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 |
|---|---|---|---|---|---|
| City National Bank of Florida | 4,276 | $46.1 萬 | 0.19% | +269+6.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 4,228 | $45.6 萬 | 0.01% | +10+0.2% | 加碼 |
| Optima Capital LLC | 4,201 | $45.3 萬 | 0.18% | +28+0.7% | 加碼 |
| Catalyst Funds Management Pty Ltd | 4,200 | $45.3 萬 | 0.03% | +4,200 | 新進 |
| Gladstone Institutional Advisory LLC | 4,185 | $45.1 萬 | 0.01% | +803+23.7% | 加碼 |
| Advisory Services Network, LLC | 4,185 | $45.1 萬 | 0.01% | −78−1.8% | 減碼 |
| Associated Banc-Corp | 4,166 | $44.9 萬 | 0.01% | +4,166 | 新進 |
| Buckingham Strategic Partners | 4,161 | $44.9 萬 | 0.00% | −4,640−52.7% | 減碼 |
| Aptus Capital Advisors, LLC | 4,034 | $43.5 萬 | 0.00% | +31+0.8% | 加碼 |
| ETF Portfolio Partners, Inc. | 4,015 | $43.3 萬 | 0.10% | 00.0% | 不變 |
| Independent Advisor Alliance | 4,002 | $43.1 萬 | 0.01% | +46+1.2% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $43.1 萬 | 0.13% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 3,993 | $43.0 萬 | 0.03% | +223+5.9% | 加碼 |
| Clearstead Advisors, LLC | 3,981 | $42.9 萬 | 0.00% | +3,586+907.8% | 加碼 |
| Glaxis Capital Management, LLC | 3,941 | $42.5 萬 | 0.85% | 00.0% | 不變 |
| FIL Ltd | 3,914 | $42.2 萬 | 0.00% | −5,634−59.0% | 減碼 |
| Security National Bank of Sioux City Iowa | 3,899 | $42.0 萬 | 0.17% | +3,899 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $41.8 萬 | 0.01% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 3,879 | $41.8 萬 | 0.01% | +53+1.4% | 加碼 |
| Hantz Financial Services, Inc. | 3,879 | $41.8 萬 | 0.01% | +265+7.3% | 加碼 |
| Paradigm Financial Partners, LLC | 3,861 | $41.6 萬 | 0.04% | +145+3.9% | 加碼 |
| Regal Investment Advisors LLC | 3,840 | $41.4 萬 | 0.02% | +804+26.5% | 加碼 |
| Snowden Capital Advisors LLC | 3,831 | $41.3 萬 | 0.01% | +1,164+43.6% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 3,821 | $41.2 萬 | 0.25% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 3,782 | $40.8 萬 | 0.05% | −114−2.9% | 減碼 |
| Brown Advisory Inc | 3,779 | $40.7 萬 | 0.00% | +1,507+66.3% | 加碼 |
| Huntington National Bank | 3,749 | $40.4 萬 | 0.00% | +32+0.9% | 加碼 |
| Caxton Associates LLP | 3,697 | $39.8 萬 | 0.01% | +3,697 | 新進 |
| Blair William & Co | 3,692 | $39.8 萬 | 0.00% | +444+13.7% | 加碼 |
| Checchi Capital Advisers, LLC | 3,678 | $39.6 萬 | 0.03% | +47+1.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 3,651 | $39.4 萬 | 0.00% | −105−2.8% | 減碼 |
| HBK Sorce Advisory LLC | 3,403 | $39.1 萬 | 0.01% | −48−1.4% | 減碼 |
| TCW Group Inc | 3,617 | $39.0 萬 | 0.00% | −84−2.3% | 減碼 |
| International Private Wealth Advisors LLC | 3,604 | $38.8 萬 | 0.20% | −20−0.6% | 減碼 |
| Elevated Capital Advisors, LLC | 3,604 | $38.8 萬 | 0.11% | −4,055−52.9% | 減碼 |
| Strategic Investment Advisors | 3,596 | $38.8 萬 | 0.02% | −473−11.6% | 減碼 |
| Legato Capital Management LLC | 3,567 | $38.4 萬 | 0.03% | −1,342−27.3% | 減碼 |
| Essex Financial Services, Inc. | 3,563 | $38.4 萬 | 0.02% | −192−5.1% | 減碼 |
| JMN Financial LLC | 3,545 | $38.2 萬 | 0.30% | −478−11.9% | 減碼 |
| BKD Wealth Advisors, LLC | 3,539 | $38.1 萬 | 0.01% | −176−4.7% | 減碼 |
| Allstate Corp | 3,499 | $37.7 萬 | 0.00% | −21,350−85.9% | 減碼 |
| Waddell & Associates, LLC | 3,479 | $37.5 萬 | 0.02% | +24+0.7% | 加碼 |
| Walleye Trading LLC | 3,417 | $36.8 萬 | 0.01% | −5,389−61.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 3,413 | $36.8 萬 | 0.01% | +170+5.2% | 加碼 |
| Bayforest Capital Ltd | 3,406 | $36.7 萬 | 0.34% | +3,350+5,982.1% | 加碼 |
| Alteri Wealth LLC | 3,398 | $36.6 萬 | 0.10% | −262−7.2% | 減碼 |
| First Citizens Financial Corp | 3,388 | $36.5 萬 | 0.15% | −16−0.5% | 減碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $35.9 萬 | 0.10% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 3,313 | $35.7 萬 | 0.00% | +105+3.3% | 加碼 |
