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Principal Securities, Inc. Top Holdings and 13F Report (2025)

About Principal Securities, Inc.

Investment Activity

  • Principal Securities, Inc. has $4.47 billion in total holdings as of March 31, 2025.
  • Principal Securities, Inc. owns shares of 3,553 different stocks, but just 258 companies or ETFs make up 80% of its holdings.
  • Approximately 0.64% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Principal Securities, Inc. has purchased 3,544 new stocks and bought additional shares in 394 stocks.
  • Principal Securities, Inc. sold shares of 5 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

46137V167 - Invesco S&P SmallCap 600 Pure Value ETF
$30,626 Holding
00039J830 - AB ACTIVE ETFS INC
$20,510 Holding
78464A797 - SPDR S&P Bank ETF
$16,641 Holding
78463X103 - SPDR Portfolio Europe ETF
$2,948 Holding
87975E701 - TEMA ETF TRUST
$1,215 Holding

Largest Purchases this Quarter

PepsiCo
79,216 shares (about $12.05M)
Verisk Analytics
3,793 shares (about $1.04M)
iShares Core U.S. Aggregate Bond ETF
9,421 shares (about $912.89K)
iShares Core S&P 500 ETF
1,523 shares (about $896.56K)
Principal Financial Group
7,451 shares (about $576.79K)

