Empfehlung
18,9
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
83.9
89 neu, 55 erhöht, 47,6M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | PRINCIPAL SECURITIES, INC. |
|---|---|
| Ticker | |
| CIK | 0000012600 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 21:37:07.224489 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 2,495,054 | 2,616,698 | -121,644 | 71,475,625 | Reduziert | -4,6% | |
| Swan Global Investments, LLC | 2,372,802 | 2,510,815 | -138,013 | 70,709,500 | Reduziert | -5,5% | |
| Cetera Investment Advisers | 1,411,780 | 0 | 1,411,780 | 60,141,343 | Neu | +100,0% | |
| Frontier Asset Management, LLC | 1,449,821 | 0 | 1,449,821 | 38,930,189 | Neu | +100,0% | |
| Kovitz Investment Group Partners, LLC | 872,251 | 1,117,817 | -245,566 | 20,637,463 | Reduziert | -22,0% | |
| Calamos Advisors LLC | 595,045 | 530,841 | 64,204 | 15,517,024 | Aufgestockt | +12,1% | |
| Ascension Capital Advisors, Inc. | 635,914 | 614,990 | 20,924 | 14,823,155 | Aufgestockt | +3,4% | |
| PRINCIPAL SECURITIES, INC. | 291,639 | 246,574 | 45,065 | 9,902,315 | Aufgestockt | +18,3% | |
| HARBOUR INVESTMENTS, INC. | 358,330 | 474,387 | -116,057 | 8,763,413 | Reduziert | -24,5% | |
| OLD MISSION CAPITAL LLC | 325,351 | 265,087 | 60,264 | 8,686,089 | Aufgestockt | +22,7% | |
| Calamos Wealth Management LLC | 278,238 | 310,623 | -32,385 | 7,371,216 | Reduziert | -10,4% | |
| Focus Partners Wealth | 276,354 | 0 | 276,354 | 6,441,815 | Neu | +100,0% | |
| CreativeOne Wealth, LLC | 258,414 | 207,425 | 50,989 | 6,356,034 | Aufgestockt | +24,6% | |
| Owen LaRue, LLC | 235,690 | 103,646 | 132,044 | 6,167,946 | Aufgestockt | +127,4% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 238,521 | 343,291 | -104,770 | 6,100,639 | Reduziert | -30,5% | |
| OSAIC HOLDINGS, INC. | 207,701 | 95,284 | 112,417 | 5,992,048 | Aufgestockt | +118,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 221,594 | 299,167 | -77,573 | 5,249,450 | Reduziert | -25,9% | |
| Mid-American Wealth Advisory Group, Inc. | 201,104 | 201,927 | -823 | 4,687,733 | Reduziert | -0,4% | |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 156,168 | 158,320 | -2,152 | 4,518,861 | Reduziert | -1,4% | |
| GTS SECURITIES LLC | 135,189 | 46,356 | 88,833 | 3,908,867 | Aufgestockt | +191,6% | |
| JANE STREET GROUP, LLC | 81,371 | 153,724 | -72,353 | 3,144,278 | Reduziert | -47,1% | |
| Legacy Wealth Managment, LLC/ID | 72,011 | 97,836 | -25,825 | 3,000,044 | Reduziert | -26,4% | |
| Outlook Wealth Advisors, LLC | 116,283 | 154,428 | -38,145 | 2,872,191 | Reduziert | -24,7% | |
| Authentikos Wealth Advisory, LLC | 67,064 | 273,780 | -206,716 | 2,793,963 | Reduziert | -75,5% | |
| Anfield Capital Management, LLC | 91,742 | 92,530 | -788 | 2,733,808 | Reduziert | -0,9% | |
| JIM SAULNIER & ASSOCIATES, LLC | 89,743 | 90,191 | -448 | 2,376,588 | Reduziert | -0,5% | |
| Private Advisor Group, LLC | 20,133 | 21,799 | -1,666 | 1,928,083 | Reduziert | -7,6% | |
| Innova Wealth Partners | 56,153 | 56,202 | -49 | 1,783,426 | Reduziert | -0,1% | |
| Financial Enhancement Group LLC | 52,444 | 52,121 | 323 | 1,699,710 | Aufgestockt | +0,6% | |
