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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 7,914 | $85.3 萬 | 0.01% | −269−3.3% | 減碼 |
| Equitable Holdings, Inc. | 7,859 | $84.7 萬 | 0.01% | −476−5.7% | 減碼 |
| Wolff Financial Management LLC | 7,815 | $84.2 萬 | 0.17% | 00.0% | 不變 |
| Centennial Wealth Advisory LLC | 7,806 | $84.1 萬 | 0.18% | +554+7.6% | 加碼 |
| MUFG Securities EMEA plc | 7,747 | $83.5 萬 | 0.01% | −43,364−84.8% | 減碼 |
| Vivid Wealth Management, LLC | 7,626 | $82.2 萬 | 0.29% | +10.0% | 加碼 |
| IFP Advisors, Inc | 7,576 | $81.7 萬 | 0.01% | −562−6.9% | 減碼 |
| We Are One Seven, LLC | 7,533 | $81.2 萬 | 0.01% | +2,528+50.5% | 加碼 |
| Apollon Wealth Management, LLC | 7,339 | $79.1 萬 | 0.01% | +1,380+23.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 7,298 | $78.7 萬 | 0.01% | −387−5.0% | 減碼 |
| First Bank & Trust | 7,216 | $77.8 萬 | 0.11% | +4,934+216.2% | 加碼 |
| Wealth Alliance | 7,091 | $76.4 萬 | 0.06% | +1,550+28.0% | 加碼 |
| Mokosak Advisory Group, LLC | 7,052 | $76.0 萬 | 0.16% | +51+0.7% | 加碼 |
| Keybank National Association | 7,048 | $76.0 萬 | 0.00% | +142+2.1% | 加碼 |
| Blackhawk Capital Partners LLC. | 7,018 | $75.6 萬 | 0.25% | +2,960+72.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $75.4 萬 | 0.00% | −815−10.4% | 減碼 |
| OmniStar Financial Group, Inc. | 6,989 | $75.3 萬 | 0.35% | +488+7.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 6,909 | $74.5 萬 | 0.01% | +26+0.4% | 加碼 |
| Vestcor Inc | 6,839 | $73.7 萬 | 0.02% | 00.0% | 不變 |
| Regions Financial Corp | 6,746 | $72.7 萬 | 0.00% | +22+0.3% | 加碼 |
| Plimoth Trust Co LLC | 6,727 | $72.5 萬 | 0.14% | −665−9.0% | 減碼 |
| Umb Bank N A | 6,638 | $71.5 萬 | 0.01% | −75−1.1% | 減碼 |
| Callan Family Office, LLC | 6,624 | $71.4 萬 | 0.01% | +144+2.2% | 加碼 |
| Harbour Investments, Inc. | 6,584 | $71.0 萬 | 0.01% | −197−2.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,534 | $70.4 萬 | 0.03% | −57−0.9% | 減碼 |
| North Dakota State Investment Board | 6,471 | $69.7 萬 | 0.03% | +181+2.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 6,450 | $69.5 萬 | 0.02% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 6,438 | $69.4 萬 | 0.03% | −152−2.3% | 減碼 |
| Virtu Financial LLC | 6,431 | $69.3 萬 | 0.02% | +6,431 | 新進 |
| Greenleaf Trust | 6,411 | $69.1 萬 | 0.01% | −239−3.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 6,377 | $68.7 萬 | 0.00% | +493+8.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,326 | $68.2 萬 | 0.01% | +573+10.0% | 加碼 |
| Tobam | 6,322 | $68.1 萬 | 0.17% | +630+11.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 6,308 | $68.0 萬 | 0.01% | +365+6.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,302 | $67.9 萬 | 0.01% | −28−0.4% | 減碼 |
| Carret Asset Management, LLC | 6,298 | $67.9 萬 | 0.06% | −650−9.4% | 減碼 |
| Venture Visionary Partners LLC | 6,292 | $67.8 萬 | 0.02% | +5+0.1% | 加碼 |
| Smartleaf Asset Management LLC | 6,246 | $67.8 萬 | 0.02% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 6,269 | $67.6 萬 | 0.01% | +6,269 | 新進 |
| Johnson Investment Counsel Inc | 6,189 | $66.7 萬 | 0.00% | +7+0.1% | 加碼 |
| Romano Brothers and Company | 6,185 | $66.7 萬 | 0.07% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 6,152 | $66.3 萬 | 0.00% | −99,225−94.2% | 減碼 |
| Vise Technologies, Inc. | 6,132 | $66.1 萬 | 0.01% | +1,591+35.0% | 加碼 |
| Kingsview Wealth Management, LLC | 6,101 | $65.8 萬 | 0.01% | +915+17.6% | 加碼 |
| Hilltop National Bank | 6,000 | $64.7 萬 | 0.14% | −299−4.7% | 減碼 |
| National Wealth Management Group, LLC | 5,973 | $64.4 萬 | 0.20% | −1,370−18.7% | 減碼 |
| Coldstream Capital Management Inc | 5,958 | $64.2 萬 | 0.01% | −494−7.7% | 減碼 |
| Brown Brothers Harriman & Co | 5,934 | $64.0 萬 | 0.00% | +1,920+47.8% | 加碼 |
| MUFG Securities Americas Inc. | 5,921 | $63.8 萬 | 0.03% | +447+8.2% | 加碼 |
| Global Retirement Partners, LLC | 5,888 | $63.5 萬 | 0.01% | +5,888 | 新進 |
