NIM
PFG icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return