Titelia

Holdings of Spectrum Preferred and Capital Securities Income Fund

Principal Funds, Inc · Original filing · Compare with another fund · Report an error

Net assets
5.2B $ including 39.1M $ in equities, 0.8 %
Positions
1 in 1 countries
Bond lines
162 from 61 companies
Top ten
0.8 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Invesco Preferred ETF 3,431,41439.1M $0.76 %

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The bonds it holds

61 companies, 162 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Citigroup Inc8195M $3.77 %
2UBS Group AG12185M $3.57 %
3Bank of America Corp4173.5M $3.35 %
4Royal Bank of Canada5164.3M $3.17 %
5Bank of Nova Scotia/The4153.7M $2.97 %
6Huntington Bancshares Inc/OH3148.7M $2.87 %
7BNP Paribas SA7143.2M $2.77 %
8MetLife Inc2136.5M $2.64 %
9PNC Financial Services Group Inc/The3130.5M $2.52 %
10Enbridge Inc5123.8M $2.39 %
11State Street Corp3120.1M $2.32 %
12ING Groep NV2116.8M $2.26 %
13Wells Fargo & Co3115.6M $2.23 %
14JPMorgan Chase & Co3110.2M $2.13 %
15Barclays PLC3104.2M $2.01 %
16Dominion Energy Inc4100.8M $1.95 %
17Goldman Sachs Group Inc/The3100.4M $1.94 %
18Banco Santander SA398.7M $1.91 %
19Standard Chartered PLC594.5M $1.82 %
20Banco Bilbao Vizcaya Argentaria SA294.2M $1.82 %
21Bank of Montreal385.1M $1.64 %
22NatWest Group PLC282.8M $1.60 %
23Nordea Bank Abp267.4M $1.30 %
24Credit Agricole SA164.9M $1.25 %
25Societe Generale SA364M $1.24 %
26American Electric Power Co Inc563.7M $1.23 %
27Bank of New York Mellon Corp/The362.7M $1.21 %
28Corebridge Financial Inc358.9M $1.14 %
29Toronto-Dominion Bank/The253.4M $1.03 %
30Canadian Imperial Bank of Commerce344.8M $0.87 %
31M&T Bank Corp243M $0.83 %
32HSBC Holdings PLC541.9M $0.81 %
33Voya Financial Inc236.9M $0.71 %
34Truist Financial Corp136.3M $0.70 %
35Citizens Financial Group Inc236.1M $0.70 %
36TELUS Corp335.4M $0.68 %
37Prudential Financial, Inc.333.9M $0.65 %
38Lloyds Banking Group PLC432.5M $0.63 %
39Capital One Financial Corp130.6M $0.59 %
40Swedbank AB229.7M $0.57 %
41Deutsche Bank AG127.7M $0.54 %
42Energy Transfer LP119.8M $0.38 %
43Duke Energy Corp219.6M $0.38 %
44Sempra218.4M $0.36 %
45Reinsurance Group of America Inc214.9M $0.29 %
46Equitable Holdings Inc18.4M $0.16 %
47Entergy Corp28.3M $0.16 %
48NiSource Inc27.4M $0.14 %
49WEC Energy Group Inc16.6M $0.13 %
50KeyCorp16.2M $0.12 %
51US Bancorp16.1M $0.12 %
52Julius Baer Group Ltd15.1M $0.10 %
53Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen15M $0.10 %
54Evergy Inc14.9M $0.10 %
55DNB Bank ASA14.2M $0.08 %
56Vodafone Group PLC13.7M $0.07 %
57Allianz SE12M $0.04 %
58Exelon Corp11.5M $0.03 %
59Nomura Holdings Inc11.3M $0.02 %
60Assurant Inc1206K $0.00 %
61Charles Schwab Corp/The137.8K $0.00 %

Sector breakdown

  • Unattributed 100.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States139.1M $100.00 %
Cite this page

Titelia. "Holdings of Spectrum Preferred and Capital Securities Income Fund". https://titelia.com/en/funds/S000007170