Principal Financial Group
PTC icon

Principal Financial Group’s PTC PTC Stock Holding History

Principal Financial Group’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.5M Sell
144,207
-5,230
-3% -$827K 0.01% 907
2025
Q4 		$26M Buy
149,437
+2,388
+2% +$444K 0.01% 740
2025
Q3 		$29.9M Buy
147,049
+2,278
+2% +$464K 0.02% 654
2025
Q2 		$24.9M Sell
144,771
-81
-0.1% -$13.1K 0.01% 729
2025
Q1 		$22.4M Sell
144,852
-7,962
-5% -$1.37M 0.01% 751
2024
Q4 		$28.1M Buy
152,814
+3,743
+3% +$710K 0.02% 676
2024
Q3 		$26.9M Buy
149,071
+5,403
+4% +$950K 0.01% 689
2024
Q2 		$26.1M Sell
143,668
-3,210
-2% -$575K 0.02% 715
2024
Q1 		$27.8M Buy
146,878
+1,193
+0.8% +$215K 0.02% 721
2023
Q4 		$25.5M Buy
145,685
+2,097
+1% +$322K 0.02% 730
2023
Q3 		$20.3M Buy
143,588
+13,536
+10% +$1.94M 0.01% 791
2023
Q2 		$18.5M Sell
130,052
-3,835
-3% -$508K 0.01% 893
2023
Q1 		$17.2M Buy
133,887
+3,656
+3% +$465K 0.01% 936
2022
Q4 		$15.6M Sell
130,231
-1,805
-1% -$216K 0.01% 979
2022
Q3 		$13.8M Sell
132,036
-4,149
-3% -$473K 0.01% 1000
2022
Q2 		$14.5M Buy
136,185
+5,741
+4% +$620K 0.01% 1055
2022
Q1 		$14.1M Sell
130,444
-4,510
-3% -$507K 0.01% 1169
2021
Q4 		$16.4M Sell
134,954
-2,425
-2% -$292K 0.01% 1093
2021
Q3 		$16.5M Buy
137,379
+2,558
+2% +$341K 0.01% 1094
2021
Q2 		$19M Sell
134,821
-232,961
-63% -$31.9M 0.01% 1015
2021
Q1 		$50.6M Buy
367,782
+50,343
+16% +$6.7M 0.04% 411
2020
Q4 		$38M Buy
317,439
+2,041
+0.6% +$203K 0.03% 469
2020
Q3 		$26.1M Sell
315,398
-11,220
-3% -$956K 0.02% 555
2020
Q2 		$25.4M Buy
326,618
+6,049
+2% +$429K 0.02% 546
2020
Q1 		$19.6M Sell
320,569
-133,153
-29% -$9.86M 0.02% 570
2019
Q4 		$34M Buy
453,722
+8,697
+2% +$619K 0.03% 515
2019
Q3 		$30.3M Sell
445,025
-6,285
-1% -$459K 0.03% 538
2019
Q2 		$40.5M Sell
451,310
-14,041
-3% -$1.26M 0.04% 448
2019
Q1 		$42.9M Sell
465,351
-7,001
-1% -$620K 0.04% 430
2018
Q4 		$39.2M Sell
472,352
-6,875
-1% -$604K 0.04% 422
2018
Q3 		$50.9M Sell
479,227
-37,318
-7% -$3.65M 0.04% 413
2018
Q2 		$48.5M Buy
516,545
+18,840
+4% +$1.63M 0.04% 414
2018
Q1 		$38.8M Buy
497,705
+14,221
+3% +$1.04M 0.04% 476
2017
Q4 		$29.4M Buy
483,484
+1,044
+0.2% +$64.8K 0.03% 604
2017
Q3 		$27.2M Sell
482,440
-8,308
-2% -$460K 0.03% 607
2017
Q2 		$27.1M Buy
490,748
+20,683
+4% +$1.14M 0.03% 618
2017
Q1 		$24.7M Buy
470,065
+10,329
+2% +$546K 0.03% 598
2016
Q4 		$21.3M Buy
459,736
+8,056
+2% +$377K 0.03% 649
2016
Q3 		$20M Buy
451,680
+31,373
+7% +$1.3M 0.03% 653
2016
Q2 		$15.8M Buy
420,307
+34,744
+9% +$1.24M 0.02% 756
2016
Q1 		$12.8M Buy
385,563
+17,239
+5% +$532K 0.02% 830
2015
Q4 		$12.8M Buy
368,324
+10,696
+3% +$375K 0.02% 806
2015
Q3 		$11.4M Buy
357,628
+32,174
+10% +$1.15M 0.02% 839
2015
Q2 		$13.3M Sell
325,454
-1,943
-0.6% -$76.8K 0.02% 799
2015
Q1 		$11.8M Buy
327,397
+11,093
+4% +$383K 0.02% 858
2014
Q4 		$11.6M Sell
316,304
-24,081
-7% -$891K 0.02% 849
2014
Q3 		$12.6M Sell
340,385
-43,420
-11% -$1.66M 0.02% 755
2014
Q2 		$14.9M Buy
383,805
+11,853
+3% +$427K 0.03% 687
2014
Q1 		$13.2M Buy
371,952
+64,088
+21% +$2.36M 0.02% 734
2013
Q4 		$10.9M Buy
307,864
+9,290
+3% +$285K 0.02% 822
2013
Q3 		$8.49M Buy
298,574
+5,531
+2% +$150K 0.02% 910
2013
Q2 		$7.19M Buy
+293,043
New +$7.03M 0.02% 961

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group's PTC Position: Q1 2026 in Review

Principal Financial Group reduced its PTC (PTC) stake by 3.5% in Q1 2026, selling an estimated $827K and leaving 144,207 shares worth $20.5M. The position accounts for 0.01% of the portfolio, ranked #907.

Principal Financial Group first reported a position in PTC in Q2 2013 and has held it in 52 quarters since. The position peaked at $50.9M in Q3 2018. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Principal Financial Group held 144,207 shares of PTC worth $20.5M as of Q1 2026.
  • Principal Financial Group sold 5,230 PTC shares in Q1 2026, an estimated $827K.
  • PTC made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #907 holding.
  • Principal Financial Group first reported a position in PTC in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's PTC position peaked at $50.9M in Q3 2018.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.