NIM
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NEOS Investment Management’s Principal Financial Group PFG Stock Holding History

NEOS Investment 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 		$3.48M Buy
32,333
+1,527
+5% +$155K 0.01% 431
2026
Q1 		$2.78M Sell
30,806
-1,249
-4% -$114K 0.01% 439
2025
Q4 		$2.83M Buy
32,055
+4,944
+18% +$417K 0.02% 425
2025
Q3 		$2.25M Buy
27,111
+9,997
+58% +$799K 0.02% 426
2025
Q2 		$1.36M Buy
17,114
+3,566
+26% +$274K 0.02% 439
2025
Q1 		$1.14M Buy
13,548
+2,504
+23% +$208K 0.02% 419
2024
Q4 		$855K Buy
11,044
+2,484
+29% +$209K 0.02% 432
2024
Q3 		$735K Buy
8,560
+1,624
+23% +$131K 0.02% 426
2024
Q2 		$544K Buy
6,936
+1,992
+40% +$162K 0.02% 434
2024
Q1 		$427K Buy
4,944
+1,829
+59% +$147K 0.03% 422
2023
Q4 		$245K Buy
+3,115
New +$226K 0.02% 451

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NEOS Investment Management's PFG Position: Q2 2026 in Review

NEOS Investment Management increased its Principal Financial Group (PFG) stake by 5% in Q2 2026, buying an estimated $155K and bringing the position to 32,333 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #431.

NEOS Investment Management first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • NEOS Investment Management held 32,333 shares of Principal Financial Group worth $3.48M as of Q2 2026.
  • NEOS Investment Management bought 1,527 Principal Financial Group shares in Q2 2026, an estimated $155K.
  • Principal Financial Group made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #431 holding.
  • NEOS Investment Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.