +13,507+103.1% | 加碼 |
| Bank of Nova Scotia | 26,449 | $285.1 萬 | 0.00% | −6,158−18.9% | 減碼 |
| Ostrum Asset Management | 26,372 | $284.2 萬 | 0.14% | +1,407+5.6% | 加碼 |
| Davenport & Co LLC | 26,266 | $283.1 萬 | 0.01% | +5,281+25.2% | 加碼 |
| Simon Quick Advisors, LLC | 26,235 | $282.8 萬 | 0.11% | −20−0.1% | 減碼 |
| Credit Agricole S A | 25,927 | $279.4 萬 | 0.01% | +1,420+5.8% | 加碼 |
| Savant Capital, LLC | 27,911 | $276.9 萬 | 0.01% | +13,728+96.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,618 | $276.1 萬 | 0.02% | 00.0% | 不變 |
| US Bancorp | 25,365 | $273.4 萬 | 0.00% | +6,546+34.8% | 加碼 |
| Columbus Macro, LLC | 25,195 | $271.6 萬 | 0.26% | −223−0.9% | 減碼 |
| Wiregrass Investment Management LLC | 24,718 | $266.4 萬 | 1.82% | +10,268+71.1% | 加碼 |
| Heritage Trust Co | 24,706 | $266.3 萬 | 0.23% | −118−0.5% | 減碼 |
| Hohimer Wealth Management, LLC | 24,699 | $266.2 萬 | 0.27% | +20.0% | 加碼 |
| OP Asset Management Ltd | 24,465 | $263.7 萬 | 0.03% | +1,071+4.6% | 加碼 |
| MAI Capital Management | 24,419 | $263.2 萬 | 0.01% | +1,948+8.7% | 加碼 |
| HighTower Advisors, LLC | 24,361 | $262.6 萬 | 0.00% | −85−0.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 24,137 | $260.1 萬 | 0.03% | +1,500+6.6% | 加碼 |
| Jupiter Topco LLC | 23,952 | $258.1 萬 | 0.00% | +23,952 | 新進 |
| Millennium Management LLC | 23,674 | $255.2 萬 | 0.00% | +23,674 | 新進 |
| Siemens Fonds Invest GmbH | 23,202 | $250.1 萬 | 0.12% | +526+2.3% | 加碼 |
| Impax Asset Management Group plc | 23,119 | $249.2 萬 | 0.02% | +1,006+4.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 22,956 | $247.4 萬 | 0.03% | −12,996−36.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 22,484 | $242.3 萬 | 0.00% | +960+4.5% | 加碼 |
| Estate Counselors, LLC | 22,041 | $237.6 萬 | 0.20% | −667−2.9% | 減碼 |
| Atria Investments LLC | 22,018 | $237.3 萬 | 0.02% | +2,945+15.4% | 加碼 |
| Verdence Capital Advisors LLC | 21,888 | $235.9 萬 | 0.12% | +472+2.2% | 加碼 |
| Avanza Fonder AB | 21,630 | $233.1 萬 | 0.05% | +7,272+50.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 21,189 | $228.4 萬 | 0.01% | +2,078+10.9% | 加碼 |
| V-Square Quantitative Management LLC | 20,923 | $225.5 萬 | 0.21% | +124+0.6% | 加碼 |
| Mutual of America Capital Management LLC | 20,431 | $220.2 萬 | 0.02% | −612−2.9% | 減碼 |
| HRT Financial LP | 20,418 | $220.0 萬 | 0.00% | +20,418 | 新進 |
| Dakota Wealth Management | 20,315 | $219.0 萬 | 0.04% | −1,052−4.9% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 19,939 | $214.9 萬 | 1.93% | −25−0.1% | 減碼 |
| Toroso Investments, LLC | 19,857 | $214.0 萬 | 0.01% | −4,927−19.9% | 減碼 |
| Foster Group, Inc. | 19,715 | $212.5 萬 | 0.06% | +177+0.9% | 加碼 |
| BBR Partners, LLC | 19,297 | $208.0 萬 | 0.10% | −10.0% | 減碼 |
| State of Alaska, Department of Revenue | 19,261 | $207.5 萬 | 0.02% | −338−1.7% | 減碼 |
| Alerus Financial NA | 19,207 | $207.0 萬 | 0.09% | −18,140−48.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 19,193 | $206.9 萬 | 0.00% | +7,537+64.7% | 加碼 |
| Commerce Bank | 18,807 | $202.7 萬 | 0.01% | −120−0.6% | 減碼 |
| UniSuper Management Pty Ltd | 18,672 | $201.2 萬 | 0.01% | −7,710−29.2% | 減碼 |
| Mediolanum International Funds Ltd | 18,516 | $200.9 萬 | 0.02% | −97,033−84.0% | 減碼 |
| Cresset Asset Management, LLC | 18,460 | $199.0 萬 | 0.01% | +359+2.0% | 加碼 |
| GoalVest Advisory LLC | 18,337 | $197.6 萬 | 0.37% | −231−1.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,258 | $196.8 萬 | 0.00% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 18,072 | $194.8 萬 | 0.45% | −2,504−12.2% | 減碼 |
| Neuberger Berman Group LLC | 17,973 | $193.7 萬 | 0.00% | +284+1.6% | 加碼 |
| TD Private Client Wealth LLC | 17,647 | $190.2 萬 | 0.03% | +2,409+15.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 17,611 | $189.8 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 17,573 | $189.4 萬 | 0.00% | −164−0.9% | 減碼 |
| RSM US Wealth Management LLC | 17,343 | $186.9 萬 | 0.02% | +328+1.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 17,305 | $186.5 萬 | 0.02% | +165+1.0% | 加碼 |
| Farther Finance Advisors, LLC | 17,247 | $185.9 萬 | 0.01% | +245+1.4% | 加碼 |
| Brookstone Capital Management | 17,233 | $185.7 萬 | 0.02% | +1,357+8.5% | 加碼 |
| Invst, LLC | 17,156 | $184.9 萬 | 0.18% | +65+0.4% | 加碼 |
| Merit Financial Group, LLC | 17,122 | $184.5 萬 | 0.01% | +2,201+14.8% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 17,137 | $183.7 萬 | 0.04% | +15,520+959.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 16,718 | $180.1 萬 | 0.04% | −159−0.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 16,558 | $178.5 萬 | 0.01% | +899+5.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 16,472 | $177.5 萬 | 0.01% | 00.0% | 不變 |
| OpenArc Corporate Advisory, LLC | 16,372 | $176.5 萬 | 0.02% | −322−1.9% | 減碼 |
| GWM Advisors LLC | 16,336 | $176.1 萬 | 0.01% | +3,897+31.3% | 加碼 |
| Jane Street Group, LLC | 16,279 | $175.5 萬 | 0.00% | +7,816+92.4% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 16,135 | $173.9 萬 | 0.01% | +9,685+150.2% | 加碼 |
| USS Investment Management Ltd | 16,099 | $173.5 萬 | 0.01% | −15,893−49.7% | 減碼 |
| Bridgewater Associates, LP | 16,012 | $172.6 萬 | 0.01% | −204,910−92.8% | 減碼 |
| Modern Wealth Management, LLC | 15,883 | $171.2 萬 | 0.02% | −401−2.5% | 減碼 |
| Donoghue Forlines LLC | 15,847 | $170.8 萬 | 0.44% | −31,996−66.9% | 減碼 |