Principal Securities’s Unilever UL Stock Holding History

Principal Securities’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.65M	Buy	46,551 +5,369	+13%	+$360K	0.04%	401
2025 Q4	$2.69M	Sell	41,182 -5,416	-12%	-$364K	0.04%	379
2025 Q3	$3.11M	Buy	46,598 +1,500	+3%	+$104K	0.05%	331
2025 Q2	$3.1M	Buy	45,098 +11,534	+34%	+$809K	0.06%	301
2025 Q1	$2.14M	Hold	33,564	–	–	0.05%	338
2024 Q4	$2.14M	Buy	33,564 +7,417	+28%	+$501K	0.05%	336
2024 Q3	$1.91M	Buy	26,147 +5,003	+24%	+$346K	0.05%	361
2024 Q2	$1.31M	Sell	21,144 -2,651	-11%	-$157K	0.04%	413
2024 Q1	$1.34M	Buy	23,795 +3,065	+15%	+$170K	0.04%	377
2023 Q4	$1.13M	Buy	+20,730	New	+$1.12M	0.04%	377

Other funds holding UL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return