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
Q3 		$4.42M Buy
87,137
+189
+0.2% +$10.1K ﹤0.01% 1709
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 		$3.3M Buy
+51,938
New +$3.11M ﹤0.01% 1628

Other funds holding UTL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wernau Asset Management
Wernau Asset Management Gloucester, Massachusetts $217M AUM 20.13% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Principal Financial Group's UTL Position: Q3 2026 in Review

Principal Financial Group increased its Unitil (UTL) stake by 0.22% in Q3 2026, buying an estimated $10.1K and bringing the position to 87,137 shares worth $4.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Principal Financial Group first reported a position in UTL in Q3 2019 and has held it in 29 quarters since. The position peaked at $14.8M in Q4 2019. 90 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Principal Financial Group held 87,137 shares of Unitil worth $4.42M as of Q3 2026.
  • Principal Financial Group bought 189 Unitil shares in Q3 2026, an estimated $10.1K.
  • Unitil made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1709 holding.
  • Principal Financial Group first reported a position in Unitil in Q3 2019 and has held it in 29 quarters since.
  • Principal Financial Group's Unitil position peaked at $14.8M in Q4 2019.
  • 90 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.