Principal Financial Group
KLG

Principal Financial Group’s WK Kellogg Co KLG Stock Holding History

Principal Financial Group’s Portfolio KLG Stock Details KLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-329,214
Closed -$5.25M – 2301
2025
Q2 		$5.25M Sell
329,214
-1,770
-0.5% -$30.8K ﹤0.01% 1556
2025
Q1 		$6.6M Buy
330,984
+7,398
+2% +$135K ﹤0.01% 1460
2024
Q4 		$5.82M Buy
323,586
+10,243
+3% +$187K ﹤0.01% 1543
2024
Q3 		$5.36M Sell
313,343
-15,223
-5% -$261K ﹤0.01% 1551
2024
Q2 		$5.41M Sell
328,566
-11,671
-3% -$237K ﹤0.01% 1532
2024
Q1 		$6.4M Buy
340,237
+729
+0.2% +$10.6K ﹤0.01% 1491
2023
Q4 		$4.46M Buy
+339,508
New +$3.82M ﹤0.01% 1598

Other funds holding KLG

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $102M AUM 26.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return