PS
UPB

Principal Securities’s Upstream Bio Inc UPB Stock Holding History

Principal Securities’s Portfolio UPB Stock Details UPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12
Closed -$197 – 3909
2025
Q1 		$197 Hold
12
– – ﹤0.01% 3457
2024
Q4 		$197 Buy
+12
New +$268 ﹤0.01% 3452

Other funds holding UPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Securities's UPB Position: Q2 2025 in Review

Principal Securities sold out of Upstream Bio Inc (UPB) in Q2 2025, closing a stake of 12 shares — an estimated $197 sold.

Principal Securities first reported a position in UPB in Q4 2024 and held it in 2 quarters. The position peaked at $197 in Q1 2025. 83 funds tracked by Wall St. Rank hold UPB as of Q2 2025.

  • Principal Securities reported no remaining Upstream Bio Inc position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 12 Upstream Bio Inc shares in Q2 2025, an estimated $197.
  • Principal Securities first reported a position in Upstream Bio Inc in Q4 2024 and held it in 2 quarters.
  • Principal Securities's Upstream Bio Inc position peaked at $197 in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.