Principal Securities, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Principal Securities, Inc. disclosed 1531 stock positions valued at approximately $8.31B as of quarter-end June 30, 2026. The largest holdings include PRINCIPAL EXCHANGE TRADED FD, PRINCIPAL EXCHANGE TRADED FD, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 1531
- Portfolio Value
- $8.31B
Holdings by Sector
Principal Securities, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PRINCIPAL EXCHANGE TRADED FD | PIEQ | Other | 4.77% | 11,041,875 | +6,900,075 | +166.60% | $396,292,907 |
| PRINCIPAL EXCHANGE TRADED FD | USMC | Other | 4.31% | 4,823,521 | +86,567 | +1.83% | $357,551,561 |
| ISHARES TR | IVV | Other | 3.35% | 371,938 | +62,342 | +20.14% | $278,540,998 |
| PRINCIPAL EXCHANGE TRADED FD | LCAP | Other | 2.32% | 5,804,126 | +984,957 | +20.44% | $192,348,743 |
| PRINCIPAL EXCHANGE TRADED FD | PSC | Other | 2.07% | 2,457,408 | -78,914 | -3.11% | $172,323,645 |
| PRINCIPAL EXCHANGE TRADED FD | BCHP | Other | 1.86% | 4,261,372 | +6,512 | +0.15% | $154,133,817 |
| PRINCIPAL EXCHANGE TRADED FD | IG | Other | 1.60% | 6,438,151 | +1,585,178 | +32.66% | $133,044,344 |
| GOLDMAN SACHS ETF TR | GSUS | Other | 1.50% | 1,209,324 | +51,712 | +4.47% | $124,681,282 |
| NVIDIA CORPORATION | NVDA | Technology | 1.23% | 512,188 | +31,828 | +6.63% | $102,483,772 |
| APPLE INC | AAPL | Technology | 1.17% | 336,456 | +21,496 | +6.82% | $97,356,978 |
| PRINCIPAL EXCHANGE TRADED FD | YLD | Other | 1.10% | 4,807,872 | +1,471,513 | +44.11% | $91,734,189 |
| ISHARES TR | AGG | Other | 1.06% | 893,305 | -464,263 | -34.20% | $88,419,319 |
| PRINCIPAL EXCHANGE TRADED FD | PY | Other | 1.05% | 1,617,997 | +189,584 | +13.27% | $87,211,627 |
| MICROSOFT CORP | MSFT | Technology | 1.05% | 233,753 | +9,820 | +4.39% | $87,194,544 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.00% | 347,640 | +8,781 | +2.59% | $82,856,580 |
| ISHARES TR | IUSV | Other | 0.89% | 671,256 | -30,827 | -4.39% | $73,938,845 |
| SPDR SERIES TRUST | SPLG | Other | 0.89% | 838,885 | -27,725 | -3.20% | $73,721,226 |
| ALPHABET INC | GOOGL | Communication Services | 0.84% | 194,208 | -565 | -0.29% | $69,404,022 |
| TRUST FOR PROFESSIONAL MANAG | APUE | Other | 0.83% | 1,483,929 | +114,954 | +8.40% | $68,557,539 |
| VANGUARD INDEX FDS | VTI | Other | 0.75% | 168,597 | -1,710 | -1.00% | $62,387,509 |
| GOLDMAN SACHS ETF TR | GCOR | Other | 0.75% | 1,507,766 | +62,146 | +4.30% | $62,059,952 |
| ISHARES TR | IWB | Other | 0.73% | 147,167 | -35,236 | -19.32% | $60,264,868 |
| ISHARES TR | IVW | Other | 0.71% | 428,592 | +6,479 | +1.53% | $58,944,230 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.70% | 1,266,757 | +259,868 | +25.81% | $57,890,810 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.68% | 198,769 | -14,161 | -6.65% | $56,764,434 |
| GOLDMAN SACHS ETF TR | GBND | Other | 0.67% | 1,104,041 | +1,104,041 | +100.00% | $55,820,314 |
| ISHARES TR | IEFA | Other | 0.67% | 575,931 | -62,406 | -9.78% | $55,623,443 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.63% | 1,978,213 | +29,143 | +1.50% | $52,422,647 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.61% | 355,063 | +76,432 | +27.43% | $50,379,919 |
| BROADCOM INC | AVGO | Technology | 0.58% | 128,290 | +2,109 | +1.67% | $48,461,639 |
Showing 30 of 1,531 holdings in the latest reporting period.