PRINCIPAL SECURITIES, INC.
RIA/Wealth
PRINCIPAL SECURITIES, INC. is a RIA/Wealth based in Des Moines, IA led by Michael Francis Murray, reporting $14.8B in AUM as of Q3 2025 with 66% ETF concentration.
CEOMichael Francis Murray
- Portfolio Value
- $5.9B
- Positions
- 3,659
- Top Holding
- USMC at 5.03%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PRINCIPAL SECURITIES, INC.'s portfolio (21.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $298.6M | 5.03% | +$25.4M Bought | — 4.4M shares | |
ETF ETF | $179.9M | 3.03% | +$40.0M Bought | — 268.8K shares | |
ETF ETF | $131.5M | 2.22% | +$10.5M Bought | — 1.3M shares | |
ETF ETF | $127.3M | 2.15% | +$28.9M Bought | — 3.4M shares | |
ETF ETF | $126.4M | 2.13% | -$1.6M Sold | — 2.2M shares | |
ETF ETF | $105.1M | 1.77% | +$1.8M Bought | — 1.1M shares | |
Software - Infrastructure Technology | $99.3M | 1.67% | +$7.7M Bought | 0.00% 191.7K shares | |
ETF ETF | $73.6M | 1.24% | +$342.5K Bought | — 736.6K shares | |
ETF ETF | $73.1M | 1.23% | -$5.2M Sold | — 933.1K shares | |
Semiconductors Technology | $72.4M | 1.22% | +$4.3M Bought | 0.00% 388.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PRINCIPAL SECURITIES, INC.'s latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for PRINCIPAL SECURITIES, INC.
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