PRINCIPAL SECURITIES, INC. - Portfolio overview

PRINCIPAL SECURITIES, INC. has 3747 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. USMC - PRINCIPAL EXCHANGE TRADED FD, 4.34%
2. IVV - ISHARES TR, 2.88%
3. PSC - PRINCIPAL EXCHANGE TRADED FD, 2.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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