PRINCIPAL SECURITIES, INC.

Q2 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
1,539
Total value ($000)
$8,305,462
Net value change ($000)
+1,487,786 (21.8%)
New positions
185
Sold out positions
56
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PIEQ 255,637 181.7%
IVV 76,310 37.7%
USMC 52,909 17.4%
LCAP 52,641 37.7%
IG 32,884 32.8%
YLD 28,477 45.0%
PSC 26,931 18.5%
GSUS 20,971 20.2%
MU 19,358 310.0%
NVDA 18,709 22.3%
Top Reduces (Value $000, Stocks/ETFs)
AGG -46,347 -34.4%
IJR -19,709 -40.0%
COWZ -14,955 -84.7%
VCIT -14,098 -93.6%
LVHI -12,317 -61.6%
EWU -11,663 -51.0%
SHV -11,014 -72.7%
IEMG -7,805 -13.9%
CAFX -5,240 -67.1%
FQAL -5,213 -88.2%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type