PY

Principal Value ETF

ValueNASDAQ-GMPrincipal ETF
$58.01
$-0.02 (-0.04%)
Real-time · Aug 14, 2026 12:12 PM ET

Key Statistics

Net Assets (AUM)
$243.07M
Expense Ratio
See prospectus
Previous Close
$58.03
Day Range
$57.99 – $58.04
52-Week Range
$50.08 – $58.06
Volume
6.05K
Avg Vol (50D)
27.36K
Beta
0.83

Historical Performance

1M
+5.22%
3M
+8.85%
6M
+10.84%
YTD
+12.21%
1Y
+15.19%
3Y
+49.65%
5Y
+53.05%

Total return including reinvested distributions, from adjusted closing prices.

Price History

Price history is being compiled for this fund.

Top Holdings

Apple Inc 7.61%
Exxon Mobil Corp 2.92%
Amazon.com Inc 2.78%
Walmart Inc 2.77%
Procter & Gamble Co/The 1.95%
Bank of America Corp 1.89%
Merck & Co Inc 1.89%
Johnson & Johnson 1.66%
UnitedHealth Group Inc 1.62%
Verizon Communications Inc 1.53%
PepsiCo Inc 1.52%
AT&T Inc 1.52%
NextEra Energy Inc 1.41%
Salesforce Inc 1.35%
Cisco Systems Inc 1.28%
QUALCOMM Inc 1.23%
Bristol-Myers Squibb Co 1.22%
Mastercard Inc 1.20%
Chubb Ltd 1.19%
Altria Group Inc 1.16%
Capital One Financial Corp 1.16%
Accenture PLC 1.15%
Lockheed Martin Corp 1.14%
SLB Ltd 1.12%
McKesson Corp 1.11%

Top 25 holdings as of Mar 31, 2026 · source: SEC N-PORT. Full holdings & prospectus →

About PY

Under normal circumstances, the Fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of value companies. For this Fund, value companies are those (i) with market capitalizations within the range of companies comprising the S&P 500 Index (as of September 30, 2025, this range was between $6.5 billion and $4.6 trillion) and (ii) included within the S&P 500 Value Index. Principal Global Investors, LLC ("PGI") uses a proprietary quantitative model designed to identify equity securities of mid- to large-capitalization companies in the S&P 500 Index that exhibit higher degrees of shareholder yield (meaning how much money a company distributes to shareholders through dividends and share repurchases). The Fund's holdings are expected to be rebalanced at least annually. However, PGI may make any adjustments to the model and Fund holdings at its discretion. In constructing and revising the model and managing the Fund’s investments, PGI uses insights from diverse sources, including internal investment research, industry reports, and data from third-party consultants and other service providers, to develop and refine its investment themes and identify and take advantage of trends that may impact the Fund and its holdings.Note:    "Standard & Poor's 500" and "S&P 500®" are trademarks of Standard & Poor's Financial Services LLC and have been licensed by Principal. The Fund is not sponsored, endorsed, sold, or promoted by Standard & Poor's Financial Services LLC, and Standard & Poor's Financial Services LLC makes no representation regarding the advisability of investing in the Fund.

Data for PY is aggregated from third-party providers (Tiingo, Nasdaq, Finnhub) and SEC filings, may be delayed at least 20 minutes, and may be incomplete or contain errors. Nothing here is investment advice. Verify with the official prospectus before investing.