Principal Securities, Inc. 13F Holdings · Q2 2026
Principal Securities, Inc. reported 1,539 securities worth $8.31B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PIEQ (4.77%), USMC (4.31%), IVV (3.35%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PIEQ | PRINCIPAL EXCHANGE TRADED FD | $396.3M | 4.77% | 11.0M | Added |
| 2 | USMC | PRINCIPAL EXCHANGE TRADED FD | $357.6M | 4.31% | 4.8M | Added |
| 3 | IVV | ISHARES TR | $278.5M | 3.35% | 371,938 | Added |
| 4 | LCAP | PRINCIPAL EXCHANGE TRADED FD | $192.3M | 2.32% | 5.8M | Added |
| 5 | PSC | PRINCIPAL EXCHANGE TRADED FD | $172.3M | 2.07% | 2.5M | Trimmed |
| 6 | BCHP | PRINCIPAL EXCHANGE TRADED FD | $154.1M | 1.86% | 4.3M | Added |
| 7 | IG | PRINCIPAL EXCHANGE TRADED FD | $133.0M | 1.60% | 6.4M | Added |
| 8 | GSUS | GOLDMAN SACHS ETF TR | $124.7M | 1.50% | 1.2M | Added |
| 9 | NVDA | NVIDIA CORPORATION | $102.5M | 1.23% | 512,188 | Added |
| 10 | AAPL | APPLE INC | $97.4M | 1.17% | 336,456 | Added |
| 11 | YLD | PRINCIPAL EXCHANGE TRADED FD | $91.7M | 1.10% | 4.8M | Added |
| 12 | AGG | ISHARES TR | $88.4M | 1.06% | 893,305 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $87.2M | 1.05% | 233,753 | Added |
| 14 | PY | PRINCIPAL EXCHANGE TRADED FD | $87.2M | 1.05% | 1.6M | Added |
| 15 | AMZN | AMAZON COM INC | $82.9M | 1.00% | 347,640 | Added |
| 16 | IUSV | ISHARES TR | $73.9M | 0.89% | 671,256 | Trimmed |
| 17 | SPYM | SPDR SERIES TRUST | $73.7M | 0.89% | 838,885 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $69.4M | 0.84% | 194,208 | Trimmed |
| 19 | APUE | TRUST FOR PROFESSIONAL MANAG | $68.6M | 0.83% | 1.5M | Added |
| 20 | GCOR | GOLDMAN SACHS ETF TR | $62.1M | 0.75% | 1.5M | Added |
| 21 | VTI | VANGUARD INDEX FDS | $62.4M | 0.75% | 168,597 | Trimmed |
| 22 | IWB | ISHARES TR | $60.3M | 0.73% | 147,167 | Trimmed |
| 23 | IVW | ISHARES TR | $58.9M | 0.71% | 428,592 | Added |
| 24 | GSIE | GOLDMAN SACHS ETF TR | $57.9M | 0.70% | 1.3M | Added |
| 25 | FTEC | FIDELITY COVINGTON TRUST | $56.8M | 0.68% | 198,769 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR