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Thomas Drogan

Principal Securities, Inc.

Assets Managed
$6.818B
Holdings
1411
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
5.19%(2Q avg: 5.97%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Principal Securities, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1411 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 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.818B in assets, with a quarterly growth rate of 5.19% and a 2-quarter average growth rate of 5.97%. The portfolio is managed by Thomas Drogan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USMC
Principal Us Mega-cap Etf
Recent Activity
Increased 5.96%
4.47%
$304.643M
4.737M shares@ $64.32 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.86%
2.97%
$202.231M
309,596 shares@ $653.21 avg price
PSC
Principal U.s. Small-cap Etf
Recent Activity
Increased 9.36%
2.14%
$145.393M
2.536M shares@ $57.33 avg price
PIEQ
Principal Intl Eqty Etf
Recent Activity
Increased 11.21%
2.07%
$140.656M
4.142M shares@ $33.96 avg price
LCAP
Principal Cptl Apprec S3 Etf
Recent Activity
Increased 63.96%
2.05%
$139.708M
4.819M shares@ $29.0 avg price
BCHP
Principal Foc Blue Chip Etf
Recent Activity
Increased 9.48%
2.05%
$139.219M
4.255M shares@ $32.73 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -2.2%
1.98%
$134.766M
1.358M shares@ $99.27 avg price
GSUS
Goldman Sachs Marketbeta Us
Recent Activity
Decreased -1.93%
1.53%
$103.71M
1.158M shares@ $89.59 avg price
IG
Principal Inv Gr Crp Act Etf
Recent Activity
Increased 16.72%
1.47%
$100.16M
4.853M shares@ $20.64 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 12.75%
1.23%
$83.775M
480,360 shares@ $174.4 avg price

1-10 of 1411