Principal Financial Group
SPG icon

Principal Financial Group’s Simon Property Group SPG Stock Holding History

Principal Financial Group’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$484M Sell
2,595,216
-263,589
-9% -$50.3M 0.26% 75
2025
Q4 		$529M Buy
2,858,805
+21,521
+0.8% +$3.91M 0.27% 74
2025
Q3 		$532M Sell
2,837,284
-43,213
-2% -$7.46M 0.27% 76
2025
Q2 		$463M Sell
2,880,497
-325,961
-10% -$51.5M 0.24% 87
2025
Q1 		$533M Buy
3,206,458
+1,830,264
+133% +$320M 0.3% 73
2024
Q4 		$237M Buy
1,376,194
+98,366
+8% +$17.3M 0.13% 151
2024
Q3 		$216M Sell
1,277,828
-14,212
-1% -$2.25M 0.12% 164
2024
Q2 		$196M Buy
1,292,040
+450
+0% +$66.3K 0.12% 157
2024
Q1 		$202M Sell
1,291,590
-428,207
-25% -$62.8M 0.12% 160
2023
Q4 		$245M Sell
1,719,797
-408,307
-19% -$49.4M 0.16% 135
2023
Q3 		$230M Buy
2,128,104
+26,491
+1% +$3.1M 0.17% 133
2023
Q2 		$243M Sell
2,101,613
-16,899
-0.8% -$1.84M 0.17% 133
2023
Q1 		$237M Buy
2,118,512
+211,942
+11% +$25.3M 0.17% 138
2022
Q4 		$224M Sell
1,906,570
-111,631
-6% -$12.4M 0.17% 137
2022
Q3 		$181M Sell
2,018,201
-44,897
-2% -$4.59M 0.14% 158
2022
Q2 		$196M Sell
2,063,098
-25,704
-1% -$2.95M 0.14% 148
2022
Q1 		$275M Buy
2,088,802
+77,614
+4% +$11.1M 0.17% 145
2021
Q4 		$321M Buy
2,011,188
+185,746
+10% +$28.4M 0.19% 133
2021
Q3 		$237M Sell
1,825,442
-18,326
-1% -$2.39M 0.15% 158
2021
Q2 		$241M Buy
1,843,768
+3,460
+0.2% +$430K 0.16% 158
2021
Q1 		$209M Sell
1,840,308
-662,236
-26% -$69.1M 0.15% 162
2020
Q4 		$213M Sell
2,502,544
-69,650
-3% -$5.32M 0.16% 154
2020
Q3 		$166M Sell
2,572,194
-18,786
-0.7% -$1.23M 0.14% 168
2020
Q2 		$177M Sell
2,590,980
-396,922
-13% -$24.9M 0.16% 154
2020
Q1 		$164M Sell
2,987,902
-462,496
-13% -$55.3M 0.18% 148
2019
Q4 		$514M Sell
3,450,398
-277,641
-7% -$41.6M 0.43% 43
2019
Q3 		$580M Sell
3,728,039
-702,215
-16% -$109M 0.51% 31
2019
Q2 		$708M Sell
4,430,254
-456,681
-9% -$78.7M 0.64% 20
2019
Q1 		$890M Sell
4,886,935
-47,139
-1% -$8.38M 0.83% 7
2018
Q4 		$829M Sell
4,934,074
-1,130,256
-19% -$202M 0.88% 6
2018
Q3 		$1.07B Sell
6,064,330
-389,821
-6% -$69M 0.94% 5
2018
Q2 		$1.1B Buy
6,454,151
+357,638
+6% +$56.9M 1.01% 5
2018
Q1 		$941M Buy
6,096,513
+185,668
+3% +$29.5M 0.9% 6
2017
Q4 		$1.02B Sell
5,910,845
-168,477
-3% -$27.4M 0.93% 4
2017
Q3 		$979M Sell
6,079,322
-33,419
-0.5% -$5.34M 0.95% 4
2017
Q2 		$989M Buy
6,112,741
+542,743
+10% +$88.4M 0.99% 3
2017
Q1 		$959M Buy
5,569,998
+35,432
+0.6% +$6.33M 1.15% 3
2016
Q4 		$983M Sell
5,534,566
-209,988
-4% -$39M 1.25% 1
2016
Q3 		$1.19B Buy
5,744,554
+127,005
+2% +$27.5M 1.56% 1
2016
Q2 		$1.22B Buy
5,617,549
+133,773
+2% +$27.3M 1.7% 1
2016
Q1 		$1.14B Buy
5,483,776
+22,196
+0.4% +$4.26M 1.65% 1
2015
Q4 		$1.06B Buy
5,461,580
+194,067
+4% +$37.6M 1.58% 1
2015
Q3 		$968M Buy
5,267,513
+148,263
+3% +$27.2M 1.52% 2
2015
Q2 		$886M Sell
5,119,250
-153,065
-3% -$28.1M 1.32% 2
2015
Q1 		$1.03B Buy
5,272,315
+472,988
+10% +$91.6M 1.54% 2
2014
Q4 		$874M Buy
4,799,327
+550,911
+13% +$97.7M 1.36% 2
2014
Q3 		$699M Buy
4,248,416
+262,776
+7% +$44.2M 1.19% 2
2014
Q2 		$663M Buy
3,985,640
+101,779
+3% +$16.6M 1.11% 3
2014
Q1 		$599M Buy
3,883,861
+331,223
+9% +$49.3M 1.07% 3
2013
Q4 		$509M Buy
3,552,638
+213,716
+6% +$30.8M 0.95% 3
2013
Q3 		$466M Sell
3,338,922
-110,173
-3% -$16M 0.96% 3
2013
Q2 		$512M Buy
+3,449,095
New +$553M 1.14% 2

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group's SPG Position: Q1 2026 in Review

Principal Financial Group reduced its Simon Property Group (SPG) stake by 9.2% in Q1 2026, selling an estimated $50.3M and leaving 2,595,216 shares worth $484M. The position accounts for 0.26% of the portfolio, ranked #75.

Principal Financial Group first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.22B in Q2 2016. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Principal Financial Group held 2,595,216 shares of Simon Property Group worth $484M as of Q1 2026.
  • Principal Financial Group sold 263,589 Simon Property Group shares in Q1 2026, an estimated $50.3M.
  • Simon Property Group made up 0.26% of Principal Financial Group's portfolio in Q1 2026, its #75 holding.
  • Principal Financial Group first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Simon Property Group position peaked at $1.22B in Q2 2016.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.