1y return+15.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $138 against $157 in the S&P 500.2
Principal Securities, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PIEQPrincipal Exchange Traded Fd | $396.3M | 4.8% | +166.6% |
| USMCPrincipal Exchange Traded Fd | $357.6M | 4.3% | +1.8% |
| IVVIshares Tr | $278.5M | 3.4% | +20.1% |
| LCAPPrincipal Exchange Traded Fd | $192.3M | 2.3% | +20.4% |
| PSCPrincipal Exchange Traded Fd | $172.3M | 2.1% | −3.1% |
| BCHPPrincipal Exchange Traded Fd | $154.1M | 1.9% | |
| IGPrincipal Exchange Traded Fd | $133.0M | 1.6% | +32.7% |
| GSUSGoldman Sachs Etf Tr | $124.7M | 1.5% | +4.5% |
| NVDANvidia Corporation | $102.5M | 1.2% | +6.6% |
| AAPLApple Inc | $97.4M | 1.2% | +6.8% |
| YLDPrincipal Exchange Traded Fd | $91.7M | 1.1% | +44.1% |
| AGGIshares Tr | $88.4M | 1.1% | −34.2% |
| PYPrincipal Exchange Traded Fd | $87.2M | 1.1% | +13.3% |
| MSFTMicrosoft Corp | $87.2M | 1.0% | +4.4% |
| AMZNAmazon Com Inc | $82.9M | 1.0% | +2.6% |
| IUSVIshares Tr | $73.9M | 0.9% | −4.4% |
| SPYMSpdr Series Trust | $73.7M | 0.9% | −3.2% |
| GOOGLAlphabet Inc | $69.4M | 0.8% | |
| APUETrust For Professional Manag | $68.6M | 0.8% | +8.4% |
| VTIVanguard Index Fds | $62.4M | 0.8% | −1.0% |
| GCORGoldman Sachs Etf Tr | $62.1M | 0.7% | +4.3% |
| IWBIshares Tr | $60.3M | 0.7% | −19.3% |
| IVWIshares Tr | $58.9M | 0.7% | +1.5% |
| GSIEGoldman Sachs Etf Tr | $57.9M | 0.7% | +25.8% |
| FTECFidelity Covington Trust | $56.8M | 0.7% | −6.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $102.5M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $48.5M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $69.4M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $47.5M |
| FTECFidelity Covington Trust | December 31, 2023 | +98.8% | $56.8M |
| IVWIshares Tr | December 31, 2023 | +83.1% | $58.9M |
| IUSGIshares Tr | December 31, 2023 | +80.7% | $43.6M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $41.1M |
| IEMGIshares Inc | December 31, 2023 | +63.8% | $48.2M |
| SCHGSchwab Strategic Tr | December 31, 2023 | +63.2% | $48.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $3.6M
- JUSTGoldman Sachs Etf Tr was $2.8M
- ICFIshares Tr was $2.3M
- VRPInvesco Exch Traded Fd Tr II was $2.0M
- Carnival CorpCUSIP 143658300 was $1.1M
- CPRTCopart Inc was $949K
- Lyondellbasell Industries NvCUSIP N53745100 was $849K
- BRXBrixmor Ppty Group Inc was $806K
- Signet Jewelers LimitedCUSIP G81276100 was $713K
- ALGNAlign Technology Inc was $712K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | −0.7% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Principal Securities, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=12600&type=13F-HR&dateb=&owner=include&count=40CIK 12600
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/12600/000001260026000012/Filed August 4, 2026 · accession 0000012600-26-000012