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 |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 15,807 | $170.4 萬 | 0.39% | +15,807 | 新進 |
| Stance Capital LLC | 15,791 | $170.2 萬 | 0.52% | +15,791 | 新進 |
| PSI Advisors, LLC | 15,704 | $169.3 萬 | 0.39% | +635+4.2% | 加碼 |
| Kestra Advisory Services, LLC | 15,548 | $167.6 萬 | 0.01% | −2,101−11.9% | 減碼 |
| Commonwealth Retirement Investments LLC | 15,545 | $167.5 萬 | 0.45% | −1,378−8.1% | 減碼 |
| Mizuho Securities USA LLC | 15,389 | $165.9 萬 | 0.03% | +3,429+28.7% | 加碼 |
| Saudi Central Bank | 15,178 | $163.6 萬 | 0.02% | +7,069+87.2% | 加碼 |
| Schroder Investment Management Group | 14,975 | $161.4 萬 | 0.00% | −83−0.6% | 減碼 |
| Jefferies Financial Group Inc. | 14,959 | $161.2 萬 | 0.01% | −7,041−32.0% | 減碼 |
| SRS Capital Advisors, Inc. | 14,791 | $159.4 萬 | 0.01% | +10,961+286.2% | 加碼 |
| Pacer Advisors, Inc. | 14,740 | $158.9 萬 | 0.00% | +4,855+49.1% | 加碼 |
| D.A. Davidson & Co. | 14,224 | $153.3 萬 | 0.01% | −731−4.9% | 減碼 |
| Frec Markets, Inc. | 13,897 | $149.8 萬 | 0.13% | +7,031+102.4% | 加碼 |
| Summit Trail Advisors, LLC | 13,848 | $149.3 萬 | 0.02% | +8+0.1% | 加碼 |
| Investment Management Corp of Ontario | 13,837 | $149.1 萬 | 0.02% | −1,900−12.1% | 減碼 |
| Benjamin Edwards Inc | 13,816 | $148.9 萬 | 0.01% | +1,898+15.9% | 加碼 |
| Bayview Asset Management, LLC | 13,799 | $148.7 萬 | 1.11% | +13,799 | 新進 |
| Kentucky Retirement Systems | 13,738 | $148.1 萬 | 0.04% | −8,864−39.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 13,688 | $147.5 萬 | 0.06% | −468−3.3% | 減碼 |
| Wellington Management Group LLP | 13,666 | $147.3 萬 | 0.00% | −759−5.3% | 減碼 |
| Resources Investment Advisors, LLC. | 13,407 | $144.5 萬 | 0.01% | +48+0.4% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 13,304 | $143.4 萬 | 0.04% | +13,304 | 新進 |
| Hartford Investment Management Co | 13,211 | $142.4 萬 | 0.04% | −1,848−12.3% | 減碼 |
| CAPROCK Group, Inc. | 13,005 | $140.2 萬 | 0.03% | +393+3.1% | 加碼 |
| Nomura Holdings Inc | 12,658 | $136.4 萬 | 0.01% | +7,478+144.4% | 加碼 |
| JSF Financial, LLC | 12,590 | $135.7 萬 | 0.22% | +12,590 | 新進 |
| Forty-three Eighteen Advisors, LLC | 12,471 | $134.4 萬 | 0.90% | +12,471 | 新進 |
| Ieq Capital, LLC | 12,451 | $134.2 萬 | 0.01% | −45,523−78.5% | 減碼 |
| EP Wealth Advisors, LLC | 12,403 | $133.7 萬 | 0.01% | −112−0.9% | 減碼 |
| Mork Capital Management, LLC | 12,370 | $133.3 萬 | 0.85% | 00.0% | 不變 |
| Woodline Partners LP | 12,347 | $133.1 萬 | 0.00% | +3,778+44.1% | 加碼 |
| Atlas Capital Advisors LLC | 12,278 | $132.3 萬 | 0.14% | +4,097+50.1% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 12,257 | $132.1 萬 | 0.13% | −1,279−9.4% | 減碼 |
