PRINCIPAL SECURITIES, INC.

Q2 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
6/30/2025
Date filed
8/11/2025
Form type
13F-HR
Num holdings
3,679
Total value ($000)
$5,321,982
Net value change ($000)
+852,858 (19.1%)
New positions
398
Sold out positions
277
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2025 Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
IVV 47,078 56.9%
PIEQ 40,612 142.4%
IUSV 38,170 122.3%
PSC 32,641 37.5%
SPMO 32,535 142.1%
BCHP 32,450 51.3%
IUSG 26,341 134.9%
MSFT 24,223 38.0%
GCOR 18,998 62.2%
AGG 17,766 17.4%
Top Reduces (Value $000, Stocks/ETFs)
SPYG -39,636 -64.6%
IWY -33,938 -88.6%
XMMO -26,296 -85.5%
SPTL -14,461 -59.2%
SIZE -13,758 -99.2%
PEP -12,766 -81.5%
USMC -11,580 -4.4%
IDEV -11,206 -25.2%
TLT -11,181 -97.8%
PY -9,483 -21.8%
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