EdgeMarket › What Principal Securities, Inc. reported owning
What Principal Securities, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.8BPositions
1,411Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| USMC Principal U.S. Mega-Cap ETF | 304.6M | 4.5% | 4.7M | 75.91 | +17.8% |
| IVV iShares Core S&P 500 ETF | 202.2M | 3.0% | 309.6K | 769.31 | +20.0% |
| PSC Principal U.S. Small-Cap ETF | 145.4M | 2.1% | 2.5M | 69.77 | +30.3% |
| PIEQ Principal International Equity ETF | 140.7M | 2.1% | 4.1M | 37.42 | +23.9% |
| LCAP Principal Capital Appreciation Select ETF | 139.7M | 2.0% | 4.8M | 33.55 | +21.7% |
| BCHP Principal Focused Blue Chip ETF | 139.2M | 2.0% | 4.3M | 38.19 | +2.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 134.8M | 2.0% | 1.4M | 97.35 | -1.7% |
| GSUS Goldman Sachs MarketBeta U.S. Equity ETF | 103.7M | 1.5% | 1.2M | 105.83 | +19.9% |
| IG Principal Investment Grade Corporate Active ET | 100.2M | 1.5% | 4.9M | 20.16 | -3.1% |
| NVDA NVIDIA CORP | 83.8M | 1.2% | 480.4K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 82.9M | 1.2% | 223.9K | 483.24 | -4.4% |
| AAPL Apple Inc. | 79.9M | 1.2% | 315.0K | 309.35 | +36.9% |
| PY Principal Value ETF | 73.5M | 1.1% | 1.4M | 57.90 | +12.7% |
| IUSV iShares Core S&P U.S. Value ETF | 71.8M | 1.1% | 702.1K | 114.89 | +17.6% |
| AMZN AMAZON COM INC | 70.6M | 1.0% | 338.9K | 258.63 | +15.6% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 66.3M | 1.0% | 866.6K | 90.13 | +20.1% |
| IWB iShares Russell 1000 ETF | 65.0M | 1.0% | 182.4K | 419.69 | +19.8% |
| YLD Principal Active High Yield ETF | 63.3M | 0.9% | 3.3M | 18.94 | -1.5% |
| GCOR Goldman Sachs Access U.S. Aggregate Bond ETF | 59.7M | 0.9% | 1.4M | 40.51 | -1.9% |
| IEFA iShares Core MSCI EAFE ETF | 57.8M | 0.8% | 638.3K | 100.85 | +16.8% |
| IEMG iShares Core MSCI Emerging Markets ETF | 56.0M | 0.8% | 803.5K | 81.57 | +31.9% |
| GOOGL Alphabet Inc. | 56.0M | 0.8% | 194.8K | 344.82 | +73.0% |
| APUE ActivePassive U.S. Equity ETF | 54.9M | 0.8% | 1.4M | 47.35 | +21.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 54.6M | 0.8% | 170.3K | 378.24 | +20.5% |
| SCHP Schwab U.S. TIPS ETF | 51.9M | 0.8% | 1.9M | 25.96 | -2.7% |
| IJR iShares Core S&P Small-Cap ETF | 49.3M | 0.7% | 396.7K | 147.31 | +29.0% |
| IVW iShares S&P 500 Growth ETF | 47.7M | 0.7% | 422.1K | 138.83 | +22.2% |
| FTEC Fidelity MSCI Information Technology Index ETF | 44.3M | 0.6% | 212.9K | 282.62 | +39.0% |
| GSIE Goldman Sachs ActiveBeta International Equity | 43.4M | 0.6% | 1.0M | 48.15 | +17.5% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 43.0M | 0.6% | 1.5M | 35.32 | +17.3% |
| IDEV iShares Core MSCI International Developed Mark | 41.5M | 0.6% | 496.4K | 93.31 | +18.6% |
| META Meta Platforms, Inc. | 41.2M | 0.6% | 71.9K | 549.90 | -26.5% |
| IUSG iShares Core S&P U.S. Growth ETF | 39.4M | 0.6% | 254.2K | 189.82 | +22.3% |
| AVGO Broadcom Inc. | 39.1M | 0.6% | 126.2K | 368.45 | +26.5% |
| GOOG Alphabet Inc. | 37.4M | 0.5% | 130.5K | 341.75 | +70.7% |
| IXUS iShares Core MSCI Total International Stock ET | 36.9M | 0.5% | 425.6K | 97.94 | +22.5% |
| MBB iShares MBS ETF | 35.2M | 0.5% | 371.0K | 93.12 | -0.6% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 34.9M | 0.5% | 278.6K | 146.19 | +16.7% |
| VEA Vanguard FTSE Developed Markets ETF | 32.0M | 0.5% | 498.9K | 73.42 | +24.7% |
| JPM JPMORGAN CHASE & CO | 30.2M | 0.4% | 102.6K | 351.58 | +20.3% |
| BND Vanguard Total Bond Market ETF | 30.0M | 0.4% | 407.9K | 72.23 | -1.8% |
| GOVT iShares U.S. Treasury Bond ETF | 29.9M | 0.4% | 1.3M | 22.45 | -2.0% |
| VTV Vanguard Morningstar Value ETF | 29.0M | 0.4% | 147.6K | 226.40 | +24.6% |
| IUSB iShares Core Universal USD Bond ETF | 28.4M | 0.4% | 614.3K | 45.43 | -1.7% |
| IVE iShares S&P 500 Value ETF | 27.0M | 0.4% | 127.9K | 237.24 | +17.6% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 27.0M | 0.4% | 46.8K | 713.44 | +26.1% |
| unmapped CUSIP 084670702 | 25.7M | 0.4% | 53.6K | — | — |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 24.9M | 0.4% | 427.9K | 69.08 | +22.3% |
| APIE ActivePassive International Equity ETF | 24.5M | 0.4% | 694.9K | 39.77 | +16.4% |
| V VISA INC. | 24.3M | 0.4% | 80.3K | 371.04 | +7.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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