| Warren Averett Asset Management, LLC | 12,158 | $131.0 萬 | 0.01% | +74+0.6% | 加碼 |
| Norinchukin Bank, The | 12,110 | $130.5 萬 | 0.01% | −69−0.6% | 減碼 |
| Omers Administration Corp | 12,079 | $130.2 萬 | 0.01% | +1,317+12.2% | 加碼 |
| Ascent Group, LLC | 11,947 | $128.8 萬 | 0.04% | +864+7.8% | 加碼 |
| Glenmede Trust Co NA | 11,859 | $127.8 萬 | 0.01% | −124−1.0% | 減碼 |
| Abn Amro Investment Solutions | 11,786 | $127.0 萬 | 0.01% | +1,522+14.8% | 加碼 |
| Legacy Financial Group LLC | 11,754 | $126.7 萬 | 0.14% | −14−0.1% | 減碼 |
| West Bancorporation Inc | 11,714 | $126.3 萬 | 0.54% | +1,104+10.4% | 加碼 |
| Guggenheim Capital LLC | 11,654 | $125.6 萬 | 0.01% | −11,390−49.4% | 減碼 |
| Gilbert & Cook, Inc. | 11,645 | $125.5 萬 | 0.14% | −59−0.5% | 減碼 |
| Private Advisor Group, LLC | 11,631 | $125.4 萬 | 0.01% | −20,239−63.5% | 減碼 |
| Montag A & Associates Inc | 11,512 | $124.1 萬 | 0.05% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 11,432 | $123.2 萬 | 0.02% | +795+7.5% | 加碼 |
| Maryland State Retirement & Pension System | 11,348 | $122.3 萬 | 0.02% | +505+4.7% | 加碼 |
| Raleigh Capital Management Inc. | 10,833 | $116.8 萬 | 0.37% | +3,030+38.8% | 加碼 |
| Martin Capital Partners, LLC | 10,711 | $115.4 萬 | 0.42% | −33−0.3% | 減碼 |
| Transamerica Financial Advisors, Inc. | 10,463 | $112.8 萬 | 0.10% | −646−5.8% | 減碼 |
| Greenwood Capital Associates LLC | 10,424 | $112.3 萬 | 0.11% | −304−2.8% | 減碼 |
| Intech Investment Management LLC | 10,350 | $111.6 萬 | 0.01% | +2,141+26.1% | 加碼 |
| Quadrant Capital Group LLC | 10,348 | $111.5 萬 | 0.03% | +256+2.5% | 加碼 |
| Park Avenue Securities LLC | 10,280 | $110.8 萬 | 0.01% | −593−5.5% | 減碼 |
| Osmosis Investment Management UK Ltd | 10,236 | $110.3 萬 | 0.05% | −9,592−48.4% | 減碼 |
| Park Edge Advisors, LLC | 10,236 | $110.3 萬 | 0.24% | 00.0% | 不變 |
| Mount Lucas Management LP | 10,153 | $109.4 萬 | 0.39% | +317+3.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,133 | $109.3 萬 | 0.01% | −8,355−45.2% | 減碼 |
| Brighton Jones LLC | 10,045 | $108.3 萬 | 0.02% | +179+1.8% | 加碼 |
| Louisiana State Employees Retirement System | 10,000 | $107.8 萬 | 0.02% | −100−1.0% | 減碼 |
| Bessemer Group Inc | 9,964 | $107.4 萬 | 0.00% | +460+4.8% | 加碼 |
| Thrivent Financial for Lutherans | 9,901 | $106.7 萬 | 0.00% | −10,885−52.4% | 減碼 |
| KC Investment Advisors, LLC | 9,885 | $106.5 萬 | 0.20% | −85−0.9% | 減碼 |
| New Mexico Educational Retirement Board | 9,854 | $106.2 萬 | 0.03% | +600+6.5% | 加碼 |
| Horizon Investments, LLC | 9,799 | $105.6 萬 | 0.01% | +1,408+16.8% | 加碼 |
