Principal Financial Group
LCAP

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
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 		$9.82M Buy
+398,247
New +$9.88M 0.01% 1270

Other funds holding LCAP

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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Principal Financial Group's LCAP Position: Q2 2026 in Review

Principal Financial Group increased its Principal Capital Appreciation Select ETF (LCAP) stake by 1,573% in Q2 2026, buying an estimated $1.46B and bringing the position to 48,561,966 shares worth $1.61B. The position accounts for 0.79% of the portfolio, ranked #21.

Principal Financial Group first reported a position in LCAP in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold LCAP as of Q2 2026.

  • Principal Financial Group held 48,561,966 shares of Principal Capital Appreciation Select ETF worth $1.61B as of Q2 2026.
  • Principal Financial Group bought 45,660,110 Principal Capital Appreciation Select ETF shares in Q2 2026, an estimated $1.46B.
  • Principal Capital Appreciation Select ETF made up 0.79% of Principal Financial Group's portfolio in Q2 2026, its #21 holding.
  • Principal Financial Group first reported a position in Principal Capital Appreciation Select ETF in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.