Principal Financial Group
UFI icon

Principal Financial Group’s UNIFI UFI Stock Holding History

Principal Financial Group’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-79,743
Closed -$759K – 2540
2022
Q3 		$759K Sell
79,743
-5,917
-7% -$73.7K ﹤0.01% 1880
2022
Q2 		$1.2M Sell
85,660
-6,063
-7% -$91.5K ﹤0.01% 1883
2022
Q1 		$1.66M Sell
91,723
-1,098
-1% -$21.7K ﹤0.01% 1893
2021
Q4 		$2.15M Sell
92,821
-2,260
-2% -$51.5K ﹤0.01% 1848
2021
Q3 		$2.08M Sell
95,081
-8,619
-8% -$196K ﹤0.01% 1865
2021
Q2 		$2.53M Buy
103,700
+812
+0.8% +$21.7K ﹤0.01% 1854
2021
Q1 		$2.84M Buy
102,888
+60
+0.1% +$1.45K ﹤0.01% 1790
2020
Q4 		$1.82M Sell
102,828
-4,050
-4% -$62.6K ﹤0.01% 1811
2020
Q3 		$1.37M Sell
106,878
-1,963
-2% -$24.5K ﹤0.01% 1811
2020
Q2 		$1.4M Sell
108,841
-2,013
-2% -$23.8K ﹤0.01% 1761
2020
Q1 		$1.28M Sell
110,854
-4,587
-4% -$94.1K ﹤0.01% 1701
2019
Q4 		$2.92M Buy
115,441
+190
+0.2% +$4.59K ﹤0.01% 1655
2019
Q3 		$2.53M Sell
115,251
-1,481
-1% -$29.2K ﹤0.01% 1679
2019
Q2 		$2.12M Buy
116,732
+13
+0% +$252 ﹤0.01% 1714
2019
Q1 		$2.26M Sell
116,719
-1,184
-1% -$25.8K ﹤0.01% 1721
2018
Q4 		$2.69M Buy
117,903
+941
+0.8% +$23.8K ﹤0.01% 1671
2018
Q3 		$3.31M Sell
116,962
-15,887
-12% -$497K ﹤0.01% 1692
2018
Q2 		$4.21M Buy
132,849
+2,415
+2% +$79.5K ﹤0.01% 1641
2018
Q1 		$4.73M Buy
130,434
+3,304
+3% +$118K ﹤0.01% 1579
2017
Q4 		$4.56M Sell
127,130
-668
-0.5% -$24.2K ﹤0.01% 1597
2017
Q3 		$4.55M Buy
127,798
+11,108
+10% +$351K ﹤0.01% 1582
2017
Q2 		$3.59M Buy
116,690
+222
+0.2% +$6.27K ﹤0.01% 1642
2017
Q1 		$3.31M Buy
116,468
+5,301
+5% +$151K ﹤0.01% 1647
2016
Q4 		$3.63M Buy
111,167
+1,925
+2% +$59.1K ﹤0.01% 1623
2016
Q3 		$3.21M Buy
109,242
+3,792
+4% +$103K ﹤0.01% 1600
2016
Q2 		$2.87M Buy
105,450
+2,366
+2% +$59.5K ﹤0.01% 1585
2016
Q1 		$2.36M Buy
103,084
+4,179
+4% +$99.2K ﹤0.01% 1590
2015
Q4 		$2.78M Buy
98,905
+4,190
+4% +$124K ﹤0.01% 1562
2015
Q3 		$2.82M Buy
94,715
+7,127
+8% +$217K ﹤0.01% 1554
2015
Q2 		$2.93M Sell
87,588
-1,432
-2% -$48.9K ﹤0.01% 1596
2015
Q1 		$3.21M Buy
89,020
+1,484
+2% +$48.4K ﹤0.01% 1541
2014
Q4 		$2.6M Buy
+87,536
New +$2.42M ﹤0.01% 1626

Other funds holding UFI

ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Principal Financial Group's UFI Position: Q4 2022 in Review

Principal Financial Group sold out of UNIFI (UFI) in Q4 2022, closing a stake of 79,743 shares — an estimated $759K sold.

Principal Financial Group first reported a position in UFI in Q4 2014 and held it in 32 quarters. The position peaked at $4.73M in Q1 2018. 99 funds tracked by Wall St. Rank hold UFI as of Q4 2022.

  • Principal Financial Group reported no remaining UNIFI position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 79,743 UNIFI shares in Q4 2022, an estimated $759K.
  • Principal Financial Group first reported a position in UNIFI in Q4 2014 and held it in 32 quarters.
  • Principal Financial Group's UNIFI position peaked at $4.73M in Q1 2018.
  • 99 funds tracked by Wall St. Rank held UNIFI as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.