Principal Financial Group
UTL icon

Principal Financial Group’s Unitil UTL Stock Holding History

Principal Financial Group’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.58M Sell
86,948
-448
-0.5% -$23.2K ﹤0.01% 1696
2026
Q1 		$4.57M Buy
87,396
+2,027
+2% +$104K ﹤0.01% 1655
2025
Q4 		$4.14M Buy
85,369
+87
+0.1% +$4.23K ﹤0.01% 1674
2025
Q3 		$4.08M Buy
85,282
+4,714
+6% +$230K ﹤0.01% 1661
2025
Q2 		$4.2M Sell
80,568
-6,214
-7% -$344K ﹤0.01% 1629
2025
Q1 		$5.01M Buy
86,782
+2,505
+3% +$138K ﹤0.01% 1571
2024
Q4 		$4.57M Buy
84,277
+2,885
+4% +$167K ﹤0.01% 1617
2024
Q3 		$4.93M Buy
81,392
+1,659
+2% +$96.8K ﹤0.01% 1575
2024
Q2 		$4.13M Sell
79,733
-3,944
-5% -$203K ﹤0.01% 1599
2024
Q1 		$4.38M Sell
83,677
-5,671
-6% -$286K ﹤0.01% 1612
2023
Q4 		$4.7M Sell
89,348
-1,260
-1% -$61K ﹤0.01% 1576
2023
Q3 		$3.87M Sell
90,608
-3,595
-4% -$176K ﹤0.01% 1614
2023
Q2 		$4.78M Sell
94,203
-4,629
-5% -$257K ﹤0.01% 1539
2023
Q1 		$5.64M Sell
98,832
-1,575
-2% -$84.1K ﹤0.01% 1494
2022
Q4 		$5.16M Buy
100,407
+1,402
+1% +$71.3K ﹤0.01% 1522
2022
Q3 		$4.6M Sell
99,005
-158
-0.2% -$8.55K ﹤0.01% 1522
2022
Q2 		$5.82M Sell
99,163
-15,268
-13% -$824K ﹤0.01% 1498
2022
Q1 		$5.71M Sell
114,431
-5,364
-4% -$262K ﹤0.01% 1620
2021
Q4 		$5.51M Sell
119,795
-6,162
-5% -$267K ﹤0.01% 1635
2021
Q3 		$5.39M Buy
125,957
+4,009
+3% +$200K ﹤0.01% 1662
2021
Q2 		$6.46M Buy
121,948
+112,231
+1,155% +$6.04M ﹤0.01% 1626
2021
Q1 		$444K Buy
9,717
+741
+8% +$32.4K ﹤0.01% 2184
2020
Q4 		$397K Sell
8,976
-286,420
-97% -$11.4M ﹤0.01% 2177
2020
Q3 		$11.4M Sell
295,396
-22,989
-7% -$964K 0.01% 991
2020
Q2 		$14.3M Buy
318,385
+40,784
+15% +$1.99M 0.01% 833
2020
Q1 		$14.5M Buy
277,601
+38,314
+16% +$2.27M 0.02% 687
2019
Q4 		$14.8M Buy
239,287
+187,349
+361% +$11.6M 0.01% 1021
2019
Q3 		$3.29M Buy
+51,938
New +$3.11M ﹤0.01% 1628

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Principal Financial Group reduced its Unitil (UTL) stake by 0.51% in Q2 2026, selling an estimated $23.2K and leaving 86,948 shares worth $4.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Principal Financial Group first reported a position in UTL in Q3 2019 and has held it in 28 quarters since. The position peaked at $14.8M in Q4 2019. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Principal Financial Group held 86,948 shares of Unitil worth $4.58M as of Q2 2026.
  • Principal Financial Group sold 448 Unitil shares in Q2 2026, an estimated $23.2K.
  • Unitil made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1696 holding.
  • Principal Financial Group first reported a position in Unitil in Q3 2019 and has held it in 28 quarters since.
  • Principal Financial Group's Unitil position peaked at $14.8M in Q4 2019.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

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