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Principal Financial Group’s
Ultrapar
UGP
Stock Holding History
Principal Financial Group’s Portfolio
UGP Stock Details
UGP Fund Activity
Bought
Maintained
Sold
Shares
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
NC
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27.43%
1-Year Est. Return
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25.57%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
BlackRock
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$5.72T AUM
30.48%
1-Year Est. Return
UBS Group
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$666B AUM
30.12%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Renaissance Technologies
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$63.9B AUM
45.56%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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