Email me when Principal Securities, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 3,731 | $6.07B | +$644M | -$208M | +$436M | USMC, IVV, AGG, BCHP, PSC | 13F-HR | 11/12/2025, 11:15 AM |
| Q2 2025 | 3,673 | $5.32B | +$1.07B | -$464M | +$602M | USMC, IVV, PSC, AGG, BCHP | 13F-HR | 8/11/2025, 12:31 PM |
| Q1 2025 | 3,549 | $4.45B | +$28.3M | -$4.46K | +$28.3M | USMC, AGG, PSC, IVV, GSUS | 13F-HR | 4/30/2025, 10:08 AM |
| Q4 2024 | 3,544 | $4.44B | +$684M | -$315M | +$369M | USMC, AGG, PSC, IVV, GSUS | 13F-HR | 1/30/2025, 04:43 PM |
| Q3 2024 | 3,432 | $4.14B | +$518M | -$201M | +$316M | USMC, IEFA, IVV, AGG, GSUS | 13F-HR | 10/28/2024, 03:40 PM |
| Q2 2024 | 3,388 | $3.63B | +$553M | -$137M | +$416M | USMC, IVV, IEFA, AGG, GSUS | 13F-HR | 7/31/2024, 02:15 PM |
| Q1 2024 | 3,294 | $3.21B | +$552M | -$192M | +$359M | USMC, IVV, IEFA, AGG, GSUS | 13F-HR | 5/10/2024, 01:47 PM |
| Q4 2023 | 3,206 | $2.68B | $0 | $0 | AGG, USMC, IEFA, IVV, GSUS | Restatement | 5/10/2024, 01:23 PM |