Principal Financial Group
OTIS icon

Principal Financial Group’s Otis Worldwide OTIS Stock Holding History

Principal Financial Group’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.7M Buy
582,859
+145,739
+33% +$10.9M 0.02% 591
2026
Q1 		$33.7M Sell
437,120
-79
-0% -$6.91K 0.02% 632
2025
Q4 		$38.2M Buy
437,199
+5,326
+1% +$476K 0.02% 561
2025
Q3 		$39.5M Sell
431,873
-6,773
-2% -$615K 0.02% 549
2025
Q2 		$43.4M Sell
438,646
-38,315
-8% -$3.7M 0.02% 506
2025
Q1 		$49.2M Buy
476,961
+14,413
+3% +$1.41M 0.03% 451
2024
Q4 		$42.8M Sell
462,548
-8,496
-2% -$852K 0.02% 510
2024
Q3 		$49M Buy
471,044
+6,261
+1% +$597K 0.03% 483
2024
Q2 		$44.7M Sell
464,783
-3,882
-0.8% -$374K 0.03% 499
2024
Q1 		$46.5M Buy
468,665
+2,258
+0.5% +$209K 0.03% 511
2023
Q4 		$41.7M Sell
466,407
-11,508
-2% -$957K 0.03% 507
2023
Q3 		$38.4M Sell
477,915
-15,733
-3% -$1.35M 0.03% 502
2023
Q2 		$43.9M Sell
493,648
-20,156
-4% -$1.7M 0.03% 468
2023
Q1 		$43.4M Buy
513,804
+3,112
+0.6% +$258K 0.03% 467
2022
Q4 		$40M Sell
510,692
-27,977
-5% -$2.07M 0.03% 481
2022
Q3 		$34.4M Sell
538,669
-29,764
-5% -$2.18M 0.03% 505
2022
Q2 		$40.2M Buy
568,433
+43,161
+8% +$3.18M 0.03% 485
2022
Q1 		$40.4M Buy
525,272
+7,652
+1% +$612K 0.03% 525
2021
Q4 		$45.1M Sell
517,620
-18,885
-4% -$1.58M 0.03% 500
2021
Q3 		$44.1M Buy
536,505
+3,172
+0.6% +$279K 0.03% 482
2021
Q2 		$43.6M Buy
533,333
+15,401
+3% +$1.19M 0.03% 508
2021
Q1 		$35.5M Sell
517,932
-37,954
-7% -$2.48M 0.02% 562
2020
Q4 		$37.5M Sell
555,886
-21,715
-4% -$1.41M 0.03% 473
2020
Q3 		$36.1M Sell
577,601
-32,083
-5% -$1.96M 0.03% 446
2020
Q2 		$34.7M Buy
+609,684
New +$31.6M 0.03% 451

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Principal Financial Group increased its Otis Worldwide (OTIS) stake by 33% in Q2 2026, buying an estimated $10.9M and bringing the position to 582,859 shares worth $41.7M. The position accounts for 0.02% of the portfolio, ranked #591.

Principal Financial Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $49.2M in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Principal Financial Group held 582,859 shares of Otis Worldwide worth $41.7M as of Q2 2026.
  • Principal Financial Group bought 145,739 Otis Worldwide shares in Q2 2026, an estimated $10.9M.
  • Otis Worldwide made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #591 holding.
  • Principal Financial Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Principal Financial Group's Otis Worldwide position peaked at $49.2M in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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