PRINCIPAL SECURITIES, INC.

Q1 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
3/31/2025
Date filed
4/30/2025
Form type
13F-HR
Num holdings
3,553
Total value ($000)
$4,469,124
Net value change ($000)
+28,424 (0.6%)
New positions
5
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2025 Next filing: 8/11/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PEP 12,046 333.0%
VRSK 1,045 71.1%
AGG 913 0.9%
IVV 897 1.1%
PFG 577 254.2%
NVDA 425 1.0%
SPLB 419 23.3%
AMZN 411 0.7%
IWL 395 44.1%
AAPL 375 0.7%
Top Reduces (Value $000, Stocks/ETFs)
DYNF -1 -0.0%
QUAL -1 -0.0%
EFG -1 -0.0%
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