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
HYMUBlackrock Etf Trust Ii Recent Activity Exited	0%	$22,640 1,000 shares@ $22.64 avg price	Exited
GOCTFirst Tr Exchng Traded Fd Vi Recent Activity Exited	0%	$20,460 600 shares@ $34.1 avg price	Exited
WRKWestrock Co Recent Activity Exited	0%	$19,702 392 shares@ $50.27 avg price	Exited
EINCVaneck Etf Trust Recent Activity Exited	0%	$19,564 246 shares@ $79.53 avg price	Exited
LTHLife Time Group Holdings Inc Recent Activity Exited	0%	$16,326 867 shares@ $18.84 avg price	Exited
SPGPInvesco Exchange Traded Fd T Recent Activity Exited	0%	$16,136 157 shares@ $102.78 avg price	Exited
PCRXPacira Biosciences Inc Recent Activity Exited	0%	$14,391 503 shares@ $28.62 avg price	Exited
PETQPetiq Inc Recent Activity Exited	0%	$13,236 600 shares@ $22.06 avg price	Exited
NYCBNew York Cmnty Bancorp Inc Recent Activity Exited	0%	$12,397 3,850 shares@ $3.22 avg price	Exited
BLBDBlue Bird Corp Recent Activity Exited	0%	$12,386 230 shares@ $53.86 avg price	Exited