Principal Financial Group
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Principal Financial Group’s UWM Holdings UWMC Stock Holding History

Principal Financial Group’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,263
Closed -$42.5K – 2345
2025
Q2 		$42.5K Buy
+10,263
New +$45.1K ﹤0.01% 2196
2023
Q4 		– Sell
-12,566
Closed -$60.9K – 2460
2023
Q3 		$60.9K Buy
12,566
+390
+3% +$2.25K ﹤0.01% 2335
2023
Q2 		$68.2K Buy
12,176
+1,044
+9% +$5.62K ﹤0.01% 2336
2023
Q1 		$54.7K Sell
11,132
-687
-6% -$3.01K ﹤0.01% 2367
2022
Q4 		$39.1K Buy
11,819
+317
+3% +$1.19K ﹤0.01% 2379
2022
Q3 		$34K Sell
11,502
-1,956
-15% -$7.2K ﹤0.01% 2433
2022
Q2 		$48K Buy
+13,458
New +$51.6K ﹤0.01% 2462

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

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

Principal Financial Group sold out of UWM Holdings (UWMC) in Q3 2025, closing a stake of 10,263 shares — an estimated $42.5K sold.

Principal Financial Group first reported a position in UWMC in Q2 2022 and held it in 7 quarters. The position peaked at $68.2K in Q2 2023. 256 funds tracked by Wall St. Rank hold UWMC as of Q3 2025.

  • Principal Financial Group reported no remaining UWM Holdings position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 10,263 UWM Holdings shares in Q3 2025, an estimated $42.5K.
  • Principal Financial Group first reported a position in UWM Holdings in Q2 2022 and held it in 7 quarters.
  • Principal Financial Group's UWM Holdings position peaked at $68.2K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2025.

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