PRINCIPAL FINANCIAL GROUP INC: UTI position timeline

PRINCIPAL FINANCIAL GROUP INC held 247,418 UTI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 247,418 shares

   Change vs previous 13F +247,418 shares

   0.01% of the 13F portfolio, value $10,582,067.

   13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -82,158 shares

   13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 82,158 shares

   Change vs previous 13F +28,913 shares

   <0.01% of the 13F portfolio, value $2,146,788.

   13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • PRINCIPAL SECURITIES, INC.: 0 shares
   • PRINCIPAL FINANCIAL GROUP INC: 82,158 shares

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 53,245 shares

   Change vs previous 13F +23,805 shares

   <0.01% of the 13F portfolio, value $1,733,125.

   13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • PRINCIPAL SECURITIES, INC.: 822 shares
   • PRINCIPAL FINANCIAL GROUP INC: 52,423 shares

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 29,440 shares

   Change vs previous 13F +1,741 shares

   <0.01% of the 13F portfolio, value $997,722.

   13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • PRINCIPAL SECURITIES, INC.: 667 shares
   • PRINCIPAL FINANCIAL GROUP INC: 28,773 shares

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 27,699 shares

   Change vs previous 13F +776 shares

   <0.01% of the 13F portfolio, value $711,319.

   13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • PRINCIPAL SECURITIES, INC.: 300 shares
   • PRINCIPAL FINANCIAL GROUP INC: 27,399 shares

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 26,923 shares

   Change vs previous 13F +2,435 shares

   <0.01% of the 13F portfolio, value $692,191.

   13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • PRINCIPAL SECURITIES, INC.: 300 shares
   • PRINCIPAL FINANCIAL GROUP INC: 26,623 shares

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F/A 24,488 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $398,175.

   13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • PRINCIPAL SECURITIES, INC.: 200 shares
   • PRINCIPAL FINANCIAL GROUP INC: 24,288 shares

   Acceptance time not in the bulk data set (spec §4.2).