Запись по ценной бумаге · архивный квартал
PFG
Principal Financial Group, Inc. · Financial Services · Asset Management
152Отслеживаемые держатели
+2Δ держателей
122.07MАкций в держании
$10.99BОтчётная стоимость
+7Новые позиции
−6Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.3% ·
поток акций +9.9% ·
новые чистые позиции +0.7%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 217.43K | $23.94M | n/a | n/a |
| Q2 2026 | 152 | +4 | 123.21M | $13.27B | +7 | −4 |
| Q1 2026 | 152 | +2 | 122.07M | $10.99B | +7 | −6 |
| Q4 2025 | 149 | +1 | 127.62M | $11.26B | +2 | n/a |
| Q3 2025 | 18 | -1 | 75.06M | $6.22B | n/a | −2 |
| Q2 2025 | 17 | -1 | 70.42M | $5.59B | n/a | −1 |
| Q1 2025 | 15 | +2 | 23.67M | $1.99B | +2 | n/a |
| Q4 2024 | 13 | +1 | 23.77M | $1.84B | +1 | n/a |
| Q3 2024 | 11 | -4 | 14.60M | $1.25B | n/a | −4 |
| Q2 2024 | 15 | n/a | 14.86M | $1.16B | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ ×22 |
| 2 | Vanguard Capital Management Llc | 13.47M | n/a | $1.21B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (пассивный) | 10.18M | -3.1% | $917.31M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 8.82M | +5.0% | $794.72M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 5 | Capital World Investors ✦ | 6.03M | Новый | $543.08M | 0.1% | New | 1 | SEC ↗ |
| 6 | Charles Schwab Investment… | 5.92M | +310.1% | $533.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (пассивный) | 5.66M | +1.5% | $508.16M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Dimensional Fund Advisors Lp | 3.89M | +3.2% | $350.19M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 10 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 11 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 12 | Goldman Sachs Group ✦ | 2.75M | +10.2% | $248.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | AQR Capital Management ✦ | 2.46M | +4.6% | $220.59M | 0.1% | ▲ Add | 8 | SEC ↗ ×9 |
| 14 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 15 | Legal & General Group Plc | 1.69M | +3.4% | $152.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Deutsche Bank Ag\ | 1.38M | +19.8% | $124.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 17 | Bank of New York Mellon Corp | 1.19M | -1.9% | $107.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×17 |
| 18 | UBS Group AG | 1.17M | +21.6% | $105.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | JPMorgan Chase ✦ | 1.19M | +11.4% | $104.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 20 | Amundi | 1.15M | -6.8% | $103.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Royal Bank Of Canada | 877.64K | +14.2% | $79.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 22 | Hsbc Holdings Plc | 780.74K | -51.9% | $70.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 23 | LPL Financial LLC | 728.46K | +39.7% | $65.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Victory Capital Management Inc | 727.92K | +23.0% | $65.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Barclays Plc | 726.14K | +24.3% | $65.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Swiss National Bank | 644.80K | +5.5% | $58.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Nuveen, LLC | 603.91K | +10.1% | $54.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Raymond James Financial Inc | 602.20K | +87.3% | $54.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Healthcare Of Ontario Pension Plan… | 591.93K | +157.5% | $53.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | American Century Companies Inc | 591.23K | +37.5% | $53.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Federated Hermes, Inc. | 581.35K | +3112.6% | $52.39M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Wells Fargo & Company/Mn | 578.61K | +123.1% | $52.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 33 | Bnp Paribas Financial Markets | 566.36K | -2.0% | $51.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | First Trust Advisors Lp | 555.49K | -19.3% | $50.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 543.93K | -10.9% | $49.01M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 36 | Sumitomo Mitsui Trust Group, Inc. | 509.89K | -2.7% | $45.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | BNP Paribas Asset Management… | 507.57K | +16.1% | $45.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Mitsubishi UFJ Asset Management… | 480.40K | +5.5% | $43.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rhumbline Advisers | 445.25K | -1.4% | $40.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Massachusetts Financial Services Co… | 420.04K | -19.3% | $37.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 41 | California Public Employees… | 410.42K | -0.5% | $36.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | California State Teachers… | 397.87K | -1.9% | $35.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Envestnet Asset Management Inc | 328.10K | +434.2% | $29.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Two Sigma Investments ✦ | 304.79K | +16.2% | $27.46M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 283.95K | -5.4% | $25.59M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 46 | Franklin Resources Inc | 279.76K | +93.2% | $25.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 47 | Zurcher Kantonalbank (Zurich… | 263.52K | -6.2% | $23.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 263.50K | +11.3% | $23.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Principal Financial Group Inc | 226.72K | +5.4% | $20.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bridgewater Associates ✦ | 220.92K | -53.5% | $19.91M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 210.92K | -3.7% | $19.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 52 | Universal- Beteiligungs- und… | 210.70K | +1.4% | $18.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Stifel Financial Corp | 205.81K | +1276.4% | $18.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 54 | Swedbank AB | 205.07K | -0.5% | $18.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Cerity Partners LLC | 203.32K | +12.7% | $18.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 56 | State Board Of Administration Of… | 203.00K | 0.0% | $18.29M | 0.0% | Held | 2 | SEC ↗ |
