Principal Financial Group
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Principal Financial Group’s Alphatec Holdings ATEC Stock Holding History

Principal Financial Group’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.76M Buy
318,724
+25,723
+9% +$234K ﹤0.01% 1799
2026
Q1 		$3.19M Buy
293,001
+183,230
+167% +$2.67M ﹤0.01% 1747
2025
Q4 		$2.31M Buy
109,771
+44,875
+69% +$831K ﹤0.01% 1814
2025
Q3 		$944K Buy
+64,896
New +$903K ﹤0.01% 1930
2024
Q3 		– Sell
-18,694
Closed -$195K – 2241
2024
Q2 		$195K Sell
18,694
-301,836
-94% -$3.51M ﹤0.01% 2146
2024
Q1 		$4.42M Buy
320,530
+43,530
+16% +$646K ﹤0.01% 1608
2023
Q4 		$4.19M Buy
277,000
+128,938
+87% +$1.54M ﹤0.01% 1616
2023
Q3 		$1.92M Buy
148,062
+11,037
+8% +$173K ﹤0.01% 1769
2023
Q2 		$2.46M Buy
137,025
+38,852
+40% +$605K ﹤0.01% 1727
2023
Q1 		$1.53M Buy
98,173
+10,348
+12% +$146K ﹤0.01% 1803
2022
Q4 		$1.08M Buy
87,825
+66,324
+308% +$668K ﹤0.01% 1849
2022
Q3 		$188K Buy
21,501
+99
+0.5% +$783 ﹤0.01% 2218
2022
Q2 		$140K Sell
21,402
-732,975
-97% -$6.75M ﹤0.01% 2347
2022
Q1 		$8.68M Buy
754,377
+173,103
+30% +$1.87M 0.01% 1454
2021
Q4 		$6.64M Sell
581,274
-12,263
-2% -$145K ﹤0.01% 1567
2021
Q3 		$7.24M Sell
593,537
-478,800
-45% -$6.68M ﹤0.01% 1548
2021
Q2 		$16.4M Buy
1,072,337
+52,796
+5% +$814K 0.01% 1135
2021
Q1 		$16.1M Buy
1,019,541
+1,006,852
+7,935% +$15.8M 0.01% 1097
2020
Q4 		$184K Buy
+12,689
New +$134K ﹤0.01% 2319
2020
Q2 		– Sell
-21,060
Closed -$73K – 2322
2020
Q1 		$73K Buy
21,060
+87
+0.4% +$500 ﹤0.01% 2137
2019
Q4 		$149K Buy
+20,973
New +$135K ﹤0.01% 2168
2014
Q2 		– Sell
-1,843
Closed -$33K – 2245
2014
Q1 		$33K Sell
1,843
-38
-2% -$834 ﹤0.01% 2255
2013
Q4 		$45K Sell
1,881
-34
-2% -$785 ﹤0.01% 2271
2013
Q3 		$45K Sell
1,915
-123
-6% -$3.12K ﹤0.01% 2253
2013
Q2 		$50K Buy
+2,038
New +$47.4K ﹤0.01% 2244

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Principal Financial Group increased its Alphatec Holdings (ATEC) stake by 8.8% in Q2 2026, buying an estimated $234K and bringing the position to 318,724 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Principal Financial Group first reported a position in ATEC in Q2 2013 and has held it in 25 quarters since. The position peaked at $16.4M in Q2 2021. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Principal Financial Group held 318,724 shares of Alphatec Holdings worth $2.76M as of Q2 2026.
  • Principal Financial Group bought 25,723 Alphatec Holdings shares in Q2 2026, an estimated $234K.
  • Alphatec Holdings made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1799 holding.
  • Principal Financial Group first reported a position in Alphatec Holdings in Q2 2013 and has held it in 25 quarters since.
  • Principal Financial Group's Alphatec Holdings position peaked at $16.4M in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

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