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 Q3	$28.2M	Sell	640,040 -62,926	-9%	-$2.9M	0.01%	755
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Principal Financial Group's SW Position: Q3 2026 in Review

Principal Financial Group reduced its Smurfit Westrock (SW) stake by 9% in Q3 2026, selling an estimated $2.9M and leaving 640,040 shares worth $28.2M. The position accounts for 0.01% of the portfolio, ranked #755.

Principal Financial Group first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $32.5M in Q2 2026. 359 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Principal Financial Group held 640,040 shares of Smurfit Westrock worth $28.2M as of Q3 2026.
Principal Financial Group sold 62,926 Smurfit Westrock shares in Q3 2026, an estimated $2.9M.
Smurfit Westrock made up 0.01% of Principal Financial Group's portfolio in Q3 2026, its #755 holding.
Principal Financial Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
Principal Financial Group's Smurfit Westrock position peaked at $32.5M in Q2 2026.
359 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.