account_balance
Investment manager · 13F filer · SEC CIK 12600
Principal Securities, Inc.
Reported value$8.59Bas of Sep 30, 2026
Positions1,567 112 new, 84 sold out
Top 10 weight24.9%PIEQ alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PIEQPrincipal Exchange Traded Fd
4.6%
USMCPrincipal Exchange Traded Fd
4.3%
IVViShares Tr
3.7%Added +11%
LCAPPrincipal Exchange Traded Fd
2.5%Added +9%
PSCPrincipal Exchange Traded Fd
2.0%Added +4%
BCHPPrincipal Exchange Traded Fd
1.9%
IGPrincipal Exchange Traded Fd
1.7%Added +14%
GSUSGoldman Sachs ETF Tr
1.5%Added +2%
MSFTMicrosoft Corp
1.5%Added +4%
NVDANvidia Corporation
1.4%Added +5%
AAPLApple Inc
1.3%Added +3%
PYPrincipal Exchange Traded Fd
1.2%Added +12%
PIEQPrincipal Exchange Traded Fd
4.6%
USMCPrincipal Exchange Traded Fd
4.3%
IVV3.7%
LCAP2.5%
PSC2.0%
BCHP1.9%
IG1.7%
GSUS1.5%
MSFT1.5%NVDA1.4%AAPL1.3%PY1.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PIEQ Principal Exchange Traded Fd 4.6% Held
USMC Principal Exchange Traded Fd 4.3% Held
IVV iShares Tr 3.7% Added +11%
LCAP Principal Exchange Traded Fd 2.5% Added +9%
PSC Principal Exchange Traded Fd 2.0% Added +4%
BCHP Principal Exchange Traded Fd 1.9% Held
IG Principal Exchange Traded Fd 1.7% Added +14%
GSUS Goldman Sachs ETF Tr 1.5% Added +2%
MSFT Microsoft Corp 1.5% Added +4%NVDA Nvidia Corporation 1.4% Added +5%AAPL Apple Inc 1.3% Added +3%PY Principal Exchange Traded Fd 1.2% Added +12%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- ACYN $5.13M
- WDE $3.43M
- SFTX $2.69M
- SFTY $2.57M
arrow_upwardAdded
- SHV +1534%
- BIL +1491%
- IGV +262%
- IWY +119%
arrow_downwardTrimmed
- SBAR −21%
- SCHP −9%
- META −6%
- IDEV −6%
remove_circleSold out
- SDIV $8.13M
- TCAL $5.1M
- RYLD $3.69M
- TUA $2.77M