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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 $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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 $352M AUM 41.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $441M AUM 30.08% 1-Year Est. Return

Principal Securities's UI Position: Q4 2025 in Review

Principal Securities sold out of Ubiquiti (UI) in Q4 2025, closing a stake of 36 shares — an estimated $23.8K sold.

Principal Securities first reported a position in UI in Q1 2024 and held it in 6 quarters. The position peaked at $125K in Q2 2025. 351 funds tracked by Wall St. Rank hold UI as of Q4 2025.

  • Principal Securities reported no remaining Ubiquiti position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 36 Ubiquiti shares in Q4 2025, an estimated $23.8K.
  • Principal Securities first reported a position in Ubiquiti in Q1 2024 and held it in 6 quarters.
  • Principal Securities's Ubiquiti position peaked at $125K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2025.

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