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

About Principal Securities, Inc.

Investment Activity

  • Principal Securities, Inc. has $4.44 billion in total holdings as of December 31, 2024.
  • Principal Securities, Inc. owns shares of 3,548 different stocks, but just 257 companies or ETFs make up 80% of its holdings.
  • Approximately 15.41% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Principal Securities, Inc. has purchased 3,450 new stocks and bought additional shares in 1,763 stocks.
  • Principal Securities, Inc. sold shares of 864 stocks and completely divested from 159 stocks this quarter.

Largest New Holdings this Quarter

PRINCIPAL EXCHANGE TRADED FD
$28,529,171 Holding
BLACKROCK INC
$5,686,783 Holding
ARISTA NETWORKS INC
$4,066,399 Holding
LAM RESEARCH CORP
$2,214,344 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Growth ETF
681,859 shares (about $59.94M)
iShares Russell Top 200 Growth ETF
152,427 shares (about $35.86M)
Schwab U.S. TIPS ETF
1,315,706 shares (about $33.98M)
PRINCIPAL EXCHANGE TRADED FD
1,180,267 shares (about $28.53M)

Largest Sales this Quarter

SPDR S&P Emerging Asia Pacific ETF
310 shares (about $∞T)
iShares Core MSCI EAFE ETF
797,669 shares (about $56.06M)
SPDR Portfolio S&P 500 Value ETF
597,717 shares (about $30.57M)
iShares TIPS Bond ETF
284,026 shares (about $30.26M)
iShares Russell Top 200 Value ETF
346,761 shares (about $27.40M)

