Principal Securities, INC. — Q3 2025 13F Holdings

Name: Principal Securities, INC. — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0000012600

Total reported value

$6.8B

← Back to latest quarter

Full holdings list this quarter

Showing top 200 holdings (of 3731 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	USMC	Principal US Mega-cap ETF	ETF-Other	4.92%	—	+9.31%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.96%	—	+28.55%
3	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.17%	—	+8.65%
4	BCHP	Principal Foc Blue Chip ETF	ETF-Other	2.10%	-0.21%	+29.38%
5	PSC	Principal US Small-cap ETF	ETF-Other	2.08%	+0.06%	-1.25%
6	GSUS	Goldman Sachs Marketbeta US	ETF-Commodities	1.73%	-0.20%	+1.70%
7	MSFT	Microsoft CORP	Stock-Tech	1.64%	-0.29%	+8.45%
8	PIEQ	Principal Intl Eqty ETF	ETF-Other	1.63%	+0.17%	+32.34%
9	IUSV	Ishares Core S&p U.s. Value	ETF-Other	1.21%	+0.06%	+0.47%
10	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	1.20%	—	-6.65%
11	NVDA	Nvidia CORP	Stock-Tech	1.19%	—	+6.31%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	1.14%	—	+4.06%
13	AAPL	Apple INC	Stock-Tech	1.10%	—	+6.76%
14	IG	Prin Invest Grad CORP Etf-ui	ETF-Other	1.08%	+0.13%	+21.53%
15	IWB	Ishares Russell 1000 ETF	ETF-Other	1.06%	—	-1.64%
16	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	0.95%	-0.22%	+14.44%
17	GCOR	Goldman Sachs Access US Agg	ETF-Commodities	0.90%	+0.04%	+9.60%
18	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.87%	—	+5.95%
19	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.84%	—	+6.52%
20	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.83%	-0.13%	+8.78%
21	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.81%	+0.13%	-7.54%
22	PY	Principal Value ETF	ETF-Other	0.81%	+0.15%	+36.31%
23	APUE	Activepassive US Equity ETF	ETF-Other	0.79%	—	+26.91%
24	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.78%	—	+7.45%
25	META	Meta Platforms Inc-class A	Stock-Comm Services	0.78%	—	+5.87%
26	GSIE	Goldman Sachs Activebeta Int	ETF-Commodities	0.68%	—	-7.19%
27	YLD	Principal Act Hi Yld ETF	ETF-Other	0.68%	+0.09%	+46.45%
28	SCHG	Schwab US Large-cap Growth	ETF-Other	0.67%	—	-3.37%
29	SCHP	Schwab U.s. Tips ETF	ETF-Other	0.67%	+0.11%	+6.20%
30	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	0.63%	—	+8.54%
31	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.61%	—	-3.24%
32	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.58%	-0.13%	+10.76%
33	AVGO	Broadcom INC	Stock-Tech	0.58%	—	-2.98%
34	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	0.54%	—	+3.97%
35	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.52%	+0.05%	-1.47%
36	IWY	Ishares Russell Top 200 Grow	ETF-Other	0.49%	—	+518.33%
37	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.49%	—	+0.40%
38	BND	Vanguard Total Bond Market	ETF-Other	0.48%	—	+11.89%
39	JPM	Jpmorgan Chase & Co	Stock-Financials	0.48%	—	+4.25%
40	PSET	Principal Quality ETF	ETF-Other	0.46%	—	-5.84%
41	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.45%	—	+6.02%
42	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.44%	—	+1.61%
43	VTV	Vanguard Value ETF	ETF-Other	0.44%	—	+5.33%
44	V	Visa Inc-class A Shares	Stock-Financials	0.44%	—	+3.38%
