Principal Financial Group’s Ultrapar UGP Stock Holding History

Principal Financial Group’s Portfolio UGP Stock Details UGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-88,709	Closed	-$291K	–	2341
2025 Q2	$291K	Buy	+88,709	New	+$269K	﹤0.01%	2075

Other funds holding UGP

Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Principal Financial Group's UGP Position: Q3 2025 in Review

Principal Financial Group sold out of Ultrapar (UGP) in Q3 2025, closing a stake of 88,709 shares — an estimated $291K sold.

Principal Financial Group first reported a position in UGP in Q2 2025 and held it in 1 quarter. The position peaked at $291K in Q2 2025. 123 funds tracked by Wall St. Rank hold UGP as of Q3 2025.

Principal Financial Group reported no remaining Ultrapar position as of Q3 2025 after selling out during the quarter.
Principal Financial Group sold 88,709 Ultrapar shares in Q3 2025, an estimated $291K.
Principal Financial Group first reported a position in Ultrapar in Q2 2025 and held it in 1 quarter.
Principal Financial Group's Ultrapar position peaked at $291K in Q2 2025.
123 funds tracked by Wall St. Rank held Ultrapar as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.