Principal Financial Group
CSW

Principal Financial Group’s CSW Industrials CSW Stock Holding History

Principal Financial Group’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.4M Buy
80,505
+11
+0% +$3.05K 0.01% 915
2026
Q1 		$21M Buy
80,494
+718
+0.9% +$209K 0.01% 889
2025
Q4 		$23.4M Sell
79,776
-1,432
-2% -$382K 0.01% 799
2025
Q3 		$19.7M Sell
81,208
-10,887
-12% -$2.92M 0.01% 874
2025
Q2 		$26.4M Buy
92,095
+891
+1% +$269K 0.01% 702
2025
Q1 		$26.6M Buy
91,204
+2,143
+2% +$696K 0.01% 673
2024
Q4 		$31.4M Buy
89,061
+4,070
+5% +$1.58M 0.02% 624
2024
Q3 		$31.1M Buy
84,991
+77,576
+1,046% +$24.2M 0.02% 629
2024
Q2 		$1.97M Buy
7,415
+907
+14% +$225K ﹤0.01% 1770
2024
Q1 		$1.53M Buy
6,508
+683
+12% +$152K ﹤0.01% 1813
2023
Q4 		$1.21M Buy
5,825
+1,231
+27% +$223K ﹤0.01% 1817
2023
Q3 		$805K Buy
4,594
+956
+26% +$169K ﹤0.01% 1869
2023
Q2 		$605K Buy
3,638
+2,028
+126% +$293K ﹤0.01% 1918
2023
Q1 		$224K Sell
1,610
-158
-9% -$21.3K ﹤0.01% 2154
2022
Q4 		$205K Sell
1,768
-330
-16% -$39.5K ﹤0.01% 2188
2022
Q3 		$251K Sell
2,098
-230
-10% -$28.1K ﹤0.01% 2139
2022
Q2 		$240K Sell
2,328
-392
-14% -$41.8K ﹤0.01% 2244
2022
Q1 		$320K Buy
2,720
+193
+8% +$22.7K ﹤0.01% 2223
2021
Q4 		$305K Sell
2,527
-592
-19% -$77.1K ﹤0.01% 2241
2021
Q3 		$398K Buy
3,119
+930
+42% +$116K ﹤0.01% 2236
2021
Q2 		$259K Sell
2,189
-731
-25% -$93.3K ﹤0.01% 2406
2021
Q1 		$394K Sell
2,920
-548
-16% -$69.5K ﹤0.01% 2206
2020
Q4 		$388K Buy
+3,468
New +$346K ﹤0.01% 2184
2020
Q2 		– Sell
-9,691
Closed -$628K – 2329
2020
Q1 		$628K Sell
9,691
-2,699
-22% -$195K ﹤0.01% 1820
2019
Q4 		$954K Buy
12,390
+2,106
+20% +$151K ﹤0.01% 1842
2019
Q3 		$710K Buy
10,284
+3,805
+59% +$263K ﹤0.01% 1881
2019
Q2 		$442K Sell
6,479
-862
-12% -$53.9K ﹤0.01% 1989
2019
Q1 		$421K Sell
7,341
-33
-0.4% -$1.78K ﹤0.01% 1973
2018
Q4 		$357K Buy
+7,374
New +$367K ﹤0.01% 1986

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Principal Financial Group's CSW Position: Q2 2026 in Review

Principal Financial Group increased its CSW Industrials (CSW) stake by 0.01% in Q2 2026, buying an estimated $3.05K and bringing the position to 80,505 shares worth $22.4M. The position accounts for 0.01% of the portfolio, ranked #915.

Principal Financial Group first reported a position in CSW in Q4 2018 and has held it in 29 quarters since. The position peaked at $31.4M in Q4 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Principal Financial Group held 80,505 shares of CSW Industrials worth $22.4M as of Q2 2026.
  • Principal Financial Group bought 11 CSW Industrials shares in Q2 2026, an estimated $3.05K.
  • CSW Industrials made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #915 holding.
  • Principal Financial Group first reported a position in CSW Industrials in Q4 2018 and has held it in 29 quarters since.
  • Principal Financial Group's CSW Industrials position peaked at $31.4M in Q4 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.