Principal Securities, Inc. Portfolio Holdings

Principal Securities, Inc.

  • $4.14 Trillion
  • Q3 2024

Principal Securities, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.14 Trillion distributed in 3452 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Principal ETF U S Mega Cap with a value of $251B, Ishares Tr with a value of $115B, Ishares Core S&P 500 ETF with a value of $102B, Ishares Core U.S. Aggregate Bo with a value of $101B, and Goldman Sachs ETF Tr Marketbet with a value of $73.5B.

Examining the 13F form we can see an increase of $507B in the current position value, from $3.63T to 4.14T. Also it can be appreciated an additional of 213 stocks purchases and 2 closed positions.

Principal Securities, Inc. is based out at Des Moines, IA

Below you can find more details about Principal Securities, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $4.14 Trillion
Technology: $316 Billion
Financial Services: $247 Billion
Consumer Cyclical: $154 Billion
Healthcare: $146 Billion
Industrials: $105 Billion
Communication Services: $102 Billion
Consumer Defensive: $67.5 Billion
Energy: $43.7 Billion
Other: $122 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$257M
$514,000 0.0% of portfolio
17
Q1 2024 New
$298M
$1.87 Million 0.0% of portfolio
134
Q3 2024 New
$68.2M
$1.02 Million 0.0% of portfolio
1,100
Q1 2024 Reduced 47.62%
$209M
$14 Million 0.0% of portfolio
336
Q4 2023 New
$288M
$11.5 Million 0.0% of portfolio
-
Q3 2024 Reduced 91.53%
$209M
$1.76 Million 0.0% of portfolio
481
Q3 2024 Added 411.7%
$297M
$759,000 0.0% of portfolio
78
Q3 2024 Added 36.84%
$281M
$363,000 0.0% of portfolio
32
Q2 2024 New
$168M
$7.58 Million 0.0% of portfolio
2,000
Q3 2024 Reduced 38.46%

Summary

  • Portfolio
  • No. of Stocks 3,452
  • Current Value $4.14 Trillion
  • Prior Value $3.63 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 213 stocks
  • Additional Purchases 1,719 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 905 stocks
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