Question 1

Does Principal Financial Group own SM stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Principal Financial Group holds 1,137,907 shares of SM (SM Energy), worth $38.4M.

Question 2

How many shares of SM does Principal Financial Group own?

Accepted Answer

As of its Q3 2026 13F, Principal Financial Group holds 1,137,907 shares of SM (SM Energy).

Question 3

What is Principal Financial Group's SM position worth?

Accepted Answer

As of its Q3 2026 13F, Principal Financial Group's SM position is worth $38.4M.

Question 4

Is Principal Financial Group buying or selling SM?

Accepted Answer

In Q3 2026, Principal Financial Group increased its SM position by 36,070 shares (+3.3%).

Question 5

When did Principal Financial Group first buy SM?

Accepted Answer

Principal Financial Group already held SM in its Q3 2019 13F, the earliest on record, and has listed it in 29 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	1.1M	+3.3%	$38.4M	0.0%	$33.78	30
2026-Q2	Increased	1.1M	+0.1%	$28.8M	0.0%	$25.95	29
2026-Q1	Increased	1.1M	+101.7%	$34.3M	0.0%	$30.79	47
2025-Q4	Decreased	545,954	-1.6%	$10.2M	0.0%	$18.31	0
2025-Q3	Decreased	555,023	-2.2%	$13.9M	0.0%	$23.97	0
2025-Q2	Decreased	567,523	-13.2%	$14M	0.0%	$23.54	0
2025-Q1	Increased	653,705	+2.8%	$19.6M	0.0%	$28.27	29
2024-Q4	Increased	635,822	+4.0%	$24.6M	0.0%	$36.41	30
2024-Q3	Decreased	611,121	-0.3%	$24.4M	0.0%	$37.37	0
2024-Q2	Decreased	612,800	-4.2%	$26.5M	0.0%	$40.27	0
2024-Q1	Increased	639,680	+5.5%	$31.9M	0.0%	$46.26	30
2023-Q4	Decreased	606,466	-10.2%	$23.5M	0.0%	$35.75	0
2023-Q3	Decreased	674,978	-5.8%	$26.8M	0.0%	$36.48	0
2023-Q2	Decreased	716,351	-7.3%	$22.7M	0.0%	$28.98	0
2023-Q1	Decreased	772,491	-2.0%	$21.8M	0.0%	$25.67	0
2022-Q4	Decreased	788,548	-0.8%	$27.5M	0.0%	$31.60	0
2022-Q3	Decreased	795,306	-7.6%	$29.9M	0.0%	$34.01	0
2022-Q2	Increased	860,349	+6.0%	$29.4M	0.0%	$30.92	31
2022-Q1	Decreased	811,586	-0.9%	$31.6M	0.0%	$35.21	0
2021-Q4	Decreased	819,025	-2.1%	$24.1M	0.0%	$26.65	0
2021-Q3	Increased	836,707	+8.5%	$22.1M	0.0%	$23.84	31
2021-Q2	Increased	771,302	+3.5%	$19M	0.0%	$22.26	29
2021-Q1	Increased	745,078	+1.6%	$12.2M	0.0%	$14.79	28
2020-Q4	Decreased	732,996	-3.7%	$4.5M	0.0%	$5.53	0
2020-Q3	Decreased	761,398	-5.5%	$1.2M	0.0%	$1.43	0
2020-Q2	Decreased	806,127	-8.8%	$3M	0.0%	$3.36	0
2020-Q1	Decreased	883,862	-3.6%	$1.1M	0.0%	$1.09	0
2019-Q4	Decreased	916,815	-1.8%	$10.3M	0.0%	$10.02	0
2019-Q3	First report	933,663	-	$9M	0.0%	$8.59	0