Principal Financial Group
U icon

Principal Financial Group’s Unity U Stock Holding History

Principal Financial Group’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-125,465
Closed -$5.54M – 2291
2025
Q4 		$5.54M Sell
125,465
-86,221
-41% -$3.51M ﹤0.01% 1578
2025
Q3 		$8.48M Buy
211,686
+67,219
+47% +$2.49M ﹤0.01% 1377
2025
Q2 		$3.5M Sell
144,467
-152,508
-51% -$3.36M ﹤0.01% 1684
2025
Q1 		$5.82M Buy
296,975
+276,081
+1,321% +$6.23M ﹤0.01% 1513
2024
Q4 		$469K Sell
20,894
-812
-4% -$18.1K ﹤0.01% 1976
2024
Q3 		$491K Sell
21,706
-2,270
-9% -$39.2K ﹤0.01% 1960
2024
Q2 		$390K Sell
23,976
-2,293
-9% -$49.1K ﹤0.01% 2011
2024
Q1 		$701K Buy
26,269
+2,999
+13% +$94.2K ﹤0.01% 1922
2023
Q4 		$952K Sell
23,270
-4,456
-16% -$137K ﹤0.01% 1846
2023
Q3 		$870K Buy
27,726
+1,218
+5% +$46.9K ﹤0.01% 1859
2023
Q2 		$1.15M Buy
26,508
+1,730
+7% +$55.4K ﹤0.01% 1828
2023
Q1 		$804K Sell
24,778
-4,347
-15% -$140K ﹤0.01% 1883
2022
Q4 		$833K Buy
29,125
+5,430
+23% +$170K ﹤0.01% 1888
2022
Q3 		$755K Sell
23,695
-7,114
-23% -$293K ﹤0.01% 1881
2022
Q2 		$1.14M Sell
30,809
-145,533
-83% -$8.26M ﹤0.01% 1896
2022
Q1 		$17.5M Buy
176,342
+21,314
+14% +$2.21M 0.01% 1007
2021
Q4 		$22.2M Sell
155,028
-1,568
-1% -$240K 0.01% 885
2021
Q3 		$19.8M Buy
156,596
+140,565
+877% +$16.6M 0.01% 958
2021
Q2 		$1.76M Buy
16,031
+12,999
+429% +$1.28M ﹤0.01% 1939
2021
Q1 		$304K Sell
3,032
-194
-6% -$23.9K ﹤0.01% 2274
2020
Q4 		$495K Buy
+3,226
New +$392K ﹤0.01% 2114

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Principal Financial Group's U Position: Q1 2026 in Review

Principal Financial Group sold out of Unity (U) in Q1 2026, closing a stake of 125,465 shares — an estimated $5.54M sold.

Principal Financial Group first reported a position in U in Q4 2020 and held it in 21 quarters. The position peaked at $22.2M in Q4 2021. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Principal Financial Group reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 125,465 Unity shares in Q1 2026, an estimated $5.54M.
  • Principal Financial Group first reported a position in Unity in Q4 2020 and held it in 21 quarters.
  • Principal Financial Group's Unity position peaked at $22.2M in Q4 2021.
  • 528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.