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
$53.5B
$918 Million 0.02% of portfolio
5,675
Q3 2024 Added 2.58%
$0
$656 Million 0.02% of portfolio
19,132
Q3 2024 Added 4,086.43%
$14.1B
$905 Million 0.02% of portfolio
12,865
Q3 2024 Added 13.83%
$48.1B
$879 Million 0.02% of portfolio
15,209
Q3 2024 Reduced 2.51%
$14.7B
$738 Million 0.02% of portfolio
13,794
Q3 2024 Added 19.93%
-
$757 Million 0.02% of portfolio
-
Q3 2024 Added 5.45%
-
$628 Million 0.02% of portfolio
-
Q3 2024 Reduced 33.5%
$46.4B
$831 Million 0.02% of portfolio
5,791
Q3 2024 Added 14.88%
$76.3B
$821 Million 0.02% of portfolio
7,510
Q3 2024 Added 4.2%
$14.9B
$624 Million 0.02% of portfolio
5,545
Q3 2024 Added 4.17%
$69.2B
$855 Million 0.02% of portfolio
29,368
Q3 2024 Added 7.01%
$0
$681 Million 0.02% of portfolio
30,611
Q3 2024 Added 12.91%
$38.5B
$829 Million 0.02% of portfolio
20,452
Q3 2024 Added 4.05%
$58.3B
$688 Million 0.02% of portfolio
354
Q3 2024 Added 16.07%
$0
$743 Million 0.02% of portfolio
4,257
Q3 2024 Reduced 2.92%
$0
$693 Million 0.02% of portfolio
14,825
Q3 2024 Added 2.72%
$0
$657 Million 0.02% of portfolio
6,599
Q3 2024 Added 2.95%
$0
$732 Million 0.02% of portfolio
14,815
Q3 2024 Added 30.15%
$0
$942 Million 0.02% of portfolio
18,646
Q3 2024 Added 937.04%
$0
$858 Million 0.02% of portfolio
18,441
Q2 2024 New
$0
$839 Million 0.02% of portfolio
33,511
Q3 2024 Added 28.13%
Flaherty &Crumrine Dynamic
-
$703 Million 0.02% of portfolio
-
Q3 2024 Added 11.93%
$72.9B
$861 Million 0.02% of portfolio
11,108
Q3 2024 Added 4.61%
$62.5B
$1.03 Billion 0.02% of portfolio
20,627
Q3 2024 Added 6.06%
$13B
$789 Million 0.02% of portfolio
15,341
Q3 2024 Added 32.24%
$111B
$833 Million 0.02% of portfolio
9,936
Q3 2024 Added 20.96%
$0
$933 Million 0.02% of portfolio
22,673
Q3 2024 Reduced 15.0%
$0
$634 Million 0.02% of portfolio
12,529
Q3 2024 Reduced 3.44%
$95.6B
$789 Million 0.02% of portfolio
1,942
Q3 2024 Added 14.64%
$37.2B
$658 Million 0.02% of portfolio
2,078
Q3 2024 Added 49.71%
$7.6B
$927 Million 0.02% of portfolio
3,508
Q3 2024 Added 3.18%
$0
$868 Million 0.02% of portfolio
21,012
Q3 2024 Reduced 0.31%
$0
$856 Million 0.02% of portfolio
21,020
Q2 2024 Added 1,193.54%
Innovator Etfs Trust
-
$862 Million 0.02% of portfolio
-
Q3 2024 Reduced 2.13%
$0
$759 Million 0.02% of portfolio
23,193
Q3 2024 Added 0.61%
$0
$1.02 Billion 0.02% of portfolio
32,309
Q3 2024 Added 2.43%
$98.6B
$799 Million 0.02% of portfolio
34,054
Q3 2024 Reduced 61.3%
$0
$647 Million 0.02% of portfolio
9,769
Q3 2024 Reduced 1.08%
$0
$912 Million 0.02% of portfolio
41,582
Q3 2024 Reduced 4.77%
$0
$1.03 Billion 0.02% of portfolio
17,895
Q3 2024 Added 15.89%
$0
$987 Million 0.02% of portfolio
21,588
Q3 2024 Added 2.18%
$0
$725 Million 0.02% of portfolio
37,073
Q3 2024 Added 9.21%
$0
$911 Million 0.02% of portfolio
44,102
Q3 2024 Added 23.9%
$42.4B
$722 Million 0.02% of portfolio
14,532
Q3 2024 Added 27.91%
$0
$636 Million 0.02% of portfolio
2,297
Q3 2024 Added 2.09%
$0
$741 Million 0.02% of portfolio
16,160
Q3 2024 Added 0.52%
$0
$698 Million 0.02% of portfolio
5,950
Q3 2024 Added 14.4%
$0
$682 Million 0.02% of portfolio
7,754
Q3 2024 Added 7.07%
$0
$652 Million 0.02% of portfolio
10,037
Q3 2024 Reduced 15.0%

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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