Principal Financial Group
LTC

Principal Financial Group’s LTC Properties LTC Stock Holding History

Principal Financial Group’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.51M Buy
247,323
+15,936
+7% +$605K ﹤0.01% 1427
2026
Q1 		$8.6M Sell
231,387
-56,219
-20% -$2.11M ﹤0.01% 1408
2025
Q4 		$9.89M Buy
287,606
+28,434
+11% +$1M 0.01% 1325
2025
Q3 		$9.55M Buy
259,172
+3,498
+1% +$125K ﹤0.01% 1315
2025
Q2 		$8.85M Buy
255,674
+365
+0.1% +$12.8K ﹤0.01% 1324
2025
Q1 		$9.05M Buy
255,309
+8,646
+4% +$301K 0.01% 1315
2024
Q4 		$8.52M Buy
246,663
+17,487
+8% +$646K ﹤0.01% 1367
2024
Q3 		$8.41M Buy
229,176
+14,778
+7% +$536K ﹤0.01% 1365
2024
Q2 		$7.4M Sell
214,398
-552
-0.3% -$18.4K ﹤0.01% 1412
2024
Q1 		$6.99M Sell
214,950
-829
-0.4% -$26.4K ﹤0.01% 1464
2023
Q4 		$6.93M Sell
215,779
-7,673
-3% -$248K ﹤0.01% 1451
2023
Q3 		$7.18M Sell
223,452
-11,975
-5% -$395K 0.01% 1387
2023
Q2 		$7.77M Sell
235,427
-20,744
-8% -$693K 0.01% 1370
2023
Q1 		$9M Sell
256,171
-4,693
-2% -$169K 0.01% 1313
2022
Q4 		$9.27M Sell
260,864
-236
-0.1% -$8.98K 0.01% 1282
2022
Q3 		$9.78M Sell
261,100
-13,887
-5% -$578K 0.01% 1205
2022
Q2 		$10.6M Sell
274,987
-44,229
-14% -$1.63M 0.01% 1226
2022
Q1 		$12.3M Sell
319,216
-28,674
-8% -$1.01M 0.01% 1260
2021
Q4 		$11.9M Sell
347,890
-16,440
-5% -$549K 0.01% 1298
2021
Q3 		$11.5M Buy
364,330
+10
+0% +$358 0.01% 1326
2021
Q2 		$14M Buy
364,320
+4,718
+1% +$192K 0.01% 1236
2021
Q1 		$15M Buy
359,602
+8,909
+3% +$367K 0.01% 1151
2020
Q4 		$13.6M Buy
350,693
+19,249
+6% +$707K 0.01% 1046
2020
Q3 		$11.6M Buy
331,444
+11,651
+4% +$430K 0.01% 984
2020
Q2 		$12M Sell
319,793
-13,915
-4% -$495K 0.01% 946
2020
Q1 		$10.3M Sell
333,708
-11,625
-3% -$497K 0.01% 885
2019
Q4 		$15.5M Buy
345,333
+2,224
+0.6% +$107K 0.01% 998
2019
Q3 		$17.6M Sell
343,109
-3,265
-0.9% -$157K 0.02% 856
2019
Q2 		$15.8M Buy
346,374
+22,857
+7% +$1.04M 0.01% 949
2019
Q1 		$14.8M Sell
323,517
-3,968
-1% -$178K 0.01% 983
2018
Q4 		$13.6M Buy
327,485
+1,839
+0.6% +$80.6K 0.01% 957
2018
Q3 		$14.4M Buy
325,646
+16,912
+5% +$741K 0.01% 1087
2018
Q2 		$13.2M Sell
308,734
-716
-0.2% -$28.1K 0.01% 1119
2018
Q1 		$11.8M Buy
309,450
+5,591
+2% +$220K 0.01% 1155
2017
Q4 		$13.2M Sell
303,859
-2,271
-0.7% -$105K 0.01% 1090
2017
Q3 		$14.4M Sell
306,130
-3,426
-1% -$169K 0.01% 1015
2017
Q2 		$15.9M Sell
309,556
-24,068
-7% -$1.18M 0.02% 929
2017
Q1 		$16M Buy
333,624
+12,972
+4% +$607K 0.02% 877
2016
Q4 		$15.1M Buy
320,652
+22,118
+7% +$1.05M 0.02% 891
2016
Q3 		$15.5M Buy
298,534
+22,160
+8% +$1.16M 0.02% 821
2016
Q2 		$14.3M Buy
276,374
+9,777
+4% +$466K 0.02% 815
2016
Q1 		$12.1M Buy
266,597
+23,159
+10% +$1.02M 0.02% 874
2015
Q4 		$10.5M Buy
243,438
+13,268
+6% +$566K 0.02% 919
2015
Q3 		$9.82M Buy
230,170
+6,845
+3% +$290K 0.02% 940
2015
Q2 		$9.29M Sell
223,325
-4,378
-2% -$188K 0.01% 1041
2015
Q1 		$10.5M Buy
227,703
+9,903
+5% +$448K 0.02% 939
2014
Q4 		$9.4M Sell
217,800
-182
-0.1% -$7.44K 0.01% 999
2014
Q3 		$8.04M Sell
217,982
-2,312
-1% -$91K 0.01% 1041
2014
Q2 		$8.6M Sell
220,294
-1,915
-0.9% -$74.7K 0.01% 1038
2014
Q1 		$8.36M Buy
222,209
+8,051
+4% +$299K 0.01% 1027
2013
Q4 		$7.58M Buy
214,158
+12,631
+6% +$479K 0.01% 1070
2013
Q3 		$7.65M Buy
201,527
+8,781
+5% +$333K 0.02% 990
2013
Q2 		$7.53M Buy
+192,746
New +$8.36M 0.02% 938

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Principal Financial Group increased its LTC Properties (LTC) stake by 6.9% in Q2 2026, buying an estimated $605K and bringing the position to 247,323 shares worth $9.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Principal Financial Group first reported a position in LTC in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.6M in Q3 2019. 122 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Principal Financial Group held 247,323 shares of LTC Properties worth $9.51M as of Q2 2026.
  • Principal Financial Group bought 15,936 LTC Properties shares in Q2 2026, an estimated $605K.
  • LTC Properties made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1427 holding.
  • Principal Financial Group first reported a position in LTC Properties in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's LTC Properties position peaked at $17.6M in Q3 2019.
  • 122 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

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