Principal Financial Group
SWIM icon

Principal Financial Group’s Latham Group SWIM Stock Holding History

Principal Financial Group’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30,356
Closed -$194K – 2333
2025
Q2 		$194K Buy
+30,356
New +$176K ﹤0.01% 2135
2024
Q4 		– Sell
-102,446
Closed -$697K – 2250
2024
Q3 		$697K Buy
+102,446
New +$498K ﹤0.01% 1893

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group's SWIM Position: Q3 2025 in Review

Principal Financial Group sold out of Latham Group (SWIM) in Q3 2025, closing a stake of 30,356 shares — an estimated $194K sold.

Principal Financial Group first reported a position in SWIM in Q3 2024 and held it in 2 quarters. The position peaked at $697K in Q3 2024. 139 funds tracked by Wall St. Rank hold SWIM as of Q3 2025.

  • Principal Financial Group reported no remaining Latham Group position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 30,356 Latham Group shares in Q3 2025, an estimated $194K.
  • Principal Financial Group first reported a position in Latham Group in Q3 2024 and held it in 2 quarters.
  • Principal Financial Group's Latham Group position peaked at $697K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Latham Group as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.