45	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.44%	-0.41%	+11.77%
46	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.43%	—	+3.54%
47	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	0.40%	—	+12.22%
48	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	0.40%	—	-59.66%
49	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	0.39%	—	+12.09%
50	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.39%	—	+4.10%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Principal Securities, INC. for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IVV	Ishares Core S&p 500 ETF	+1.1%	+28.55%	Add
2	PIEQ	Principal Intl Eqty ETF	+1%	+32.34%	Add
3	BCHP	Principal Foc Blue Chip ETF	+0.7%	+29.38%	Add
4	IUSV	Ishares Core S&p U.s. Value	+0.5%	+0.47%	Add
5	IUSG	Ishares Core S&p U.s. Growth	+0.5%	+14.44%	Add
6	APUE	Activepassive US Equity ETF	+0.4%	+26.91%	Add
7	YLD	Principal Act Hi Yld ETF	+0.3%	+46.45%	Add
8	FTEC	Fidelity Msci Info Tech Indx	+0.3%	+176.63%	Add
9	MSFT	Microsoft CORP	+0.2%	+8.45%	Add
10	NVDA	Nvidia CORP	+0.2%	+6.31%	Add
11	GCOR	Goldman Sachs Access US Agg	+0.2%	+9.60%	Add
12	ITOT	Ishares Core S&p Total U.s.	+0.2%	-1.53%	Add
13	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	+0.2%	+29.73%	Add
14	SCHG	Schwab US Large-cap Growth	+0.2%	-3.37%	Add
15	LVHI	Franklin International Low V	+0.2%	+34.87%	Add
16	APIE	Activepassive Intl Eqty ETF	+0.2%	+10.95%	Add
17	DYNF	Ishrs US E F R A Etf-usd INC	+0.2%	+18.65%	Add
18	FNDX	Schwab Fndmntl US Lrg Co ETF	+0.2%	-1.48%	Add
19	OEF	Ishares S&p 100 ETF	+0.2%	+44.65%	Add
20	FELG	Fidelity Enh Lrg Cap Gwth	+0.2%	+18.75%	Add
21	SHYG	Ishares 0-5 Yr Hy CORP Bond	+0.1%	+865.43%	Add
22	PSC	Principal US Small-cap ETF	+0.1%	-1.25%	Add
23	AVGO	Broadcom INC	+0.1%	-2.98%	Add
24	MBB	Ishares Mbs ETF	+0.1%	+34.41%	Add
25	IG	Prin Invest Grad CORP Etf-ui	+0.1%	+21.53%	Add
26	APCB	Activepassive Core Bond ETF	+0.1%	+25.11%	Add
27	META	Meta Platforms Inc-class A	+0.1%	+5.87%	Add
28	IVW	Ishares S&p 500 Growth ETF	+0.1%	+8.78%	Add
29	JEPI	Jpmorgan Equity Premium Inco	+0.1%	+10.76%	Add
30	JPM	Jpmorgan Chase & Co	+0.1%	+4.25%	Add
31	GOOGL	Alphabet Inc-cl A	+0.1%	+7.45%	Add
32	IEMG	Ishares Core Msci Emerging	0%	+5.95%	Add
33	VTI	Vanguard Total Stock Mkt ETF	0%	+6.52%	Add
34	IXUS	Ishares Core Intl Stock ETF	—	-3.24%	Add
35	SPYM	Ste Str Spdr Pt S&p 500 ETF	0%	-6.65%	Add
36	GSUS	Goldman Sachs Marketbeta US	-0.1%	+1.70%	Add
37	AGG	Ishares Core U.s. Aggregate	-0.1%	+8.65%	Add
38	AAPL	Apple INC	-0.1%	+6.76%	Add
39	IWB	Ishares Russell 1000 ETF	-0.1%	-1.64%	Add
40	AMZN	Amazon.com INC	-0.2%	+4.06%	Add
41	TLT	Ishares 20+ Year Treasury Bd	-0.2%	+376.53%	Trim
42	VFH	Vanguard Financials ETF	-0.3%	-93.65%	Trim
43	PEP	Pepsico INC	-0.3%	+2.99%	Trim
44	SIZE	Ishares Msci USA Size Factor	-0.3%	-56.62%	Trim
45	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	-0.4%	+4.65%	Trim
46	XMMO	Invesco S&p Midcap Momentum	-0.6%	+83.30%	Trim
47	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.9%	+11.77%	Trim
48	USMC	Principal US Mega-cap ETF	-1%	+9.31%	Add
49	LCAP	Principal Cptl Apprec S3 ETF	—	NEW	New buy
50	GGUS	Goldman Ss Mb Rl 1000 GE ETF	—	NEW	New buy