PFG — Principal Financial Group In 机构持仓 · 2026年Q3

Name: 谁持有 PFG？42 家机构、4,402 万美元（2026年Q3）
Creator: ko.io

谁持有 Principal Financial Group In（PFG）？2026年Q3（报告期截至 2026-09-30）共有 42 家机构在 SEC 13F 申报中报告持有，合计 4,401.54 万美元。前几大持有机构：Sound Income Strategies, LLC（2,420.00 万美元）、Mn Services Vermogensbeheer B.V.（710.00 万美元）、GoalVest Advisory LLC（200.00 万美元）。

排名	机构	市值	股数	变动
1	Sound Income Strategies, LLC	$24.2M	220,590	减持
2	Mn Services Vermogensbeheer B.V.	$7.1M	63,715	持平
3	GoalVest Advisory LLC	$2.0M	18,292	减持
4	Farther Finance Advisors, LLC	$2.0M	17,645	增持
5	Martin Capital Partners, LLC	$1.2M	10,336	减持
6	GAMMA Investing LLC	$1.1M	10,141	增持
7	Iowa State Bank	$760,208	6,790	增持
8	Apella Capital, LLC	$711,554	6,544	增持
9	Venture Visionary Partners LLC	$704,686	6,294	增持
10	First Citizens Financial Corp	$379,320	3,388	持平
11	Valeo Financial Advisors, LLC	$358,233	3,200	增持
12	Wedmont Private Capital	$326,445	2,974	增持
13	CX Institutional	$319,000	2,851	增持
14	Apeiron RIA LLC	$310,344	2,765	减持
15	Paragon Capital Management Ltd	$287,932	2,572	持平
16	Paladin Partners, LLC	$278,780	2,490	持平
17	ROCKLAND TRUST CO	$251,126	2,243	持平
18	Acropolis Investment Management, LLC	$248,416	2,219	减持
19	Balefire, LLC	$232,541	2,077	减持
20	BOS Asset Management, LLC	$211,269	1,887	持平
21	Lincoln Capital LLC	$207,083	1,845	新建仓
22	CoreCap Advisors, LLC	$188,135	1,680	增持
23	Versant Capital Management, Inc	$147,451	1,317	增持
24	TOMPKINS FINANCIAL CORP	$72,774	650	持平
25	MassMutual Private Wealth & Trust, FSB	$50,718	453	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30