PRINCIPAL SECURITIES, INC.

Q3 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
3,731
Total value ($000)
$6,071,520
Net value change ($000)
+749,538 (14.1%)
New positions
204
Sold out positions
154
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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 50,077 38.6%
USMC 47,923 19.1%
BCHP 31,536 32.9%
PIEQ 30,089 43.5%
IWY 25,502 586.4%
AAPL 16,385 32.5%
GOOGL 15,421 48.2%
PY 15,058 44.4%
NVDA 14,733 25.5%
YLD 13,149 47.1%
Top Reduces (Value $000, Stocks/ETFs)
SPMO -31,361 -56.6%
MTUM -13,704 -74.5%
EWY -9,749 -99.5%
VOX -8,425 -55.9%
VFH -4,446 -93.4%
JEPQ -4,243 -51.1%
SCHD -3,824 -40.6%
ILF -3,656 -86.3%
XLV -2,307 -70.7%
ZJUL -2,302 -98.2%
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