Citigroup
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Citigroup’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Citigroup’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.2K Buy
+367
New +$26.2K ﹤0.01% 5106
2021
Q3 		– Sell
-2,000
Closed -$79K – 6311
2021
Q2 		$79K Buy
+2,000
New +$77.1K ﹤0.01% 4612
2020
Q1 		– Sell
-1,883
Closed -$59K – 7781
2019
Q4 		$59K Hold
1,883
– – ﹤0.01% 6184
2019
Q3 		$55K Buy
+1,883
New +$54.9K ﹤0.01% 6070

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Citigroup's USMC Position: Q2 2026 in Review

Citigroup opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026: 367 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #5106 among its holdings. This is a return to the name: Citigroup previously reported a position in USMC as recently as Q2 2021.

Citigroup first reported a position in USMC in Q3 2019 and has held it in 4 quarters since. The position peaked at $79K in Q2 2021. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Citigroup held 367 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $27.2K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new Citigroup position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #5106 holding.
  • Citigroup first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2019 and has held it in 4 quarters since.
  • Citigroup's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $79K in Q2 2021.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.