Principal Securities, Inc. Reduced Holdings in Q2 2025

Principal Securities, Inc.

  • $5.32 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-5.24K
- 28.01%
$48.5 - $49.35 $254K - $258K
13.5K $663M
HPQ
Hp Inc

Technology
-3.71K
- 19.92%
$21.88 - $29.32 $81.1K - $109K
14.9K $365M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-2.31K
- 93.87%
$86.79 - $101.21 $201K - $234K
151 $14.9M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-18.4K
- 65.52%
$11.11 - $14.46 $205K - $266K
9.69K $121M
XLE
Energy Sector Spdr

ETFs
-2.55K
- 9.17%
$76.44 - $94.13 $195K - $240K
25.2K $2.14B
DVN
Devon Energy Corp

Energy
-7K
- 44.62%
$26.8 - $37.92 $188K - $266K
8.69K $277M
BR
Broadridge Financial Solutions, Inc.

Technology
-1.43K
- 21.73%
$217.22 - $246.25 $310K - $351K
5.14K $1.25B
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-177
- 1.62%
$78.47 - $92.25 $13.9K - $16.3K
10.8K $874M
IBB
Ishares Biotechnology ETF

ETFs
-1.66K
- 53.71%
$112.02 - $129.0 $186K - $214K
1.43K $181M
VBR
Vanguard Small Cap Value ETF

ETFs
-965
- 7.78%
$162.76 - $195.77 $157K - $189K
11.4K $2.23B
EXAS
Exact Sciences Corp

Healthcare
-3.79K
- 62.67%
$40.31 - $58.08 $153K - $220K
2.26K $120M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-12.8K
- 89.91%
$17.17 - $19.9 $220K - $255K
1.44K $27.6M
UTHR
United Therapeutics Corp

Healthcare
-269
- 12.37%
$276.47 - $328.4 $74.4K - $88.3K
1.91K $547M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-18.7K
- 98.54%
$10.66 - $11.83 $199K - $221K
277 $3.08M
LEN
Lennar Corp

Consumer Cyclical
-581
- 9.98%
$102.76 - $115.66 $59.7K - $67.2K
5.24K $579M
FSK
Fs Kkr Capital Corp

Financial Services
-9.3K
- 85.77%
$17.95 - $21.5 $167K - $200K
1.54K $32M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-15.8K
- 60.55%
$10.48 - $12.62 $166K - $199K
10.3K $130M
AMD
Advanced Micro Devices Inc

Technology
-5.01K
- 20.75%
$78.21 - $143.81 $392K - $720K
19.1K $2.71B
CROX
Crocs, Inc.

Consumer Cyclical
-1.7K
- 52.58%
$88.67 - $120.26 $151K - $204K
1.53K $155M
HBI
Hanesbrands Inc.

Consumer Cyclical
-1.12K
- 2.06%
$4.32 - $5.95 $4.82K - $6.64K
52.9K $242M
CSX
Csx Corp

Industrials
-6.31K
- 23.42%
$26.69 - $32.91 $168K - $208K
20.6K $673M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-4.08K
- 13.74%
$71.86 - $82.66 $293K - $337K
25.6K $2.12B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-3.1K
- 33.83%
$60.03 - $72.0 $186K - $223K
6.05K $401M
CBRE
Cbre Group, Inc.

Real Estate
-2.2K
- 16.46%
$113.94 - $140.12 $251K - $309K
11.2K $1.57B
SJNK
Spdr Bloomberg Short Term High

ETFs
-7.9K
- 14.67%
$24.12 - $25.48 $190K - $201K
45.9K $1.17B
ALGN
Align Technology Inc

Healthcare
-803
- 42.69%
$144.32 - $190.42 $116K - $153K
1.08K $204M
PCAR
Paccar Inc

Industrials
-1.1K
- 12.31%
$86.4 - $99.09 $94.9K - $109K
7.82K $743M
LKQ
Lkq Corp

Consumer Cyclical
-4.86K
- 47.83%
$36.86 - $43.38 $179K - $211K
5.3K $196M
IYM
Ishares Tr

ETFs
-1.34K
- 93.05%
$116.16 - $140.01 $155K - $187K
100 $14M
IYK
Ishares U.S. Consumer Staples

ETFs
-5.48K
- 12.43%
$67.29 - $72.42 $369K - $397K
38.6K $2.72B
KEY
Keycorp

Financial Services
-10.1K
- 49.28%
$13.23 - $17.42 $133K - $176K
10.4K $181M
Canadian Pacific Kansas City
-2.8K
- 36.12%
N/A
4.96K $393M
DFAE
Dimensional ETF Tr

ETFs
-8.77K
- 36.75%
$22.87 - $28.95 $200K - $254K
15.1K $437M
WMG
Warner Music Group Corp.

Communication Services
-1.19K
- 3.31%
$25.91 - $31.32 $30.8K - $37.2K
34.7K $946M
IYT
Ishares Tr U.S. Transportation

ETFs
-2.47K
- 92.46%
$55.22 - $68.54 $136K - $169K
201 $13.8M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-5.63K
- 70.12%
$31.34 - $38.59 $176K - $217K
2.4K $91.8M
SONY
Sony Group Corp

Technology
-13K
- 36.54%
$21.24 - $26.88 $276K - $350K
22.6K $588M
BKR
Baker Hughes CO

Energy
-3.18K
- 20.4%
$35.0 - $44.92 $111K - $143K
12.4K $475M
CRL
Charles River Laboratories International, Inc.

Healthcare
-162
- 3.84%
$99.75 - $151.89 $16.2K - $24.6K
4.05K $615M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.5K
- 20.31%
$45.11 - $52.34 $158K - $183K
13.7K $718M
GWW
W.W. Grainger, Inc.

Industrials
-137
- 10.06%
$919.93 - $1101.66 $126K - $151K
1.23K $1.27B
AME
Ametek Inc

Industrials
-889
- 34.78%
$151.41 - $182.75 $135K - $162K
1.67K $302M
URA
Global X Uranium ETF

ETFs
-5.85K
- 98.87%
$20.26 - $38.81 $118K - $227K
67 $2.6M
CCS
Century Communities, Inc.

Consumer Cyclical
-2.11K
- 99.53%
$51.04 - $67.94 $108K - $143K
10 $563K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.32K
- 22.92%
$47.02 - $47.83 $156K - $159K
11.2K $535M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-2.37K
- 69.19%
$57.46 - $65.66 $136K - $156K
1.06K $68.5M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-5.23K
- 62.37%
$15.5 - $20.28 $81.1K - $106K
3.16K $64M
ERH
Allspring Utilities & High Income Fund

Financial Services
-14.8K
- 63.06%
$9.98 - $11.55 $148K - $171K
8.67K $100M
MKL
Markel Corp

Financial Services
-160
- 25.16%
$1678.5 - $1997.36 $269K - $320K
476 $951M
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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