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
$262,146,032$2,662,391 -1.0%4,366,9175.9%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$101,065,114$4,521,062 4.7%1,042,9842.3%Finance
Principal U.S. Small-Cap Multi-Factor ETF stock logo
PSC
Principal U.S. Small-Cap Multi-Factor ETF
$87,061,823$20,539,475 30.9%1,698,1052.0%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$81,858,469$22,242,140 -21.4%139,0541.8%ETF
Goldman Sachs MarketBeta U.S. Equity ETF stock logo
GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
$81,721,947$6,323,653 8.4%1,011,0351.8%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$63,400,812$5,842,837 10.2%150,4171.4%Computer and Technology
PRINCIPAL EXCHANGE TRADED FD
$63,249,563$2,796,541 4.6%1,859,7341.4%FOCUSED BLUE CHI
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$61,310,310$59,935,379 4,359.2%697,5011.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$58,714,589$1,212,128 2.1%267,6271.3%Retail/Wholesale
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$55,337,400$6,568,054 13.5%802,6891.2%ETF
Apple Inc. stock logo
AAPL
Apple
$55,032,572$4,227,091 8.3%219,7611.2%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$53,415,670$1,800,228 3.5%165,8051.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$47,513,605$56,060,139 -54.1%676,0621.1%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$44,541,483$43,644,319 4,864.7%690,8871.0%ETF
IG
Principal Investment Grade Corporate Active ETF
$43,485,295$2,111,821 5.1%2,137,9201.0%ETF
Principal Value ETF stock logo
PY
Principal Value ETF
$43,402,071$1,510,231 3.6%876,5301.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$42,996,257$987,568 2.4%320,1751.0%Computer and Technology
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$38,593,247$2,691,271 7.5%1,157,5660.9%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$38,286,663$35,861,500 1,478.7%162,7350.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$37,726,650$3,642,455 10.7%327,4310.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$37,036,887$6,597,424 21.7%709,2470.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$36,540,543$4,092,133 12.6%126,0840.8%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$35,011,183$33,984,673 3,310.7%1,355,4470.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$34,165,873$1,520,311 4.7%336,5100.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$32,346,365$4,357,864 15.6%170,8740.7%Computer and Technology
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$31,207,049$1,343,572 4.5%337,0460.7%Manufacturing
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$30,740,721$27,721,768 918.3%248,8520.7%ETF
GCOR
Goldman Sachs Access U.S. Aggregate Bond ETF
$30,523,712$2,181,380 7.7%756,9430.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$30,067,181$4,145,421 16.0%51,3520.7%Computer and Technology
PRINCIPAL EXCHANGE TRADED FD
$28,529,171$28,529,171 New Holding1,180,2670.6%INTL EQUITY ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$27,382,201$3,139,604 13.0%143,4520.6%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$27,359,826$95,506 -0.3%413,6650.6%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$26,900,024$6,523,964 32.0%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
$24,550,009$200,183 0.8%213,1450.6%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$24,428,389$1,083,323 4.6%932,7370.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$24,202,702$110,553 0.5%142,9570.5%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$22,889,341$7,690,587 -25.1%240,9150.5%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$22,858,732$3,579,688 18.6%397,3360.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$22,303,735$470,327 2.2%43,6280.5%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$22,116,603$16,816,369 317.3%793,5630.5%ETF
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$22,104,741$1,448,952 7.0%399,3630.5%ETF
Visa Inc. stock logo
V
Visa
$21,793,698$1,156,385 5.6%68,9590.5%Business Services
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$21,453,593$4,036,201 23.2%448,6320.5%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$20,131,227$963,620 5.0%1,104,8970.5%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$20,011,181$5,008,417 33.4%86,3150.5%Computer and Technology
PSET
Principal Quality ETF
$19,848,896$369,731 1.9%277,3350.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$19,540,796$543,514 2.9%102,6090.4%Computer and Technology
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$19,521,174$300,439 1.6%140,0870.4%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$19,237,344$1,324,041 7.4%42,4400.4%Finance
ActivePassive U.S. Equity ETF stock logo
APUE
ActivePassive U.S. Equity ETF
$18,570,160$5,851,549 46.0%519,3000.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,503,925$994,317 5.7%77,1930.4%Finance
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$18,110,952$7,670,300 73.5%400,6850.4%Manufacturing
Global X S&P 500 Covered Call ETF stock logo
XYLD
Global X S&P 500 Covered Call ETF
$17,312,686$196,511 1.1%413,1910.4%ETF
YLD
Principal Active High Yield ETF
$16,288,072$2,251,712 16.0%849,2220.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$16,087,819$1,501,256 10.3%30,5520.4%Business Services
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
$15,776,784$290,314 1.9%1,055,3030.4%Financial Services
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$15,378,322$2,097,512 15.8%195,5290.3%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$14,893,781$453,834 3.1%75,4150.3%Computer and Technology
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$14,799,195$325,417 2.2%95,5030.3%ETF
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$14,150,605$599,420 4.4%417,4220.3%ETF
iShares MSCI USA Size Factor ETF stock logo
SIZE
iShares MSCI USA Size Factor ETF
$13,867,594$388,181 2.9%93,3840.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$13,780,701$2,055,024 17.5%17,8510.3%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$13,331,391$1,329,396 11.1%26,3540.3%Medical
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$13,316,619$175,161 -1.3%70,0950.3%ETF
Goldman Sachs Access Investment Grade Corporate Bond ETF stock logo
GIGB
Goldman Sachs Access Investment Grade Corporate Bond ETF
$13,092,585$770,157 6.3%290,4940.3%ETF
PIMCO Corporate & Income Strategy Fund stock logo
PCN
PIMCO Corporate & Income Strategy Fund
$12,972,261$883,936 7.3%966,6360.3%Financial Services
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$12,743,394$207,685 1.7%107,9310.3%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$12,402,574$752,371 6.5%219,5920.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$12,296,906$608,249 5.2%331,2740.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$12,054,085$637,104 5.6%150,1690.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$11,639,216$273,112 2.4%44,0660.3%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$11,484,289$1,550,454 -11.9%2,3110.3%Retail/Wholesale
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$11,455,633$169,385 1.5%170,9030.3%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$11,436,377$4,936,498 75.9%130,9560.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$11,250,009$5,247,016 -31.8%27,8580.3%Auto/Tires/Trucks
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$11,145,069$771,534 7.4%46,3840.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$11,098,081$790,713 7.7%178,1110.2%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$10,923,513$1,759,236 19.2%32,6730.2%Computer and Technology
iShares Bloomberg Roll Select Commodity Strategy ETF stock logo
CMDY
iShares Bloomberg Roll Select Commodity Strategy ETF
$10,723,667$658,641 6.5%225,4010.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$10,564,240$4,513,794 74.6%59,3230.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$10,412,914$221,539 -2.1%17,7670.2%Finance
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$10,365,049$67,660 -0.6%113,0570.2%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$10,311,133$3,213,790 45.3%280,2700.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$10,292,033$312,587 -2.9%131,9320.2%ETF
Schwab Fundamental Emerging Markets Large Company Index ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Large Company Index ETF
$10,287,767$599,592 6.2%354,1400.2%ETF
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$10,221,387$222,740 -2.1%168,7810.2%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$10,038,929$28,159 0.3%39,5720.2%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$9,905,754$419,120 4.4%133,8430.2%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$9,844,659$567,645 6.1%91,5190.2%Oils/Energy
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$9,668,742$867,529 -8.2%84,4580.2%ETF
PQDI
Principal Spectrum Tax-Advantaged Dividend Active ETF
$9,648,735$297,706 3.2%508,0960.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$9,562,814$470,348 5.2%217,1390.2%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$9,472,812$2,154,169 29.4%403,6140.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$9,451,950$6,410,034 210.7%345,9720.2%ETF
ActivePassive International Equity ETF stock logo
APIE
ActivePassive International Equity ETF
$9,420,332$3,080,437 48.6%336,2000.2%ETF
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$9,412,264$481,958 5.4%187,8320.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$9,342,353$1,117,718 13.6%103,4020.2%Retail/Wholesale
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$9,243,544$272,306 3.0%438,9150.2%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$9,092,606$3,626,611 66.3%173,2920.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$9,012,870$1,519,745 20.3%56,5000.2%Manufacturing

Showing largest 100 holdings. View all holdings.
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