PRINCIPAL SECURITIES, INC.

Q1 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
1,411
Total value ($000)
$6,817,676
Net value change ($000)
+336,106 (5.2%)
New positions
141
Sold out positions
75
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 52,882 60.9%
PIEQ 17,896 14.6%
IG 13,301 15.3%
PY 13,130 21.7%
GSID 13,057 NEW
SHV 12,485 466.7%
GOVT 11,990 67.1%
PSC 11,493 8.6%
IEFA 11,373 24.5%
ISHARES LARGE CAP VAL ACT 11,353 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPYG -26,345 -92.4%
MSFT -14,996 -15.3%
OEF -13,576 -89.2%
IUSG -12,105 -23.5%
VDC -10,707 -88.0%
SPHY -10,545 -81.1%
USHY -10,283 -79.4%
SHYG -8,027 -87.0%
GSUS -7,727 -6.9%
BlackRock ETF Trust -7,705 -100.0%
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