ETF Holdings Breakdown of SG

SG institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	11,138	USD 81,419
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	72,106	USD 527,095
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	948	USD 6,930
Total =		84,192	USD 615,444

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with SG

Brokerages Set Sweetgreen, Inc. (NYSE:SG) PT at $17.69

Shares of Sweetgreen, Inc. (NYSE:SG – Get Free Report) have earned a consensus recommendation of “Hold” from the fifteen analysts that are covering the firm, Marketbeat reports. Eight analysts have rated the stock with a hold recommendation and seven have issued a buy recommendation on the company. The average twelve-month price objective among analysts that […] - 2025-09-18 02:44:50

Validea Kenneth Fisher Strategy Daily Upgrade Report - 9/9/2025

The following are today's upgrades for Validea's Price/Sales Investor model based on the published strategy of Kenneth Fisher. This value strategy rewards stocks with low P/S ratios, long-term profit growth, strong free cash flow and consistent profit margins.SWEETGREEN INC (SG) - 2025-09-09 06:37:12

Comparing Sweetgreen (NYSE:SG) & SSP Group (OTCMKTS:SSPPF)

Sweetgreen (NYSE:SG – Get Free Report) and SSP Group (OTCMKTS:SSPPF – Get Free Report) are both small-cap retail/wholesale companies, but which is the better investment? We will contrast the two businesses based on the strength of their institutional ownership, risk, valuation, analyst recommendations, dividends, earnings and profitability. Earnings and Valuation This table compares Sweetgreen and […] - 2025-09-01 04:21:06

Natixis Advisors LLC Lowers Position in Sweetgreen, Inc. (NYSE:SG)

Natixis Advisors LLC trimmed its stake in Sweetgreen, Inc. (NYSE:SG – Free Report) by 55.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,322 shares of the company’s stock after selling 12,720 shares during the quarter. Natixis Advisors LLC’s holdings in Sweetgreen were worth […] - 2025-08-13 04:32:50

Sweetgreen (NYSE:SG) Given New $12.00 Price Target at Piper Sandler

Sweetgreen (NYSE:SG – Free Report) had its target price trimmed by Piper Sandler from $20.00 to $12.00 in a research report sent to investors on Friday morning,Benzinga reports. The firm currently has a neutral rating on the stock. A number of other research firms have also recently issued reports on SG. TD Securities reissued a […] - 2025-08-11 03:08:45

Zurcher Kantonalbank Zurich Cantonalbank Purchases 2,516 Shares of Sweetgreen, Inc. (NYSE:SG)

Zurcher Kantonalbank Zurich Cantonalbank raised its position in shares of Sweetgreen, Inc. (NYSE:SG – Free Report) by 9.5% during the 1st quarter, HoldingsChannel.com reports. The fund owned 29,103 shares of the company’s stock after acquiring an additional 2,516 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in Sweetgreen were worth $728,000 as of its […] - 2025-08-07 04:26:50

TD Securities Reiterates Hold Rating for Sweetgreen (NYSE:SG)

Sweetgreen (NYSE:SG – Get Free Report)‘s stock had its “hold” rating restated by investment analysts at TD Securities in a note issued to investors on Tuesday,Benzinga reports. They presently have a $15.00 price target on the stock, down from their prior price target of $25.00. TD Securities’ target price points to a potential upside of […] - 2025-07-03 04:18:58

Wells Fargo & Company Reaffirms “Overweight” Rating for Sweetgreen (NYSE:SG)

Sweetgreen (NYSE:SG – Get Free Report)‘s stock had its “overweight” rating reaffirmed by Wells Fargo & Company in a research note issued on Tuesday,Benzinga reports. They presently have a $19.00 price target on the stock. Wells Fargo & Company‘s price objective indicates a potential upside of 31.85% from the stock’s previous close. Several other research […] - 2025-07-03 04:18:56

Sweetgreen (NYSE:SG) Earns “Hold” Rating from TD Cowen

TD Cowen reissued their hold rating on shares of Sweetgreen (NYSE:SG – Free Report) in a report released on Tuesday morning, Marketbeat.com reports. The firm currently has a $19.00 price target on the stock. SG has been the topic of several other research reports. UBS Group reduced their target price on shares of Sweetgreen from […] - 2025-07-02 04:48:51

Diversified Trust Co Has $760,000 Position in Sweetgreen, Inc. (NYSE:SG)

