Principal Financial Group
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Principal Financial Group’s Southwest Gas SWX Stock Holding History

Principal Financial Group’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.4M Sell
985,861
-85,932
-8% -$7.69M 0.04% 335
2026
Q1 		$93.1M Sell
1,071,793
-11,873
-1% -$1.01M 0.05% 301
2025
Q4 		$86.7M Sell
1,083,666
-35,968
-3% -$2.88M 0.04% 313
2025
Q3 		$87.7M Sell
1,119,634
-59,623
-5% -$4.65M 0.04% 309
2025
Q2 		$87.7M Buy
1,179,257
+136,882
+13% +$9.87M 0.05% 313
2025
Q1 		$74.8M Sell
1,042,375
-37,342
-3% -$2.76M 0.04% 342
2024
Q4 		$76.3M Sell
1,079,717
-66,757
-6% -$4.96M 0.04% 339
2024
Q3 		$84.6M Sell
1,146,474
-6,603
-0.6% -$477K 0.05% 328
2024
Q2 		$81.2M Sell
1,153,077
-44,677
-4% -$3.35M 0.05% 309
2024
Q1 		$91.2M Buy
1,197,754
+27,500
+2% +$1.78M 0.05% 292
2023
Q4 		$74.1M Sell
1,170,254
-8,800
-0.7% -$529K 0.05% 326
2023
Q3 		$71.2M Sell
1,179,054
-14,005
-1% -$893K 0.05% 314
2023
Q2 		$75.9M Sell
1,193,059
-14,033
-1% -$830K 0.05% 315
2023
Q1 		$75.4M Sell
1,207,092
-5,546
-0.5% -$353K 0.05% 303
2022
Q4 		$75M Sell
1,212,638
-9,159
-0.7% -$623K 0.06% 285
2022
Q3 		$85.2M Buy
1,221,797
+177,264
+17% +$14.4M 0.07% 249
2022
Q2 		$91M Buy
1,044,533
+156,944
+18% +$13.9M 0.07% 246
2022
Q1 		$69.5M Buy
887,589
+38,693
+5% +$2.71M 0.04% 343
2021
Q4 		$59.5M Sell
848,896
-51,048
-6% -$3.52M 0.04% 395
2021
Q3 		$60.2M Buy
899,944
+26,432
+3% +$1.84M 0.04% 369
2021
Q2 		$57.8M Buy
873,512
+198,072
+29% +$13.5M 0.04% 398
2021
Q1 		$46.4M Buy
675,440
+62,844
+10% +$3.98M 0.03% 446
2020
Q4 		$37.2M Buy
612,596
+40,735
+7% +$2.68M 0.03% 476
2020
Q3 		$36.1M Sell
571,861
-10,269
-2% -$686K 0.03% 443
2020
Q2 		$40.2M Buy
582,130
+85,113
+17% +$6.19M 0.04% 395
2020
Q1 		$34.6M Sell
497,017
-87,223
-15% -$6.27M 0.04% 388
2019
Q4 		$44.4M Sell
584,240
-10,585
-2% -$861K 0.04% 417
2019
Q3 		$54.2M Sell
594,825
-7,424
-1% -$667K 0.05% 370
2019
Q2 		$54M Sell
602,249
-8,219
-1% -$698K 0.05% 365
2019
Q1 		$50.2M Buy
610,468
+1,851
+0.3% +$148K 0.05% 380
2018
Q4 		$46.6M Sell
608,617
-50,316
-8% -$4.04M 0.05% 371
2018
Q3 		$52.1M Buy
658,933
+61,365
+10% +$4.85M 0.05% 409
2018
Q2 		$45.6M Buy
597,568
+35,169
+6% +$2.57M 0.04% 432
2018
Q1 		$38M Sell
562,399
-1,720
-0.3% -$122K 0.04% 483
2017
Q4 		$45.4M Buy
564,119
+3,223
+0.6% +$262K 0.04% 446
2017
Q3 		$43.5M Sell
560,896
-3,376
-0.6% -$267K 0.04% 443
2017
Q2 		$41.2M Buy
564,272
+26,839
+5% +$2.15M 0.04% 461
2017
Q1 		$44.6M Buy
537,433
+31,025
+6% +$2.53M 0.05% 363
2016
Q4 		$38.8M Buy
506,408
+10,427
+2% +$753K 0.05% 386
2016
Q3 		$34.6M Buy
495,981
+18,703
+4% +$1.38M 0.05% 418
2016
Q2 		$37.6M Sell
477,278
-178,816
-27% -$12.4M 0.05% 335
2016
Q1 		$43.2M Buy
656,094
+12,551
+2% +$756K 0.06% 296
2015
Q4 		$35.5M Buy
643,543
+145,761
+29% +$8.32M 0.05% 341
2015
Q3 		$29M Buy
497,782
+17,427
+4% +$963K 0.05% 402
2015
Q2 		$25.6M Buy
480,355
+9,597
+2% +$527K 0.04% 477
2015
Q1 		$27.4M Buy
470,758
+9,608
+2% +$567K 0.04% 425
2014
Q4 		$28.5M Buy
461,150
+613
+0.1% +$34.8K 0.04% 407
2014
Q3 		$22.4M Sell
460,537
-13,371
-3% -$683K 0.04% 455
2014
Q2 		$25M Sell
473,908
-1,338
-0.3% -$70.9K 0.04% 425
2014
Q1 		$25.4M Buy
475,246
+13,608
+3% +$731K 0.05% 415
2013
Q4 		$25.8M Buy
461,638
+19,365
+4% +$1.02M 0.05% 408
2013
Q3 		$22.1M Buy
442,273
+7,779
+2% +$377K 0.05% 414
2013
Q2 		$20.3M Buy
+434,494
New +$21.2M 0.05% 435

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Principal Financial Group reduced its Southwest Gas (SWX) stake by 8% in Q2 2026, selling an estimated $7.69M and leaving 985,861 shares worth $87.4M. The position accounts for 0.04% of the portfolio, ranked #335.

Principal Financial Group first reported a position in SWX in Q2 2013 and has held it in 53 quarters since. The position peaked at $93.1M in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Principal Financial Group held 985,861 shares of Southwest Gas worth $87.4M as of Q2 2026.
  • Principal Financial Group sold 85,932 Southwest Gas shares in Q2 2026, an estimated $7.69M.
  • Southwest Gas made up 0.04% of Principal Financial Group's portfolio in Q2 2026, its #335 holding.
  • Principal Financial Group first reported a position in Southwest Gas in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Southwest Gas position peaked at $93.1M in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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