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Principal Securities, Inc.

Portfolio Manager
Principal Securities, Inc.
Performance
+1.17% (2025 Q4)
AUM (13F)
$6.82B
# of Holdings
1411
Performance Rank
Allocation (Top 20)
32.06%

Principal Securities, Inc. Holdings Map

Top 50 Principal Securities, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USMC
PRINCIPAL EXCHANGE TRADED FD
4.47%4.74M$304.6M
+5.96%(+266.35K)
2025-Q1: 4.37M shares2025-Q2: 4.01M shares2025-Q3: 4.38M shares2025-Q4: 4.47M shares2026-Q1: 4.74M shares
$50.82(+44.49%)
2026-03-31
IVV
ISHARES TR
2.97%309.6K$202.2M
+4.86%(+14.34K)
2025-Q1: 140.6K shares2025-Q2: 209.1K shares2025-Q3: 268.8K shares2025-Q4: 295.3K shares2026-Q1: 309.6K shares
$559.23(+34.39%)
2026-03-31
PSC
PRINCIPAL EXCHANGE TRADED FD
2.13%2.54M$145.4M
+9.35%(+216.90K)
2025-Q1: 1.70M shares2025-Q2: 2.25M shares2025-Q3: 2.22M shares2025-Q4: 2.32M shares2026-Q1: 2.54M shares
$50.34(+27.41%)
2026-03-31
PIEQ
PRINCIPAL EXCHANGE TRADED FD
2.06%4.14M$140.7M
+11.20%(+417.27K)
2025-Q1: 1.18M shares2025-Q2: 2.37M shares2025-Q3: 3.14M shares2025-Q4: 3.72M shares2026-Q1: 4.14M shares
$28.49(+24.39%)
2026-03-31
LCAP
PRINCIPAL EXCHANGE TRADED FD
2.05%4.82M$139.7M
+63.96%(+1.88M)
2025-Q1: 0 shares2025-Q2: 401.8K shares2025-Q3: 803.2K shares2025-Q4: 2.94M shares2026-Q1: 4.82M shares
$28.86(+14.70%)
2026-03-31
BCHP
PRINCIPAL EXCHANGE TRADED FD
2.04%4.25M$139.2M
+9.48%(+368.40K)
2025-Q1: 1.86M shares2025-Q2: 2.61M shares2025-Q3: 3.38M shares2025-Q4: 3.89M shares2026-Q1: 4.25M shares
$33.45(+13.07%)
2026-03-31
AGG
ISHARES TR
1.98%1.36M$134.8M
-2.20%(-30.61K)
2025-Q1: 1.05M shares2025-Q2: 1.21M shares2025-Q3: 1.31M shares2025-Q4: 1.39M shares2026-Q1: 1.36M shares
$97.45(+1.22%)
2026-03-31
GSUS
GOLDMAN SACHS ETF TR
1.52%1.16M$103.7M
-1.94%(-22.86K)
2025-Q1: 1.01M shares2025-Q2: 1.12M shares2025-Q3: 1.14M shares2025-Q4: 1.18M shares2026-Q1: 1.16M shares
$67.70(+52.45%)
2026-03-31
IG
PRINCIPAL EXCHANGE TRADED FD
1.47%4.85M$100.2M
+16.72%(+695.05K)
2025-Q1: 2.14M shares2025-Q2: 2.56M shares2025-Q3: 3.11M shares2025-Q4: 4.16M shares2026-Q1: 4.85M shares
$20.70(-0.65%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.23%480.4K$83.8M
+12.74%(+54.30K)
2025-Q1: 323.3K shares2025-Q2: 365.1K shares2025-Q3: 388.1K shares2025-Q4: 426.1K shares2026-Q1: 480.4K shares
$92.97(+153.57%)
2026-03-31

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