| Capital Investment Advisors, LLC | 5,875 | $63.3 萬 | 0.01% | +5,875 | 新進 |
| Ballentine Partners, LLC | 5,823 | $62.8 萬 | 0.01% | +3,077+112.1% | 加碼 |
| Reuter James Wealth Management, LLC | 5,760 | $62.1 萬 | 0.08% | +1,692+41.6% | 加碼 |
| QRG Capital Management, Inc. | 5,756 | $62.0 萬 | 0.01% | +641+12.5% | 加碼 |
| Tema ETFs LLC | 5,716 | $61.6 萬 | 0.02% | +435+8.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,701 | $61.4 萬 | 0.04% | −143−2.4% | 減碼 |
| Palisade Asset Management, LLC | 5,637 | $60.8 萬 | 0.06% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 5,613 | $60.5 萬 | 0.02% | +110+2.0% | 加碼 |
| Apella Capital, LLC | 5,358 | $60.5 萬 | 0.01% | +57+1.1% | 加碼 |
| Gentry Private Wealth, LLC | 5,608 | $60.4 萬 | 0.31% | −156−2.7% | 減碼 |
| Sagespring Wealth Partners, LLC | 5,601 | $60.4 萬 | 0.01% | +531+10.5% | 加碼 |
| Fox Run Management, L.L.C. | 5,589 | $60.2 萬 | 0.10% | +5,589 | 新進 |
| Securian Asset Management, Inc | 5,236 | $59.7 萬 | 0.02% | −100−1.9% | 減碼 |
| Iowa State Bank | 5,477 | $59.0 萬 | 0.10% | −30−0.5% | 減碼 |
| LVW Advisors, LLC | 5,473 | $59.0 萬 | 0.05% | +703+14.7% | 加碼 |
| CWA Asset Management Group, LLC | 5,329 | $57.4 萬 | 0.02% | +70+1.3% | 加碼 |
| Weiss Asset Management LP | 5,321 | $57.3 萬 | 0.01% | +5,321 | 新進 |
| Waldron Private Wealth LLC | 5,264 | $56.7 萬 | 0.02% | +60+1.2% | 加碼 |
| Aprio Wealth Management, LLC | 5,240 | $56.5 萬 | 0.03% | +105+2.0% | 加碼 |
| Ritholtz Wealth Management | 5,228 | $56.4 萬 | 0.01% | +1,136+27.8% | 加碼 |
| Arkadios Wealth Advisors | 5,214 | $56.2 萬 | 0.01% | −1,170−18.3% | 減碼 |
| Benin Management CORP | 5,200 | $56.0 萬 | 0.11% | 00.0% | 不變 |
| Canada Post Corp Registered Pension Plan | 5,046 | $54.4 萬 | 0.02% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 5,025 | $54.2 萬 | 0.01% | +1,798+55.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 4,997 | $53.9 萬 | 0.01% | +155+3.2% | 加碼 |
| Prudential PLC | 4,995 | $53.8 萬 | 0.00% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 4,955 | $53.4 萬 | 0.01% | −144−2.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 4,927 | $53.1 萬 | 0.00% | −1,739−26.1% | 減碼 |
| AlphaStar Capital Management, LLC | 4,913 | $52.9 萬 | 0.03% | +373+8.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 4,887 | $52.7 萬 | 0.00% | +4,887 | 新進 |
| Metis Global Partners, LLC | 4,886 | $52.7 萬 | 0.01% | −5,271−51.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 4,880 | $52.6 萬 | 0.09% | +640+15.1% | 加碼 |
| Oppenheimer & Co Inc | 4,788 | $51.6 萬 | 0.01% | −5,933−55.3% | 減碼 |
| Twin Capital Management Inc | 4,779 | $51.5 萬 | 0.06% | +5+0.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,712 | $50.8 萬 | 0.01% | +179+3.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,704 | $50.7 萬 | 0.00% | −6,343−57.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,688 | $50.5 萬 | 0.02% | −30−0.6% | 減碼 |
| Balyasny Asset Management LLC | 4,640 | $50.0 萬 | 0.00% | +1,687+57.1% | 加碼 |
| Krilogy Financial LLC | 4,628 | $49.9 萬 | 0.01% | −292−5.9% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 4,604 | $49.6 萬 | 0.03% | −6,446−58.3% | 減碼 |
| Rothschild Investment LLC | 4,603 | $49.6 萬 | 0.02% | +61+1.3% | 加碼 |
| Rexford Capital Inc | 4,556 | $49.1 萬 | 0.30% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 4,539 | $48.9 萬 | 0.06% | +85+1.9% | 加碼 |
| Integrity Alliance, LLC. | 4,477 | $48.3 萬 | 0.02% | −6,424−58.9% | 減碼 |
| Hancock Whitney Corp | 4,476 | $48.2 萬 | 0.01% | −54−1.2% | 減碼 |
| Argentarii, LLC | 4,254 | $48.1 萬 | 0.14% | +5+0.1% | 加碼 |
| Perigon Wealth Management, LLC | 4,457 | $48.0 萬 | 0.01% | +193+4.5% | 加碼 |
| Bull Harbor Capital LLC | 4,382 | $47.2 萬 | 0.09% | +159+3.8% | 加碼 |
| Perpetual Ltd | 4,364 | $47.0 萬 | 0.01% | +27+0.6% | 加碼 |
| Beacon Financial Group | 4,356 | $46.9 萬 | 0.04% | −95−2.1% | 減碼 |