PRINCIPAL SECURITIES, INC. Portfolio Holdings
Q3 2025•3,659 long positions•$5.9B portfolio value
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Holding3,811 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $298.6M 5.03% | +$25.4M Bought | — 4.4M shares | 4.0M → 4.4M +$25.4M | +9.31% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $179.9M 3.03% | +$40.0M Bought | — 268.8K shares | 209.1K → 268.8K +$40.0M | +28.55% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $131.5M 2.22% | +$10.5M Bought | — 1.3M shares | 1.2M → 1.3M +$10.5M | +8.65% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $127.3M 2.15% | +$28.9M Bought | — 3.4M shares | 2.6M → 3.4M +$28.9M | +29.38% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $126.4M 2.13% | -$1.6M Sold | — 2.2M shares | 2.2M → 2.2M −$1.6M | -1.25% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $105.1M 1.77% | +$1.8M Bought | — 1.1M shares | 1.1M → 1.1M +$1.8M | +1.7% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $99.3M 1.67% | +$7.7M Bought | 0.003% 191.7K shares | 176.7K → 191.7K +$7.7M | +8.45% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $73.6M 1.24% | +$342.5K Bought | — 736.6K shares | 733.1K → 736.6K +$342.5K | +0.47% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $73.1M 1.23% | -$5.2M Sold | — 933.1K shares | 999.6K → 933.1K −$5.2M | -6.65% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $72.4M 1.22% | +$4.3M Bought | 0.002% 388.1K shares | 365.1K → 388.1K +$4.3M | +6.31% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $69.3M 1.17% | +$2.7M Bought | 0.003% 315.5K shares | 303.2K → 315.5K +$2.7M | +4.06% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $66.8M 1.13% | +$4.2M Bought | 0.002% 262.4K shares | 245.8K → 262.4K +$4.2M | +6.76% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $65.6M 1.11% | +$11.6M Bought | — 3.1M shares | 2.6M → 3.1M +$11.6M | +21.53% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $64.3M 1.08% | -$1.1M Sold | — 176.0K shares | 178.9K → 176.0K −$1.1M | -1.64% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $57.4M 0.968% | +$7.2M Bought | — 349.0K shares | 304.9K → 349.0K +$7.2M | +14.44% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $54.9M 0.925% | +$4.8M Bought | — 1.3M shares | 1.2M → 1.3M +$4.8M | +9.6% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $52.8M 0.891% | +$3.0M Bought | — 801.2K shares | 756.3K → 801.2K +$3.0M | +5.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $51.0M 0.859% | +$3.1M Bought | — 155.3K shares | 145.8K → 155.3K +$3.1M | +6.52% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $50.5M 0.851% | +$4.1M Bought | — 418.2K shares | 384.4K → 418.2K +$4.1M | +8.78% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $49.1M 0.827% | -$4.0M Sold | — 562.0K shares | 607.8K → 562.0K −$4.0M | -7.54% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $49.0M 0.826% | +$13.0M Bought | — 933.3K shares | 684.7K → 933.3K +$13.0M | +36.31% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $48.0M 0.809% | +$10.2M Bought | — 1.2M shares | 926.7K → 1.2M +$10.2M | +26.91% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $47.4M 0.799% | +$3.3M Bought | 0.002% 195.0K shares | 181.5K → 195.0K +$3.3M | +7.45% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $47.3M 0.798% | +$2.6M Bought | 0.003% 64.5K shares | 60.9K → 64.5K +$2.6M | +5.87% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $41.5M 0.7% | -$3.2M Sold | — 1.0M shares | 1.1M → 1.0M −$3.2M | -7.19% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $41.1M 0.693% | +$13.0M Bought | — 2.1M shares | 1.4M → 2.1M +$13.0M | +46.45% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $40.8M 0.689% | -$1.4M Sold | — 1.3M shares | 1.3M → 1.3M −$1.4M | -3.37% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $40.5M 0.682% | +$2.4M Bought | — 1.5M shares | 1.4M → 1.5M +$2.4M | +6.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $38.1M 0.643% | +$3.0M Bought | — 475.8K shares | 438.4K → 475.8K +$3.0M | +8.54% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $37.3M 0.628% | -$1.2M Sold | — 451.1K shares | 466.2K → 451.1K −$1.2M | -3.24% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $35.4M 0.597% | +$3.4M Bought | — 620.6K shares | 560.3K → 620.6K +$3.4M | +10.76% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $35.1M 0.592% | -$1.1M Sold | 0.002% 106.5K shares | 109.7K → 106.5K −$1.1M | -2.98% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $32.8M 0.553% | +$1.3M Bought | — 251.9K shares | 242.3K → 251.9K +$1.3M | +3.97% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $31.4M 0.53% | -$467.7K Sold | — 264.5K shares | 268.5K → 264.5K −$467.7K | -1.47% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $29.9M 0.503% | +$25.0M Bought | — 109.1K shares | 17.6K → 109.1K +$25.0M | +518.33% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $29.5M 0.498% | +$119.0K Bought | — 493.1K shares | 491.1K → 493.1K +$119.0K | +0.4% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $29.2M 0.492% | +$3.1M Bought | — 392.2K shares | 350.5K → 392.2K +$3.1M | +11.89% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $29.0M 0.489% | +$1.2M Bought | 0.003% 92.0K shares | 88.2K → 92.0K +$1.2M | +4.25% | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $28.0M 0.471% | -$1.7M Sold | — 367.4K shares | 390.2K → 367.4K −$1.7M | -5.84% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $27.2M 0.459% | +$1.5M Bought | — 131.9K shares | 124.4K → 131.9K +$1.5M | +6.02% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $27.0M 0.455% | +$426.2K Bought | 0.001% 110.7K shares | 108.9K → 110.7K +$426.2K | +1.61% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $26.6M 0.448% | +$1.3M Bought | — 142.6K shares | 135.4K → 142.6K +$1.3M | +5.33% | — — | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $26.6M 0.448% | +$869.2K Bought | 0.004% 77.9K shares | 75.3K → 77.9K +$869.2K | +3.38% | $662.60B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $26.6M 0.448% | +$2.8M Bought | — 254.1K shares | 227.4K → 254.1K +$2.8M | +11.77% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $26.3M 0.444% | +$899.4K Bought | — 43.9K shares | 42.4K → 43.9K +$899.4K | +3.54% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $24.5M 0.413% | +$2.7M Bought | — 524.7K shares | 467.6K → 524.7K +$2.7M | +12.22% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $24.1M 0.406% | -$35.6M Sold | — 198.8K shares | 492.8K → 198.8K −$35.6M | -59.66% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $23.8M 0.401% | +$2.6M Bought | — 292.7K shares | 261.2K → 292.7K +$2.6M | +12.09% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $23.5M 0.396% | +$925.6K Bought | 0.002% 46.7K shares | 44.9K → 46.7K +$925.6K | +4.1% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $23.3M 0.393% | +$11.6M Bought | — 803.2K shares | 401.8K → 803.2K +$11.6M | +99.92% | — — | Q2 2025 Held for 5 months |
