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Principal Securities’s United Fire Group UFCS Stock Holding History

Principal Securities’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-430
Closed -$13.1K – 3373
2025
Q3 		$13.1K Hold
430
– – ﹤0.01% 2607
2025
Q2 		$12.3K Buy
430
+4
+0.9% +$112 ﹤0.01% 2534
2025
Q1 		$12.1K Hold
426
– – ﹤0.01% 2440
2024
Q4 		$12.1K Buy
426
+52
+14% +$1.31K ﹤0.01% 2436
2024
Q3 		$7.83K Sell
374
-4
-1% -$83 ﹤0.01% 2535
2024
Q2 		$8.12K Sell
378
-12
-3% -$265 ﹤0.01% 2482
2024
Q1 		$8.49K Buy
390
+18
+5% +$400 ﹤0.01% 2416
2023
Q4 		$7.49K Buy
+372
New +$7.54K ﹤0.01% 2383

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Securities's UFCS Position: Q4 2025 in Review

Principal Securities sold out of United Fire Group (UFCS) in Q4 2025, closing a stake of 430 shares — an estimated $13.1K sold.

Principal Securities first reported a position in UFCS in Q4 2023 and held it in 8 quarters. The position peaked at $13.1K in Q3 2025. 210 funds tracked by Wall St. Rank hold UFCS as of Q4 2025.

  • Principal Securities reported no remaining United Fire Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 430 United Fire Group shares in Q4 2025, an estimated $13.1K.
  • Principal Securities first reported a position in United Fire Group in Q4 2023 and held it in 8 quarters.
  • Principal Securities's United Fire Group position peaked at $13.1K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held United Fire Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.