Principal Financial Group
LCAP icon

Principal Financial Group’s Principal Capital Appreciation Select ETF LCAP Stock Holding History

Principal Financial Group’s Portfolio LCAP Stock Details LCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.64B Buy
48,735,412
+173,446
+0.4% +$5.81M 0.84% 17
2026
Q2 		$1.61B Buy
48,561,966
+45,660,110
+1,573% +$1.46B 0.79% 21
2026
Q1 		$84.1M Sell
2,901,856
-196,431
-6% -$5.89M 0.04% 332
2025
Q4 		$91.5M Buy
3,098,287
+2,700,040
+678% +$79.6M 0.05% 296
2025
Q3 		$11.6M Hold
398,247
– – 0.01% 1206
2025
Q2 		$10.7M Hold
398,247
– – 0.01% 1228
2025
Q1 		$9.8M Buy
+398,247
New +$9.9M 0.01% 1270

Other funds holding LCAP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Pinnacle Bancorp
Pinnacle Bancorp Beatrice, Nebraska $375M AUM 15.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Principal Financial Group's LCAP Position: Q3 2026 in Review

Principal Financial Group increased its Principal Capital Appreciation Select ETF (LCAP) stake by 0.36% in Q3 2026, buying an estimated $5.81M and bringing the position to 48,735,412 shares worth $1.64B. The position accounts for 0.84% of the portfolio, ranked #17.

Principal Financial Group first reported a position in LCAP in Q1 2025 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold LCAP as of Q3 2026.

  • Principal Financial Group held 48,735,412 shares of Principal Capital Appreciation Select ETF worth $1.64B as of Q3 2026.
  • Principal Financial Group bought 173,446 Principal Capital Appreciation Select ETF shares in Q3 2026, an estimated $5.81M.
  • Principal Capital Appreciation Select ETF made up 0.84% of Principal Financial Group's portfolio in Q3 2026, its #17 holding.
  • Principal Financial Group first reported a position in Principal Capital Appreciation Select ETF in Q1 2025 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.