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Holdings (Monthly) Guide ↗

Principal Value ETF

· Principal Exchange-Traded Funds
Monthly Holdings $220M AUM 19 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 31 New 49 Added 19 Reduced 27 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 UnitedHealth Group Inc 91324P102 Mar 2026 11,168 -716 $4.6M +44.3% 2.11% EC
2 Cisco Systems Inc 17275R102 Mar 2026 28,265 -4,482 $3.3M +30.7% 1.51% EC
3 Exxon Mobil Corp 30231G102 Mar 2026 21,837 -12,320 $3.0M -48.5% 1.35% EC
4 QUALCOMM Inc 747525103 Mar 2026 11,518 -7,393 $2.1M -12.6% 0.97% EC
5 Ford Motor Co 345370860 Mar 2026 151,579 -1,179 $2.1M +19.5% 0.96% EC
6 Analog Devices Inc 032654105 Mar 2026 5,296 -100 $2.1M +22.5% 0.95% EC
7 Keysight Technologies Inc 49338L103 Mar 2026 5,980 -809 $2.1M +9.2% 0.95% EC
8 NextEra Energy Inc 65339F101 Mar 2026 23,154 -7,015 $2.0M -27.5% 0.92% EC
9 Host Hotels & Resorts Inc 44107P104 Mar 2026 81,123 -1,975 $1.9M +20.8% 0.87% EC
10 SLB Ltd 806857108 Mar 2026 41,332 -1,751 $1.9M -13.2% 0.87% EC
11 Cummins Inc 231021106 Mar 2026 2,688 -442 $1.9M +13.8% 0.87% EC
12 Assurant Inc 04621X108 Mar 2026 6,783 -348 $1.8M +17.3% 0.83% EC
13 HP Inc 40434L105 Mar 2026 80,966 -3,239 $1.8M +9.8% 0.81% EC
14 Walt Disney Co/The 254687106 Mar 2026 16,057 -1,004 $1.5M -6.0% 0.70% EC
15 APA Corp 03743Q108 Mar 2026 44,525 -4,214 $1.5M -29.9% 0.66% EC
16 State Street Institutional US Government Money Market Fund 857492706 Mar 2026 785,328 -114,121 $785K -12.7% 0.36% STIV
17 Baker Hughes Co 05722G100 Mar 2026 13,595 -15,276 $755K -57.2% 0.34% EC
18 Archer-Daniels-Midland Co 039483102 Mar 2026 6,974 -18,900 $533K -71.7% 0.24% EC
19 Lululemon Athletica Inc 550021109 Mar 2026 3,649 -5,571 $417K -70.5% 0.19% EC