Principal Financial Group
SMAR

Principal Financial Group’s Smartsheet Inc. SMAR Stock Holding History

Principal Financial Group’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,375
Closed -$637K – 2243
2024
Q4 		$637K Sell
11,375
-163
-1% -$9.12K ﹤0.01% 1929
2024
Q3 		$639K Buy
11,538
+266
+2% +$12.9K ﹤0.01% 1900
2024
Q2 		$497K Sell
11,272
-1,590
-12% -$63.4K ﹤0.01% 1960
2024
Q1 		$495K Sell
12,862
-638
-5% -$27.8K ﹤0.01% 1985
2023
Q4 		$646K Sell
13,500
-2,050
-13% -$87.4K ﹤0.01% 1905
2023
Q3 		$629K Buy
15,550
+1,180
+8% +$48.4K ﹤0.01% 1907
2023
Q2 		$550K Buy
14,370
+891
+7% +$38.5K ﹤0.01% 1933
2023
Q1 		$644K Sell
13,479
-2,638
-16% -$115K ﹤0.01% 1919
2022
Q4 		$634K Buy
16,117
+1,575
+11% +$53.7K ﹤0.01% 1927
2022
Q3 		$500K Sell
14,542
-2,662
-15% -$90.2K ﹤0.01% 1965
2022
Q2 		$541K Buy
17,204
+5,312
+45% +$220K ﹤0.01% 2036
2022
Q1 		$651K Sell
11,892
-1,159
-9% -$66.2K ﹤0.01% 2062
2021
Q4 		$1.01M Buy
13,051
+681
+6% +$47.6K ﹤0.01% 1977
2021
Q3 		$851K Sell
12,370
-692
-5% -$50.9K ﹤0.01% 2048
2021
Q2 		$945K Buy
13,062
+542
+4% +$33.8K ﹤0.01% 2052
2021
Q1 		$800K Sell
12,520
-1,040
-8% -$72.8K ﹤0.01% 2044
2020
Q4 		$940K Sell
13,560
-444
-3% -$26K ﹤0.01% 1958
2020
Q3 		$692K Sell
14,004
-2,430
-15% -$117K ﹤0.01% 1942
2020
Q2 		$837K Buy
+16,434
New +$837K ﹤0.01% 1862
2019
Q4 		– Sell
-11,506
Closed -$415K – 2296
2019
Q3 		$415K Sell
11,506
-204,691
-95% -$9.75M ﹤0.01% 1988
2019
Q2 		$10.5M Buy
216,197
+14,580
+7% +$619K 0.01% 1193
2019
Q1 		$8.22M Buy
201,617
+6,193
+3% +$214K 0.01% 1346
2018
Q4 		$4.86M Sell
195,424
-17,155
-8% -$426K 0.01% 1516
2018
Q3 		$6.65M Buy
212,579
+398
+0.2% +$10.6K 0.01% 1510
2018
Q2 		$5.51M Buy
+212,181
New +$5.04M 0.01% 1566

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Principal Financial Group's SMAR Position: Q1 2025 in Review

Principal Financial Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 11,375 shares — an estimated $637K sold.

Principal Financial Group first reported a position in SMAR in Q2 2018 and held it in 25 quarters. The position peaked at $10.5M in Q2 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Principal Financial Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Principal Financial Group sold 11,375 Smartsheet Inc. shares in Q1 2025, an estimated $637K.
  • Principal Financial Group first reported a position in Smartsheet Inc. in Q2 2018 and held it in 25 quarters.
  • Principal Financial Group's Smartsheet Inc. position peaked at $10.5M in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.