Thomas Drogan

@Principal Securities, Inc.

Latest period2024 - Q3

Reported2mo 22d ago

Managed Assets$4.135B

Total holdings3452

Assets growth rate13.97%

Assets growth rate (2-Q avg)13.5%

Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Principal Securities, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3452 positions.

Assets under management

The assets under management (AUM) of Principal Securities, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.135B in assets, with a quarterly growth rate of 13.97% and a 2-quarter average growth rate of 13.5%. The portfolio is managed by Thomas Drogan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
QGRWWisdomtree Tr Recent Activity New Position	0.01%	$33,398 732 shares@ $45.63 avg price	New Position
UIUbiquiti Inc Recent Activity New Position	0.01%	$26,828 121 shares@ $221.72 avg price	New Position
SWSmurfit Westrock Plc Recent Activity New Position	0.01%	$23,030 466 shares@ $49.43 avg price	New Position
IBBQInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.01%	$22,948 965 shares@ $23.79 avg price	New Position
RAVIFlexshares Tr Recent Activity New Position	0.01%	$22,698 300 shares@ $75.66 avg price	New Position
KVYOKlaviyo Inc Recent Activity New Position	0.01%	$22,113 625 shares@ $35.39 avg price	New Position
PPCPilgrims Pride Corp Recent Activity New Position	0.01%	$21,275 462 shares@ $46.05 avg price	New Position
FFSMFidelity Covington Trust Recent Activity New Position	0.01%	$20,772 757 shares@ $27.44 avg price	New Position
SILJAmplify Etf Tr Recent Activity New Position	0.01%	$20,624 1,600 shares@ $12.89 avg price	New Position
TYASimplify Exchange Traded Fun Recent Activity New Position	0.01%	$20,477 1,425 shares@ $14.37 avg price	New Position