Principal Financial Group
SW

Principal Financial Group’s Smurfit Westrock SW Stock Holding History

Principal Financial Group’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.5M Sell
702,966
-1,704
-0.2% -$70.4K 0.02% 711
2026
Q1 		$28.1M Buy
704,670
+27,527
+4% +$1.19M 0.02% 720
2025
Q4 		$26.2M Buy
677,143
+47,097
+7% +$1.8M 0.01% 737
2025
Q3 		$26.8M Buy
630,046
+70,305
+13% +$3.18M 0.01% 701
2025
Q2 		$24.2M Sell
559,741
-30,084
-5% -$1.29M 0.01% 751
2025
Q1 		$26.6M Buy
589,825
+2,355
+0.4% +$119K 0.01% 674
2024
Q4 		$31.6M Sell
587,470
-13,828
-2% -$704K 0.02% 621
2024
Q3 		$29.7M Buy
+601,298
New +$27.3M 0.02% 641

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Principal Financial Group reduced its Smurfit Westrock (SW) stake by 0.24% in Q2 2026, selling an estimated $70.4K and leaving 702,966 shares worth $32.5M. The position accounts for 0.02% of the portfolio, ranked #711.

Principal Financial Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Principal Financial Group held 702,966 shares of Smurfit Westrock worth $32.5M as of Q2 2026.
  • Principal Financial Group sold 1,704 Smurfit Westrock shares in Q2 2026, an estimated $70.4K.
  • Smurfit Westrock made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #711 holding.
  • Principal Financial Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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