| Argent Trust Co | 3,295 | $35.5 萬 | 0.01% | +189+6.1% | 加碼 |
| Change Path, LLC | 3,283 | $35.4 萬 | 0.01% | +954+41.0% | 加碼 |
| Symphony Financial, Ltd. Co. | 3,194 | $34.6 萬 | 0.04% | +300+10.4% | 加碼 |
| Nicolet Bankshares Inc | 3,183 | $34.3 萬 | 0.01% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 3,183 | $34.3 萬 | 0.01% | +40+1.3% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,179 | $34.3 萬 | 0.02% | −56−1.7% | 減碼 |
| Midwest Heritage Bank, FSB | 3,168 | $34.1 萬 | 0.10% | +13+0.4% | 加碼 |
| Mutual Advisors, LLC | 3,164 | $34.1 萬 | 0.01% | −14−0.4% | 減碼 |
| 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 |
| Atomi Financial Group, Inc. | 3,154 | $34.0 萬 | 0.01% | +79+2.6% | 加碼 |
| Ameritas Advisory Services, LLC | 3,148 | $33.9 萬 | 0.01% | −62−1.9% | 減碼 |
| Chesley Taft & Associates LLC | 3,130 | $33.7 萬 | 0.01% | −76−2.4% | 減碼 |
| Brinker Capital Investments, LLC | 3,111 | $33.5 萬 | 0.00% | −587−15.9% | 減碼 |
| Adams Wealth Management | 3,092 | $33.3 萬 | 0.06% | −36−1.2% | 減碼 |
| CacheTech Inc. | 3,092 | $33.3 萬 | 0.05% | −36−1.2% | 減碼 |
| Central Pacific Bank - Trust Division | 3,077 | $33.2 萬 | 0.03% | −272−8.1% | 減碼 |
| Provident Living Financial Services, Inc. | 3,040 | $32.8 萬 | 0.32% | −335−9.9% | 減碼 |
| Wedbush Securities Inc | 3,036 | $32.7 萬 | 0.01% | −10−0.3% | 減碼 |
| Shepherd Financial Partners LLC | 3,026 | $32.6 萬 | 0.03% | +14+0.5% | 加碼 |
| Leavell Investment Management, Inc. | 3,024 | $32.6 萬 | 0.01% | 00.0% | 不變 |
| Security National Bank of So Dak | 3,000 | $32.3 萬 | 0.15% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $32.3 萬 | 0.09% | 00.0% | 不變 |
| Busey Wealth Management | 2,899 | $31.2 萬 | 0.01% | −52−1.8% | 減碼 |
| Wedmont Private Capital | 2,771 | $31.1 萬 | 0.01% | +279+11.2% | 加碼 |
| Signaturefd, LLC | 2,884 | $31.1 萬 | 0.00% | +302+11.7% | 加碼 |
| StoneX Group Inc. | 2,988 | $31.0 萬 | 0.01% | +2,988 | 新進 |
| Accredited Investors Inc. | 2,866 | $30.9 萬 | 0.01% | 00.0% | 不變 |
| Plancorp, LLC | 2,693 | $30.6 萬 | 0.01% | +451+20.1% | 加碼 |
| Van Eck Associates Corp | 2,835 | $30.6 萬 | 0.00% | +412+17.0% | 加碼 |
| OFS Enterprise LLC | 2,834 | $30.5 萬 | 0.08% | +7+0.2% | 加碼 |
| Farmers & Merchants Investments Inc | 2,822 | $30.4 萬 | 0.01% | −3−0.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 2,720 | $30.4 萬 | 0.01% | +367+15.6% | 加碼 |
| CX Institutional | 2,808 | $30.3 萬 | 0.01% | +52+1.9% | 加碼 |
| Kera Capital Partners, Inc. | 2,799 | $30.2 萬 | 0.03% | −105−3.6% | 減碼 |
| Apeiron RIA LLC | 2,782 | $30.0 萬 | 0.08% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 2,774 | $29.9 萬 | 0.01% | +11+0.4% | 加碼 |
| Transcend Wealth Collective, LLC | 2,771 | $29.9 萬 | 0.02% | +401+16.9% | 加碼 |
| Winnow Wealth LLC | 2,751 | $29.7 萬 | 0.20% | +22+0.8% | 加碼 |
| Cidel Asset Management Inc | 2,748 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Summit Financial, LLC | 2,747 | $29.6 萬 | 0.00% | +2,747 | 新進 |
| Xxi Wealth, LLC | 2,713 | $29.2 萬 | 0.13% | −134−4.7% | 減碼 |
| Vontobel Holding Ltd. | 2,701 | $29.1 萬 | 0.00% | −3,401−55.7% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 2,694 | $29.0 萬 | 0.07% | +20+0.7% | 加碼 |
| Kinloch Capital, LLC | 2,650 | $28.6 萬 | 0.10% | −25−0.9% | 減碼 |
| Westmount Partners, LLC | 2,648 | $28.5 萬 | 0.06% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 2,644 | $28.5 萬 | 0.02% | +35+1.3% | 加碼 |
| Investment Research & Advisory Group, Inc. | 2,636 | $28.5 萬 | 0.09% | 00.0% | 不變 |
| Aaron Wealth Advisors | 2,620 | $28.2 萬 | 0.01% | −1,803−40.8% | 減碼 |
| TSFG, LLC | 2,613 | $28.2 萬 | 0.04% | +20+0.8% | 加碼 |
| Kovack Advisors, Inc. | 2,602 | $28.2 萬 | 0.01% | +2,602 | 新進 |