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Principal Securities’s United-Guardian UG Stock Holding History

Principal Securities’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-354
Closed -$2.78K – 3377
2025
Q3 		$2.78K Buy
354
+235
+197% +$1.93K ﹤0.01% 3148
2025
Q2 		$952 Buy
119
+112
+1,600% +$927 ﹤0.01% 3351
2025
Q1 		$67 Hold
7
– – ﹤0.01% 3527
2024
Q4 		$67 Sell
7
-129
-95% -$1.48K ﹤0.01% 3522
2024
Q3 		$2.16K Hold
136
– – ﹤0.01% 2934
2024
Q2 		$1.22K Sell
136
-50
-27% -$428 ﹤0.01% 3026
2024
Q1 		$1.42K Hold
186
– – ﹤0.01% 2956
2023
Q4 		$1.34K Buy
+186
New +$1.36K ﹤0.01% 2897

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Principal Securities's UG Position: Q4 2025 in Review

Principal Securities sold out of United-Guardian (UG) in Q4 2025, closing a stake of 354 shares — an estimated $2.78K sold.

Principal Securities first reported a position in UG in Q4 2023 and held it in 8 quarters. The position peaked at $2.78K in Q3 2025. 26 funds tracked by Wall St. Rank hold UG as of Q4 2025.

  • Principal Securities reported no remaining United-Guardian position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 354 United-Guardian shares in Q4 2025, an estimated $2.78K.
  • Principal Securities first reported a position in United-Guardian in Q4 2023 and held it in 8 quarters.
  • Principal Securities's United-Guardian position peaked at $2.78K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q4 2025.

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