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PRINCIPAL FINANCIAL GROUP INC

Position in OTTR — Otter Tail Corp

CIK 1126328 DES MOINES, IA

Position in OTTR

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$20,352,897
+$4,221,363 QoQ
Shares Held
231,889
+16.2% QoQ
Ownership
0.552%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in OTTR Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Mar 31, 2026

PRINCIPAL FINANCIAL GROUP INC holds $330,391,460 across 8 Conglomerates names. OTTR ranks #3 (6.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 OTTR
Otter Tail Corp
This page
231,889 $20,352,897

All Filings in OTTR

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22 filing rows on record
Report Date Value (USD) Shares
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
2020-12-31 $218,376 5,125
2020-06-30 $203,919 5,257
2020-03-31 $265,781 5,978