| Brookwood Investment Group LLC | 59,368 | 47,592 | 11,776 | 1,693,272 | Aufgestockt | +24,7% | |
| Park Edge Advisors, LLC | 37,379 | 40,485 | -3,106 | 1,557,247 | Reduziert | -7,7% | |
| CoreCap Advisors, LLC | 59,406 | 55,543 | 3,863 | 1,545,365 | Aufgestockt | +7,0% | |
| Whipplewood Advisors, LLC | 62,031 | 60,661 | 1,370 | 1,506,296 | Aufgestockt | +2,3% | |
| WOLVERINE TRADING, LLC | 41,551 | 0 | 41,551 | 1,450,422 | Neu | +100,0% | |
| BRASS TAX WEALTH MANAGEMENT, INC | 46,889 | 52,516 | -5,627 | 1,371,799 | Reduziert | -10,7% | |
| LPL Financial LLC | 43,935 | 56,821 | -12,886 | 1,309,307 | Reduziert | -22,7% | |
| Dynamic Advisor Solutions LLC | 60,199 | 62,069 | -1,870 | 1,285,453 | Reduziert | -3,0% | |
| AE Wealth Management LLC | 51,057 | 50,071 | 986 | 1,190,294 | Aufgestockt | +2,0% | |
| Kestra Advisory Services, LLC | 38,783 | 13,233 | 25,550 | 1,147,495 | Aufgestockt | +193,1% | |
| Atria Investments, Inc | 42,188 | 5,320 | 36,868 | 1,078,736 | Aufgestockt | +693,0% | |
| Horizon Investments, LLC | 26,805 | 28,520 | -1,715 | 959,477 | Reduziert | -6,0% | |
| Reyes Financial Architecture, Inc. | 21,762 | 0 | 21,762 | 906,627 | Neu | +100,0% | |
| WORLD EQUITY GROUP, INC. | 36,361 | 0 | 36,361 | 776,431 | Neu | +100,0% | |
| MONEY CONCEPTS CAPITAL CORP | 34,952 | 34,075 | 877 | 746,344 | Aufgestockt | +2,6% | |
| Fortitude Advisory Group L.L.C. | 28,872 | 28,872 | 0 | 738,705 | Unverändert | 0,0% | |
| Strategic Blueprint, LLC | 20,974 | 21,608 | -634 | 626,943 | Reduziert | -2,9% | |
| WINNOW WEALTH LLC | 24,587 | 0 | 24,587 | 602,184 | Neu | +100,0% | |
| Soltis Investment Advisors LLC | 28,027 | 27,900 | 127 | 598,472 | Aufgestockt | +0,5% | |
| Valtinson Bruner Financial Planning LLC | 24,705 | 8,172 | 16,533 | 597,198 | Aufgestockt | +202,3% | |
| Visionary Wealth Advisors | 26,894 | 31,564 | -4,670 | 574,279 | Reduziert | -14,8% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| JPMORGAN CHASE & CO | 2,495,054 | 71,475,625 | 19.52 |
| Swan Global Investments, LLC | 2,372,802 | 70,709,500 | 19.31 |
| Cetera Investment Advisers | 1,411,780 | 60,141,343 | 16.42 |
| Calamos Advisors LLC | 595,045 | 15,517,024 | 4.24 |
| Ascension Capital Advisors, Inc. | 635,914 | 14,823,155 | 4.05 |
| PRINCIPAL SECURITIES, INC. | 291,639 | 9,902,315 | 2.70 |
| HARBOUR INVESTMENTS, INC. | 358,330 | 8,763,413 | 2.39 |
| OLD MISSION CAPITAL LLC | 325,351 | 8,686,089 | 2.37 |
| Calamos Wealth Management LLC | 278,238 | 7,371,216 | 2.01 |
| Focus Partners Wealth | 276,354 | 6,441,815 | 1.76 |
| CreativeOne Wealth, LLC | 258,414 | 6,356,034 | 1.74 |
| Owen LaRue, LLC | 235,690 | 6,167,946 | 1.68 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 238,521 | 6,100,639 | 1.67 |
| OSAIC HOLDINGS, INC. | 207,701 | 5,992,048 | 1.64 |
| COMMONWEALTH EQUITY SERVICES, LLC | 221,594 | 5,249,450 | 1.43 |
| Mid-American Wealth Advisory Group, Inc. | 201,104 | 4,687,733 | 1.28 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 156,168 | 4,518,861 | 1.23 |
| GTS SECURITIES LLC | 135,189 | 3,908,867 | 1.07 |
| JANE STREET GROUP, LLC | 81,371 | 3,144,278 | 0.86 |
| Legacy Wealth Managment, LLC/ID | 72,011 | 3,000,044 | 0.82 |