Principal Financial Group’s Simply Good Foods SMPL Stock Holding History

Principal Financial Group’s Portfolio SMPL Stock Details SMPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.34M	Sell	402,365 -13,166	-3%	-$163K	﹤0.01%	1653
2026 Q1	$5.96M	Sell	415,531 -145,810	-26%	-$2.52M	﹤0.01%	1572
2025 Q4	$11.3M	Buy	561,341 +36,656	+7%	+$763K	0.01%	1239
2025 Q3	$13M	Buy	524,685 +33,679	+7%	+$994K	0.01%	1132
2025 Q2	$15.5M	Sell	491,006 -22,812	-4%	-$793K	0.01%	999
2025 Q1	$17.7M	Sell	513,818 -440,003	-46%	-$15.9M	0.01%	909
2024 Q4	$37.2M	Sell	953,821 -44,885	-4%	-$1.64M	0.02%	562
2024 Q3	$34.7M	Sell	998,706 -476,030	-32%	-$16.1M	0.02%	592
2024 Q2	$53.3M	Buy	1,474,736 +184,539	+14%	+$6.59M	0.03%	436
2024 Q1	$43.9M	Sell	1,290,197 -640,547	-33%	-$23.6M	0.03%	526
2023 Q4	$76.5M	Buy	1,930,744 +281,603	+17%	+$10.5M	0.05%	318
2023 Q3	$56.9M	Buy	1,649,141 +74,605	+5%	+$2.68M	0.04%	370
2023 Q2	$57.6M	Buy	1,574,536 +116,475	+8%	+$4.28M	0.04%	381
2023 Q1	$58M	Buy	1,458,061 +32,836	+2%	+$1.21M	0.04%	384
2022 Q4	$54.2M	Buy	1,425,225 +235,365	+20%	+$8.69M	0.04%	381
2022 Q3	$38.1M	Sell	1,189,860 -111,179	-9%	-$3.65M	0.03%	464
2022 Q2	$49.1M	Buy	1,301,039 +273,550	+27%	+$10.8M	0.04%	413
2022 Q1	$39M	Buy	1,027,489 +141,649	+16%	+$5.29M	0.02%	544
2021 Q4	$36.8M	Buy	885,840 +231,414	+35%	+$8.83M	0.02%	581
2021 Q3	$22.6M	Sell	654,426 -6,396	-1%	-$230K	0.01%	848
2021 Q2	$24.1M	Buy	660,822 +73,189	+12%	+$2.5M	0.02%	822
2021 Q1	$17.9M	Buy	587,633 +8,389	+1%	+$250K	0.01%	1011
2020 Q4	$18.2M	Buy	+579,244	New	+$13.5M	0.01%	839
2020 Q2	–	Sell	-19,970	Closed	-$385K	–	2361
2020 Q1	$385K	Buy	19,970 +82	+0.4%	+$1.79K	﹤0.01%	1913
2019 Q4	$568K	Buy	19,888 +3,196	+19%	+$84.2K	﹤0.01%	1920
2019 Q3	$484K	Buy	16,692 +1,104	+7%	+$30.8K	﹤0.01%	1944
2019 Q2	$375K	Sell	15,588 -8,339	-35%	-$189K	﹤0.01%	2016
2019 Q1	$493K	Sell	23,927 -107	-0.4%	-$2.14K	﹤0.01%	1941
2018 Q4	$454K	Buy	+24,034	New	+$454K	﹤0.01%	1933

Other funds holding SMPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Principal Financial Group reduced its Simply Good Foods (SMPL) stake by 3.2% in Q2 2026, selling an estimated $163K and leaving 402,365 shares worth $5.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Principal Financial Group first reported a position in SMPL in Q4 2018 and has held it in 29 quarters since. The position peaked at $76.5M in Q4 2023. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Principal Financial Group held 402,365 shares of Simply Good Foods worth $5.34M as of Q2 2026.
Principal Financial Group sold 13,166 Simply Good Foods shares in Q2 2026, an estimated $163K.
Simply Good Foods made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1653 holding.
Principal Financial Group first reported a position in Simply Good Foods in Q4 2018 and has held it in 29 quarters since.
Principal Financial Group's Simply Good Foods position peaked at $76.5M in Q4 2023.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

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