Principal Securities, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.82B
Q ending 2026-03-31
Prior quarter
$6.48B
Q ending 2025-12-31
Change
+5.2% QoQ · +52.6% YoY
Positions
1,411
reported holdings
Largest positions
Top 100 of 1,411 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Principal Exchange Traded Fd | USMC | Shares | $304.6M | 4.7M |
| Ishares Tr | IVV | Shares | $202.2M | 310K |
| Principal Exchange Traded Fd | PSC | Shares | $145.4M | 2.5M |
| Principal Exchange Traded Fd | PIEQ | Shares | $140.7M | 4.1M |
| Principal Exchange Traded Fd | LCAP | Shares | $139.7M | 4.8M |
| Principal Exchange Traded Fd | BCHP | Shares | $139.2M | 4.3M |
| Ishares Tr | AGG | Shares | $134.8M | 1.4M |
| Goldman Sachs Etf Tr | GSUS | Shares | $103.7M | 1.2M |
| Principal Exchange Traded Fd | IG | Shares | $100.2M | 4.9M |
| Nvidia Corporation | NVDA | Shares | $83.8M | 480K |
| Microsoft Corp | MSFT | Shares | $82.9M | 224K |
| Apple Inc | AAPL | Shares | $79.9M | 315K |
| Principal Exchange Traded Fd | PY | Shares | $73.5M | 1.4M |
| Ishares Tr | IUSV | Shares | $71.8M | 702K |
| Amazon Com Inc | AMZN | Shares | $70.6M | 339K |
| Spdr Series Trust | SPYM | Shares | $66.3M | 867K |
| Ishares Tr | IWB | Shares | $65.0M | 182K |
| Principal Exchange Traded Fd | YLD | Shares | $63.3M | 3.3M |
| Goldman Sachs Etf Tr | GCOR | Shares | $59.7M | 1.4M |
| Ishares Tr | IEFA | Shares | $57.8M | 638K |
| Ishares Inc | IEMG | Shares | $56.0M | 803K |
| Alphabet Inc | GOOGL | Shares | $56.0M | 195K |
| Trust For Professional Manag | APUE | Shares | $54.9M | 1.4M |
| Vanguard Index Fds | VTI | Shares | $54.6M | 170K |
| Schwab Strategic Tr | SCHP | Shares | $51.9M | 1.9M |
| Ishares Tr | IJR | Shares | $49.3M | 397K |
| Ishares Tr | IVW | Shares | $47.7M | 422K |
| Fidelity Covington Trust | FTEC | Shares | $44.3M | 213K |
| Goldman Sachs Etf Tr | GSIE | Shares | $43.4M | 1.0M |
| Schwab Strategic Tr | SCHG | Shares | $43.0M | 1.5M |
| Ishares Tr | IDEV | Shares | $41.5M | 496K |
| Meta Platforms Inc | META | Shares | $41.2M | 72K |
| Ishares Tr | IUSG | Shares | $39.4M | 254K |
| Broadcom Inc | AVGO | Shares | $39.1M | 126K |
| Alphabet Inc | GOOG | Shares | $37.4M | 130K |
| Ishares Tr | IXUS | Shares | $36.9M | 426K |
| Ishares Tr | MBB | Shares | $35.2M | 371K |
| Goldman Sachs Etf Tr | GSLC | Shares | $34.9M | 279K |
| Vanguard Tax-Managed Fds | VEA | Shares | $32.0M | 499K |
| Jpmorgan Chase &Co | JPM | Shares | $30.2M | 103K |
| Vanguard Bd Index Fds | BND | Shares | $30.0M | 408K |
| Ishares Tr | GOVT | Shares | $29.9M | 1.3M |
| Vanguard Index Fds | VTV | Shares | $29.0M | 148K |
| Ishares Tr | IUSB | Shares | $28.4M | 614K |
| Ishares Tr | IVE | Shares | $27.0M | 128K |
| Invesco Qqq Tr | QQQ | Shares | $27.0M | 47K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $25.7M | 54K |
| Blackrock Etf Trust | DYNF | Shares | $24.9M | 428K |
