Principal Value ETF PY

Cena: 52.45 0.17858
NASDAQ 12-05 20:23

Inwestycja zakłada długoterminowy wzrost kapitału. W normalnych okolicznościach fundusz inwestuje głównie w kapitałowe papiery wartościowe, koncentrując się na akcjach wartościowych. Firma Lead Global Investors, LLC korzysta z własnego modelu ilościowego zaprojektowanego w celu identyfikacji kapitałowych papierów wartościowych spółek o średniej i dużej kapitalizacji w indeksie S&P 500, które wykazują wyższy stopień zwrotu dla akcjonariuszy.
Wartość aktywów (mln USD): 232
Liczba spółek: 112
Stopa dywidendy: - %
Opłata za zarządzanie:: 0.15 %
Klasa aktywów: Equity

ISIN: US74255Y3009

Wystawca ETF: Principal Funds

https://www.principalam.com/us/fund/py

None

ZMIANA CEN

1D 5D 1M 3M 6M YTD 1Y 3Y 5Y 10Y

NOTOWANIA


STRUKTURA SEKTOROWA PORTFELA ETF
Sektor Udział %
Usługi Komercyjne 0.7
Dobra Trwałego Użytku 1.5
Dobra Nietrwałego Użytku 2.6
Usługi Konsumenckie 2.8
Usługi Dystrybucyjne 2.2
Technologia Elektroniczna 13.8
Minerały Energetyczne 8.0
Finanse 29.7
Usługi Zdrowotne 0.6
Technologie Medyczne 3.4
Usługi Przemysłowe 1.6
Fundusz Inwestycyjny 0.3


