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CIK: 0000012600
Total reported value
$8.3B
$8.3B
3679 檔
8.6%
As reported in its official Q2 2025 Form 13F filing, Principal Securities, Inc.'s tracked investment portfolio stood at $8.3B with 3679 total positions.
During Q2 2025, 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, PSC) accounted for 8.6% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 3679 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USMC | Principal US Mega-cap ETF | ETF-Other | 4.71% | -0.17% | -8.28% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +0.38% | +48.75% | |
| 3 | PSC | Principal US Small-cap ETF | ETF-Other | 2.25% | -0.06% | +32.29% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.25% | -0.92% | +14.70% | |
| 5 | BCHP | Principal Foc Blue Chip ETF | ETF-Other | 1.80% | -0.18% | +40.46% | |
| 6 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 1.80% | -0.02% | +10.64% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.17% | +16.97% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | -0.08% | +24.53% | |
| 9 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.30% | -0.16% | +117.52% | |
| 10 | PIEQ | Principal Intl Eqty ETF | ETF-Other | 1.30% | +2.71% | +100.72% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.04% | +12.52% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.14% | -0.22% | +7.82% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | — | +12.91% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.04% | — | +104.55% | |
| 15 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 1.00% | +0.13% | +19.66% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.95% | -0.18% | -10.19% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.95% | — | +11.07% | |
| 18 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 0.93% | -0.13% | +58.26% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.86% | -0.06% | +117.67% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | -0.24% | +6.55% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.08% | +18.13% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | -0.05% | +15.61% | |
| 23 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.81% | +0.06% | -6.00% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.01% | +14.17% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.73% | -0.05% | +66.90% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.71% | -0.13% | +4.09% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.68% | -0.08% | +12.68% | |
| 28 | APUE | Activepassive US Equity ETF | ETF-Other | 0.65% | +0.03% | +78.45% | |
| 29 | PY | Principal Value ETF | ETF-Other | 0.64% | -0.03% | -21.90% | |
| 30 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.63% | -0.03% | -36.55% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.02% | +5.95% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.60% | -0.09% | +40.50% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.01% | +26.93% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.55% | +0.10% | +13.66% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | -0.36% | -18.19% | |
| 36 | PSET | Principal Quality ETF | ETF-Other | 0.54% | -0.02% | +40.58% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | -0.04% | +8.90% | |
| 38 | YLD | Principal Act Hi Yld ETF | ETF-Other | 0.53% | +0.17% | +69.76% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | — | +8.73% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.03% | -6.31% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.02% | +13.79% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.05% | -13.34% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.01% | -6.11% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.10% | -2.98% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.04% | +5.00% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.11% | -67.40% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.41% | — | +16.30% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.40% | -0.03% | +188.94% | |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.40% | — | +33.52% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.02% | +5.41% |
According to official SEC Form 13F filings, Principal Securities, Inc. reported a total U.S. public equity portfolio value of $8.3B across 3679 disclosed positions in Q2 2025.
During Q2 2025, Principal Securities, Inc.'s top holdings by market value included USMC (4.7%)、IVV (2.4%)、PSC (2.3%). The largest single position, USMC, represented 4.7% of total portfolio value.
In Q2 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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