PS
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Principal Securities’s Sweetgreen SG Stock Holding History

Principal Securities’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$798 – 3150
2025
Q3 		$798 Buy
+100
New +$1.09K ﹤0.01% 3450
2025
Q2 		– Sell
-14
Closed -$449 – 3872
2025
Q1 		$449 Hold
14
– – ﹤0.01% 3374
2024
Q4 		$449 Hold
14
– – ﹤0.01% 3369
2024
Q3 		$496 Sell
14
-66
-83% -$2K ﹤0.01% 3280
2024
Q2 		$2.41K Buy
+80
New +$2.19K ﹤0.01% 2858

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return