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
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 $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group's SG Position: Q2 2025 in Review

Principal Financial Group sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 8,128 shares — an estimated $203K sold.

Principal Financial Group first reported a position in SG in Q3 2022 and held it in 10 quarters. The position peaked at $6.58M in Q2 2024. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • Principal Financial Group reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • Principal Financial Group sold 8,128 Sweetgreen shares in Q2 2025, an estimated $203K.
  • Principal Financial Group first reported a position in Sweetgreen in Q3 2022 and held it in 10 quarters.
  • Principal Financial Group's Sweetgreen position peaked at $6.58M in Q2 2024.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Principal Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.