PRINCIPAL SECURITIES, INC.
โขCIK: 12600โขFiling: Q4 2025
Principal Securities, Inc., managed by the seasoned team of Mark Wiseman and his co-managers, is known for its value-oriented, concentrated investment approach, currently overseeing $6.5 billion in assets across 1,345 positions. Recently, the fund has made notable moves by adding Ryman Hospitality Properties and United Laboratories, while exiting GSW Capital and New Jersey Resources, and significantly increasing positions in Sabre Corporation and Molson Coors Brewing, reflecting its focus on undervalued sectors and potential for substantial growth.
Total AUM
$6.5B
QoQ Performance
+6.8%
Positions
808
Top 10 Concentration
29.2%
Latest Filing
Q4 2025
Top Holdings Allocation
USMC4.7%
IVV3.1%
BCHP2.2%
AGG2.1%
PSC2.1%
PIEQ1.9%
GSUS1.7%
MSFT1.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other75.3%
Technology10.2%
ETF4.7%
Financial3.5%
Consumer3.1%
Healthcare1.5%
Industrial0.6%
Communication0.3%
๐ช Exited Positionssold since Q3 2025
+3526 more exited positions
Changes from Q3 2025
โ152 increased
โ48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023