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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 $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Securities's UFPI Position: Q4 2025 in Review

Principal Securities sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 699 shares — an estimated $65.4K sold.

Principal Securities first reported a position in UFPI in Q4 2023 and held it in 8 quarters. The position peaked at $290K in Q4 2023. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Principal Securities reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 699 UFP Industries shares in Q4 2025, an estimated $65.4K.
  • Principal Securities first reported a position in UFP Industries in Q4 2023 and held it in 8 quarters.
  • Principal Securities's UFP Industries position peaked at $290K in Q4 2023.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

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