| Trust For Professional Manag | APIE | Shares | $24.5M | 695K |
| Visa Inc | V | Shares | $24.3M | 80K |
| Taiwan Semiconductor Manufac | TSM | Shares | $24.0M | 71K |
| J P Morgan Exchange Traded F | JEPI | Shares | $23.3M | 411K |
| Ishares Tr | EWU | Shares | $22.9M | 502K |
| Principal Exchange Traded Fd | PREF | Shares | $22.8M | 1.2M |
| Ishares Tr | ITOT | Shares | $22.5M | 158K |
| Simplify Exchange Traded Fun | SBAR | Shares | $22.3M | 910K |
| Vanguard Scottsdale Fds | VGLT | Shares | $21.9M | 395K |
| Eli Lilly &Co | LLY | Shares | $21.3M | 23K |
| Ishares Tr | QUAL | Shares | $21.2M | 111K |
| Vanguard Scottsdale Fds | VCSH | Shares | $20.9M | 263K |
| Legg Mason Etf Invt | LVHI | Shares | $20.0M | 493K |
| Schwab Strategic Tr | FNDE | Shares | $19.7M | 514K |
| Trust For Professional Manag | APCB | Shares | $19.4M | 659K |
| Ishares Tr | HYG | Shares | $18.9M | 237K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $18.5M | 128K |
| Exxon Mobil Corp | XOM | Shares | $18.5M | 109K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $18.4M | 28K |
| Pacer Fds Tr | COWZ | Shares | $17.7M | 282K |
| Global X Fds | QYLD | Shares | $17.6M | 1.0M |
| Global X Fds | XYLD | Shares | $17.5M | 448K |
| Tesla Inc | TSLA | Shares | $17.5M | 47K |
| Ishares U S Etf Tr | CMDY | Shares | $17.0M | 286K |
| Ishares Tr | IWX | Shares | $17.0M | 183K |
| Schwab Strategic Tr | FNDX | Shares | $16.8M | 604K |
| Goldman Sachs Etf Tr | GIGB | Shares | $16.7M | 365K |
| Johnson &Johnson | JNJ | Shares | $16.2M | 66K |
| Walmart Inc | WMT | Shares | $16.2M | 130K |
| Mastercard Incorporated | MA | Shares | $16.2M | 32K |
| Principal Exchange Traded Fd | BYRE | Shares | $16.0M | 639K |
| Invesco Actively Managed Exc | GSY | Shares | $15.9M | 317K |
| Vanguard World Fd | VHT | Shares | $15.7M | 58K |
| Vanguard Index Fds | VXF | Shares | $15.5M | 75K |
| Principal Exchange Traded Fd | PQDI | Shares | $15.5M | 806K |
| Ishares Tr | IWY | Shares | $15.5M | 62K |
| Eaton Vance Tax-Managed Dive | XETYX | Shares | $15.5M | 1.1M |
| Ishares Tr | LQD | Shares | $15.2M | 140K |
| Capital Group Dividend Value | CGDV | Shares | $15.2M | 357K |
| Chevron Corporation | CVX | Shares | $15.2M | 73K |
| Ishares Tr | SHV | Shares | $15.2M | 137K |
| Vanguard Scottsdale Fds | VCIT | Shares | $15.1M | 182K |
| Goldman Sachs Etf Tr | GEM | Shares | $15.0M | 347K |
| Vanguard Index Fds | VO | Shares | $14.9M | 52K |
| Schwab Strategic Tr | SCHH | Shares | $14.6M | 681K |
| Applied Matls Inc | AMAT | Shares | $14.0M | 41K |
| Vanguard Intl Equity Index F | VWO | Shares | $13.8M | 256K |
| Caterpillar Inc | CAT | Shares | $13.8M | 19K |
| Goldman Sachs Etf Tr | GGUS | Shares | $13.7M | 236K |
| Philip Morris Intl Inc | PM | Shares | $13.6M | 82K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $13.5M | 499K |
| Vanguard Index Fds | VOE | Shares | $13.2M | 72K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.