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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$58.8 Billion 1.42% of portfolio
136,555
Q3 2024 Added 3.75%
$2.29T
$48.8 Billion 1.18% of portfolio
262,102
Q3 2024 Added 8.72%
$4.09T
$47.3 Billion 1.14% of portfolio
202,881
Q3 2024 Added 11.82%
$336B
$38 Billion 0.92% of portfolio
312,821
Q3 2024 Added 8.1%
$1.32T
$25.3 Billion 0.61% of portfolio
44,272
Q3 2024 Reduced 5.22%
$1.14T
$24.5 Billion 0.59% of portfolio
147,853
Q3 2024 Added 7.76%
$590B
$18.2 Billion 0.44% of portfolio
39,519
Q3 2024 Added 3.93%
$519B
$18 Billion 0.43% of portfolio
65,300
Q3 2024 Added 9.72%
$1.17T
$16.7 Billion 0.4% of portfolio
99,755
Q3 2024 Added 4.31%
$0
$15.2 Billion 0.37% of portfolio
1,035,884
Q3 2024 Added 2.89%
$697B
$15.4 Billion 0.37% of portfolio
73,045
Q3 2024 Added 8.44%
$468B
$13.9 Billion 0.34% of portfolio
23,726
Q3 2024 Added 8.87%
$730B
$13.5 Billion 0.33% of portfolio
15,189
Q3 2024 Added 7.25%
$504B
$13.7 Billion 0.33% of portfolio
27,701
Q3 2024 Added 4.47%
-
$12.9 Billion 0.31% of portfolio
-
Q3 2024 Added 0.45%
$0
$12.8 Billion 0.31% of portfolio
900,769
Q3 2024 Added 9.62%
$200B
$11.1 Billion 0.27% of portfolio
2,623
Q3 2024 Added 3.92%
$89.4B
$11.2 Billion 0.27% of portfolio
64,712
Q3 2024 Added 1,301.3%
$1.33T
$10.7 Billion 0.26% of portfolio
40,851
Q3 2024 Reduced 3.32%
$441B
$10.1 Billion 0.24% of portfolio
86,242
Q3 2024 Added 12.21%
$208B
$8.1 Billion 0.2% of portfolio
15,652
Q3 2024 Added 1.74%
$87.8B
$8.27 Billion 0.2% of portfolio
15,899
Q3 2024 Added 17.51%
$135B
$8.31 Billion 0.2% of portfolio
128,180
Q3 2024 Added 4.74%
$310B
$7.99 Billion 0.19% of portfolio
40,442
Q3 2024 Added 6.65%
$270B
$7.33 Billion 0.18% of portfolio
102,005
Q3 2024 Added 8.27%
$0
$7.33 Billion 0.18% of portfolio
530,957
Q3 2024 Added 2.82%
$344B
$7.5 Billion 0.18% of portfolio
27,411
Q3 2024 Reduced 23.32%
$101B
$7.57 Billion 0.18% of portfolio
77,638
Q3 2024 Added 13.62%
$250B
$7.35 Billion 0.18% of portfolio
91,031
Q3 2024 Added 9.74%
$193B
$7.16 Billion 0.17% of portfolio
18,310
Q3 2024 Added 13.06%
$280B
$6.84 Billion 0.17% of portfolio
46,428
Q3 2024 Added 3.3%
$422B
$7.09 Billion 0.17% of portfolio
7,999
Q3 2024 Reduced 0.45%
$402B
$7.14 Billion 0.17% of portfolio
17,630
Q3 2024 Added 18.92%
$36.6B
$6.55 Billion 0.16% of portfolio
27,649
Q3 2024 Added 4.17%
$193B
$6.64 Billion 0.16% of portfolio
54,715
Q3 2024 Added 7.93%
-
$6.61 Billion 0.16% of portfolio
-
Q3 2024 Added 49.71%
$0
$6.28 Billion 0.15% of portfolio
319,029
Q3 2024 Reduced 0.52%
$457B
$6.05 Billion 0.15% of portfolio
35,519
Q3 2024 Added 28.19%
$172B
$6.05 Billion 0.15% of portfolio
35,596
Q3 2024 Added 21.7%
$13.3B
$5.63 Billion 0.14% of portfolio
72,700
Q3 2024 Added 3.74%
$71.4B
$5.64 Billion 0.14% of portfolio
40,222
Q3 2024 Added 6.12%
$204B
$5.65 Billion 0.14% of portfolio
58,774
Q3 2024 Added 4.66%
$378B
$5.65 Billion 0.14% of portfolio
34,881
Q3 2024 Added 13.81%
$248B
$5.94 Billion 0.14% of portfolio
52,298
Q3 2024 Added 1.19%
$91.7B
$5.6 Billion 0.14% of portfolio
41,075
Q3 2024 Added 77.72%
$267B
$5.7 Billion 0.14% of portfolio
100,833
Q3 2024 Added 7.95%
$65.4B
$5.18 Billion 0.13% of portfolio
17,412
Q3 2024 Added 7.37%
$168B
$5.4 Billion 0.13% of portfolio
129,230
Q3 2024 Added 4.51%
$128B
$5.2 Billion 0.13% of portfolio
8,904
Q3 2024 Reduced 0.81%

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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