Principal Financial Group
UPST icon

Principal Financial Group’s Upstart Holdings UPST Stock Holding History

Principal Financial Group’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,035
Closed -$220K – 2294
2025
Q4 		$220K Sell
5,035
-1,413
-22% -$65.1K ﹤0.01% 2121
2025
Q3 		$328K Buy
6,448
+458
+8% +$32.2K ﹤0.01% 2113
2025
Q2 		$387K Sell
5,990
-112,697
-95% -$5.53M ﹤0.01% 2029
2025
Q1 		$5.46M Buy
118,687
+112,002
+1,675% +$6.96M ﹤0.01% 1534
2024
Q4 		$412K Sell
6,685
-472
-7% -$29.4K ﹤0.01% 1990
2024
Q3 		$286K Sell
7,157
-3,248
-31% -$108K ﹤0.01% 2035
2024
Q2 		$245K Buy
10,405
+422
+4% +$10.2K ﹤0.01% 2099
2024
Q1 		$268K Buy
9,983
+1,533
+18% +$45.3K ﹤0.01% 2113
2023
Q4 		$345K Buy
8,450
+916
+12% +$27.9K ﹤0.01% 2029
2023
Q3 		$215K Sell
7,534
-979
-12% -$39.3K ﹤0.01% 2144
2023
Q2 		$305K Buy
+8,513
New +$196K ﹤0.01% 2077
2022
Q3 		– Sell
-9,692
Closed -$307K – 2574
2022
Q2 		$307K Buy
9,692
+4,933
+104% +$294K ﹤0.01% 2169
2022
Q1 		$519K Sell
4,759
-119
-2% -$13.7K ﹤0.01% 2101
2021
Q4 		$738K Buy
4,878
+244
+5% +$61K ﹤0.01% 2044
2021
Q3 		$1.47M Buy
+4,634
New +$914K ﹤0.01% 1922

Other funds holding UPST

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return