| 57 | Citigroup Inc | 202.75K | -15.3% | $18.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 58 | Arrowstreet Capital ✦ | 201.88K | -67.6% | $18.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 59 | State Of Wisconsin Investment Board | 200.71K | -7.6% | $18.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Quantinno Capital Management LP | 198.49K | +19.3% | $17.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Aviva Plc | 192.83K | -0.2% | $17.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Mirae Asset Global Investments Co.… | 183.07K | +372.9% | $16.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | Gotham Asset Management ✦ | 178.45K | +1936.4% | $16.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 64 | Storebrand Asset Management As | 172.04K | +3.0% | $15.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Canada Pension Plan Investment Board | 169.71K | +0.6% | $15.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 169.38K | -11.6% | $15.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 67 | Focus Partners Wealth | 168.31K | +3.9% | $15.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Aberdeen Group plc | 162.46K | +0.5% | $14.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Russell Investments Group, Ltd. | 157.95K | -3.5% | $14.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 70 | Allianz Asset Management GmbH | 144.43K | +4.4% | $13.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | Pnc Financial Services Group, Inc. | 137.40K | +1.7% | $12.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 72 | Cetera Investment Advisers | 131.73K | +20.1% | $11.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | National Pension Service | 131.47K | +455.1% | $11.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Pictet Asset Management Holding SA | 129.20K | -10.2% | $11.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Robeco Institutional Asset… | 128.91K | +82.6% | $11.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | New York State Common Retirement… | 128.19K | -1.9% | $11.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Td Asset Management Inc | 124.30K | +8.2% | $11.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Korea Investment CORP | 123.97K | -47.4% | $11.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Danske Bank A/S | 119.81K | -0.6% | $10.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 80 | Manufacturers Life Insurance… | 105.59K | -7.2% | $9.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Assenagon Asset Management S.A. | 105.38K | +1230.2% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Marshall Wace ✦ | 102.16K | -86.1% | $9.21M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 83 | Mitsubishi UFJ Trust & Banking Corp | 100.09K | -36.7% | $9.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Chevy Chase Trust Holdings, LLC | 97.53K | -3.8% | $8.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 85 | Prudential Financial Inc | 97.51K | -17.4% | $8.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 86 | Nomura Asset Management Co Ltd | 92.59K | +6.0% | $8.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Creative Planning | 89.90K | +24.0% | $8.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Mariner, LLC | 88.30K | +13.8% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 89 | Asset Management One Co., Ltd. | 88.25K | -5.5% | $7.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Royal London Asset Management Ltd | 86.08K | 0.0% | $7.76M | 0.0% | Held | 2 | SEC ↗ |
| 91 | Fifth Third Bancorp | 84.12K | +821.3% | $7.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Toronto Dominion Bank | 82.04K | -30.6% | $7.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 93 | CIBC Asset Management Inc | 68.41K | +28.8% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Wealthfront Advisers LLC | 68.41K | +8.3% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Nordea Investment Management Ab | 63.43K | +6.0% | $5.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 96 | Commonwealth Equity Services, Llc | 61.13K | -3.9% | $5.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | CIBC Bancorp USA Inc. | 59.14K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 98 | Mackenzie Financial Corp | 55.97K | -1.3% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Captrust Financial Advisors | 55.63K | +7.0% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Citadel Advisors ✦ | 54.88K | -90.8% | $4.95M | 0.0% | ▼ Trim | 8 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Capital World Investors | $543.08M | 0.1% |
Закрыто
| Norges Bank | $273.28M | составлял 0.0% |
| Qube Research & Technologies… | $40.51M | составлял 0.1% |
| Millennium Management | $11.32M | составлял 0.0% |
| Adage Capital Partners | $4.90M | составлял 0.0% |
| Hrt Financial Lp | $4.24M | составлял 0.0% |
| Connor, Clark & Lunn… | $2.92M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 901 держатели, 166.89M акции, $13.19B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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