Principal Financial Group
SMPL icon

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
Q3 		$3.65M Sell
384,815
-17,550
-4% -$193K ﹤0.01% 1757
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

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Leibman Financial Services
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
Villanova Investment Management
Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Principal Financial Group's SMPL Position: Q3 2026 in Review

Principal Financial Group reduced its Simply Good Foods (SMPL) stake by 4.4% in Q3 2026, selling an estimated $193K and leaving 384,815 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Principal Financial Group first reported a position in SMPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $76.5M in Q4 2023. 70 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • Principal Financial Group held 384,815 shares of Simply Good Foods worth $3.65M as of Q3 2026.
  • Principal Financial Group sold 17,550 Simply Good Foods shares in Q3 2026, an estimated $193K.
  • Simply Good Foods made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1757 holding.
  • Principal Financial Group first reported a position in Simply Good Foods in Q4 2018 and has held it in 30 quarters since.
  • Principal Financial Group's Simply Good Foods position peaked at $76.5M in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.