Neo Ivy Capital Management’s Principal Financial Group PFG Stock Holding History

Neo Ivy Capital Management’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Buy	+15,807	New	+$1.6M	0.39%	102
2025 Q4	–	Sell	-16,914	Closed	-$1.4M	–	487
2025 Q3	$1.4M	Buy	+16,914	New	+$1.35M	0.34%	110
2023 Q4	$32K	Sell	402 -12,926	-97%	-$936K	0.07%	218
2023 Q3	$961K	Buy	+13,328	New	+$1.03M	0.42%	88
2022 Q4	–	Sell	-550	Closed	-$40K	–	503
2022 Q3	$40K	Buy	+550	New	+$39.5K	0.11%	249
2022 Q1	–	Sell	-1,793	Closed	-$130K	–	564
2021 Q4	$130K	Buy	+1,793	New	+$125K	0.19%	193
2021 Q2	–	Sell	-5,942	Closed	-$356K	–	569
2021 Q1	$356K	Buy	5,942 +2,871	+93%	+$160K	0.39%	82
2020 Q4	$152K	Sell	3,071 -8,087	-72%	-$370K	0.17%	197
2020 Q3	$449K	Buy	+11,158	New	+$476K	0.45%	59
2020 Q2	–	Sell	-8,639	Closed	-$271K	–	566
2020 Q1	$271K	Buy	+8,639	New	+$409K	0.44%	72
2019 Q2	–	Sell	-18,577	Closed	-$932K	–	378
2019 Q1	$932K	Buy	+18,577	New	+$921K	0.53%	77

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neo Ivy Capital Management's PFG Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 15,807 shares worth $1.7M. The stake represents 0.39% of the portfolio and ranks #102 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in PFG as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in PFG in Q1 2019 and has held it in 11 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Neo Ivy Capital Management held 15,807 shares of Principal Financial Group worth $1.7M as of Q2 2026.
Principal Financial Group was a new Neo Ivy Capital Management position in Q2 2026.
Principal Financial Group made up 0.39% of Neo Ivy Capital Management's portfolio in Q2 2026, its #102 holding.
Neo Ivy Capital Management first reported a position in Principal Financial Group in Q1 2019 and has held it in 11 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.