PS
UI icon

Principal Securities’s Ubiquiti UI Stock Holding History

Principal Securities’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-36
Closed -$23.8K – 3380
2025
Q3 		$23.8K Sell
36
-268
-88% -$134K ﹤0.01% 2335
2025
Q2 		$125K Buy
304
+75
+33% +$27.3K ﹤0.01% 1443
2025
Q1 		$76K Hold
229
– – ﹤0.01% 1558
2024
Q4 		$76K Buy
229
+108
+89% +$32.5K ﹤0.01% 1555
2024
Q3 		$26.8K Buy
+121
New +$22.1K ﹤0.01% 1981
2024
Q2 		– Sell
-6
Closed -$695 – 3478
2024
Q1 		$695 Buy
+6
New +$736 ﹤0.01% 3095

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return