Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Northwestern Mutual Wealth Management’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 		$1.8M Sell
24,337
-4,427
-15% -$316K ﹤0.01% 1203
2026
Q1 		$1.85M Sell
28,764
-2,633
-8% -$176K ﹤0.01% 1131
2025
Q4 		$2.15M Buy
31,397
+12,803
+69% +$876K ﹤0.01% 1031
2025
Q3 		$1.27M Buy
18,594
+2,418
+15% +$156K ﹤0.01% 1158
2025
Q2 		$1.01M Buy
16,176
+1,602
+11% +$93.2K ﹤0.01% 1164
2025
Q1 		$828K Sell
14,574
-1,017
-7% -$61K ﹤0.01% 1169
2024
Q4 		$936K Sell
15,591
-437
-3% -$25.8K ﹤0.01% 1089
2024
Q3 		$913K Buy
16,028
+1,203
+8% +$66K ﹤0.01% 1093
2024
Q2 		$804K Buy
14,825
+525
+4% +$27K ﹤0.01% 1094
2024
Q1 		$734K Sell
14,300
-280
-2% -$13.8K ﹤0.01% 1109
2023
Q4 		$682K Sell
14,580
-225
-2% -$9.96K ﹤0.01% 1099
2023
Q3 		$634K Sell
14,805
-4,166
-22% -$184K ﹤0.01% 1076
2023
Q2 		$828K Hold
18,971
– – ﹤0.01% 997
2023
Q1 		$755K Hold
18,971
– – ﹤0.01% 1001
2022
Q4 		$684K Sell
18,971
-1,422
-7% -$51.4K ﹤0.01% 990
2022
Q3 		$688K Buy
20,393
+1,664
+9% +$63.1K ﹤0.01% 938
2022
Q2 		$685K Buy
18,729
+621
+3% +$24.5K ﹤0.01% 938
2022
Q1 		$773K Hold
18,108
– – ﹤0.01% 931
2021
Q4 		$802K Sell
18,108
-2,709
-13% -$116K ﹤0.01% 899
2021
Q3 		$839K Sell
20,817
-3,000
-13% -$123K ﹤0.01% 811
2021
Q2 		$946K Sell
23,817
-984
-4% -$37.9K ﹤0.01% 775
2021
Q1 		$915K Buy
24,801
+61
+0.2% +$2.2K ﹤0.01% 733
2020
Q4 		$882K Sell
24,740
-2,857
-10% -$97K ﹤0.01% 675
2020
Q3 		$911K Hold
27,597
– – ﹤0.01% 605
2020
Q2 		$829K Sell
27,597
-10,035
-27% -$291K ﹤0.01% 587
2020
Q1 		$975K Sell
37,632
-600
-2% -$18K ﹤0.01% 485
2019
Q4 		$1.2M Sell
38,232
-1,640
-4% -$49.4K ﹤0.01% 479
2019
Q3 		$1.17M Buy
39,872
+18,137
+83% +$529K ﹤0.01% 459
2019
Q2 		$632K Buy
21,735
+21,582
+14,106% +$613K ﹤0.01% 571
2019
Q1 		$4K Buy
+153
New +$4.12K ﹤0.01% 2200

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

Northwestern Mutual Wealth Management's USMC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 15% in Q2 2026, selling an estimated $316K and leaving 24,337 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Northwestern Mutual Wealth Management first reported a position in USMC in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.15M in Q4 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Northwestern Mutual Wealth Management held 24,337 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.8M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 4,427 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $316K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1203 holding.
  • Northwestern Mutual Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Northwestern Mutual Wealth Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.15M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.