Principal Financial Group
UTI icon

Principal Financial Group’s Universal Technical Institute UTI Stock Holding History

Principal Financial Group’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6M Buy
+247,418
New +$9.51M 0.01% 1376
2026
Q1 		– Sell
-82,158
Closed -$2.15M – 2295
2025
Q4 		$2.15M Buy
82,158
+29,735
+57% +$842K ﹤0.01% 1828
2025
Q3 		$1.71M Buy
52,423
+23,650
+82% +$695K ﹤0.01% 1836
2025
Q2 		$975K Buy
28,773
+1,374
+5% +$43.1K ﹤0.01% 1891
2025
Q1 		$704K Buy
27,399
+776
+3% +$20.9K ﹤0.01% 1891
2024
Q4 		$684K Buy
26,623
+2,335
+10% +$48.6K ﹤0.01% 1923
2024
Q3 		$395K Buy
+24,288
New +$416K ﹤0.01% 1992
2022
Q3 		– Sell
-12,505
Closed -$89K – 2575
2022
Q2 		$89K Buy
+12,505
New +$110K ﹤0.01% 2405
2016
Q4 		– Sell
-151,482
Closed -$270K – 2250
2016
Q3 		$270K Buy
151,482
+2,441
+2% +$5.69K ﹤0.01% 1971
2016
Q2 		$337K Buy
149,041
+4,649
+3% +$15.9K ﹤0.01% 1915
2016
Q1 		$622K Buy
144,392
+5,626
+4% +$22K ﹤0.01% 1795
2015
Q4 		$647K Buy
138,766
+6,628
+5% +$30.8K ﹤0.01% 1828
2015
Q3 		$464K Buy
132,138
+4,221
+3% +$23.6K ﹤0.01% 1875
2015
Q2 		$1.1M Sell
127,917
-5,934
-4% -$53.6K ﹤0.01% 1774
2015
Q1 		$1.28M Buy
133,851
+3,021
+2% +$28.1K ﹤0.01% 1730
2014
Q4 		$1.29M Buy
130,830
+2,103
+2% +$22.1K ﹤0.01% 1759
2014
Q3 		$1.2M Sell
128,727
-372
-0.3% -$4.21K ﹤0.01% 1740
2014
Q2 		$1.57M Buy
129,099
+587
+0.5% +$6.97K ﹤0.01% 1735
2014
Q1 		$1.66M Buy
128,512
+4,827
+4% +$63.4K ﹤0.01% 1689
2013
Q4 		$1.72M Buy
123,685
+8,619
+7% +$114K ﹤0.01% 1698
2013
Q3 		$1.4M Buy
115,066
+2,936
+3% +$33.5K ﹤0.01% 1701
2013
Q2 		$1.16M Buy
+112,130
New +$1.29M ﹤0.01% 1701

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Principal Financial Group opened a new position in Universal Technical Institute (UTI) in Q2 2026: 247,418 shares worth $10.6M. The stake represents 0.01% of the portfolio and ranks #1376 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in UTI as recently as Q4 2025.

Principal Financial Group first reported a position in UTI in Q2 2013 and has held it in 22 quarters since. 262 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Principal Financial Group held 247,418 shares of Universal Technical Institute worth $10.6M as of Q2 2026.
  • Universal Technical Institute was a new Principal Financial Group position in Q2 2026.
  • Universal Technical Institute made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1376 holding.
  • Principal Financial Group first reported a position in Universal Technical Institute in Q2 2013 and has held it in 22 quarters since.
  • 262 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

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