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
BRFSBrf Sa Recent Activity New Position	0.01%	$7,245 1,658 shares@ $4.37 avg price	New Position
RSPGInvesco Exchange Traded Fd T Recent Activity New Position	0.01%	$6,591 86 shares@ $76.64 avg price	New Position
ASGIAbrdn Global Infra Income Fu Recent Activity New Position	0.01%	$6,306 312 shares@ $20.22 avg price	New Position
SNPEDbx Etf Tr Recent Activity New Position	0.01%	$6,047 115 shares@ $52.59 avg price	New Position
CLPRClipper Rlty Inc Recent Activity New Position	0.01%	$5,803 1,018 shares@ $5.71 avg price	New Position
FIDIFidelity Covington Trust Recent Activity New Position	0.01%	$5,723 263 shares@ $21.77 avg price	New Position
FSYDFidelity Covington Trust Recent Activity New Position	0.01%	$5,408 112 shares@ $48.29 avg price	New Position
FUNSix Flags Entertainment Corp Recent Activity New Position	0.01%	$5,402 134 shares@ $40.32 avg price	New Position
FLHYFranklin Templeton Etf Tr Recent Activity New Position	0.01%	$4,889 200 shares@ $24.45 avg price	New Position
COHRCoherent Corp Recent Activity New Position	0.01%	$4,801 54 shares@ $88.91 avg price	New Position