| Lido Advisors, LLC | 9,793 | $105.6 萬 | 0.00% | +3,129+47.0% | 加碼 |
| Plato Investment Management Ltd | 9,747 | $104.4 萬 | 0.06% | 00.0% | 不變 |
| Fulton Bank, N.A. | 9,665 | $104.2 萬 | 0.03% | +1,134+13.3% | 加碼 |
| Oak Thistle LLC | 9,636 | $103.9 萬 | 0.10% | +9,636 | 新進 |
| Basepoint Wealth LLC | 9,623 | $103.7 萬 | 0.59% | +20+0.2% | 加碼 |
| GAMMA Investing LLC | 9,585 | $103.3 萬 | 0.04% | +912+10.5% | 加碼 |
| Everence Capital Management Inc | 9,570 | $103.1 萬 | 0.05% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 9,515 | $102.6 萬 | 0.02% | −37−0.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 9,466 | $102.0 萬 | 0.03% | +2,053+27.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 9,330 | $101.6 萬 | 0.00% | +5+0.1% | 加碼 |
| Ausdal Financial Partners, Inc. | 9,328 | $100.5 萬 | 0.04% | +199+2.2% | 加碼 |
| Syon Capital LLC | 9,140 | $98.5 萬 | 0.04% | +404+4.6% | 加碼 |
| Natixis | 9,069 | $97.7 萬 | 0.00% | −18,347−66.9% | 減碼 |
| United Capital Financial Advisers, LLC | 9,000 | $97.0 萬 | 0.01% | +164+1.9% | 加碼 |
| Holderness Investments Co | 8,978 | $96.8 萬 | 0.16% | 00.0% | 不變 |
| South Dakota Investment Council | 8,914 | $96.1 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 8,717 | $94.0 萬 | 0.01% | +297+3.5% | 加碼 |
| M&T Bank Corp | 8,645 | $93.2 萬 | 0.00% | +2,040+30.9% | 加碼 |
| Exchange Traded Concepts, LLC | 8,609 | $92.8 萬 | 0.00% | +832+10.7% | 加碼 |
| Sterling Capital Management LLC | 8,569 | $92.4 萬 | 0.02% | +1,235+16.8% | 加碼 |
| HB Wealth Management, LLC | 8,558 | $92.2 萬 | 0.01% | +611+7.7% | 加碼 |
| Hilltop Holdings Inc. | 8,555 | $92.2 萬 | 0.07% | −152−1.7% | 減碼 |
| Meeder Advisory Services, Inc. | 8,466 | $91.2 萬 | 0.03% | +4,930+139.4% | 加碼 |
| Integrated Wealth Concepts LLC | 8,442 | $91.0 萬 | 0.01% | +1,443+20.6% | 加碼 |
| Curat Global, LLC | 7,239 | $90.7 萬 | 0.77% | −1,185−14.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 8,406 | $90.6 萬 | 0.04% | +437+5.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 8,387 | $90.4 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 8,178 | $88.1 萬 | 0.08% | +8,178 | 新進 |
| Seeds Investor LLC | 8,157 | $87.9 萬 | 0.09% | +796+10.8% | 加碼 |
| Prosperity Consulting Group, LLC | 8,133 | $87.7 萬 | 0.03% | +1,212+17.5% | 加碼 |
| Chicago Partners Investment Group LLC | 8,127 | $87.2 萬 | 0.02% | +43+0.5% | 加碼 |
| Allworth Financial LP | 8,092 | $87.2 萬 | 0.00% | −852−9.5% | 減碼 |
| Empirical Finance, LLC | 8,037 | $86.6 萬 | 0.04% | +212+2.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 8,000 | $86.2 萬 | 0.01% | −103−1.3% | 減碼 |
| City State Bank | 7,938 | $85.6 萬 | 0.20% | 00.0% | 不變 |