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
OECOrion S.a. Recent Activity New Position	0.01%	$19,947 1,120 shares@ $17.81 avg price	New Position
FOVLIshares Tr Recent Activity New Position	0.01%	$19,767 290 shares@ $68.17 avg price	New Position
IBRNIshares Tr Recent Activity New Position	0.01%	$18,317 732 shares@ $25.03 avg price	New Position
MBSDFlexshares Tr Recent Activity New Position	0.01%	$17,833 850 shares@ $20.98 avg price	New Position
NMIHNmi Hldgs Inc Recent Activity New Position	0.01%	$17,712 430 shares@ $41.2 avg price	New Position
JAVAJ P Morgan Exchange Traded F Recent Activity New Position	0.01%	$17,619 275 shares@ $64.07 avg price	New Position
PACSPacs Group Inc Recent Activity New Position	0.01%	$17,187 430 shares@ $39.97 avg price	New Position
BUFFInnovator Etfs Trust Recent Activity New Position	0.01%	$16,104 365 shares@ $44.13 avg price	New Position
BELFBBel Fuse Inc Recent Activity New Position	0.01%	$16,095 205 shares@ $78.52 avg price	New Position
YLDELegg Mason Etf Invt Recent Activity New Position	0.01%	$15,721 312 shares@ $50.39 avg price	New Position