Capital Securities Fund

Capital Securities Fund is a registered fund series of Principal Funds, Inc (series S000041598). Net assets $885.3M as of 2026-05-31.

Profile

Advisers

Top holdings (186 reported)

Showing 15 of 186 holdings by value.

HoldingTickerValue% of fund
Principal Funds, Inc - Government Money Market Fund - Class R-6$35.3M398.92%
Bank of Nova Scotia/The$23.8M269.20%
Goldman Sachs Group Inc/The$22.6M254.71%
Royal Bank of Canada$21.9M247.22%
US Bancorp$18.8M212.09%
NatWest Group PLC$16.5M186.32%
Bank of America Corp$15.0M169.26%
Toronto-Dominion Bank/The$14.7M166.50%
Huntington Bancshares Inc/OH$14.6M165.18%
UBS Group AG$13.9M156.49%
PNC Financial Services Group Inc/The$13.8M155.72%
Barclays PLC$13.6M153.46%
MetLife Inc$13.3M150.52%
Citigroup Inc$12.2M137.78%
Standard Chartered PLC$11.8M132.83%

Net asset history

Report dateNet assets
2026-05-31$885.3M
2026-02-28$955.3M
2025-11-30$1.0B
2025-08-31$1.1B
2025-05-31$1.2B
2025-02-28$1.2B
2024-11-30$1.2B
2024-08-31$1.2B

More