Principal Securities, Inc. Purchases in Q2 2025

Principal Securities, Inc.

  • $5.32 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LII
Lennox International Inc

Industrials
99
+ 34.62%
$508.76 - $605.77 $50.4K - $60K
385 $221M
PLMR
Palomar Holdings, Inc.

Financial Services
288
+ 738.46%
$129.99 - $175.67 $37.4K - $50.6K
327 $50.4M
NI
Nisource Inc.

Utilities
759
+ 17.32%
$37.11 - $40.64 $28.2K - $30.8K
5.14K $207M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
493
+ 3.8%
$44.58 - $54.92 $22K - $27.1K
13.5K $739M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
1.9K
+ 173.06%
$23.33 - $24.01 $44.2K - $45.5K
2.99K $71.8M
UMBF
Umb Financial Corp

Financial Services
446
+ 420.75%
$86.4 - $107.99 $38.5K - $48.2K
552 $58M
XLY
Select Sector Spdr Consumer Di

ETFs
250
+ 20.94%
$176.34 - $218.59 $44.1K - $54.6K
1.44K $314M
Franklin Templeton ETF Tr
925
+ 307.31%
N/A
1.23K $59.1M
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
1.25K
+ 10.32%
$32.53 - $36.4 $40.7K - $45.6K
13.4K $480M
SUN
Sunoco LP

Energy
823
+ 163.29%
$50.38 - $59.13 $41.5K - $48.7K
1.33K $71.1M
KD
Kyndryl Holdings, Inc.

Technology
1.02K
+ 361.84%
$27.77 - $41.96 $28.4K - $43K
1.31K $54.8M
PKW
Invesco Exchange Traded Fd Tr

ETFs
69
+ 1.61%
$98.58 - $123.6 $6.8K - $8.53K
4.36K $539M
WAFD
Washington Federal Inc

Financial Services
2.3K
+ 30.12%
$24.48 - $30.05 $56.3K - $69.1K
9.93K $291M
ALK
Alaska Air Group, Inc.

Industrials
1.25K
+ 111.2%
$41.01 - $54.88 $51.3K - $68.7K
2.38K $118M
AL
Air Lease Corp

Industrials
290
+ 10.92%
$40.46 - $58.71 $11.7K - $17K
2.95K $172M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
400
+ 2.29%
$11.52 - $14.55 $4.61K - $5.82K
17.8K $254M
GWRE
Guidewire Software, Inc.

Technology
98
+ 31.51%
$172.73 - $257.37 $16.9K - $25.2K
409 $96.3M
TYA
Simplify Exchange Traded Fds S

ETFs
3.11K
+ 218.39%
N/A
4.54K $61.2M
Advisors Inner Circle Fd Ii
1.61K
New
N/A
1.61K $43.5M
OZK
Bank Ozk

Financial Services
782
+ 31.17%
$37.58 - $47.34 $29.4K - $37K
3.29K $155M
CMS
Cms Energy Corp

Utilities
546
+ 27.91%
$68.57 - $75.51 $37.4K - $41.2K
2.5K $173M
MORN
Morningstar, Inc.

Financial Services
188
+ 26.67%
$255.31 - $313.93 $48K - $59K
893 $280M
CSL
Carlisle Companies Inc

Industrials
113
+ 80.14%
$317.1 - $408.5 $35.8K - $46.2K
254 $95M
CACC
Credit Acceptance Corp

Financial Services
51
+ 12.17%
$443.32 - $529.8 $22.6K - $27K
470 $239M
AYI
Acuity Brands Inc

Industrials
71
+ 2.1%
$223.31 - $304.18 $15.9K - $21.6K
3.46K $1.03B
AGRO
Adecoagro S.A.

Consumer Defensive
5.69K
+ 16.56%
$8.5 - $11.69 $48.3K - $66.5K
40K $366M
HLNE
Hamilton Lane Inc

Financial Services
307
+ 108.48%
$126.65 - $175.49 $38.9K - $53.9K
590 $83.9M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
1.4K
+ 100.0%
N/A
2.8K $83.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
171
+ 9.74%
$219.76 - $276.94 $37.6K - $47.4K
1.93K $533M
EVX
Vaneck ETF Tr Environmental Se

ETFs
1.68K
+ 988.24%
$31.9 - $38.44 $53.6K - $64.6K
1.85K $70.8M
TFSL
Tfs Financial Corp

Financial Services
3.21K
+ 8927.78%
$11.62 - $13.54 $37.3K - $43.5K
3.25K $42.1M
ACWI
Ishares Msci Acwi ETF

ETFs
320
+ 969.7%
$103.59 - $128.6 $33.1K - $41.2K
353 $45.4M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
24
+ 2.42%
$144.63 - $179.53 $3.47K - $4.31K
1.02K $167M
YOU
Clear Secure, Inc.

Technology
1.47K
+ 595.14%
$23.96 - $27.76 $35.2K - $40.8K
1.72K $47.7M
FTSD
Franklin ETF Tr Liberty Short

ETFs
449
+ 107.16%
$90.19 - $91.19 $40.5K - $40.9K
868 $78.9M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
512
+ 26.76%
$72.12 - $76.23 $36.9K - $39K
2.43K $184M
NTRA
Natera, Inc.

Healthcare
220
+ 63.95%
$132.23 - $171.87 $29.1K - $37.8K
564 $95.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
644
+ 167.27%
$52.31 - $63.72 $33.7K - $41K
1.03K $65.6M
FEMS
First Trust Emerging Markets S

ETFs
658
+ 13.78%
$32.56 - $40.98 $21.4K - $27K
5.43K $221M
ZETA
Zeta Global Holdings Corp.

Technology
2.65K
+ 1172.12%
$11.02 - $16.81 $29.2K - $44.5K
2.88K $44.5M
JMBS
Janus Detroit Str Tr Henderson

ETFs
888
+ 183.09%
$43.89 - $45.45 $39K - $40.4K
1.37K $61.9M
ZLAB
Zai Lab LTD

Healthcare
1.08K
+ 373.45%
$24.32 - $43.03 $26.3K - $46.6K
1.37K $48M
ESS
Essex Property Trust, Inc.

Real Estate
146
+ 29.74%
N/A
637 $181M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
279
+ 21.06%
$62.73 - $78.42 $17.5K - $21.9K
1.6K $124M
OXY
Occidental Petroleum Corp

Energy
1.65K
+ 41.37%
$36.11 - $49.33 $59.7K - $81.6K
5.65K $237M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
1.16K
+ 105.34%
$22.56 - $29.85 $26.2K - $34.7K
2.27K $64.8M
MTZ
Mastec Inc

Industrials
206
+ 152.59%
$106.07 - $171.99 $21.9K - $35.4K
341 $58.1M
AIT
Applied Industrial Technologies Inc

Industrials
174
+ 162.62%
$206.03 - $243.28 $35.8K - $42.3K
281 $65.3M
DAR
Darling Ingredients Inc.

Consumer Defensive
440
+ 8.31%
$27.63 - $38.64 $12.2K - $17K
5.74K $218M
Activity Summary
Buys All Purchases 2207 New Holdings 406 Increased Positions 1801 Sells All Sells 1107 Reductions 1104 Sold out 3 Options Calls 0 Puts 0
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