Principal Securities Loads Up 373,000 Principal US Mega-Cap ETF Shares

Added 373,083 shares, raising the position value by $47.92 million Transaction represented a 0.2% percentage-point change relative to 13F reportable assets under management Post-trade holding: 4,379,501 shares, valued at $298.56 million These 10 Stocks Could Mint the Next Wave of Millionaires ›

The Motley Fool • Dec 11, 2025

Elevation Capital Advisory Loads Up Principal U.S. Mega-Cap ETF Shares in Q3

The firm initiated a new position with 128,122 shares acquired. The fund's transaction represents 3.5% of reported 13F assets under management.

The Motley Fool • Nov 3, 2025

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.

Seeking Alpha • Feb 17, 2025

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.

Seeking Alpha • May 28, 2024

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.

Seeking Alpha • Dec 18, 2023

USMC: Low-Yielding Tech-Biased Portfolio Of Mega-Caps Generates Strong Returns

Principal U.S. Mega-Cap ETF (USMC) is an actively managed fund that invests in growth and value stocks of mega-cap companies within the top 50th percentile of the S&P 500 Index. USMC has a low expense ratio of 0.12 percent and has posted double-digit total returns over the past five years, despite a poor 2022. The fund is heavily focused on technology stocks, with over half of its assets invested in companies reliant on information and communication technology.

Seeking Alpha • Sep 24, 2023

USMC: Should You Buy This Low-Cost, Concentrated Mega-Cap ETF?

USMC selects stocks from the top 50th percentile by market value of the S&P 500, re-weighting the vast majority by a proprietary measure of financial strength. Fees are just 0.12%. Despite suggestions otherwise, USMC is not a low-volatility ETF by any stretch. Its 0.99 five-year beta and slightly lower standard deviation compared to SPY are our first clues.

Seeking Alpha • May 22, 2023

USMC: An In-Between Vehicle

USMC offers a peculiar concentrated mix of mega-cap growth and value names with a tilt towards those that are less prone to frenetic price swings. This is a rare factor combination. There is one major downside. Names the fund selects for its portfolio are inherently overpriced, which is a perennial issue for the mega-cap league and especially for the IT sector.

Seeking Alpha • Sep 11, 2022

Is Principal U.S. MegaCap ETF (USMC) a Strong ETF Right Now?

Smart Beta ETF report for USMC

Zacks Investment Research • Jun 13, 2022

Should Principal U.S. MegaCap ETF (USMC) Be on Your Investing Radar?

Style Box ETF report for USMC

Zacks Investment Research • May 10, 2022