PRINCIPAL SECURITIES, INC.

Q4 2024 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
12/31/2024
Date filed
1/30/2025
Form type
13F-HR
Num holdings
3,548
Total value ($000)
$4,440,700
Net value change ($000)
+305,541 (7.4%)
New positions
251
Sold out positions
154
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2024 Next filing: 4/30/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYG 60,013 4627.1%
IDEV 43,555 4417.3%
IWY 36,019 1588.1%
SCHP 32,880 1542.9%
PIEQ 28,529 NEW
XMMO 27,800 945.3%
PSC 19,631 29.1%
USMC 10,748 4.3%
AMZN 9,878 20.2%
AVGO 8,848 79.3%
Top Reduces (Value $000, Stocks/ETFs)
IEFA -67,511 -58.7%
SPYV -31,625 -97.3%
TIP -31,624 -82.4%
IWX -28,182 -99.9%
IVV -20,145 -19.7%
HDV -19,433 -85.9%
EWJ -8,785 -99.8%
BBJP -7,885 -96.6%
SPMO -6,284 -21.5%
TLH -5,850 -84.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type