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Not Investment Advice

USMC

Principal U.S. Mega-Cap ETF
1W: -1.1% 1M: +0.2% 3M: +5.1% YTD: +12.1% 1Y: +14.3% 3Y: +75.0% 5Y: +91.4%
$76.29
+0.56 (+0.74%)
 
Weekly Expected Move ±1.1%
$75 $75 $76 $77 $78
ETF NASDAQ · AUM $3.6B
Key Statistics
AUM$3.6B
Holdings27
Top 10 Wt55.5%
Volume28,649
Avg Volume86,839
Beta0.95
Portfolio Fundamentals
P/E29.0
P/B11.8
Div Yield0.86%
ROE44.1%
% Profitable93%
Inception2017-10-12
Sector Allocation
Technology 32.8%
Financial Services 20.5%
Communication Services 12.3%
Healthcare 8.9%
Consumer Defensive 7.9%
Consumer Cyclical 7.4%
+3 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP COMMON STOCK USD.001 NVDA 8.20% $416.3M 1,863,308
2 MICRON TECHNOLOGY INC COMMON STOCK USD.1 MU 7.58% $385.1M 374,702
3 APPLE INC COMMON STOCK USD.00001 AAPL 7.04% $357.5M 1,133,810
4 MICROSOFT CORP COMMON STOCK USD.00000625 MSFT 5.52% $280.4M 570,257
5 ALPHABET INC CL A COMMON STOCK USD.001 GOOGL 5.22% $265.2M 802,026
6 JPMORGAN CHASE + CO COMMON STOCK USD1.0 JPM 4.64% $235.9M 664,914
7 VISA INC CLASS A SHARES COMMON STOCK USD.0001 V 4.51% $229.3M 624,056
8 BROADCOM INC COMMON STOCK AVGO 4.48% $227.7M 624,846
9 MASTERCARD INC A COMMON STOCK USD.0001 MA 4.32% $219.4M 386,541
10 META PLATFORMS INC CLASS A COMMON STOCK USD.000006 META 3.96% $201.2M 307,844

Recent Holding Changes

Date Holding Change Details
2026-09-11 GVMXX Changed 8718902 → 8727472
2026-09-10 COST Changed 197294 → 197412
2026-09-10 GE Changed 451247 → 451517
2026-09-10 XOM Changed 717904 → 718334
2026-09-10 LLY Changed 103894 → 103956

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms