Principal Financial Group
DT icon

Principal Financial Group’s Dynatrace DT Stock Holding History

Principal Financial Group’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.3M Sell
712,023
-14,972
-2% -$583K 0.02% 730
2026
Q1 		$26.9M Sell
726,995
-20,496
-3% -$783K 0.01% 744
2025
Q4 		$32.4M Sell
747,491
-20,011
-3% -$933K 0.02% 627
2025
Q3 		$37.2M Sell
767,502
-12,182
-2% -$617K 0.02% 563
2025
Q2 		$43M Buy
779,684
+7,181
+0.9% +$360K 0.02% 511
2025
Q1 		$36.4M Buy
772,503
+402
+0.1% +$22K 0.02% 534
2024
Q4 		$42M Buy
772,101
+44,479
+6% +$2.43M 0.02% 519
2024
Q3 		$38.9M Sell
727,622
-112,674
-13% -$5.36M 0.02% 548
2024
Q2 		$37.6M Sell
840,296
-104,006
-11% -$4.79M 0.02% 557
2024
Q1 		$43.9M Sell
944,302
-91,907
-9% -$4.79M 0.03% 527
2023
Q4 		$56.7M Buy
1,036,209
+117,928
+13% +$5.96M 0.04% 399
2023
Q3 		$42.9M Buy
918,281
+65,754
+8% +$3.23M 0.03% 460
2023
Q2 		$43.9M Sell
852,527
-34,931
-4% -$1.64M 0.03% 469
2023
Q1 		$37.5M Buy
887,458
+63,163
+8% +$2.56M 0.03% 517
2022
Q4 		$31.6M Buy
824,295
+32,845
+4% +$1.19M 0.02% 569
2022
Q3 		$27.6M Buy
791,450
+753,501
+1,986% +$29.1M 0.02% 587
2022
Q2 		$1.5M Buy
37,949
+8,021
+27% +$319K ﹤0.01% 1854
2022
Q1 		$1.41M Sell
29,928
-488,542
-94% -$23M ﹤0.01% 1915
2021
Q4 		$31.3M Buy
518,470
+105,853
+26% +$7.21M 0.02% 647
2021
Q3 		$29.3M Buy
412,617
+195,729
+90% +$12.8M 0.02% 660
2021
Q2 		$12.7M Buy
216,888
+188,721
+670% +$9.86M 0.01% 1307
2021
Q1 		$1.36M Buy
28,167
+539
+2% +$26.1K ﹤0.01% 1929
2020
Q4 		$1.2M Sell
27,628
-1,219
-4% -$48.4K ﹤0.01% 1907
2020
Q3 		$1.18M Sell
28,847
-302,948
-91% -$12.4M ﹤0.01% 1835
2020
Q2 		$13.5M Buy
331,795
+107,429
+48% +$3.53M 0.01% 874
2020
Q1 		$5.35M Sell
224,366
-24,315
-10% -$701K 0.01% 1251
2019
Q4 		$6.29M Buy
248,681
+120,709
+94% +$2.65M 0.01% 1456
2019
Q3 		$2.39M Buy
+127,972
New +$2.9M ﹤0.01% 1690

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Principal Financial Group reduced its Dynatrace (DT) stake by 2.1% in Q2 2026, selling an estimated $583K and leaving 712,023 shares worth $31.3M. The position accounts for 0.02% of the portfolio, ranked #730.

Principal Financial Group first reported a position in DT in Q3 2019 and has held it in 28 quarters since. The position peaked at $56.7M in Q4 2023. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Principal Financial Group held 712,023 shares of Dynatrace worth $31.3M as of Q2 2026.
  • Principal Financial Group sold 14,972 Dynatrace shares in Q2 2026, an estimated $583K.
  • Dynatrace made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #730 holding.
  • Principal Financial Group first reported a position in Dynatrace in Q3 2019 and has held it in 28 quarters since.
  • Principal Financial Group's Dynatrace position peaked at $56.7M in Q4 2023.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

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