USMC icon

Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC

Overview Fund Activity
67.33 USD
+0.21
0.31%
At close Updated Sep 12, 4:00 PM EDT
Pre-market
After hours
67.33
0.00
0%
1 day
0.31%
5 days
2.67%
1 month
4.23%
3 months
9.66%
6 months
18.83%
Year to date
12.99%
1 year
20.88%
5 years
103.84%
10 years
169.75%
0
Funds holding %
of 7,462 funds
–
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

27% more capital invested

Capital invested by funds: $2.58B [Q1] → $3.27B (+$698M) [Q2]

12% more funds holding

Funds holding: 68 [Q1] → 76 (+8) [Q2]

1.75% less ownership

Funds ownership: 102.64% [Q1] → 100.89% (-1.75%) [Q2]

20% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]

See Fund Rankings

Financial journalist opinion

Positive
Seeking Alpha
6 months ago
USMC: A Concentrated Exposure To The U.S. Largest Companies
The Principal U.S. Mega-Cap ETF has outperformed the S&P 500 and peers, benefiting from a strong mega-cap focus and lower volatility. USMC's portfolio is concentrated in 25 holdings, heavily weighted towards technology, financial services, and communication services, with a higher valuation than the S&P 500. Despite high interest rates and trade uncertainties, USMC's quality profile makes it a solid choice for exposure to mega-cap stocks.
USMC: A Concentrated Exposure To The U.S. Largest Companies
Positive
Seeking Alpha
1 year ago
USMC: Why This Top Quality Mega-Cap ETF Disappoints
Principal U.S. Mega-Cap ETF provides concentrated, actively managed exposure to a select number of U.S. mega-caps. Fees are low at 0.12%, and the ETF has $2.35 billion in assets under management. Unlike market-cap-weighted alternatives like XLG, USMC assigns substantially different weights to its 42 holdings. Magnificent Seven exposure is 33% compared to 53% for XLG. The fund's prospectus indicates managers assign greater weight to stocks expected to be less volatile, but my analysis found little evidence this was the case. USMC's five-year beta is 1.03.
Neutral
Seeking Alpha
1 year ago
USMC: Active Large Caps That Perform Like Passive
Principal U.S. Mega-Cap ETF is an actively managed fund that primarily invests in U.S. mega-cap companies. The USMC ETF's active, rules-based framework provides durability and stability during market volatility. The fund's heavy concentration in the technology sector could pose a risk if the sector underperforms.
See News Rankings
Charts implemented using Lightweight Charts™