— Know what they know.
Not Investment Advice

USMC

Principal U.S. Mega-Cap ETF
1W: -0.2% 1M: +4.5% 3M: +8.2% YTD: +6.3% 1Y: +20.4% 3Y: +85.1% 5Y: +103.1%
$72.91
+0.58 (+0.80%)
After Hours: $75.33 (+2.42, +3.32%)
Weekly Expected Move ±1.5%
$70 $72 $73 $74 $75
ETF NASDAQ · AUM $3.3B
Key Statistics
AUM$3.3B
Holdings27
Top 10 Wt55.1%
Volume52,185
Avg Volume122,632
Beta0.93
Portfolio Fundamentals
P/E35.2
P/B11.9
Div Yield0.85%
ROE36.8%
% Profitable93%
Inception2017-10-12
Sector Allocation
Technology 32.2%
Financial Services 18.3%
Communication Services 14.1%
Consumer Defensive 9.2%
Consumer Cyclical 8.3%
Healthcare 7.9%
+3 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP COMMON STOCK USD.001 NVDA 8.96% $309.9M 1,314,794
2 APPLE INC COMMON STOCK USD.00001 AAPL 6.89% $238.4M 799,590
3 ALPHABET INC CL A COMMON STOCK USD.001 GOOGL 6.56% $227.0M 566,106
4 MICRON TECHNOLOGY INC COMMON STOCK USD.1 MU 5.93% $205.3M 264,606
5 BROADCOM INC COMMON STOCK AVGO 5.61% $194.0M 441,025
6 MICROSOFT CORP COMMON STOCK USD.00000625 MSFT 4.76% $164.7M 402,164
7 COSTCO WHOLESALE CORP COMMON STOCK USD.005 COST 4.20% $145.2M 139,415
8 VISA INC CLASS A SHARES COMMON STOCK USD.0001 V 4.10% $142.0M 440,235
9 JPMORGAN CHASE + CO COMMON STOCK USD1.0 JPM 4.07% $140.7M 469,297
10 AMAZON.COM INC COMMON STOCK USD.01 AMZN 4.07% $140.7M 526,401

Recent Holding Changes

Date Holding Change Details
2026-05-18 HD Changed 198940 → 203068
2026-05-18 JPM Changed 459745 → 469297
2026-05-18 LLY Changed 71995 → 73483
2026-05-18 XOM Changed 496669 → 506989
2026-05-18 CAT Changed 101961 → 104073

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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