PRINCIPAL SECURITIES, INC.

Q4 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
1,345
Total value ($000)
$6,481,570
Net value change ($000)
+410,050 (6.8%)
New positions
12
Sold out positions
2385
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LCAP 63,527 272.7%
PIEQ 23,530 23.7%
IVV 22,320 12.4%
IG 21,261 32.4%
IWX 20,270 253375.0%
BCHP 18,382 14.4%
FTEC 14,236 73.9%
YLD 13,490 32.8%
GOOGL 12,864 27.1%
IJR 11,993 38.2%
Top Reduces (Value $000, Stocks/ETFs)
SPMO -21,002 -87.3%
PSET -18,631 -66.6%
IWY -11,211 -37.6%
MLPX -9,273 -76.2%
IUSV -9,261 -12.6%
SPHQ -8,409 -65.1%
GSWO -6,389 -100.0%
SPYM -6,209 -8.5%
DJD -6,002 -86.4%
IUSG -5,884 -10.2%
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