Neuberger Berman Group
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Neuberger Berman Group’s Principal Financial Group PFG Stock Holding History

Neuberger Berman Group’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 		$1.59M Buy
17,689
+2,618
+17% +$239K ﹤0.01% 1252
2025
Q4 		$1.33M Buy
15,071
+1,601
+12% +$135K ﹤0.01% 1308
2025
Q3 		$1.12M Sell
13,470
-9,023
-40% -$721K ﹤0.01% 1324
2025
Q2 		$1.79M Buy
22,493
+2,345
+12% +$180K ﹤0.01% 1187
2025
Q1 		$1.7M Buy
20,148
+198
+1% +$16.5K ﹤0.01% 1174
2024
Q4 		$1.54M Buy
19,950
+3,477
+21% +$293K ﹤0.01% 1202
2024
Q3 		$1.42M Sell
16,473
-15,177
-48% -$1.23M ﹤0.01% 1206
2024
Q2 		$2.48M Sell
31,650
-7,277
-19% -$591K ﹤0.01% 1057
2024
Q1 		$3.36M Sell
38,927
-6,344
-14% -$509K ﹤0.01% 1020
2023
Q4 		$3.56M Buy
45,271
+21,526
+91% +$1.56M ﹤0.01% 987
2023
Q3 		$1.71M Sell
23,745
-27,132
-53% -$2.11M ﹤0.01% 1110
2023
Q2 		$3.86M Buy
50,877
+16,899
+50% +$1.22M ﹤0.01% 946
2023
Q1 		$2.53M Sell
33,978
-10,359
-23% -$879K ﹤0.01% 1032
2022
Q4 		$3.72M Buy
44,337
+28,024
+172% +$2.4M ﹤0.01% 933
2022
Q3 		$1.2M Buy
16,313
+435
+3% +$31.2K ﹤0.01% 1205
2022
Q2 		$1.08M Buy
15,878
+2,205
+16% +$155K ﹤0.01% 1261
2022
Q1 		$1.02M Sell
13,673
-2,465
-15% -$178K ﹤0.01% 1339
2021
Q4 		$950K Buy
16,138
+3,882
+32% +$271K ﹤0.01% 1372
2021
Q3 		$627K Sell
12,256
-3,061
-20% -$197K ﹤0.01% 1420
2021
Q2 		$886K Sell
15,317
-169
-1% -$10.8K ﹤0.01% 1355
2021
Q1 		$855K Buy
15,486
+2,162
+16% +$121K ﹤0.01% 1364
2020
Q4 		$623K Sell
13,324
-19,481
-59% -$892K ﹤0.01% 1359
2020
Q3 		$1.31M Buy
32,805
+26,642
+432% +$1.14M ﹤0.01% 1147
2020
Q2 		$249K Sell
6,163
-288
-4% -$10.5K ﹤0.01% 1434
2020
Q1 		$202K Sell
6,451
-2,539
-28% -$120K ﹤0.01% 1432
2019
Q4 		$494K Sell
8,990
-2,155
-19% -$118K ﹤0.01% 1295
2019
Q3 		$637K Buy
11,145
+2,555
+30% +$144K ﹤0.01% 1231
2019
Q2 		$498K Sell
8,590
-904
-10% -$49.8K ﹤0.01% 1295
2019
Q1 		$477K Sell
9,494
-4,849
-34% -$240K ﹤0.01% 1266
2018
Q4 		$634K Sell
14,343
-3,788
-21% -$186K ﹤0.01% 1201
2018
Q3 		$1.06M Sell
18,131
-589
-3% -$32.8K ﹤0.01% 1171
2018
Q2 		$991K Sell
18,720
-1,052
-5% -$61.1K ﹤0.01% 1234
2018
Q1 		$1.2M Sell
19,772
-3,929
-17% -$259K ﹤0.01% 1138
2017
Q4 		$1.67M Buy
23,701
+14,598
+160% +$1.01M ﹤0.01% 1061
2017
Q3 		$586K Buy
9,103
+563
+7% +$36.2K ﹤0.01% 1270
2017
Q2 		$547K Buy
8,540
+266
+3% +$16.9K ﹤0.01% 1296
2017
Q1 		$522K Sell
8,274
-7
-0.1% -$427 ﹤0.01% 1297
2016
Q4 		$479K Sell
8,281
-725
-8% -$40.6K ﹤0.01% 1302
2016
Q3 		$464K Hold
9,006
– – ﹤0.01% 1284
2016
Q2 		$370K Buy
+9,006
New +$380K ﹤0.01% 1321

Other funds holding PFG

BlackRock
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
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

Neuberger Berman Group's PFG Position: Q1 2026 in Review

Neuberger Berman Group increased its Principal Financial Group (PFG) stake by 17% in Q1 2026, buying an estimated $239K and bringing the position to 17,689 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Neuberger Berman Group first reported a position in PFG in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.86M in Q2 2023. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Neuberger Berman Group held 17,689 shares of Principal Financial Group worth $1.59M as of Q1 2026.
  • Neuberger Berman Group bought 2,618 Principal Financial Group shares in Q1 2026, an estimated $239K.
  • Principal Financial Group made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1252 holding.
  • Neuberger Berman Group first reported a position in Principal Financial Group in Q2 2016 and has held it in 40 quarters since.
  • Neuberger Berman Group's Principal Financial Group position peaked at $3.86M in Q2 2023.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.