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Holdings (Monthly) Guide ↗

Capital Securities Fund

· Principal Funds, Inc
Monthly Holdings $919M AUM 8 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 22 New 8 Added 10 Reduced 12 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Principal Funds, Inc - Government Money Market Fund - Class R-6 74257B639 Feb 2026 35,318,430 +11,551,839 $35.3M +48.6% 3.99% STIV
2 Citigroup Inc 172967PM7 Feb 2026 11,767,000 +200,000 $12.2M +0.0% 1.38% DBT
3 Standard Chartered PLC N/A Feb 2026 12,500,000 +11,100,000 $11.8M +686.3% 1.33% DBT
4 American Electric Power Co Inc 02557TAF6 Feb 2026 5,900,000 +1,500,000 $5.9M +32.5% 0.66% DBT
5 Bank of New York Mellon Corp/The 064058AS9 Feb 2026 3,600,000 +1,400,000 $3.6M +62.8% 0.40% DBT
6 Rexford Industrial Realty Inc 76169C407 Feb 2026 70,960 +100 $1.5M -0.3% 0.17% EP
7 Public Storage 74460W537 Feb 2026 42,718 +30,000 $680K +218.5% 0.08% EP
8 Public Storage 74460W396 Feb 2026 7,800 +2,000 $124K +30.1% 0.01% EP