Principal Securities, Inc.
Annual return '25
+39.0%
SPY '25
+17.7%
Alpha
+21.3ptsvs SPY
Invested
$6.8B
Holdings
1,410
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$USMC
PRINCIPAL EXCHANGE TRADED FD
Held since at least Q1 2024
4.5%
02
$IVV
ISHARES TR
Held since at least Q1 2024
3.0%
03
$PSC
PRINCIPAL EXCHANGE TRADED FD
Held since at least Q1 2024
2.1%
04
$PIEQ
PRINCIPAL EXCHANGE TRADED FD
Held since at least Q1 2024
2.1%
05
$LCAP
PRINCIPAL EXCHANGE TRADED FD
Held since at least Q1 2024
2.0%
06
$BCHP
PRINCIPAL EXCHANGE TRADED FD
Held since at least Q1 2024
2.0%
07
$AGG
ISHARES TR
Held since at least Q1 2024
2.0%
08
$GSUS
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
1.5%
09
$IG
PRINCIPAL EXCHANGE TRADED FD
Held since at least Q1 2024
1.5%
10
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:28 UTC.