Principal Securities, Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.44 Trillion distributed in 3548 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Principal ETF U S Mega Cap with a value of $262B, Ishares Core U.S. Aggregate Bo with a value of $101B, Principal ETF U.S. Small Cap M with a value of $87.1B, Goldman Sachs ETF Tr Marketbet with a value of $81.7B, and Ishares Core S&P 500 ETF with a value of $81.9B.

Examining the 13F form we can see an increase of $306B in the current position value, from $4.14T to 4.44T. Also it can be appreciated an additional of 254 stocks purchases and 2 closed positions.

Principal Securities, Inc. is based out at Des Moines, IA

Below you can find more details about Principal Securities, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $4.44 Trillion
Technology: $354 Billion
Financial Services: $272 Billion
Consumer Cyclical: $170 Billion
Healthcare: $141 Billion
Communication Services: $122 Billion
Industrials: $115 Billion
Consumer Defensive: $71.9 Billion
Energy: $43.4 Billion
Other: $123 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 3,548
  • Current Value $4.44 Trillion
  • Prior Value $4.14 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 254 stocks
  • Additional Purchases 1,763 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 863 stocks
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