Principal Financial Group
UFCS icon

Principal Financial Group’s United Fire Group UFCS Stock Holding History

Principal Financial Group’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.04M Buy
134,217
+2,171
+2% +$96.4K ﹤0.01% 1554
2026
Q1 		$4.89M Buy
132,046
+3,264
+3% +$120K ﹤0.01% 1634
2025
Q4 		$4.68M Buy
128,782
+6,812
+6% +$233K ﹤0.01% 1642
2025
Q3 		$3.71M Sell
121,970
-1,768
-1% -$52.1K ﹤0.01% 1690
2025
Q2 		$3.55M Buy
123,738
+17,751
+17% +$496K ﹤0.01% 1678
2025
Q1 		$3.12M Buy
105,987
+2,777
+3% +$75K ﹤0.01% 1678
2024
Q4 		$2.94M Buy
103,210
+2,940
+3% +$74.1K ﹤0.01% 1729
2024
Q3 		$2.1M Sell
100,270
-4,469
-4% -$92.5K ﹤0.01% 1760
2024
Q2 		$2.25M Sell
104,739
-5,445
-5% -$120K ﹤0.01% 1746
2024
Q1 		$2.4M Sell
110,184
-454
-0.4% -$10.1K ﹤0.01% 1749
2023
Q4 		$2.23M Sell
110,638
-3,746
-3% -$76K ﹤0.01% 1757
2023
Q3 		$2.26M Sell
114,384
-8,958
-7% -$188K ﹤0.01% 1743
2023
Q2 		$2.79M Sell
123,342
-7,579
-6% -$187K ﹤0.01% 1700
2023
Q1 		$3.48M Sell
130,921
-1,597
-1% -$45.4K ﹤0.01% 1651
2022
Q4 		$3.63M Sell
132,518
-1,084
-0.8% -$31.6K ﹤0.01% 1640
2022
Q3 		$3.84M Buy
133,602
+348
+0.3% +$10.7K ﹤0.01% 1581
2022
Q2 		$4.56M Sell
133,254
-9,233
-6% -$288K ﹤0.01% 1585
2022
Q1 		$4.43M Sell
142,487
-1,030
-0.7% -$27.3K ﹤0.01% 1701
2021
Q4 		$3.33M Sell
143,517
-3,927
-3% -$88.2K ﹤0.01% 1777
2021
Q3 		$3.41M Sell
147,444
-1,967
-1% -$49.2K ﹤0.01% 1784
2021
Q2 		$4.14M Buy
149,411
+1,125
+0.8% +$35K ﹤0.01% 1763
2021
Q1 		$5.16M Buy
148,286
+200
+0.1% +$6.31K ﹤0.01% 1658
2020
Q4 		$3.72M Sell
148,086
-5,889
-4% -$134K ﹤0.01% 1660
2020
Q3 		$3.13M Sell
153,975
-4,842
-3% -$121K ﹤0.01% 1629
2020
Q2 		$4.4M Sell
158,817
-2,609
-2% -$73.6K ﹤0.01% 1475
2020
Q1 		$5.26M Sell
161,426
-6,679
-4% -$271K 0.01% 1256
2019
Q4 		$7.35M Sell
168,105
-1,224
-0.7% -$54.7K 0.01% 1394
2019
Q3 		$7.96M Sell
169,329
-2,482
-1% -$118K 0.01% 1330
2019
Q2 		$8.33M Sell
171,811
-6,310
-4% -$288K 0.01% 1321
2019
Q1 		$7.79M Sell
178,121
-1,521
-0.8% -$76K 0.01% 1376
2018
Q4 		$9.96M Buy
179,642
+3,289
+2% +$169K 0.01% 1180
2018
Q3 		$8.95M Buy
176,353
+6,727
+4% +$359K 0.01% 1377
2018
Q2 		$9.25M Buy
169,626
+7,323
+5% +$380K 0.01% 1348
2018
Q1 		$7.77M Buy
162,303
+3,233
+2% +$145K 0.01% 1384
2017
Q4 		$7.25M Sell
159,070
-2,198
-1% -$103K 0.01% 1425
2017
Q3 		$7.39M Sell
161,268
-2,523
-2% -$109K 0.01% 1414
2017
Q2 		$7.22M Sell
163,791
-8,488
-5% -$368K 0.01% 1412
2017
Q1 		$7.37M Buy
172,279
+1,328
+0.8% +$59.7K 0.01% 1372
2016
Q4 		$8.41M Buy
170,951
+7,524
+5% +$334K 0.01% 1278
2016
Q3 		$6.92M Buy
163,427
+7,782
+5% +$331K 0.01% 1330
2016
Q2 		$6.6M Buy
155,645
+4,842
+3% +$206K 0.01% 1299
2016
Q1 		$6.61M Buy
150,803
+6,180
+4% +$243K 0.01% 1245
2015
Q4 		$5.54M Buy
144,623
+11,543
+9% +$438K 0.01% 1315
2015
Q3 		$4.66M Buy
133,080
+5,060
+4% +$175K 0.01% 1383
2015
Q2 		$4.19M Sell
128,020
-2,043
-2% -$63.9K 0.01% 1487
2015
Q1 		$4.13M Buy
130,063
+2,620
+2% +$76.9K 0.01% 1462
2014
Q4 		$3.79M Buy
127,443
+21
+0% +$617 0.01% 1509
2014
Q3 		$3.54M Sell
127,422
-4,016
-3% -$116K 0.01% 1502
2014
Q2 		$3.85M Buy
131,438
+710
+0.5% +$20.3K 0.01% 1509
2014
Q1 		$3.97M Buy
130,728
+4,710
+4% +$132K 0.01% 1472
2013
Q4 		$3.61M Buy
126,018
+8,221
+7% +$246K 0.01% 1516
2013
Q3 		$3.59M Buy
117,797
+3,020
+3% +$86.8K 0.01% 1465
2013
Q2 		$2.85M Buy
+114,777
New +$3.19M 0.01% 1487

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Principal Financial Group's UFCS Position: Q2 2026 in Review

Principal Financial Group increased its United Fire Group (UFCS) stake by 1.6% in Q2 2026, buying an estimated $96.4K and bringing the position to 134,217 shares worth $7.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Principal Financial Group first reported a position in UFCS in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.96M in Q4 2018. 78 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Principal Financial Group held 134,217 shares of United Fire Group worth $7.04M as of Q2 2026.
  • Principal Financial Group bought 2,171 United Fire Group shares in Q2 2026, an estimated $96.4K.
  • United Fire Group made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1554 holding.
  • Principal Financial Group first reported a position in United Fire Group in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's United Fire Group position peaked at $9.96M in Q4 2018.
  • 78 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.