Principal Securities, Inc. Portfolio Holdings

Principal Securities, Inc.

  • $5.32 Trillion
  • Q2 2025

Principal Securities, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.32 Trillion distributed in 3679 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 $251B, Ishares Core S&P 500 ETF with a value of $130B, Ishares Core U.S. Aggregate Bo with a value of $120B, Principal ETF U.S. Small Cap M with a value of $120B, and Goldman Sachs ETF Tr Marketbet with a value of $95.7B.

Examining the 13F form we can see an increase of $853B in the current position value, from $4.47T to 5.32T. Also it can be appreciated an additional of 406 stocks purchases and 3 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 $5.32 Trillion
Technology: $446 Billion
Financial Services: $313 Billion
Consumer Cyclical: $193 Billion
Healthcare: $162 Billion
Communication Services: $150 Billion
Industrials: $144 Billion
Consumer Defensive: $90.4 Billion
ETFs: $53.9 Billion
Other: $142 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$276M
$3.86 Million 0.0% of portfolio
1,500
Q4 2023 New
$215M
$4.88 Million 0.0% of portfolio
779
Q2 2025 New
$250M
$650,000 0.0% of portfolio
40
Q2 2024 Added 110.53%
$173M
$279,000 0.0% of portfolio
19
Q4 2023 New
$177M
$135,000 0.0% of portfolio
35
Q2 2025 New
$123M
$136,000 0.0% of portfolio
13
Q2 2025 Reduced 45.83%
$64.3M
$888,000 0.0% of portfolio
200
Q4 2023 New
$93.2M
$3.3 Million 0.0% of portfolio
1,000
Q4 2023 New
$195M
$84,000 0.0% of portfolio
37
Q2 2025 New
$252M
$216,000 0.0% of portfolio
9
Q2 2025 New
$298M
$990,000 0.0% of portfolio
234
Q2 2025 Added 7.34%
$271M
$657,000 0.0% of portfolio
42
Q4 2023 New
$160M
$321,000 0.0% of portfolio
108
Q2 2025 New
$225M
$659,000 0.0% of portfolio
238
Q2 2025 Added 5.78%
$173M
$740,000 0.0% of portfolio
212
Q2 2025 New
$214M
$125,000 0.0% of portfolio
18
Q2 2025 New
$201M
$197,000 0.0% of portfolio
15
Q2 2025 New
$241M
$1.3 Million 0.0% of portfolio
652
Q2 2025 Reduced 20.29%
$109M
$576,000 0.0% of portfolio
457
Q2 2025 Reduced 52.25%
$93M
$45,000 0.0% of portfolio
25
Q4 2024 Reduced 50.0%
$121M
$273,000 0.0% of portfolio
179
Q2 2025 Added 244.23%
$228M
$705,000 0.0% of portfolio
500
Q4 2023 New
$65.5M
$892,000 0.0% of portfolio
243
Q2 2025 Reduced 73.67%
$214M
$304,000 0.0% of portfolio
54
Q4 2024 Reduced 31.65%
$221M
$7.52 Million 0.0% of portfolio
1,833
Q2 2025 Added 77.44%
$157M
$1.49 Million 0.0% of portfolio
678
Q2 2025 Added 176.73%
$189M
$1.76 Million 0.0% of portfolio
2,457
Q4 2024 Added 255.57%
$125M
$2.06 Million 0.0% of portfolio
45
Q2 2025 Added 2,150.0%
$127M
$22 Million 0.0% of portfolio
3,500
Q4 2023 New
$130M
$312,000 0.0% of portfolio
16
Q4 2024 New
$189M
$89,000 0.0% of portfolio
24
Q2 2025 New
$241M
$214,000 0.0% of portfolio
21
Q2 2025 New
$144M
$101,000 0.0% of portfolio
41
Q4 2023 New
$90.6M
$94,000 0.0% of portfolio
100
Q2 2024 New
$69.5M
$1.19 Million 0.0% of portfolio
600
Q2 2025 Reduced 20.21%
$185M
$31,000 0.0% of portfolio
15
Q2 2025 Reduced 94.0%
$73M
$158,000 0.0% of portfolio
-
Q2 2025 New
$241M
$1.2 Million 0.0% of portfolio
152
Q2 2025 New
$147M
$95,000 0.0% of portfolio
58
Q2 2025 New
$165M
$82,000 0.0% of portfolio
45
Q2 2025 New
$93.1M
$157,000 0.0% of portfolio
50
Q2 2024 Added 316.67%
$178M
$379,000 0.0% of portfolio
29
Q1 2024 New
$145M
$436,000 0.0% of portfolio
31
Q2 2025 New
$207M
$203,000 0.0% of portfolio
75
Q2 2025 Added 134.38%
$185M
$1.31 Million 0.0% of portfolio
300
Q2 2025 New
$292M
$5.64 Million 0.0% of portfolio
500
Q2 2025 New
$162M
$101,000 0.0% of portfolio
100
Q4 2023 New
$53.1M
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$232M
$3.43 Million 0.0% of portfolio
126
Q2 2025 Reduced 8.03%

Summary

  • Portfolio
  • No. of Stocks 3,679
  • Current Value $5.32 Trillion
  • Prior Value $4.47 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 406 stocks
  • Additional Purchases 1,801 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 1,104 stocks
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email