Largest Sales this Quarter

iShares MSCI USA Quality Factor ETF
7 shares (about $1.25K)
iShares MSCI EAFE Growth ETF
11 shares (about $1.07K)
iShares MSCI USA Momentum Factor ETF
2 shares (about $413.84)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrincipal Securities, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Principal U.S. Mega-Cap ETF stock logo
USMC
Principal U.S. Mega-Cap ETF
$262,221,070$75,038 0.0%4,368,1675.9%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$101,978,008$912,895 0.9%1,052,4052.3%Finance
Principal U.S. Small-Cap Multi-Factor ETF stock logo
PSC
Principal U.S. Small-Cap Multi-Factor ETF
$87,107,094$45,271 0.1%1,698,9881.9%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$82,754,619$896,557 1.1%140,5771.9%ETF
Goldman Sachs MarketBeta U.S. Equity ETF stock logo
GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
$81,721,9470.0%1,011,0351.8%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$63,679,424$278,612 0.4%151,0781.4%Computer and Technology
PRINCIPAL EXCHANGE TRADED FD
$63,296,088$46,526 0.1%1,861,1021.4%FOCUSED BLUE CHI
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$61,310,3100.0%697,5011.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$59,126,164$411,575 0.7%269,5031.3%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$55,408,202$375,630 0.7%221,2611.2%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$55,337,4000.0%802,6891.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$53,459,484$43,814 0.1%165,9411.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$47,560,018$46,385 0.1%676,7221.1%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$44,541,4830.0%690,8871.0%ETF
IG
Principal Investment Grade Corporate Active ETF
$43,485,2950.0%2,137,9201.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$43,421,285$425,027 1.0%323,3401.0%Computer and Technology
Principal Value ETF stock logo
PY
Principal Value ETF
$43,413,213$11,141 0.0%876,7551.0%ETF
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$38,593,2470.0%1,157,5660.9%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$38,286,6630.0%162,7350.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$37,811,020$84,456 0.2%328,1640.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$37,063,304$26,423 0.1%709,7530.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$36,540,5430.0%126,0840.8%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$35,074,157$62,974 0.2%1,357,8850.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$34,186,687$20,814 0.1%336,7150.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$32,418,299$71,934 0.2%171,2540.7%Computer and Technology
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$31,207,0490.0%337,0460.7%Manufacturing
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$30,740,7210.0%248,8520.7%ETF
GCOR
Goldman Sachs Access U.S. Aggregate Bond ETF
$30,523,7120.0%756,9430.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$30,175,501$108,320 0.4%51,5370.7%Computer and Technology
PRINCIPAL EXCHANGE TRADED FD
$28,529,1710.0%1,180,2670.6%INTL EQUITY ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$27,402,052$19,852 0.1%143,5560.6%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$27,362,537$2,712 0.0%413,7060.6%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$26,900,0240.0%374,0790.6%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$24,550,0090.0%213,1450.5%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$24,428,3890.0%932,7370.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$24,409,079$206,377 0.9%144,1760.5%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$22,941,115$82,383 0.4%398,7680.5%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$22,889,3410.0%240,9150.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$22,321,628$17,893 0.1%43,6630.5%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$22,117,717$1,115 0.0%793,6030.5%ETF
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$22,104,7410.0%399,3630.5%ETF
Visa Inc. stock logo
V
Visa
$21,891,670$97,972 0.4%69,2690.5%Business Services
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$21,565,539$111,947 0.5%450,9730.5%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$20,229,105$97,878 0.5%1,110,2690.5%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$20,041,784$30,603 0.2%86,4470.4%Computer and Technology
PSET
Principal Quality ETF
$19,863,210$14,314 0.1%277,5350.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$19,684,007$143,210 0.7%103,3610.4%Computer and Technology
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$19,521,1740.0%140,0870.4%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$19,368,342$130,999 0.7%42,7290.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,583,030$79,104 0.4%77,5230.4%Finance
ActivePassive U.S. Equity ETF stock logo
APUE
ActivePassive U.S. Equity ETF
$18,570,1600.0%519,3000.4%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$18,172,836$61,879 0.3%402,0540.4%Manufacturing
Global X S&P 500 Covered Call ETF stock logo
XYLD
Global X S&P 500 Covered Call ETF
$17,413,204$100,518 0.6%415,5900.4%ETF
YLD
Principal Active High Yield ETF
$16,299,580$11,508 0.1%849,8220.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$16,087,8190.0%30,5520.4%Business Services
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
$15,826,971$50,187 0.3%1,058,6600.4%Financial Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$15,662,859$12,045,639 333.0%103,0040.4%Consumer Staples
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$15,382,805$4,483 0.0%195,5860.3%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$14,926,367$32,586 0.2%75,5800.3%Computer and Technology
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$14,810,507$11,312 0.1%95,5760.3%ETF
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$14,150,6050.0%417,4220.3%ETF
iShares MSCI USA Size Factor ETF stock logo
SIZE
iShares MSCI USA Size Factor ETF
$13,867,5940.0%93,3840.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$13,823,933$43,231 0.3%17,9070.3%Medical
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$13,442,766$126,146 0.9%70,7590.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$13,331,3910.0%26,3540.3%Medical
Goldman Sachs Access Investment Grade Corporate Bond ETF stock logo
GIGB
Goldman Sachs Access Investment Grade Corporate Bond ETF
$13,092,5850.0%290,4940.3%ETF
PIMCO Corporate & Income Strategy Fund stock logo
PCN
PIMCO Corporate & Income Strategy Fund
$13,027,296$55,035 0.4%970,7370.3%Financial Services
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$12,743,3940.0%107,9310.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$12,427,383$130,477 1.1%334,7890.3%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$12,413,715$11,183 0.1%219,7900.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$12,091,491$37,406 0.3%150,6350.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$11,904,931$265,716 2.3%45,0720.3%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$11,494,226$9,939 0.1%2,3130.3%Retail/Wholesale
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$11,455,6330.0%170,9030.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$11,441,575$296,503 2.7%47,6180.3%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$11,436,3770.0%130,9560.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$11,337,238$87,228 0.8%28,0740.3%Auto/Tires/Trucks
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$11,098,0810.0%178,1110.2%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$10,923,5130.0%32,6730.2%Computer and Technology
iShares Bloomberg Roll Select Commodity Strategy ETF stock logo
CMDY
iShares Bloomberg Roll Select Commodity Strategy ETF
$10,723,6670.0%225,4010.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$10,562,993$1,247 0.0%59,3160.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$10,423,479$131,447 1.3%133,6170.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$10,412,9140.0%17,7670.2%Finance
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$10,375,134$10,085 0.1%113,1670.2%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$10,311,1330.0%280,2700.2%ETF
Schwab Fundamental Emerging Markets Large Company Index ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Large Company Index ETF
$10,287,7670.0%354,1400.2%ETF
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$10,221,3870.0%168,7810.2%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$10,038,9290.0%39,5720.2%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$9,905,7540.0%133,8430.2%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$9,862,300$17,641 0.2%91,6830.2%Energy
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$9,675,954$7,212 0.1%84,5210.2%ETF
PQDI
Principal Spectrum Tax-Advantaged Dividend Active ETF
$9,648,7350.0%508,0960.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$9,624,822$62,008 0.6%218,5470.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$9,509,814$57,864 0.6%348,0900.2%ETF
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$9,490,085$77,821 0.8%189,3850.2%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$9,472,8120.0%403,6140.2%ETF
ActivePassive International Equity ETF stock logo
APIE
ActivePassive International Equity ETF
$9,420,3320.0%336,2000.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$9,375,060$32,707 0.4%103,7640.2%Retail/Wholesale
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$9,342,358$98,813 1.1%443,6070.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$9,117,674$104,805 1.2%57,1570.2%Manufacturing

Showing largest 100 holdings. View all holdings.
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