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Not Investment Advice

USMC

Principal U.S. Mega-Cap ETF
1W: -0.9% 1M: +1.6% 3M: +5.7% YTD: +8.4% 1Y: +16.6% 3Y: +68.8% 5Y: +94.0%
$73.79
+0.12 (+0.16%)
 
Weekly Expected Move ±1.4%
$71 $73 $74 $75 $76
ETF NASDAQ · AUM $3.5B
Key Statistics
AUM$3.5B
Holdings27
Top 10 Wt54.7%
Volume125,334
Avg Volume89,101
Beta0.94
Portfolio Fundamentals
P/E33.8
P/B11.3
Div Yield0.86%
ROE36.2%
% Profitable93%
Inception2017-10-12
Sector Allocation
Technology 32.3%
Financial Services 20.4%
Communication Services 11.9%
Healthcare 9.3%
Consumer Defensive 8.4%
Consumer Cyclical 7.2%
+3 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP COMMON STOCK USD.001 NVDA 7.92% $280.9M 1,345,484
2 MICRON TECHNOLOGY INC COMMON STOCK USD.1 MU 7.56% $268.1M 270,766
3 APPLE INC COMMON STOCK USD.00001 AAPL 7.42% $263.2M 818,290
4 ALPHABET INC CL A COMMON STOCK USD.001 GOOGL 5.19% $184.0M 579,306
5 BROADCOM INC COMMON STOCK AVGO 4.99% $177.1M 451,310
6 JPMORGAN CHASE + CO COMMON STOCK USD1.0 JPM 4.74% $168.0M 480,242
7 VISA INC CLASS A SHARES COMMON STOCK USD.0001 V 4.46% $158.4M 450,520
8 MICROSOFT CORP COMMON STOCK USD.00000625 MSFT 4.43% $157.0M 411,569
9 MASTERCARD INC A COMMON STOCK USD.0001 MA 4.17% $147.9M 278,893
10 BANK OF AMERICA CORP COMMON STOCK USD.01 BAC 3.87% $137.3M 2,241,148

Recent Holding Changes

Date Holding Change Details
2026-07-27 HD Changed 207626 → 207798
2026-07-27 META Changed 222284 → 222468
2026-07-27 MU Changed 270542 → 270766
2026-07-27 XOM Changed 518384 → 518814
2026-07-27 BAC Changed 2239288 → 2241148

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