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CIK: 0000012600
Total reported value
$8.3B
$8.3B
1411 檔
11.2%
At the close of Q1 2026, Principal Securities, Inc. disclosed equity holdings valued at approximately $8.3B, spread across 1411 reported holdings.
In Q1 2026, Principal Securities, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 121 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1411 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USMC | Principal US Mega-cap ETF | ETF-Other | 4.47% | -0.17% | +5.96% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.97% | +0.38% | +4.86% | |
| 3 | PSC | Principal US Small-cap ETF | ETF-Other | 2.13% | -0.06% | +9.35% | |
| 4 | PIEQ | Principal Intl Eqty ETF | ETF-Other | 2.06% | +2.71% | +11.20% | |
| 5 | LCAP | Principal Cptl Apprec S3 ETF | ETF-Other | 2.05% | +0.27% | +63.96% | |
| 6 | BCHP | Principal Foc Blue Chip ETF | ETF-Other | 2.04% | -0.18% | +9.48% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.98% | -0.92% | -2.21% | |
| 8 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 1.52% | -0.02% | -1.94% | |
| 9 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 1.47% | +0.13% | +16.72% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | — | +12.74% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.17% | +10.63% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.17% | — | +8.69% | |
| 13 | PY | Principal Value ETF | ETF-Other | 1.08% | -0.03% | +23.39% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.05% | -0.16% | +11.86% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.04% | +4.80% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.08% | +3.93% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.95% | -0.22% | +1.47% | |
| 18 | YLD | Principal Act Hi Yld ETF | ETF-Other | 0.93% | +0.17% | +16.17% | |
| 19 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 0.88% | -0.13% | +9.71% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.85% | -0.18% | +23.03% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.82% | -0.24% | -1.26% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.02% | +1.17% | |
| 23 | APUE | Activepassive US Equity ETF | ETF-Other | 0.80% | +0.03% | +5.15% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.05% | +7.90% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.76% | -0.13% | +23.17% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | -0.36% | +9.79% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.01% | -2.90% | |
| 28 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.65% | +0.03% | +42.86% | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.64% | +0.06% | +6.45% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.63% | -0.05% | +8.50% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.61% | -0.03% | -1.99% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.08% | +5.78% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.58% | -0.06% | -17.16% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.01% | +11.34% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.02% | +6.74% | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.54% | -0.08% | -0.07% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.52% | -0.01% | +32.68% | |
| 38 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.51% | +0.10% | +9.16% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | -0.04% | +2.66% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.02% | +5.84% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -0.03% | +2.35% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.44% | +0.01% | +67.95% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | -0.01% | -2.18% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.42% | — | +13.06% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | -0.05% | -9.91% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.10% | +5.03% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.04% | +8.85% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.37% | +0.02% | +4.67% | |
| 49 | APIE | Activepassive Intl Eqty ETF | ETF-Other | 0.36% | -0.01% | +4.07% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | — | +7.28% |
According to official SEC Form 13F filings, Principal Securities, Inc. reported a total U.S. public equity portfolio value of $8.3B across 1411 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USMC, IVV, PSC) accounted for 11.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
GSID
市值: $13.1M
Top Position Liquidated / Trimmed
BLACKROCK ETF TRUST
前期市值: $7.7M
During Q1 2026, Principal Securities, Inc.'s top holdings by market value included USMC (4.5%)、IVV (3.0%)、PSC (2.1%). The largest single position, USMC, represented 4.5% of total portfolio value.
In Q1 2026, Principal Securities, Inc. made 200 total portfolio adjustments, initiating 17 new buys, adding to 121 positions, trimming 56 holdings, and fully liquidating 6 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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