Principal Exchange-Traded Funds Principal US Mega-Cap ETFUSMC
USMC
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 5 (+1) [Q1 2025]
5% more funds holding
Funds holding: 64 [Q4 2024] → 67 (+3) [Q1 2025]
5% less capital invested
Capital invested by funds: $2.69B [Q4 2024] → $2.56B (-$130M) [Q1 2025]
2.83% less ownership
Funds ownership: 104.99% [Q4 2024] → 102.16% (-2.83%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for USMC.
Financial journalist opinion
Positive
Seeking Alpha
3 months ago
USMC: A Concentrated Exposure To The U.S. Largest Companies
The Principal U.S. Mega-Cap ETF has outperformed the S&P 500 and peers, benefiting from a strong mega-cap focus and lower volatility. USMC's portfolio is concentrated in 25 holdings, heavily weighted towards technology, financial services, and communication services, with a higher valuation than the S&P 500. Despite high interest rates and trade uncertainties, USMC's quality profile makes it a solid choice for exposure to mega-cap stocks.
Positive
Seeking Alpha
1 year ago
USMC: Why This Top Quality Mega-Cap ETF Disappoints
Principal U.S. Mega-Cap ETF provides concentrated, actively managed exposure to a select number of U.S. mega-caps. Fees are low at 0.12%, and the ETF has $2.35 billion in assets under management. Unlike market-cap-weighted alternatives like XLG, USMC assigns substantially different weights to its 42 holdings. Magnificent Seven exposure is 33% compared to 53% for XLG. The fund's prospectus indicates managers assign greater weight to stocks expected to be less volatile, but my analysis found little evidence this was the case. USMC's five-year beta is 1.03.
Neutral
Seeking Alpha
1 year ago
USMC: Active Large Caps That Perform Like Passive
Principal U.S. Mega-Cap ETF is an actively managed fund that primarily invests in U.S. mega-cap companies. The USMC ETF's active, rules-based framework provides durability and stability during market volatility. The fund's heavy concentration in the technology sector could pose a risk if the sector underperforms.
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