AUM $53.8MER 0.15%NAV $76.90Holdings 74Inception Mar 2016
Price Chart
Key Statistics
Previous Close
$74.73Day Range
$74.59$74.92
52-Week Range
$65.07$77.95
Avg Volume
2.5KDividend Yield
0.59%Expense Ratio
0.15%AUM
$53.8MShares Outstanding
695.9KETF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Sector Breakdown
| Sector | Weight % |
|---|---|
| Technology | 35.54% |
| Industrials | 19.93% |
| Financial Services | 14.65% |
| Healthcare | 12.32% |
| Communication Services | 6.05% |
| Consumer Cyclical | 5.20% |
| Basic Materials | 3.68% |
| Energy | 1.41% |
| Consumer Defensive | 1.22% |
Country Allocation
| Country | Weight % |
|---|---|
| United States | 91.32% |
| Ireland | 5.18% |
| United Kingdom | 2.17% |
| Switzerland | 1.23% |
| Other | 0.11% |
Fund Information
- Issuer
- Principal Funds
- Category
- Technology
- Types
- GrowthLong-Term Bond
- Inception Date
- Mar 21, 2016
- Exchange
- NASDAQ
- Description
- The investment seeks long-term growth of capital. Under normal circumstances, the fund primarily invests in equity securities.
Similar ETFs
The Principal Quality ETF (PSET) is an exchange-traded fund issued by Principal Funds that launched on Mar 21, 2016. It currently manages $53.8M in assets under management. The fund charges an expense ratio of 0.15%. The fund holds 74 securities in its portfolio. It falls under the Technology category.
Top 10 holdings represent 29.9% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP COMMON STOCK USD.001 | 6.54% | 10,776 | $2.2M |
| 2 | AAPL | APPLE INC COMMON STOCK USD.00001 | 5.26% | 6,331 | $1.7M |
| 3 | MSFT | MICROSOFT CORP COMMON STOCK USD.00000625 | 3.73% | 2,949 | $1.2M |
| 4 | GOOG | ALPHABET INC CL C COMMON STOCK USD.001 | 3.00% | 2,919 | $986K |
| 5 | AMZN | AMAZON.COM INC COMMON STOCK USD.01 | 2.44% | 3,146 | $802K |
| 6 | V | VISA INC CLASS A SHARES COMMON STOCK USD.0001 | 1.93% | 2,053 | $634K |
| 7 | AMAT | APPLIED MATERIALS INC COMMON STOCK USD.01 | 1.88% | 1,533 | $619K |
| 8 | MPWR | MONOLITHIC POWER SYSTEMS INC COMMON STOCK USD.001 | 1.81% | 373 | $594K |
| 9 | MA | MASTERCARD INC A COMMON STOCK USD.0001 | 1.73% | 1,130 | $568K |
| 10 | ETN | EATON CORP PLC COMMON STOCK USD.01 | 1.59% | 1,235 | $524K |
| 11 | AVGO | BROADCOM INC COMMON STOCK | 1.49% | 1,168 | $490K |
| 12 | CMI | CUMMINS INC COMMON STOCK USD2.5 | 1.47% | 734 | $482K |
| 13 | GE | GENERAL ELECTRIC COMMON STOCK USD.01 | 1.45% | 1,682 | $475K |
| 14 | TT | TRANE TECHNOLOGIES PLC COMMON STOCK USD1.0 | 1.42% | 961 | $467K |
| 15 | SLB | SLB LTD COMMON STOCK USD.01 | 1.40% | 8,388 | $459K |
Page 1 of 2
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | +0.26% | |
| 1W | -0.28% | |
| 1M | +10.47% | |
| 3M | -2.00% | |
| 6M | -2.60% | |
| YTD | -1.54% | |
| 1Y | +15.22% | |
| 3Y | +43.36% | |
| 5Y | +46.23% |
Moving Averages
20-Day MA
$72.37
Above 20-Day MA50-Day MA
$72.63
Above 50-Day MA200-Day MA
$74.96
Below 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$77.95
Current Price
$74.92
52-Week Low
$65.07
$65.07$77.95
Current Yield
0.59%
Annual Dividend
$0.4507
Frequency
4x/year
Last Ex-Date
Dec 29, 2025
Dividend History
| Ex-Date | Amount | Pay Date |
|---|---|---|
| Dec 29, 2025 | $0.1383 | Dec 31, 2025 |
| Oct 1, 2025 | $0.1067 | Oct 3, 2025 |
| Jul 1, 2025 | $0.0884 | Jul 3, 2025 |
| Apr 1, 2025 | $0.1173 | Apr 3, 2025 |
| Dec 27, 2024 | $0.1192 | Dec 31, 2024 |
| Oct 1, 2024 | $0.1165 | Oct 3, 2024 |
| Jul 1, 2024 | $0.1094 | Jul 3, 2024 |
| Apr 1, 2024 | $0.1456 | Apr 4, 2024 |
| Dec 27, 2023 | $0.1240 | Jan 2, 2024 |
| Oct 2, 2023 | $0.1261 | Oct 5, 2023 |
| Jul 3, 2023 | $0.1358 | Jul 7, 2023 |
| Apr 3, 2023 | $0.1353 | Apr 6, 2023 |
| Dec 28, 2022 | $0.2057 | Jan 3, 2023 |
| Oct 3, 2022 | $0.1639 | Oct 6, 2022 |
| Jul 1, 2022 | $0.2367 | Jul 7, 2022 |
| Apr 1, 2022 | $0.1274 | Apr 6, 2022 |
| Dec 29, 2021 | $0.1717 | Jan 3, 2022 |
| Oct 1, 2021 | $0.1104 | Oct 6, 2021 |
| Jul 1, 2021 | $0.1283 | Jul 7, 2021 |
| Apr 1, 2021 | $0.1269 | Apr 7, 2021 |
Dividend Payments Over Time
Category Comparison
| Metric | PSET | Technology(1414 ETFs) | Growth(409 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.15% | 0.67% | 0.66% |
| AUM | $53.8M | $6.79B | $2.74B |
| Dividend Yield | 0.59% | 2.97% | 5.84% |
| Avg Volume | 2.5K | 575.4K | 199.0K |
| Holdings | 74 | 200 | 82 |
| Performance | |||
| 1-Month Return | +6.74% | +9.17% | +7.37% |
| 6-Month Return | -1.86% | +7.10% | +3.06% |
| YTD Return | -1.74% | +7.03% | +3.55% |
| 1-Year Return | +18.13% | +40.63% | +30.21% |
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