PS
| |
PRINCIPAL SECURITIES, INC.13F | |
PRINCIPAL SECURITIES, INC. | |
Last update 2025-04-30 | 3552 Stocks (14 new) |
Value $4.47 Bil | Turnover 0 % |
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 | +13.02% | +5.19% | 3,294.8 | ||
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 | +0.05% | +1.43% | 128,074.0 | ||
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 | +12.19% | +3.70% | 782.6 | ||
IVV | iShares Core S&P 500 ETF | 140,577 | 82,754.6 | +1.10% | 1.850 | +0.02% | 0.010 | +16.09% | +8.31% | 642,461.0 | ||
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 | +16.60% | +8.64% | 2,682.5 | ||
MSFT | Microsoft Corp | 151,078 | 63,679.4 | +0.44% | 1.420 | +0.01% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
BCHP | Principal Focused Blue Chip ETF | 1,861,102 | 63,296.1 | +0.07% | 1.420 | 0% | 48.220 | +16.11% | +10.82% | 143.2 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 697,501 | 61,310.3 | 0% | 1.370 | 0% | 0.180 | +22.04% | +11.57% | 39,144.7 | ||
AMZN | Amazon.com Inc | 269,503 | 59,126.2 | +0.70% | 1.320 | +0.01% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
AAPL | Apple Inc | 221,261 | 55,408.2 | +0.68% | 1.240 | +0.01% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | 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 | $144.51 | -2.91% | 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 | $637.58 | 7.97% | 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 | $98.29 | 0.54% | 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 | $296.09 | 2.74% | Add 71.1% | 9,128 | 3,793 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.01% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Add 0.7% | 269,503 | 1,876 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.01% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | 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 | $38.02 | 5.14% | 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 | $157.04 | 8.21% | Add 44.16% | 8,922 | 2,733 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.01% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | Add 0.44% | 151,078 | 661 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.01% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Add 0.99% | 323,340 | 3,165 |
PRINCIPAL SECURITIES, INC. Total Holding History ($B)
PRINCIPAL SECURITIES, INC.'s Asset Allocation
PRINCIPAL SECURITIES, INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
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