PRINCIPAL FINANCIAL GROUP INC
Position in UTI — Universal Technical Institute Inc
CIK 1126328
DES MOINES, IA
Position in UTI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,582,067
+$8,435,279 QoQ
Shares Held
247,418
+201.1% QoQ
Ownership
0.449%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 262 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $198,713,897 across 10 Education & Training Services names. UTI ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
|
1,113,535 | $96,031,257 | |
| 2 | CVSA |
Covista Inc.
|
211,728 | $26,394,012 | |
| 3 | LAUR |
Laureate Education, Inc.
|
702,612 | $25,518,867 | |
| 4 | UTI |
Universal Technical Institute Inc
This page
|
247,418 | $10,582,067 | |
| 5 | PRDO |
PERDOCEO EDUCATION Corp
|
327,095 | $10,467,040 | |
| 6 | STRA |
Strategic Education, Inc.
|
123,775 | $9,483,639 | |
| 7 | EDU |
New Oriental Education & Technology Group Inc.
|
189,300 | $8,690,763 | |
| 8 | LOPE |
Grand Canyon Education, Inc.
|
59,474 | $8,511,323 |
All Filings in UTI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,582,067 | 247,418 | Shares | Defined | 2026-08-04 | |
| 2025-12-31 | $2,146,788 | 82,158 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,706,368 | 52,423 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $975,116 | 28,773 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $703,606 | 27,399 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $684,476 | 26,623 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $394,922 | 24,288 | Shares | Defined | 2024-10-31 | |
| 2022-06-30 | $89,160 | 12,505 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||