Principal Securities, Inc. Portfolio Stock Holdings
Principal Securities, Inc. disclosed 1411 stock positions valued at approximately $6.8 billion in its latest SEC 13F filing. The largest holdings include PRINCIPAL EXCHANGE TRADED FD, ISHARES TR, and PRINCIPAL EXCHANGE TRADED FD. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1411
- Portfolio Value
- $6.8B
Holdings by Sector
Principal Securities, Inc. Portfolio Holdings in Q1 2026
1324 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PRINCIPAL EXCHANGE TRADED FD | USMC | Other | 4.47% | 4,736,954 | +266,347 | +5.96% | $304,643,314 |
| ISHARES TR | IVV | Other | 2.97% | 309,596 | +14,344 | +4.86% | $202,231,141 |
| PRINCIPAL EXCHANGE TRADED FD | PSC | Other | 2.13% | 2,536,322 | +216,897 | +9.35% | $145,392,994 |
| ISHARES TR | AGG | Other | 1.98% | 1,357,568 | -30,609 | -2.20% | $134,765,773 |
| GOLDMAN SACHS ETF TR | GSUS | Other | 1.52% | 1,157,612 | -22,865 | -1.94% | $103,710,436 |
| PRINCIPAL EXCHANGE TRADED FD | IG | Other | 1.47% | 4,852,973 | +695,053 | +16.72% | $100,160,448 |
| NVIDIA CORPORATION | NVDA | Technology | 1.23% | 480,360 | +54,295 | +12.74% | $83,774,765 |
| MICROSOFT CORP | MSFT | Technology | 1.22% | 223,933 | +21,525 | +10.63% | $82,893,262 |
| APPLE INC | AAPL | Technology | 1.17% | 314,960 | +25,170 | +8.69% | $79,933,718 |
| ISHARES TR | IUSV | Other | 1.05% | 702,083 | +74,434 | +11.86% | $71,787,960 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.04% | 338,859 | +15,507 | +4.80% | $70,574,151 |
| SPDR SERIES TRUST | SPLG | Other | 0.97% | 866,610 | +32,742 | +3.93% | $66,330,357 |
| ISHARES TR | IWB | Other | 0.95% | 182,403 | +2,651 | +1.47% | $65,037,641 |
| PRINCIPAL EXCHANGE TRADED FD | YLD | Other | 0.93% | 3,336,359 | +464,300 | +16.17% | $63,257,368 |
| GOLDMAN SACHS ETF TR | GCOR | Other | 0.88% | 1,445,620 | +127,909 | +9.71% | $59,733,031 |
| ISHARES TR | IEFA | Other | 0.85% | 638,337 | +119,490 | +23.03% | $57,788,620 |
| ISHARES INC | IEMG | Other | 0.82% | 803,495 | -10,241 | -1.26% | $56,043,802 |
| ALPHABET INC | GOOGL | Communication Services | 0.82% | 194,773 | +2,243 | +1.17% | $56,008,968 |
| TRUST FOR PROFESSIONAL MANAG | APUE | Other | 0.80% | 1,368,975 | +67,089 | +5.15% | $54,868,514 |
| VANGUARD INDEX FDS | VTI | Other | 0.80% | 170,307 | +12,463 | +7.90% | $54,636,057 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.76% | 1,949,070 | +366,612 | +23.17% | $51,864,745 |
| ISHARES TR | IJR | Other | 0.72% | 396,724 | +35,379 | +9.79% | $49,316,809 |
| ISHARES TR | IVW | Other | 0.70% | 422,113 | -12,598 | -2.90% | $47,745,213 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.65% | 212,930 | +63,882 | +42.86% | $44,299,988 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.64% | 1,006,889 | +60,997 | +6.45% | $43,427,111 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.63% | 1,474,680 | +115,579 | +8.50% | $42,957,429 |
| ISHARES TR | IDEV | Other | 0.61% | 496,389 | -10,060 | -1.99% | $41,483,221 |
| META PLATFORMS INC | META | Communication Services | 0.60% | 71,947 | +3,931 | +5.78% | $41,163,050 |
| ISHARES TR | IUSG | Other | 0.58% | 254,203 | -52,654 | -17.16% | $39,429,406 |
| BROADCOM INC | AVGO | Technology | 0.57% | 126,181 | +12,847 | +11.34% | $39,054,294 |
| ALPHABET INC | GOOG | Communication Services | 0.55% | 130,477 | +8,238 | +6.74% | $37,428,663 |
| ISHARES TR | IXUS | Other | 0.54% | 425,599 | -301 | -0.07% | $36,873,864 |
| ISHARES TR | MBB | Other | 0.52% | 370,956 | +91,372 | +32.68% | $35,222,275 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.51% | 278,631 | +23,376 | +9.16% | $34,865,087 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.47% | 498,917 | +12,908 | +2.66% | $31,970,583 |
| JPMORGAN CHASE &CO | JPM | Financial Services | 0.44% | 102,594 | +5,662 | +5.84% | $30,178,866 |
| VANGUARD BD INDEX FDS | BND | Other | 0.44% | 407,882 | +9,381 | +2.35% | $30,036,407 |
| ISHARES TR | GOVT | Other | 0.44% | 1,303,146 | +527,247 | +67.95% | $29,855,072 |
| VANGUARD INDEX FDS | VTV | Other | 0.42% | 147,560 | -3,289 | -2.18% | $28,951,204 |
| ISHARES TR | IUSB | Other | 0.42% | 614,297 | +70,971 | +13.06% | $28,374,369 |
| ISHARES TR | IVE | Other | 0.40% | 127,933 | -14,079 | -9.91% | $27,013,175 |
| INVESCO QQQ TR | QQQ | Other | 0.40% | 46,772 | +2,238 | +5.03% | $26,995,682 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.38% | 53,557 | +4,355 | +8.85% | $25,664,391 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.37% | 427,852 | +19,072 | +4.67% | $24,892,396 |
| TRUST FOR PROFESSIONAL MANAG | APIE | Other | 0.36% | 694,896 | +27,202 | +4.07% | $24,495,088 |
| VISA INC | V | Financial Services | 0.36% | 80,335 | +5,450 | +7.28% | $24,280,680 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.35% | 70,981 | -5,058 | -6.65% | $23,987,844 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.34% | 411,371 | -115,463 | -21.92% | $23,316,516 |
| ISHARES TR | EWU | Other | 0.34% | 502,063 | +10,080 | +2.05% | $22,873,967 |
| PRINCIPAL EXCHANGE TRADED FD | PREF | Other | 0.33% | 1,212,564 | +285,169 | +30.75% | $22,820,456 |
| ISHARES TR | ITOT | Other | 0.33% | 157,681 | -2,189 | -1.37% | $22,458,402 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.32% | 395,286 | +15,334 | +4.04% | $21,881,052 |
| ELI LILLY &CO | LLY | Healthcare | 0.31% | 23,156 | +1,851 | +8.69% | $21,297,979 |
| ISHARES TR | QUAL | Other | 0.31% | 110,632 | +1,638 | +1.50% | $21,220,460 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.31% | 263,105 | +42,222 | +19.12% | $20,856,303 |
| LEGG MASON ETF INVT | LVHI | Other | 0.29% | 493,235 | +118,017 | +31.45% | $19,995,747 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.29% | 513,907 | +38,248 | +8.04% | $19,662,071 |
| TRUST FOR PROFESSIONAL MANAG | APCB | Other | 0.28% | 659,492 | +11,281 | +1.74% | $19,422,054 |
| ISHARES TR | HYG | Other | 0.28% | 237,492 | -9,415 | -3.81% | $18,894,894 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.27% | 127,717 | +58,090 | +83.43% | $18,521,466 |
| EXXON MOBIL CORP | XOM | Energy | 0.27% | 109,151 | +74 | +0.07% | $18,518,543 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.27% | 28,295 | +4,152 | +17.20% | $18,401,397 |
| PACER FDS TR | COWZ | Other | 0.26% | 282,202 | +149,333 | +112.39% | $17,654,565 |
| GLOBAL X FDS | QYLD | Other | 0.26% | 1,028,435 | +25,733 | +2.57% | $17,637,664 |
| GLOBAL X FDS | XYLD | Other | 0.26% | 447,763 | +15,084 | +3.49% | $17,520,984 |
| TESLA INC | TSLA | Consumer Cyclical | 0.26% | 47,087 | +5,726 | +13.84% | $17,504,705 |
| ISHARES U S ETF TR | CMDY | Other | 0.25% | 286,107 | -1,439 | -0.50% | $17,000,454 |
| ISHARES TR | IWX | Other | 0.25% | 183,193 | -37,559 | -17.01% | $16,976,515 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.25% | 603,952 | +15,013 | +2.55% | $16,820,078 |
| GOLDMAN SACHS ETF TR | GIGB | Other | 0.25% | 365,151 | +29,076 | +8.65% | $16,723,905 |
| JOHNSON &JOHNSON | JNJ | Healthcare | 0.24% | 66,416 | +3,899 | +6.24% | $16,234,692 |
| WALMART INC | WMT | Consumer Defensive | 0.24% | 130,318 | -3,719 | -2.77% | $16,195,861 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.24% | 32,388 | +2,597 | +8.72% | $16,182,901 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 0.23% | 317,052 | +113,343 | +55.64% | $15,890,667 |
| VANGUARD WORLD FD | VHT | Other | 0.23% | 57,682 | +1,481 | +2.64% | $15,708,303 |
| VANGUARD INDEX FDS | VXF | Other | 0.23% | 75,457 | +1,823 | +2.48% | $15,528,910 |
| ISHARES TR | IWY | Other | 0.23% | 62,380 | -4,925 | -7.32% | $15,522,648 |
| EATON VANCE TAX-MANAGED DIVE | XETYX | Other | 0.23% | 1,120,472 | -13,385 | -1.18% | $15,451,305 |
| ISHARES TR | LQD | Other | 0.22% | 139,735 | -57,247 | -29.06% | $15,229,816 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.22% | 357,215 | +60,317 | +20.32% | $15,195,921 |
| CHEVRON CORPORATION | CVX | Energy | 0.22% | 73,379 | +3,717 | +5.34% | $15,182,169 |
| ISHARES TR | SHV | Other | 0.22% | 137,329 | +113,041 | +465.42% | $15,159,717 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.22% | 181,984 | +807 | +0.45% | $15,059,170 |
| GOLDMAN SACHS ETF TR | GEM | Other | 0.22% | 347,331 | +15,112 | +4.55% | $15,004,696 |
| VANGUARD INDEX FDS | VO | Other | 0.22% | 51,940 | +7,681 | +17.35% | $14,915,948 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.21% | 680,970 | +42,195 | +6.61% | $14,634,050 |
| APPLIED MATLS INC | AMAT | Technology | 0.21% | 40,925 | +179 | +0.44% | $13,987,825 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.20% | 256,189 | +7,952 | +3.20% | $13,846,999 |
| CATERPILLAR INC | CAT | Industrials | 0.20% | 19,442 | -1,749 | -8.25% | $13,773,766 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.20% | 82,184 | +6,122 | +8.05% | $13,588,255 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.20% | 498,585 | +60,595 | +13.83% | $13,536,584 |
| VANGUARD INDEX FDS | VOE | Other | 0.19% | 71,606 | +9,207 | +14.76% | $13,195,542 |
| GOLDMAN SACHS ETF TR | GSID | Other | 0.19% | 186,822 | +186,822 | +100.00% | $13,057,022 |
| VANGUARD INDEX FDS | VOO | Other | 0.19% | 21,697 | -244 | -1.11% | $12,965,079 |
| SPDR SERIES TRUST | SPIB | Other | 0.19% | 385,158 | -9,418 | -2.39% | $12,918,184 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.19% | 137,142 | +1,303 | +0.96% | $12,888,651 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.19% | 335,328 | +43,701 | +14.99% | $12,883,308 |
| INVESCO EXCHANGE TRADED FD T | EQWL | Other | 0.19% | 111,670 | +4,137 | +3.85% | $12,868,885 |
| ABBVIE INC | ABBV | Healthcare | 0.19% | 58,517 | -6,052 | -9.37% | $12,726,923 |
| SIMPLIFY EXCHANGE TRADED FUN | HIGH | Other | 0.18% | 588,013 | -11,782 | -1.96% | $12,548,195 |