Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PRINCIPAL SECURITIES, INC. (CIK 12600) reported $6.82B across 1,402 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USMC ($304.6M, 4.47%), IVV ($202.2M, 2.97%), PSC ($145.4M, 2.13%), PIEQ ($140.7M, 2.06%), LCAP ($139.7M, 2.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USMC | PRINCIPAL EXCHANGE TRADED FD | $304.6M | 4.47% | 4.7M | Added |
| 2 | IVV | ISHARES TR | $202.2M | 2.97% | 309,596 | Added |
| 3 | PSC | PRINCIPAL EXCHANGE TRADED FD | $145.4M | 2.13% | 2.5M | Added |
| 4 | PIEQ | PRINCIPAL EXCHANGE TRADED FD | $140.7M | 2.06% | 4.1M | Added |
| 5 | LCAP | PRINCIPAL EXCHANGE TRADED FD | $139.7M | 2.05% | 4.8M | Added |
| 6 | BCHP | PRINCIPAL EXCHANGE TRADED FD | $139.2M | 2.04% | 4.3M | Added |
| 7 | AGG | ISHARES TR | $134.8M | 1.98% | 1.4M | Trimmed |
| 8 | GSUS | GOLDMAN SACHS ETF TR | $103.7M | 1.52% | 1.2M | Trimmed |
| 9 | IG | PRINCIPAL EXCHANGE TRADED FD | $100.2M | 1.47% | 4.9M | Added |
| 10 | NVDA | NVIDIA CORPORATION | $83.8M | 1.23% | 480,360 | Added |
| 11 | MSFT | MICROSOFT CORP | $82.9M | 1.22% | 223,933 | Added |
| 12 | AAPL | APPLE INC | $79.9M | 1.17% | 314,960 | Added |
| 13 | PY | PRINCIPAL EXCHANGE TRADED FD | $73.5M | 1.08% | 1.4M | Added |
| 14 | IUSV | ISHARES TR | $71.8M | 1.05% | 702,083 | Added |
| 15 | AMZN | AMAZON COM INC | $70.6M | 1.04% | 338,859 | Added |
| 16 | SPLG | SPDR SERIES TRUST | $66.3M | 0.97% | 866,610 | Added |
| 17 | IWB | ISHARES TR | $65.0M | 0.95% | 182,403 | Added |
| 18 | YLD | PRINCIPAL EXCHANGE TRADED FD | $63.3M | 0.93% | 3.3M | Added |
| 19 | GCOR | GOLDMAN SACHS ETF TR | $59.7M | 0.88% | 1.4M | Added |
| 20 | IEFA | ISHARES TR | $57.8M | 0.85% | 638,337 | Added |
| 21 | IEMG | ISHARES INC | $56.0M | 0.82% | 803,495 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $56.0M | 0.82% | 194,773 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $54.6M | 0.80% | 170,307 | Added |
| 24 | APUE | TRUST FOR PROFESSIONAL MANAG | $54.9M | 0.80% | 1.4M | Added |
| 25 | SCHP | SCHWAB STRATEGIC TR | $51.9M | 0.76% | 1.9M | Added |
Source: SEC Form 13F filings · as of 2026-03-31