Holdings of Principle Wealth Partners LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 342 in 6 countries
- Top ten
- 39.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 16.7 %
- Financials 13.2 %
- Industrials 7.2 %
- Health care 5.8 %
- Consumer discretionary 5.6 %
- Communication 4.8 %
- Consumer staples 3.1 %
- Utilities 2.2 %
- Energy 1.8 %
- Funds 1.6 %
- Materials 0.2 %
- Real estate 0.1 %
- Unattributed 37.8 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.5 %
- Netherlands 0.3 %
- Taiwan 0.1 %
- United Kingdom 0.0 %
- Denmark 0.0 %
- Belgium 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 337 | 1.6B $ | 99.46 % |
| 2 | Netherlands | 1 | 4.9M $ | 0.31 % |
| 3 | Taiwan | 1 | 2.2M $ | 0.14 % |
| 4 | United Kingdom | 1 | 710.5K $ | 0.04 % |
| 5 | Denmark | 1 | 454.4K $ | 0.03 % |
| 6 | Belgium | 1 | 216.1K $ | 0.01 % |
Cite this page
Titelia. "Holdings of Principle Wealth Partners LLC". https://titelia.com/en/funds/US13F1743413