NJ State Employees Deferred Compensation Plan’s Principal Financial Group PFG Stock Holding History

NJ State Employees Deferred Compensation Plan’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	-2,500	Closed	-$207K	–	297
2025 Q3	$207K	Buy	+2,500	New	+$200K	0.02%	395
2025 Q2	–	Sell	-2,500	Closed	-$211K	–	442
2025 Q1	$211K	Buy	+2,500	New	+$208K	0.03%	395
2024 Q4	–	Sell	-2,500	Closed	-$215K	–	470
2024 Q3	$215K	Buy	+2,500	New	+$202K	0.03%	425
2024 Q2	–	Sell	-2,500	Closed	-$216K	–	479
2024 Q1	$216K	Buy	+2,500	New	+$201K	0.03%	428
2023 Q1	–	Sell	-2,500	Closed	-$210K	–	498
2022 Q4	$210K	Buy	+2,500	New	+$214K	0.03%	420
2014 Q1	–	Sell	-2,500	Closed	-$123K	–	407
2013 Q4	$123K	Hold	2,500	–	–	0.03%	392
2013 Q3	$107K	Hold	2,500	–	–	0.02%	401
2013 Q2	$94K	Buy	+2,500	New	+$91.5K	0.02%	401

Other funds holding PFG

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NJ State Employees Deferred Compensation Plan's PFG Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 2,500 shares — an estimated $207K sold.

NJ State Employees Deferred Compensation Plan first reported a position in PFG in Q2 2013 and held it in 8 quarters. The position peaked at $216K in Q1 2024. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 2,500 Principal Financial Group shares in Q4 2025, an estimated $207K.
NJ State Employees Deferred Compensation Plan first reported a position in Principal Financial Group in Q2 2013 and held it in 8 quarters.
NJ State Employees Deferred Compensation Plan's Principal Financial Group position peaked at $216K in Q1 2024.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.