PS

PRINCIPAL SECURITIES, INC.

13F
PRINCIPAL SECURITIES, INC.
Last update 2025-04-30 3552 Stocks (14 new)
Value $4.47 Bil Turnover 0 %
Countries:
Top Holdings: USMC(5.87%)AGG(2.28%)PSC(1.95%)IVV(1.85%)GSUS(1.83%)
Summary Stock Picks Current Portfolio
PRINCIPAL SECURITIES, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USMC
Principal U.S. Mega-Cap ETF
4,368,167
262,221.1
+0.03%
5.870
0%
9.600
+15.30%
+5.20%
3,295.2
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
1,052,405
101,978.0
+0.90%
2.280
+0.02%
0.080
+0.67%
+1.50%
128,152.2
 
PSC
Principal U.S. Small-Cap Multi-Factor ETF
Principal U.S. Small-Cap Multi-Factor ETF
1,698,988
87,107.1
+0.05%
1.950
0%
10.990
+16.06%
+5.24%
794.3
 
IVV
iShares Core S&P 500 ETF
140,577
82,754.6
+1.10%
1.850
+0.02%
0.010
+18.50%
+8.26%
642,209.1
 
GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
Goldman Sachs MarketBeta U.S. Equity ETF
1,011,035
81,721.9
0%
1.830
0%
3.180
+18.90%
+8.50%
2,679.2
 
MSFT
Microsoft Corp
151,078
63,679.4
+0.44%
1.420
+0.01%
0.000
+35.37%
+20.48%
3,759,901.0
Software
BCHP
Principal Focused Blue Chip ETF
1,861,102
63,296.1
+0.07%
1.420
0%
48.220
+17.62%
+9.87%
142.0
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
697,501
61,310.3
0%
1.370
0%
0.180
+25.09%
+11.35%
39,068.8
 
AMZN
Amazon.com Inc
269,503
59,126.2
+0.70%
1.320
+0.01%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
AAPL
Apple Inc
221,261
55,408.2
+0.68%
1.240
+0.01%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware

PRINCIPAL SECURITIES, INC.'s Historical Top Holdings Breakdowns

PRINCIPAL SECURITIES, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PEP
PepsiCo Inc
2025-03-31
Add
Add
+0.27%
●
142.64 ($148.84) 156.42
$145.66
-2.14%
Add 333.01%
103,004
79,216
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.02%
●
554.06 ($590.51) 615.85
$637.33
7.93%
Add 1.1%
140,577
1,523
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.02%
●
95.85 ($97.76) 99.25
$98.35
0.60%
Add 0.9%
1,052,405
9,421
VRSK
Verisk Analytics Inc
2025-03-31
Add
Add
+0.02%
●
268.63 ($288.19) 301.33
$297.29
3.16%
Add 71.1%
9,128
3,793
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.01%
●
190.26 ($217) 242.06
$228.29
5.20%
Add 0.7%
269,503
1,876
AAPL
Apple Inc
2025-03-31
Add
Add
+0.01%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
Add 0.68%
221,261
1,500
GJUN
FT Vest U.S. Equity Moderate Buffer ETF - June
FT Vest U.S. Equity Moderate Buffer ETF - June
2025-03-31
New Buy
New Buy
+0.01%
●
34.88 ($36.16) 36.95
$37.94
4.92%
New holding
6,350
6,350
IWL
iShares Russell Top 200 ETF
2025-03-31
Add
Add
+0.01%
●
135.83 ($145.12) 151.73
$156.85
8.08%
Add 44.16%
8,922
2,733
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.01%
●
375.39 ($407.71) 447.2
$505.87
24.08%
Add 0.44%
151,078
661
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.01%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Add 0.99%
323,340
3,165

PRINCIPAL SECURITIES, INC. Total Holding History ($B)

To

PRINCIPAL SECURITIES, INC.'s Asset Allocation

To

PRINCIPAL SECURITIES, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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PRINCIPAL SECURITIES, INC.'s Hypothetical Growth since 2025-03-31

PRINCIPAL SECURITIES, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

PRINCIPAL SECURITIES, INC.'s Holdings Heat Map

Size field:

PRINCIPAL SECURITIES, INC.'s Holdings Bubble Chart

PRINCIPAL SECURITIES, INC. News

  • 1

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