Principal U.S. Mega-Cap ETF

Principal Exchange-Traded Funds · 1 share class

Actively managed U.S. equity ETF
One fund, 1 share class:USMC
$3.49B NAV
27 positions · as of 2026-06-30 · filed 2026-08-11

Fund classification

Classified from what the fund holds · as of 2026 Q2

Principal U.S. Mega-Cap ETF is an actively managed U.S. equity ETF. 15% of USMC’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 100% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
ETF
Features
Non-diversified

Fund profile

As filed in the prospectus · 2025 Q4

The Fund seeks long-term growth of capital.

Strategy · summarised

The fund invests at least 80% of assets in equity securities of U.S. companies with the largest market capitalizations in the S&P 500 Index, selected and weighted using a proprietary quantitative model that emphasizes financial strength, cash flow, and pricing power. The fund is non-diversified and may invest a higher percentage of assets in individual issuers than a diversified fund, so changes in the value of a single investment could cause greater fluctuations in share price.

Expenses
0.12%one share class
Share classExpense ratio
USMC0.12%

Portfolio turnover 54.50% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.00%
of net assets
Stocks99.75%
Cash & short-term0.25%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology32.0%
Financials19.4%
Communication Services12.3%
Health Care9.1%
5 smaller27.2%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
15%of stock holdings in top-quartile growers
covering 100% of the fund’s equity
Earnings growth
22%of stock holdings in top-quartile growers
covering 97% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 0 new0 exited

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+24.77%
3-year
+79.77%
5-year
+95.58%
Volatility
12.95%
Worst 3-yr fall
-8.02%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Micron Technology IncMU8.75%$305.56M
NVIDIA CorpNVDA7.54%$263.19M
Apple IncAAPL6.63%$231.47M
Alphabet IncGOOGL5.80%$202.40M
Broadcom IncAVGO4.77%$166.67M
JPMorgan Chase & CoJPM4.40%$153.68M
Visa IncV4.33%$151.10M
Microsoft CorpMSFT4.30%$150.08M
Mastercard IncMA4.01%$140.02M
Costco Wholesale CorpCOST3.74%$130.47M
Showing 10 of 27Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 54.26% of net assets, top 25 97.80%, across 27 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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