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CIK: 0000012600
Total reported value
$8.3B
$8.3B
3553 檔
7.4%
During the Q1 2025 filing period, Principal Securities, Inc. (CIK: 0000012600) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $8.3B across 3553 reported positions.
During Q1 2025, Principal Securities, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3553 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USMC | Principal US Mega-cap ETF | ETF-Other | 5.87% | -0.17% | +0.03% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.28% | -0.92% | +0.90% | |
| 3 | PSC | Principal US Small-cap ETF | ETF-Other | 1.95% | -0.06% | +0.05% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | +0.38% | +1.10% | |
| 5 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 1.83% | -0.02% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.17% | +0.44% | |
| 7 | BCHP | Principal Foc Blue Chip ETF | ETF-Other | 1.42% | -0.18% | +0.07% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.37% | +0.11% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.04% | +0.70% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.24% | — | +0.68% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | -0.08% | — | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.20% | -0.22% | +0.08% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.06% | -0.18% | +0.10% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.00% | -0.03% | — | |
| 15 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 0.97% | +0.13% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | — | +0.99% | |
| 17 | PY | Principal Value ETF | ETF-Other | 0.97% | -0.03% | +0.03% | |
| 18 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.86% | +0.06% | — | |
| 19 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.86% | -0.07% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | -0.36% | +0.22% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | -0.24% | +0.07% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | -0.05% | — | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.78% | -0.13% | +0.18% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.01% | +0.06% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.02% | +0.22% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.70% | -0.16% | — | |
| 27 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.69% | +0.01% | — | |
| 28 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 0.68% | -0.13% | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.08% | +0.36% | |
| 30 | PIEQ | Principal Intl Eqty ETF | ETF-Other | 0.64% | +2.71% | — | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | -0.05% | +0.07% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.61% | -0.08% | +0.01% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | -0.03% | — | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.55% | +0.10% | — | |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.55% | — | — | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | -0.01% | +0.85% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.51% | -0.09% | +0.36% | |
| 38 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.51% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.10% | +0.08% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.49% | -0.05% | +0.01% | |
| 41 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.49% | -0.04% | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | — | +0.45% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | -0.04% | +0.52% | |
| 44 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.45% | -0.03% | +0.49% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.01% | +0.15% | |
| 46 | PSET | Principal Quality ETF | ETF-Other | 0.44% | -0.02% | +0.07% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.02% | +0.73% | |
| 48 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.44% | -0.06% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.04% | +0.68% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.02% | +0.43% |
According to official SEC Form 13F filings, Principal Securities, Inc. reported a total U.S. public equity portfolio value of $8.3B across 3553 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including USMC, AGG, PSC) accounted for 7.4% of total reported equity market value during Q1 2025.
During Q1 2025, Principal Securities, Inc.'s top holdings by market value included USMC (5.9%)、AGG (2.3%)、PSC (1.9%). The largest single position, USMC, represented 5.9% of total portfolio value.
In Q1 2025, 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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