Principal Securities, Inc. Portfolio Holdings

Principal Securities, Inc.

  • $4.47 Trillion
  • Q1 2025

Principal Securities, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.47 Trillion distributed in 3553 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 $102B, Principal ETF U.S. Small Cap M with a value of $87.1B, Ishares Core S&P 500 ETF with a value of $82.8B, and Goldman Sachs ETF Tr Marketbet with a value of $81.7B.

Examining the 13F form we can see an increase of $28.4B in the current position value, from $4.44T to 4.47T.

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 $4.47 Trillion
Technology: $356 Billion
Financial Services: $273 Billion
Consumer Cyclical: $171 Billion
Healthcare: $141 Billion
Communication Services: $123 Billion
Industrials: $116 Billion
Consumer Defensive: $84.2 Billion
Energy: $43.5 Billion
Other: $123 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.3 Billion 0.03% of portfolio
31,066
Q4 2024 Added 9.06%
$0
$1.24 Billion 0.03% of portfolio
42,720
Q4 2024 Added 71.39%
$0
$1.2 Billion 0.03% of portfolio
39,005
Q4 2024 Added 16.76%
$0
$1.36 Billion 0.03% of portfolio
53,805
Q4 2024 Added 38.26%
$0
$1.48 Billion 0.03% of portfolio
71,342
Q4 2024 Added 19.01%
$53.7B
$1.15 Billion 0.03% of portfolio
7,418
Q4 2024 Added 50.16%
$96.1B
$1.39 Billion 0.03% of portfolio
96,176
Q4 2024 Added 20.43%
$0
$1.13 Billion 0.03% of portfolio
26,820
Q4 2024 Added 5.67%
$77.8B
$1.56 Billion 0.03% of portfolio
12,078
Q1 2025 Added 0.47%
$263B
$1.36 Billion 0.03% of portfolio
7,012
Q1 2025 Added 0.46%
Vanguard Malvern Fds
-
$1.17 Billion 0.03% of portfolio
-
Q4 2024 Reduced 13.31%
$35.9B
$1.29 Billion 0.03% of portfolio
5,029
Q4 2024 Added 31.86%
$50.9B
$1.35 Billion 0.03% of portfolio
7,886
Q1 2025 Added 1.09%
$38.8B
$1.17 Billion 0.03% of portfolio
17,328
Q1 2025 Added 0.73%
$18.2B
$1.2 Billion 0.03% of portfolio
24,867
Q1 2025 Added 0.24%
$12.4B
$1.18 Billion 0.03% of portfolio
9,036
Q4 2024 Added 0.52%
$8.12B
$990 Million 0.02% of portfolio
3,389
Q4 2024 Added 16.7%
$63.2B
$828 Million 0.02% of portfolio
11,374
Q4 2024 Added 94.36%
$26.9B
$766 Million 0.02% of portfolio
6,157
Q1 2025 Added 1.4%
Amplify ETF Tr
-
$792 Million 0.02% of portfolio
-
Q1 2025 Added 4.06%
Annaly Capital Management In
-
$989 Million 0.02% of portfolio
-
Q1 2025 Added 0.12%
$84.7B
$782 Million 0.02% of portfolio
80,454
Q4 2024 Reduced 3.11%
$15.2B
$960 Million 0.02% of portfolio
11,184
Q4 2024 Added 29.73%
$5.92B
$984 Million 0.02% of portfolio
2,994
Q4 2024 Added 1,501.07%
$0
$1.09 Billion 0.02% of portfolio
46,547
Q4 2024 Reduced 32.23%
$149B
$961 Million 0.02% of portfolio
10,758
Q4 2024 Added 26.16%
$98.1B
$971 Million 0.02% of portfolio
26,730
Q4 2024 Added 195.0%
$31.2B
$940 Million 0.02% of portfolio
9,218
Q4 2024 Added 0.6%
$59.9B
$869 Million 0.02% of portfolio
26,933
Q4 2024 Added 6.37%
$0
$835 Million 0.02% of portfolio
37,626
Q4 2024 Added 33.77%
Capital Group Dividend Growe
-
$927 Million 0.02% of portfolio
-
Q4 2024 Added 16.98%
Capitol Ser Tr
-
$831 Million 0.02% of portfolio
-
Q4 2024 Reduced 10.74%
$17.4B
$1.09 Billion 0.02% of portfolio
2,757
Q4 2024 Added 19.66%
$6.08B
$778 Million 0.02% of portfolio
4,216
Q4 2024 Reduced 3.3%
$75.7B
$943 Million 0.02% of portfolio
10,377
Q1 2025 Added 0.53%
$46.3B
$760 Million 0.02% of portfolio
8,374
Q1 2025 Added 0.37%
$42.6B
$959 Million 0.02% of portfolio
2,752
Q4 2024 Added 14.86%
$24.5B
$1.03 Billion 0.02% of portfolio
8,900
Q4 2024 Added 53.5%
$23.7B
$906 Million 0.02% of portfolio
5,530
Q4 2024 Added 10.82%
$10.6B
$821 Million 0.02% of portfolio
3,589
Q4 2024 Added 11.84%
$47.9B
$1.08 Billion 0.02% of portfolio
6,093
Q1 2025 Added 0.69%
$0
$1.04 Billion 0.02% of portfolio
35,783
Q4 2024 Reduced 21.44%
$0
$891 Million 0.02% of portfolio
15,999
Q4 2024 Reduced 14.54%
$0
$684 Million 0.02% of portfolio
19,779
Q4 2024 Added 3.38%
$16.6B
$756 Million 0.02% of portfolio
8,406
Q4 2024 Added 52.39%
$45.3B
$851 Million 0.02% of portfolio
15,799
Q4 2024 Added 3.88%
$20.4B
$834 Million 0.02% of portfolio
20,784
Q1 2025 Added 1.84%
$13.7B
$836 Million 0.02% of portfolio
15,384
Q4 2024 Added 11.53%
-
$783 Million 0.02% of portfolio
-
Q4 2024 Added 37.58%

Summary

  • Portfolio
  • No. of Stocks 3,553
  • Current Value $4.47 Trillion
  • Prior Value $4.44 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 394 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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