Principal Financial Group
SG icon

Principal Financial Group’s Sweetgreen SG Stock Holding History

Principal Financial Group’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.77M Buy
+881,877
New +$6.73M ﹤0.01% 1515
2025
Q2 		– Sell
-8,128
Closed -$203K – 2307
2025
Q1 		$203K Sell
8,128
-93,999
-92% -$2.59M ﹤0.01% 2057
2024
Q4 		$3.27M Sell
102,127
-48,386
-32% -$1.8M ﹤0.01% 1705
2024
Q3 		$5.34M Sell
150,513
-67,768
-31% -$2.06M ﹤0.01% 1554
2024
Q2 		$6.58M Buy
218,281
+205,519
+1,610% +$5.64M ﹤0.01% 1458
2024
Q1 		$322K Buy
12,762
+1,337
+12% +$19.5K ﹤0.01% 2076
2023
Q4 		$129K Buy
11,425
+439
+4% +$4.62K ﹤0.01% 2232
2023
Q3 		$129K Sell
10,986
-382
-3% -$5.32K ﹤0.01% 2239
2023
Q2 		$146K Buy
+11,368
New +$105K ﹤0.01% 2229
2023
Q1 		– Sell
-10,609
Closed -$90.9K – 2494
2022
Q4 		$90.9K Sell
10,609
-2,028
-16% -$29.6K ﹤0.01% 2307
2022
Q3 		$234K Buy
+12,637
New +$215K ﹤0.01% 2161

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Principal Financial Group's SG Position: Q2 2026 in Review

Principal Financial Group opened a new position in Sweetgreen (SG) in Q2 2026: 881,877 shares worth $7.77M. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in SG as recently as Q1 2025.

Principal Financial Group first reported a position in SG in Q3 2022 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Principal Financial Group held 881,877 shares of Sweetgreen worth $7.77M as of Q2 2026.
  • Sweetgreen was a new Principal Financial Group position in Q2 2026.
  • Sweetgreen made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1515 holding.
  • Principal Financial Group first reported a position in Sweetgreen in Q3 2022 and has held it in 11 quarters since.
  • 237 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.