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Equibles

PRINCIPAL FINANCIAL GROUP INC

Position in OTTR — Otter Tail Corp

CIK 1126328 DES MOINES, IA
Back to OTTR Full portfolio

Position in OTTR

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$21,015,548
+$662,651 QoQ
Shares Held
233,558
+0.7% QoQ
Ownership
0.556%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 362 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in OTTR Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $251,450,229 across 8 Conglomerates names. OTTR ranks #4 (8.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MMM
3M Co
 621,667 $100,654,103
2 HON
Honeywell International Inc
 374,988 $83,959,812
3 VMI
Valmont Industries Inc
 44,074 $25,457,142
4 OTTR
Otter Tail Corp
This page 		233,558 $21,015,548
5 GHC
Graham Holdings Co
 9,242 $10,549,003
6 DLX
Deluxe Corp
 221,251 $5,283,473
7 MATW
Matthews International Corp
 150,775 $4,058,862
8 NNBR
Nn Inc
 131,556 $472,286

All Filings in OTTR

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,015,548 233,558
2026-03-31 $20,352,897 231,889
2025-12-31 $16,131,534 199,623
2025-09-30 $16,568,431 202,128
2025-06-30 $16,000,414 207,555
2025-03-31 $18,610,557 231,561
2024-12-31 $16,686,879 225,987
2024-09-30 $16,952,824 216,899
2024-06-30 $19,942,753 227,683
2024-03-31 $20,312,812 235,102
2023-12-31 $19,606,316 230,744
2023-09-30 $17,774,845 234,126
2023-06-30 $19,248,710 243,778
2023-03-31 $18,575,629 257,031
2022-12-31 $594,262 10,122
2022-09-30 $726,366 11,807
2022-06-30 $1,528,616 22,771
2022-03-31 $1,334,437 21,351
2021-12-31 $2,197,164 30,764
2021-06-30 $231,798 4,749
2021-03-31 $262,614 5,688
2020-12-31 $218,376 5,125
2020-06-30 $203,919 5,257
2020-03-31 $265,781 5,978