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Principal Value ETF (PY)

Large Value · Principal Funds · NASDAQ

Large ValueETF
Principal Value ETF (PY) is an exchange-traded fund in the Large Value category. It has $220.43M in assets, an expense ratio of 0.15% and a 2.14% dividend yield. 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 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 included within the S&P 500 Value Index.
Assets under management$220.43M
Expense ratio0.15%
CategoryLarge Value
Dividend yield2.14%
NAV$56.31
Fund familyPrincipal Funds
ExchangeNASDAQ

Top holdings

The largest positions Principal Value ETF reports, by weight.

HoldingNameWeight
AAPL Apple Inc 8.15%
AMZN Amazon.com Inc 3.16%
WMT Walmart Inc 2.38%
BAC Bank of America Corp 2.18%
UNH UnitedHealth Group Inc 2.11%
MRK Merck & Co Inc 1.98%
PG Procter & Gamble Co 1.97%
INTC Intel Corp 1.92%
HD The Home Depot Inc 1.84%
DELL Dell Technologies Inc Ordinary Shares - Class C 1.79%

Other Large Value ETFs

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