Principal Securities lists $8.6B reported securities value; 1,006 Form 13F filings

Principal Securities, Inc. reported $8,585,854,562 in securities value in a Form 13F covering September 30, 2026. The filing was indexed on November 12, 2026. Its reported securities value is not the firm’s total assets under management.

The November 12 daily index included 1,006 Form 13F filings. That is the number of filings included in the verified index for that date, not necessarily filings submitted that day: an index can include filings with earlier filing dates.

The filings cover a range of reporting periods. Principal Securities’ filing reports a September 30 portfolio date; the index observation date and the portfolio date describe different things. The reported figures are historical snapshots and do not establish present holdings or trades.

The quarter breakdown spans Q1 2025 through Q3 2026. The chart counts filings by their reported quarter, rather than showing a change in holdings or current portfolio positions.