Diversified Trust Co lifted its stake in shares of Sweetgreen, Inc. (NYSE:SG – Free Report) by 12.0% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 30,373 shares of the company’s stock after buying an additional 3,247 shares during the quarter. Diversified Trust Co’s holdings in Sweetgreen were worth $760,000 as of its most […] - 2025-06-30 05:10:53

JPMorgan Chase & Co. Lowers Sweetgreen (NYSE:SG) Price Target to $16.00

Sweetgreen (NYSE:SG – Get Free Report) had its price objective decreased by analysts at JPMorgan Chase & Co. from $20.00 to $16.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. JPMorgan Chase & Co.‘s target price points to a potential upside of 17.01% from […] - 2025-06-27 03:10:45

Sweetgreen (NYSE:SG) Trading Down 5.3% Following Analyst Downgrade

Sweetgreen, Inc. (NYSE:SG – Get Free Report) shares traded down 5.3% on Wednesday after JPMorgan Chase & Co. lowered their price target on the stock from $20.00 to $16.00. JPMorgan Chase & Co. currently has a neutral rating on the stock. Sweetgreen traded as low as $12.59 and last traded at $12.62. 3,520,839 shares were […] - 2025-06-27 02:19:02

Sweetgreen (NYSE:SG) Earns Overweight Rating from Analysts at Wells Fargo & Company

Research analysts at Wells Fargo & Company began coverage on shares of Sweetgreen (NYSE:SG – Get Free Report) in a report released on Monday, Marketbeat.com reports. The firm set an “overweight” rating and a $19.00 price target on the stock. Wells Fargo & Company‘s target price would indicate a potential upside of 55.38% from the […] - 2025-06-18 02:56:54

Sweetgreen (NYSE:SG) vs. Noble Roman’s (OTCMKTS:NROM) Critical Comparison

Noble Roman’s (OTCMKTS:NROM – Get Free Report) and Sweetgreen (NYSE:SG – Get Free Report) are both small-cap retail/wholesale companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, dividends, analyst recommendations, valuation, profitability, risk and institutional ownership. Risk and Volatility Noble Roman’s has a beta […] - 2025-06-17 02:50:53

Sweetgreen (NYSE:SG) Trading Down 5.9% After Analyst Downgrade

Shares of Sweetgreen, Inc. (NYSE:SG – Get Free Report) traded down 5.9% on Thursday after The Goldman Sachs Group lowered their price target on the stock from $23.00 to $15.00. The Goldman Sachs Group currently has a neutral rating on the stock. Sweetgreen traded as low as $13.90 and last traded at $13.93. 1,970,277 shares […] - 2025-06-06 02:32:52

Sweetgreen, Inc. (NYSE:SG) Shares Sold by Tidal Investments LLC

Tidal Investments LLC cut its stake in Sweetgreen, Inc. (NYSE:SG – Free Report) by 89.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,829 shares of the company’s stock after selling 242,312 shares during the period. Tidal Investments LLC’s holdings […] - 2025-05-27 05:56:49

Sweetgreen, Inc. (NYSE:SG) Shares Bought by State of Wyoming

State of Wyoming raised its stake in Sweetgreen, Inc. (NYSE:SG – Free Report) by 98.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,534 shares of the company’s stock after acquiring an additional 2,741 shares during the quarter. State of Wyoming’s holdings […] - 2025-05-26 06:10:56

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Buys 2,947 Shares of Sweetgreen, Inc. (NYSE:SG)

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Sweetgreen, Inc. (NYSE:SG – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 57,019 shares of the company’s stock after acquiring an additional 2,947 shares during the period. MIRAE ASSET GLOBAL […] - 2025-05-23 05:32:54

BNP Paribas Financial Markets Invests $739,000 in Sweetgreen, Inc. (NYSE:SG)

BNP Paribas Financial Markets acquired a new position in shares of Sweetgreen, Inc. (NYSE:SG – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 23,063 shares of the company’s stock, valued at approximately $739,000. Other large investors have also bought and sold shares of the company. Steward Partners Investment Advisory LLC raised […] - 2025-05-23 04:26:55

7,100 Shares in Sweetgreen, Inc. (NYSE:SG) Purchased by Captrust Financial Advisors

