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Citizens Financial Group’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Citizens Financial Group’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 		$1.21M Buy
16,370
+172
+1% +$12.3K 0.01% 394
2026
Q1 		$1.04M Buy
16,198
+464
+3% +$31K 0.01% 384
2025
Q4 		$1.08M Sell
15,734
-344
-2% -$23.5K 0.01% 381
2025
Q3 		$1.1M Sell
16,078
-3,118
-16% -$202K 0.02% 383
2025
Q2 		$1.2M Buy
+19,196
New +$1.12M 0.02% 323

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

Citizens Financial Group's USMC Position: Q2 2026 in Review

Citizens Financial Group increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 16,370 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #394.

Citizens Financial Group first reported a position in USMC in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Citizens Financial Group held 16,370 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.21M as of Q2 2026.
  • Citizens Financial Group bought 172 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $12.3K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #394 holding.
  • Citizens Financial Group first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.