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

Principal 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 		$2.39B Buy
32,298,980
+2,145,416
+7% +$153M 1.18% 8
2026
Q1 		$1.94B Sell
30,153,564
-1,148,280
-4% -$76.8M 1.04% 13
2025
Q4 		$2.14B Sell
31,301,844
-6,147,175
-16% -$420M 1.09% 13
2025
Q3 		$2.55B Buy
37,449,019
+156,816
+0.4% +$10.1M 1.29% 13
2025
Q2 		$2.33B Buy
37,292,203
+7,210,333
+24% +$420M 1.23% 12
2025
Q1 		$1.71B Sell
30,081,870
-994,476
-3% -$59.7M 0.96% 16
2024
Q4 		$1.86B Sell
31,076,346
-2,616,046
-8% -$154M 1.01% 16
2024
Q3 		$1.92B Sell
33,692,392
-1,530,431
-4% -$83.9M 1.05% 13
2024
Q2 		$1.91B Buy
35,222,823
+120,831
+0.3% +$6.22M 1.13% 13
2024
Q1 		$1.8B Sell
35,101,992
-2,464,559
-7% -$122M 1.06% 12
2023
Q4 		$1.76B Buy
37,566,551
+9,881,752
+36% +$437M 1.12% 9
2023
Q3 		$1.19B Sell
27,684,799
-6,340
-0% -$280K 0.85% 18
2023
Q2 		$1.21B Buy
27,691,139
+3,800,389
+16% +$156M 0.83% 18
2023
Q1 		$951M Buy
23,890,750
+85,336
+0.4% +$3.23M 0.68% 21
2022
Q4 		$861M Buy
23,805,414
+4,015
+0% +$145K 0.65% 21
2022
Q3 		$805M Sell
23,801,399
-6,350,000
-21% -$241M 0.64% 28
2022
Q2 		$1.1B Hold
30,151,399
– – 0.82% 14
2022
Q1 		$1.29B Sell
30,151,399
-5,842,529
-16% -$245M 0.81% 12
2021
Q4 		$1.6B Buy
35,993,928
+35,125,695
+4,046% +$1.5B 0.95% 9
2021
Q3 		$35M Buy
868,233
+116,601
+16% +$4.79M 0.02% 571
2021
Q2 		$29.9M Buy
751,632
+118,817
+19% +$4.58M 0.02% 684
2021
Q1 		$23.4M Sell
632,815
-1,820,358
-74% -$65.8M 0.02% 799
2020
Q4 		$87.5M Buy
2,453,173
+2,066,606
+535% +$70.2M 0.06% 271
2020
Q3 		$12.7M Buy
386,567
+81,909
+27% +$2.64M 0.01% 922
2020
Q2 		$9.15M Buy
304,658
+57,257
+23% +$1.66M 0.01% 1110
2020
Q1 		$6.41M Buy
247,401
+62,699
+34% +$1.88M 0.01% 1148
2019
Q4 		$5.78M Buy
184,702
+46,868
+34% +$1.41M ﹤0.01% 1495
2019
Q3 		$4.05M Buy
137,834
+40,961
+42% +$1.19M ﹤0.01% 1580
2019
Q2 		$2.82M Buy
96,873
+44,867
+86% +$1.27M ﹤0.01% 1668
2019
Q1 		$1.46M Buy
52,006
+18,007
+53% +$485K ﹤0.01% 1779
2018
Q4 		$850K Buy
+33,999
New +$908K ﹤0.01% 1836
2018
Q1 		– Sell
-30,300,000
Closed -$791M – 2242
2017
Q4 		$791M Buy
+30,300,000
New +$773M 0.73% 12

Other funds holding USMC

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
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

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

Principal Financial Group increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 7.1% in Q2 2026, buying an estimated $153M and bringing the position to 32,298,980 shares worth $2.39B. The position accounts for 1.18% of the portfolio, ranked #8.

Principal Financial Group first reported a position in USMC in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.55B in Q3 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Principal Financial Group held 32,298,980 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.39B as of Q2 2026.
  • Principal Financial Group bought 2,145,416 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $153M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 1.18% of Principal Financial Group's portfolio in Q2 2026, its #8 holding.
  • Principal Financial Group first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2017 and has held it in 32 quarters since.
  • Principal Financial Group's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.55B in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

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