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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
T Rowe Price ETF Inc
-
$1.42 Billion 0.03% of portfolio
-
Q3 2024 Added 4.69%
$237B
$1.12 Billion 0.03% of portfolio
6,247
Q3 2024 Reduced 1.05%
$54.4B
$1.19 Billion 0.03% of portfolio
8,847
Q3 2024 Reduced 5.26%
Vanguard Malvern Fds
-
$1.41 Billion 0.03% of portfolio
-
Q3 2024 Added 128.17%
$0
$1.29 Billion 0.03% of portfolio
5,300
Q3 2024 Added 16.05%
$35.4B
$1.14 Billion 0.03% of portfolio
6,289
Q3 2024 Added 49.92%
$4.62B
$1.12 Billion 0.03% of portfolio
35,671
Q3 2024 Added 148,529.17%
$48B
$1.29 Billion 0.03% of portfolio
7,227
Q3 2024 Added 12.17%
$0
$1.08 Billion 0.03% of portfolio
151,571
Q3 2024 Reduced 30.01%
$38.3B
$1.13 Billion 0.03% of portfolio
17,318
Q3 2024 Added 2.89%
$19.8B
$1.11 Billion 0.03% of portfolio
24,663
Q3 2024 Added 44.89%
$12.2B
$1.31 Billion 0.03% of portfolio
8,989
Q3 2024 Added 2.08%
$16.6B
$1.28 Billion 0.03% of portfolio
4,449
Q3 2024 Added 22.73%
$34B
$1.13 Billion 0.03% of portfolio
3,838
Q3 2024 Added 50.92%
$60.2B
$1.23 Billion 0.03% of portfolio
6,951
Q3 2024 Added 1.43%
$1.44B
$727 Million 0.02% of portfolio
24,447
Q3 2024 Added 14.51%
$10.1B
$800 Million 0.02% of portfolio
2,904
Q3 2024 Added 13.66%
$25.1B
$834 Million 0.02% of portfolio
5,702
Q3 2024 Added 1.33%
$44.4B
$658 Million 0.02% of portfolio
3,833
Q3 2024 Reduced 59.99%
$42.2B
$821 Million 0.02% of portfolio
12,592
Q3 2024 Added 49.73%
Amplify ETF Tr
-
$812 Million 0.02% of portfolio
-
Q3 2024 Reduced 24.48%
$94.9B
$749 Million 0.02% of portfolio
5,734
Q3 2024 Added 32.21%
$29.6B
$814 Million 0.02% of portfolio
5,223
Q3 2024 Added 3.55%
$11.8B
$1.03 Billion 0.02% of portfolio
5,191
Q3 2024 Added 47.43%
$89.1B
$782 Million 0.02% of portfolio
24,910
Q3 2024 Added 2.28%
$30B
$755 Million 0.02% of portfolio
7,170
Q3 2024 Reduced 1.4%
$58.7B
$900 Million 0.02% of portfolio
83,037
Q3 2024 Added 21.96%
$19.5B
$891 Million 0.02% of portfolio
8,621
Q3 2024 Added 28.12%
$129B
$715 Million 0.02% of portfolio
8,527
Q3 2024 Added 31.2%
$31B
$949 Million 0.02% of portfolio
9,163
Q3 2024 Added 5.14%
$72.7B
$874 Million 0.02% of portfolio
25,319
Q3 2024 Added 9.89%
$0
$650 Million 0.02% of portfolio
28,127
Q3 2024 Added 42.6%
Capital Group Dividend Growe
-
$821 Million 0.02% of portfolio
-
Q3 2024 New
$31.5B
$1 Billion 0.02% of portfolio
9,050
Q3 2024 Added 4.58%
$15.4B
$866 Million 0.02% of portfolio
2,304
Q3 2024 Added 1.23%
Celestica Inc
-
$704 Million 0.02% of portfolio
-
Q3 2024 Added 59.26%
$9.56B
$859 Million 0.02% of portfolio
4,360
Q3 2024 Added 0.35%
$55.1B
$954 Million 0.02% of portfolio
5,304
Q3 2024 Added 2.45%
$9.85B
$922 Million 0.02% of portfolio
14,967
Q3 2024 Added 35.76%
$40.2B
$893 Million 0.02% of portfolio
11,569
Q3 2024 Reduced 8.08%
$78.3B
$885 Million 0.02% of portfolio
8,522
Q3 2024 Added 19.26%
$82.1B
$947 Million 0.02% of portfolio
3,641
Q3 2024 Added 7.18%
$50.9B
$776 Million 0.02% of portfolio
2,396
Q3 2024 Added 14.37%
$39.4B
$719 Million 0.02% of portfolio
6,251
Q3 2024 Added 15.72%
$4.68B
$723 Million 0.02% of portfolio
4,537
Q3 2024 Added 553.75%
$34.7B
$687 Million 0.02% of portfolio
5,798
Q3 2024 Added 116.5%
$40.8B
$880 Million 0.02% of portfolio
17,318
Q3 2024 Reduced 2.31%
$32.3B
$860 Million 0.02% of portfolio
4,990
Q3 2024 Added 0.67%
$10.8B
$670 Million 0.02% of portfolio
3,209
Q3 2024 Added 18.41%

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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