Principal Securities, Inc. Incresed Positions in Q2 2025

Principal Securities, Inc.

  • $5.32 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BUCK
Simplify Exchange Traded Fds S
103K
+ 3555.45%
N/A
106K $2.5B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
47.1K
+ 669.73%
$50.09 - $51.09 $2.36M - $2.41M
54.2K $2.77B
JNJ
Johnson & Johnson

Healthcare
13.8K
+ 37.0%
$146.36 - $159.82 $2.02M - $2.2M
51K $7.8B
COF
Capital One Financial Corp

Financial Services
9.19K
+ 70.99%
$150.57 - $212.76 $1.38M - $1.95M
22.1K $4.71B
CGGO
Capital Group Global Growth Eq

ETFs
60.8K
+ 39.88%
$25.31 - $32.17 $1.54M - $1.96M
213K $6.82B
Fidelity Covington Trust
67.5K
+ 401.07%
N/A
84.4K $2.81B
KO
Coca Cola CO

Consumer Defensive
20.3K
+ 19.03%
$68.37 - $73.9 $1.39M - $1.5M
127K $8.97B
BKNG
Booking Holdings Inc.

Consumer Cyclical
70
+ 3.03%
$4164.15 - $5789.24 $291K - $405K
2.38K $13.8B
GE
General Electric CO

Industrials
2.59K
+ 15.15%
$166.81 - $257.39 $432K - $667K
19.7K $5.07B
CGUS
Capital Group Core Equity ETF
47.9K
+ 21.87%
$29.93 - $36.93 $1.43M - $1.77M
267K $9.87B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
52.3K
+ 117.25%
$35.35 - $42.68 $1.85M - $2.23M
96.8K $4.13B
WMT
Walmart Inc.

Consumer Defensive
13.5K
+ 13.03%
$81.79 - $99.98 $1.11M - $1.35M
117K $11.5B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
41.7K
+ 37.58%
$45.88 - $54.4 $1.91M - $2.27M
153K $8.31B
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
27.6K
+ 12.25%
$47.13 - $52.52 $1.3M - $1.45M
253K $12.8B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.26K
+ 26.78%
$177.93 - $313.14 $580K - $1.02M
15.4K $4.83B
CGMU
Capital Group Core Plus Income
76.8K
+ 46.37%
N/A
242K $6.47B
XLK
Technology Sector Spdr

ETFs
7.08K
+ 79.38%
$179.73 - $253.23 $1.27M - $1.79M
16K $4.05B
CGGR
Capital Group Growth ETF Shs C

ETFs
36.3K
+ 25.87%
$30.53 - $40.65 $1.11M - $1.48M
177K $7.18B
CI
Cigna Corp

Healthcare
4.33K
+ 47.5%
$301.89 - $340.04 $1.31M - $1.47M
13.4K $4.44B
C
Citigroup Inc

Financial Services
14.7K
+ 32.91%
$58.13 - $85.12 $855K - $1.25M
59.4K $5.05B
VHT
Vanguard Health Care ETF

ETFs
8.52K
+ 21.53%
$236.71 - $261.92 $2.02M - $2.23M
48.1K $11.9B
PH
Parker Hannifin Corp

Industrials
2.3K
+ 48.27%
$517.23 - $700.54 $1.19M - $1.61M
7.06K $4.93B
Global X Fds
83.9K
+ 2387.99%
N/A
87.5K $1.97B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
60.3K
+ 281.17%
$24.38 - $30.18 $1.47M - $1.82M
81.7K $2.46B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.11K
+ 11.85%
$496.48 - $617.85 $1.05M - $1.3M
19.9K $12.3B
GIGB
Goldman Sachs ETF Access Invt
34.3K
+ 11.8%
N/A
325K $14.9B
VOE
Vanguard Mid Cap Value Index F

ETFs
10.8K
+ 43.76%
$141.87 - $164.49 $1.54M - $1.78M
35.6K $5.86B
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
87.9K
+ 352.43%
$19.78 - $21.29 $1.74M - $1.87M
113K $2.33B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
52.8K
+ 1957.32%
$87.84 - $1441.89 $4.64M - $76.1M
55.5K $5B
CLOU
Global X Fds Cloud Computing E

ETFs
77.2K
+ 13962.57%
$18.31 - $23.55 $1.41M - $1.82M
77.8K $1.81B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
35.7K
+ 18.85%
$49.98 - $50.26 $1.78M - $1.79M
225K $11.3B
Trust For Professional Manag
70.7K
+ 44.46%
N/A
230K $5.7B
IYJ
Ishares Tr

ETFs
11.7K
+ 111.2%
$115.07 - $142.31 $1.34M - $1.66M
22.2K $3.16B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.9K
+ 4.99%
$39.89 - $49.46 $435K - $540K
229K $11.3B
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
75.8K
+ 7.16%
$12.25 - $15.47 $929K - $1.17M
1.13M $17.6B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
25.3K
+ 11494.55%
$54.28 - $67.95 $1.37M - $1.72M
25.5K $1.73B
AVDV
American Centy ETF Tr Avantis

ETFs
20.3K
+ 320.44%
$61.76 - $79.32 $1.26M - $1.61M
26.7K $2.11B
HDV
Ishares Core High Dividend ETF

ETFs
13.2K
+ 45.95%
$108.41 - $120.51 $1.43M - $1.59M
41.8K $4.9B
AIQ
Global X Funds Global X Artifi

ETFs
25.5K
+ 22.82%
$31.5 - $43.69 $804K - $1.11M
137K $6B
VDC
Vanguard Consumer Staples ETF

ETFs
6.15K
+ 15.44%
$204.89 - $224.73 $1.26M - $1.38M
46K $10.1B
Linde PLC
2.46K
+ 25.83%
N/A
12K $5.61B
NVS
Novartis Ag

Healthcare
7.81K
+ 27.07%
$101.96 - $121.01 $797K - $946K
36.7K $4.44B
AVUV
American Centy ETF Tr Avantis

ETFs
17.9K
+ 967.98%
$75.17 - $91.21 $1.35M - $1.63M
19.7K $1.8B
T
At&T Inc.

Communication Services
27.2K
+ 20.27%
$26.33 - $28.94 $717K - $788K
162K $4.68B
BAC
Bank Of America Corp

Financial Services
26.1K
+ 23.56%
$34.39 - $47.46 $896K - $1.24M
137K $6.47B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
16.3K
+ 63.02%
N/A
42.2K $3.95B
QCOM
Qualcomm Inc

Technology
8.35K
+ 20.93%
$124.66 - $159.48 $1.04M - $1.33M
48.2K $7.68B
TJX
Tjx Companies Inc

Consumer Cyclical
11.8K
+ 33.49%
$119.13 - $135.03 $1.4M - $1.59M
46.9K $5.79B
JBL
Jabil Inc

Technology
3.81K
+ 39.71%
$116.88 - $218.1 $446K - $832K
13.4K $2.93B
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
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email