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
$30.8 Million 0.0% of portfolio
1,552
Q2 2024 Added 48.52%
First Tr Exchng Traded Fd Vi
-
$19.6 Million 0.0% of portfolio
-
Q4 2024 Added 2.65%
First Tr Exchng Traded Fd Vi
-
$6.45 Million 0.0% of portfolio
-
Q1 2024 New
First Tr Exchng Traded Fd Vi
-
$2.7 Million 0.0% of portfolio
-
Q1 2024 New
First Tr Exchng Traded Fd Vi
-
$5.88 Million 0.0% of portfolio
-
Q4 2024 Added 2.09%
First Tr Exchng Traded Fd Vi
-
$9.45 Million 0.0% of portfolio
-
Q2 2024 Reduced 24.95%
First Tr Exchng Traded Fd Vi
-
$129 Million 0.0% of portfolio
-
Q3 2024 Reduced 36.46%
First Tr Exchng Traded Fd Vi
-
$123 Million 0.0% of portfolio
-
Q2 2024 Added 557.0%
First Tr Exchng Traded Fd Vi
-
$37.4 Million 0.0% of portfolio
-
Q2 2024 Added 344.54%
First Tr Exchng Traded Fd Vi
-
$26.5 Million 0.0% of portfolio
-
Q1 2024 Reduced 94.19%
First Tr Exchng Traded Fd Vi
-
$140 Million 0.0% of portfolio
-
Q2 2024 New
First Tr Exchng Traded Fd Vi
-
$60.3 Million 0.0% of portfolio
-
Q4 2024 Reduced 88.86%
$0
$10.6 Million 0.0% of portfolio
378
Q2 2024 Added 19.24%
$0
$21.4 Million 0.0% of portfolio
938
Q2 2024 Added 177.51%
$0
$41 Million 0.0% of portfolio
1,378
Q4 2024 Added 37.8%
-
$19.5 Million 0.0% of portfolio
-
Q4 2023 New
$0
$26 Million 0.0% of portfolio
945
Q3 2024 Reduced 38.8%
First Tr Exchng Traded Fd Vi
-
$84.1 Million 0.0% of portfolio
-
Q1 2024 New
$0
$32.7 Million 0.0% of portfolio
767
Q4 2024 New
$0
$27.6 Million 0.0% of portfolio
700
Q4 2024 New
$0
$52.7 Million 0.0% of portfolio
1,300
Q1 2024 Reduced 38.1%
$0
$9.24 Million 0.0% of portfolio
220
Q1 2024 Reduced 67.16%
$0
$21.6 Million 0.0% of portfolio
500
Q4 2023 New
-
$153 Million 0.0% of portfolio
-
Q4 2024 New
$0
$114 Million 0.0% of portfolio
2,650
Q4 2024 Added 130.43%
$0
$13.2 Million 0.0% of portfolio
276
Q4 2024 New
-
$7.54 Million 0.0% of portfolio
-
Q2 2024 Reduced 9.09%
$0
$3.77 Million 0.0% of portfolio
81
Q4 2023 New
$0
$34.7 Million 0.0% of portfolio
1,725
Q2 2024 Added 1.47%
$0
$133 Million 0.0% of portfolio
2,721
Q3 2024 Added 105.51%
$0
$28 Million 0.0% of portfolio
697
Q3 2024 Reduced 34.43%
$0
$28.1 Million 0.0% of portfolio
631
Q3 2024 Reduced 34.81%
First Tr Exchng Traded Fd Vi
-
$4.04 Million 0.0% of portfolio
-
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$45.8 Million 0.0% of portfolio
-
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$27.8 Million 0.0% of portfolio
-
Q2 2024 New
First Tr Exchng Traded Fd Vi
-
$21.3 Million 0.0% of portfolio
-
Q1 2024 New
First Tr Exchng Traded Fd Vi
-
$40.2 Million 0.0% of portfolio
-
Q3 2024 Added 101.77%
First Tr Exchng Traded Fd Vi
-
$14.7 Million 0.0% of portfolio
-
Q1 2024 Reduced 60.0%
First Tr Exchng Traded Fd Vi
-
$27.8 Million 0.0% of portfolio
-
Q3 2024 Reduced 34.52%
First Tr Exchng Traded Fd Vi
-
$34.2 Million 0.0% of portfolio
-
Q3 2024 Reduced 50.56%
First Tr Exchng Traded Fd Vi
-
$35 Million 0.0% of portfolio
-
Q4 2024 Added 33.33%
First Tr Exchng Traded Fd Vi
-
$105 Million 0.0% of portfolio
-
Q2 2024 Reduced 30.8%
$0
$82.4 Million 0.0% of portfolio
2,622
Q4 2024 Added 152.12%
$0
$6.73 Million 0.0% of portfolio
300
Q1 2024 New
$0
$27.6 Million 0.0% of portfolio
741
Q3 2024 Reduced 34.13%
$0
$4.34 Million 0.0% of portfolio
200
Q4 2024 New
$0
$29 Million 0.0% of portfolio
750
Q4 2023 New
$0
$25.3 Million 0.0% of portfolio
1,170
Q2 2024 Reduced 17.61%
$0
$102 Million 0.0% of portfolio
2,471
Q3 2024 Added 47.88%

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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