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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Neo Ivy Capital Management's PFG Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 16,914 shares — an estimated $1.4M sold.

Neo Ivy Capital Management first reported a position in PFG in Q1 2019 and held it in 10 quarters. The position peaked at $1.4M in Q3 2025. 892 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

Neo Ivy Capital Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 16,914 Principal Financial Group shares in Q4 2025, an estimated $1.4M.
Neo Ivy Capital Management first reported a position in Principal Financial Group in Q1 2019 and held it in 10 quarters.
Neo Ivy Capital Management's Principal Financial Group position peaked at $1.4M in Q3 2025.
892 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.