Captrust Financial Advisors acquired a new position in Sweetgreen, Inc. (NYSE:SG – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,100 shares of the company’s stock, valued at approximately $228,000. Several other institutional investors have also bought […] - 2025-05-22 04:52:48

Sweetgreen, Inc. (NYSE:SG) Shares Sold by Deutsche Bank AG

Deutsche Bank AG reduced its stake in Sweetgreen, Inc. (NYSE:SG – Free Report) by 15.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 150,927 shares of the company’s stock after selling 27,941 shares during the period. Deutsche Bank AG owned approximately […] - 2025-05-19 04:55:22

JPMorgan Chase & Co. Has Lowered Expectations for Sweetgreen (NYSE:SG) Stock Price

Sweetgreen (NYSE:SG – Get Free Report) had its price objective reduced by analysts at JPMorgan Chase & Co. from $25.00 to $20.00 in a note issued to investors on Monday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. JPMorgan Chase & Co.‘s target price indicates a potential upside of 26.82% from the […] - 2025-05-14 04:48:48

The Manufacturers Life Insurance Company Sells 714 Shares of Sweetgreen, Inc. (NYSE:SG)

The Manufacturers Life Insurance Company lessened its holdings in shares of Sweetgreen, Inc. (NYSE:SG – Free Report) by 1.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,632 shares of the company’s stock after selling 714 shares during the quarter. The Manufacturers […] - 2025-05-12 05:36:53

Oppenheimer Has Lowered Expectations for Sweetgreen (NYSE:SG) Stock Price

Sweetgreen (NYSE:SG – Free Report) had its target price trimmed by Oppenheimer from $35.00 to $29.00 in a research note released on Friday morning,Benzinga reports. The brokerage currently has an outperform rating on the stock. Other research analysts have also recently issued research reports about the company. Citigroup reduced their target price on Sweetgreen from […] - 2025-05-12 02:58:50

Sweetgreen (NYSE:SG) Shares Down 6.3% on Analyst Downgrade

Sweetgreen, Inc. (NYSE:SG – Get Free Report)’s stock price fell 6.3% during trading on Tuesday after UBS Group lowered their price target on the stock from $35.00 to $30.00. UBS Group currently has a buy rating on the stock. Sweetgreen traded as low as $18.23 and last traded at $18.32. 366,675 shares traded hands during […] - 2025-05-08 02:42:50

Price T Rowe Associates Inc. MD Purchases 7,214 Shares of Sweetgreen, Inc. (NYSE:SG)

Price T Rowe Associates Inc. MD lifted its position in Sweetgreen, Inc. (NYSE:SG – Free Report) by 9.1% in the 4th quarter, Holdings Channel reports. The fund owned 86,162 shares of the company’s stock after acquiring an additional 7,214 shares during the quarter. Price T Rowe Associates Inc. MD’s holdings in Sweetgreen were worth $2,763,000 […] - 2025-05-07 05:50:49

UBS Group Has Lowered Expectations for Sweetgreen (NYSE:SG) Stock Price

Sweetgreen (NYSE:SG – Get Free Report) had its price target reduced by stock analysts at UBS Group from $35.00 to $30.00 in a research note issued to investors on Monday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. UBS Group’s price objective would indicate a potential upside of 67.78% from the company’s […] - 2025-05-07 04:21:08

Sweetgreen, Inc. (NYSE:SG) Shares Acquired by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. lifted its stake in shares of Sweetgreen, Inc. (NYSE:SG – Free Report) by 54.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 16,318 shares of the company’s stock after purchasing an additional 5,783 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Sweetgreen were worth $523,000 as of […] - 2025-05-05 04:36:57

First Trust Advisors LP Increases Position in Sweetgreen, Inc. (NYSE:SG)

First Trust Advisors LP grew its stake in shares of Sweetgreen, Inc. (NYSE:SG – Free Report) by 6.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 252,938 shares of the company’s stock after buying an additional 15,247 shares during the period. First Trust Advisors […] - 2025-04-30 05:52:57

Sweetgreen, Inc. (NYSE:SG) Shares Purchased by Wells Fargo & Company MN

Wells Fargo & Company MN grew its stake in shares of Sweetgreen, Inc. (NYSE:SG – Free Report) by 44.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 98,212 shares of the company’s stock after acquiring an additional 30,022 shares during the period. Wells Fargo & Company MN’s […] - 2025-04-24 04:34:49

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