Principal Securities, Inc. Reduced Holdings in Q3 2025

Principal Securities, Inc.

  • $6.07 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EPD
Enterprise Products Partners L.P.

Energy
-19.3K
- 71.86%
$30.74 - $32.14 $593K - $619K
7.55K $236M
IYC
Ishares U.S. Consumer Discreti

ETFs
-7.54K
- 19.81%
$98.12 - $105.85 $740K - $798K
30.5K $3.2B
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-23.5K
- 32.98%
$27.55 - $28.94 $649K - $681K
47.9K $1.38B
FYX
First Tr Small Cap Core Alphad

ETFs
-6.11K
- 95.13%
$96.35 - $111.0 $589K - $679K
313 $34.1M
BXP
Boston Properties Inc

Real Estate
-8.72K
- 84.74%
$62.11 - $78.93 $541K - $688K
1.57K $117M
FTNT
Fortinet, Inc.

Technology
-2.43K
- 14.6%
$74.39 - $107.65 $181K - $262K
14.2K $1.2B
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-5.73K
- 79.13%
$84.43 - $97.93 $484K - $561K
1.51K $128M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-20.8K
- 13.62%
$28.95 - $29.73 $602K - $618K
132K $3.92B
OKE
Oneok Inc

Energy
-6.35K
- 67.44%
$71.36 - $83.47 $453K - $530K
3.07K $224M
Kenvue Inc
-17.8K
- 34.25%
N/A
34.2K $555M
WDAY
Workday, Inc.

Technology
-2.12K
- 67.64%
$213.69 - $247.69 $452K - $524K
1.01K $244M
XLC
Select Sector Spdr Tr Communic

ETFs
-7.06K
- 20.48%
$105.99 - $119.41 $748K - $843K
27.4K $3.24B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-18K
- 93.53%
$25.39 - $26.21 $456K - $471K
1.24K $32.4M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-38K
- 34.99%
$14.53 - $17.13 $552K - $650K
70.5K $1.18B
RTM
Invesco S&P 500 Equal Weight M

ETFs
-14.1K
- 90.16%
N/A
1.54K $50.4M
DOW
Dow Inc.

Basic Materials
-16.2K
- 78.71%
$20.87 - $30.37 $339K - $493K
4.39K $101M
MDB
Mongo Db, Inc.

Technology
-2.04K
- 93.58%
$201.0 - $334.87 $410K - $683K
140 $43.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.59K
- 24.31%
$181.56 - $190.33 $471K - $494K
8.08K $1.53B
CARR
Carrier Global Corp

Industrials
-265
- 0.94%
$58.75 - $80.73 $15.6K - $21.4K
28.1K $1.68B
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-6.45K
- 97.83%
$59.28 - $71.9 $382K - $464K
143 $9.44M
BAR
Granite Shares Gold Trust

ETFs
-11.6K
- 91.42%
$32.23 - $38.06 $375K - $443K
1.09K $41.5M
VIS
Vanguard Industrial ETF

ETFs
-1.4K
- 54.22%
$281.0 - $296.29 $393K - $415K
1.18K $350M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-59.6K
- 9.64%
$12.52 - $13.45 $746K - $802K
559K $7.48B
IT
Gartner Inc

Technology
-832
- 81.09%
$225.98 - $406.7 $188K - $338K
194 $51M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-2.14K
- 93.8%
$168.93 - $178.7 $361K - $382K
141 $24.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-11.9K
- 30.54%
$30.02 - $30.29 $357K - $360K
27K $819M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-22K
- 18.69%
$17.81 - $18.39 $392K - $405K
95.8K $1.75B
AFL
Aflac Inc

Financial Services
-3.82K
- 28.08%
$98.09 - $111.7 $374K - $426K
9.78K $1.09B
TTD
Trade Desk, Inc.

Technology
-1.17K
- 9.74%
$43.93 - $89.76 $51.4K - $105K
10.8K $531M
AMP
Ameriprise Financial Inc

Financial Services
-199
- 3.67%
$486.13 - $544.55 $96.7K - $108K
5.22K $2.56B
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-16.7K
- 79.85%
$19.5 - $19.83 $325K - $330K
4.2K $82.8M
NTES
Net Ease, Inc.

Communication Services
-2.82K
- 39.82%
$127.31 - $159.34 $359K - $450K
4.27K $648M
WY
Weyerhaeuser CO

Real Estate
-11.5K
- 70.27%
$24.1 - $26.83 $278K - $310K
4.88K $121M
Amplify ETF Tr
-3.5K
- 33.4%
N/A
6.98K $606M
UTHR
United Therapeutics Corp

Healthcare
-1.25K
- 65.62%
$274.7 - $438.75 $343K - $548K
655 $275M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-15K
- 50.17%
$14.94 - $16.82 $224K - $252K
14.9K $223M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-535
- 5.0%
$35.51 - $58.78 $19K - $31.4K
10.2K $370M
Maplebear Inc
-2.79K
- 17.16%
N/A
13.5K $495M
ZTS
Zoetis Inc.

Healthcare
-893
- 7.92%
$141.13 - $159.19 $126K - $142K
10.4K $1.52B
HLN
Haleon PLC

Healthcare
-6.09K
- 4.87%
$8.72 - $10.35 $53.1K - $63K
119K $1.07B
Atlassian Corporation
-913
- 47.43%
N/A
1.01K $162M
COPX
Global X Copper Miners ETF

ETFs
-5.24K
- 85.6%
$42.75 - $59.81 $224K - $313K
881 $52.7M
Ralliant Corp
-4.51K
- 97.43%
N/A
119 $5.2M
CTVA
Corteva, Inc.

Basic Materials
-875
- 4.0%
$67.08 - $77.12 $58.7K - $67.5K
21K $1.42B
SNY
Sanofi

Healthcare
-3.53K
- 9.05%
$45.07 - $51.35 $159K - $181K
35.5K $1.67B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.15K
- 29.25%
$101.12 - $106.18 $218K - $229K
5.21K $537M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-5.04K
- 20.49%
$46.97 - $48.89 $237K - $247K
19.6K $956M
TT
Trane Technologies PLC

Industrials
-228
- 3.45%
$398.96 - $472.54 $91K - $108K
6.39K $2.69B
CGUS
Capital Group Core Equity ETF
-22.5K
- 8.43%
$36.89 - $39.72 $831K - $895K
245K $9.67B
Activity Summary
Buys All Purchases 1950 New Holdings 209 Increased Positions 1741 Sells All Sells 1013 Reductions 1013 Sold out 0 Options Calls 0 Puts 0
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