Principal Financial Group
SMMT icon

Principal Financial Group’s Summit Therapeutics SMMT Stock Holding History

Principal Financial Group’s Portfolio SMMT Stock Details SMMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-246,429
Closed -$4.75M – 2310
2025
Q1 		$4.75M Buy
246,429
+41,279
+20% +$828K ﹤0.01% 1587
2024
Q4 		$3.66M Buy
205,150
+147,003
+253% +$2.85M ﹤0.01% 1676
2024
Q3 		$1.27M Buy
58,147
+22,014
+61% +$308K ﹤0.01% 1826
2024
Q2 		$282K Buy
36,133
+20,553
+132% +$111K ﹤0.01% 2067
2024
Q1 		$64.5K Buy
15,580
+2,202
+16% +$8.75K ﹤0.01% 2321
2023
Q4 		$34.9K Buy
13,378
+1,294
+11% +$2.66K ﹤0.01% 2354
2023
Q3 		$22.6K Sell
12,084
-1,595
-12% -$3.04K ﹤0.01% 2408
2023
Q2 		$34.3K Buy
+13,679
New +$25K ﹤0.01% 2384

Other funds holding SMMT

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Principal Financial Group sold out of Summit Therapeutics (SMMT) in Q2 2025, closing a stake of 246,429 shares — an estimated $4.75M sold.

Principal Financial Group first reported a position in SMMT in Q2 2023 and held it in 8 quarters. The position peaked at $4.75M in Q1 2025. 238 funds tracked by Wall St. Rank hold SMMT as of Q2 2025.

  • Principal Financial Group reported no remaining Summit Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Principal Financial Group sold 246,429 Summit Therapeutics shares in Q2 2025, an estimated $4.75M.
  • Principal Financial Group first reported a position in Summit Therapeutics in Q2 2023 and held it in 8 quarters.
  • Principal Financial Group's Summit Therapeutics position peaked at $4.75M in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2025.

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