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Principal Securities’s UFP Industries UFPI Stock Holding History

Principal Securities’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-699
Closed -$65.4K – 3376
2025
Q3 		$65.4K Buy
699
+37
+6% +$3.74K ﹤0.01% 1819
2025
Q2 		$65.8K Buy
662
+47
+8% +$4.74K ﹤0.01% 1741
2025
Q1 		$69.3K Hold
615
– – ﹤0.01% 1605
2024
Q4 		$69.3K Buy
615
+175
+40% +$22.6K ﹤0.01% 1604
2024
Q3 		$57.7K Buy
440
+125
+40% +$15.1K ﹤0.01% 1622
2024
Q2 		$35.3K Sell
315
-55
-15% -$6.39K ﹤0.01% 1779
2024
Q1 		$45.5K Sell
370
-1,941
-84% -$226K ﹤0.01% 1611
2023
Q4 		$290K Buy
+2,311
New +$250K 0.01% 797

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return