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CIK: 0000012600
Total reported value
$8.3B
$8.3B
3394 檔
7.4%
The Q2 2024 SEC filing reveals that Principal Securities, Inc. held a total portfolio value of $8.3B, covering 3394 public equity positions.
During Q2 2024, Principal Securities, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including USMC, IVV, IEFA) accounted for 7.4% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 3394 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USMC | Principal US Mega-cap ETF | ETF-Other | 6.47% | -0.17% | +14.39% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.04% | +0.38% | +5.56% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.90% | -0.18% | +12.59% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.66% | -0.92% | +6.30% | |
| 5 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 1.82% | -0.02% | +3.93% | |
| 6 | PSC | Principal US Small-cap ETF | ETF-Other | 1.67% | -0.06% | +443.82% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.17% | +11.64% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.32% | -0.22% | -1.73% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.04% | +12.18% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | -0.08% | +19.74% | |
| 11 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 1.07% | +0.13% | +10.22% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.05% | — | +12.85% | |
| 13 | PY | Principal Value ETF | ETF-Other | 1.04% | -0.03% | +22.38% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | — | +894.51% | |
| 15 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.98% | +0.06% | +3.86% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.98% | -0.01% | +450.03% | |
| 17 | BCHP | Principal Foc Blue Chip ETF | ETF-Other | 0.88% | -0.18% | +23.75% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.05% | +3.99% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.82% | -0.24% | +15.42% | |
| 20 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 0.82% | -0.13% | +3.85% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.79% | -0.16% | +11.29% | |
| 22 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.79% | -0.07% | +10.68% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.01% | +3.42% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.11% | +2761.49% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | -0.36% | +7.43% | |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.70% | — | +39.35% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.02% | +5.77% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.68% | -0.08% | +10.63% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.08% | +9.50% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.05% | +0.25% | |
| 31 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.59% | +0.10% | +2.73% | |
| 32 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.58% | -0.04% | +55.15% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.10% | +0.35% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.52% | -0.03% | +5.15% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.01% | +0.01% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.51% | — | +3.11% | |
| 37 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.50% | -0.03% | +1.65% | |
| 38 | PSET | Principal Quality ETF | ETF-Other | 0.49% | -0.02% | +18.94% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.48% | -0.05% | +32.46% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.02% | +10.09% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.48% | -0.06% | +13.97% | |
| 42 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.47% | — | -13.45% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | -0.04% | +10.89% | |
| 44 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.44% | -0.04% | +3.86% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | — | +12.84% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.04% | +10.00% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | -0.09% | +105.60% | |
| 48 | XETYX | Eaton Vance Tax-mgd Div Eqty | Stock-Other | 0.39% | -0.04% | +2.73% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.02% | +10.29% | |
| 50 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.37% | -0.20% | -3.41% |
According to official SEC Form 13F filings, Principal Securities, Inc. reported a total U.S. public equity portfolio value of $8.3B across 3394 disclosed positions in Q2 2024.
During Q2 2024, Principal Securities, Inc.'s top holdings by market value included USMC (6.5%)、IVV (3.0%)、IEFA (2.9%). The largest single position, USMC, represented 6.5% of total portfolio value.
In Q2 2024, Principal Securities, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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