Principal Financial Group
AZPN

Principal Financial Group’s Aspen Technology Inc AZPN Stock Holding History

Principal Financial Group’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-63,370
Closed -$15.8M – 2230
2024
Q4 		$15.8M Sell
63,370
-59,371
-48% -$14.5M 0.01% 1008
2024
Q3 		$29.3M Sell
122,741
-17,776
-13% -$3.74M 0.02% 648
2024
Q2 		$27.9M Sell
140,517
-12,175
-8% -$2.5M 0.02% 683
2024
Q1 		$32.6M Buy
152,692
+8,743
+6% +$1.72M 0.02% 640
2023
Q4 		$31.7M Buy
143,949
+60
+0% +$11.5K 0.02% 610
2023
Q3 		$29.4M Sell
143,889
-7,513
-5% -$1.41M 0.02% 594
2023
Q2 		$25.4M Sell
151,402
-5,861
-4% -$1.09M 0.02% 704
2023
Q1 		$36M Buy
157,263
+949
+0.6% +$197K 0.03% 536
2022
Q4 		$32.1M Buy
156,314
+1,620
+1% +$376K 0.02% 565
2022
Q3 		$36.8M Buy
154,694
+1,756
+1% +$365K 0.03% 487
2022
Q2 		$28.1M Buy
+152,938
New +$27.2M 0.02% 622

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Principal Financial Group's AZPN Position: Q1 2025 in Review

Principal Financial Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 63,370 shares — an estimated $15.8M sold.

Principal Financial Group first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $36.8M in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Principal Financial Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Principal Financial Group sold 63,370 Aspen Technology Inc shares in Q1 2025, an estimated $15.8M.
  • Principal Financial Group first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Principal Financial Group's Aspen Technology Inc position peaked at $36.8M in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.