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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 $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return