STRUKTURA PORTFELA ETF
Aktualizacja danych: 2025-11-24 10:11:42
Nazwa firmy Symbol Wartość Udział % w portfelu Ilość akcji
APPLE INC COMMON STOCK USD.00001 AAPL 5 334 052 4.6 20 034
NVIDIA CORP COMMON STOCK USD.001 NVDA 4 896 427 4.2 27 106
MICROSOFT CORP COMMON STOCK USD.00000625 MSFT 4 139 376 3.6 8 652
JOHNSON + JOHNSON COMMON STOCK USD1.0 JNJ 2 087 356 1.8 10 279
EXXON MOBIL CORP COMMON STOCK XOM 1 950 021 1.7 16 664
CATERPILLAR INC COMMON STOCK USD1.0 CAT 1 855 749 1.6 3 398
BANK OF AMERICA CORP COMMON STOCK USD.01 BAC 1 735 224 1.5 34 024
WELLS FARGO + CO COMMON STOCK USD1.666 WFC 1 507 672 1.3 18 297
PROCTER + GAMBLE CO/THE COMMON STOCK PG 1 488 123 1.3 10 042
MERCK + CO. INC. COMMON STOCK USD.5 MRK 1 374 500 1.2 14 473
LAS VEGAS SANDS CORP COMMON STOCK USD.001 LVS 1 303 180 1.1 20 529
PARKER HANNIFIN CORP COMMON STOCK USD.5 PH 1 283 999 1.1 1 567
CHEVRON CORP COMMON STOCK USD.75 CVX 1 275 380 1.1 8 485
QUALCOMM INC COMMON STOCK USD.0001 QCOM 1 204 904 1.0 7 550
RALPH LAUREN CORP COMMON STOCK USD.01 RL 1 167 574 1.0 3 571
L3HARRIS TECHNOLOGIES INC COMMON STOCK USD1.0 LHX 1 152 512 1.0 4 055
MEDTRONIC PLC COMMON STOCK USD.1 MDT 1 148 187 1.0 11 557
GENERAL DYNAMICS CORP COMMON STOCK USD1.0 GD 1 148 325 1.0 3 383
INVESCO LTD COMMON STOCK USD.2 IVZ 1 147 462 1.0 50 549
UNITEDHEALTH GROUP INC COMMON STOCK USD.01 UNH 1 130 890 1.0 3 630
MARATHON PETROLEUM CORP COMMON STOCK USD.01 MPC 1 123 838 1.0 5 982
PROLOGIS INC REIT USD.01 PLD 1 113 004 1.0 9 040
LEIDOS HOLDINGS INC COMMON STOCK USD.0001 LDOS 1 106 904 1.0 5 962
SYNCHRONY FINANCIAL COMMON STOCK USD.001 SYF 1 100 223 1.0 15 228
VALERO ENERGY CORP COMMON STOCK USD.01 VLO 1 098 885 1.0 6 433
CAPITAL ONE FINANCIAL CORP COMMON STOCK USD.01 COF 1 060 846 0.9 5 246
DEERE + CO COMMON STOCK USD1.0 DE 1 055 547 0.9 2 216
LOWE S COS INC COMMON STOCK USD.5 LOW 1 048 265 0.9 4 589
UNION PACIFIC CORP COMMON STOCK USD2.5 UNP 1 030 396 0.9 4 658
LOCKHEED MARTIN CORP COMMON STOCK USD1.0 LMT 1 022 679 0.9 2 184
HEWLETT PACKARD ENTERPRISE COMMON STOCK USD.01 HPE 1 014 073 0.9 50 653
NORTHROP GRUMMAN CORP COMMON STOCK USD1.0 NOC 1 011 017 0.9 1 782
CHUBB LTD COMMON STOCK CB 1 008 376 0.9 3 403
CITIZENS FINANCIAL GROUP COMMON STOCK USD.01 CFG 998 080 0.9 19 686
US BANCORP COMMON STOCK USD.01 USB 994 467 0.9 21 391
ALTRIA GROUP INC COMMON STOCK USD.333 MO 991 445 0.9 17 041
EBAY INC COMMON STOCK USD.001 EBAY 985 575 0.9 12 312
HUBBELL INC COMMON STOCK USD.01 HUBB 982 959 0.9 2 413
TRAVELERS COS INC/THE COMMON STOCK TRV 979 841 0.8 3 404
ARCHER DANIELS MIDLAND CO COMMON STOCK ADM 973 373 0.8 16 820
ALLEGION PLC COMMON STOCK USD.01 ALLE 967 383 0.8 6 067
PNC FINANCIAL SERVICES GROUP COMMON STOCK USD5.0 PNC 967 622 0.8 5 272
NASDAQ INC COMMON STOCK USD.01 NDAQ 960 369 0.8 11 040
FEDEX CORP COMMON STOCK USD.1 FDX 950 843 0.8 3 614
BAKER HUGHES CO COMMON STOCK USD.0001 BKR 950 151 0.8 19 766
ACCENTURE PLC CL A COMMON STOCK USD.0000225 ACN 946 786 0.8 3 932
PHILLIPS 66 COMMON STOCK PSX 938 580 0.8 7 111
CBOE GLOBAL MARKETS INC COMMON STOCK CBOE 936 258 0.8 3 667
NETAPP INC COMMON STOCK USD.001 NTAP 922 036 0.8 8 931
HARTFORD INSURANCE GROUP INC COMMON STOCK USD.01 HIG 920 479 0.8 6 830
CONOCOPHILLIPS COMMON STOCK USD.01 COP 913 886 0.8 10 448
CINCINNATI FINANCIAL CORP COMMON STOCK USD2.0 CINF 900 457 0.8 5 502
REGIONS FINANCIAL CORP COMMON STOCK USD.01 RF 896 953 0.8 37 218
ALLSTATE CORP COMMON STOCK USD.01 ALL 896 295 0.8 4 233
CORTEVA INC COMMON STOCK USD.01 CTVA 895 397 0.8 13 908
ILLINOIS TOOL WORKS COMMON STOCK USD.01 ITW 890 382 0.8 3 693
NORDSON CORP COMMON STOCK NDSN 889 968 0.8 3 902
HERSHEY CO/THE COMMON STOCK USD1.0 HSY 878 229 0.8 4 808
INTERCONTINENTAL EXCHANGE IN COMMON STOCK USD.01 ICE 866 130 0.8 5 711
FIFTH THIRD BANCORP COMMON STOCK FITB 865 146 0.7 20 958
WILLIAMS SONOMA INC COMMON STOCK USD.01 WSM 863 267 0.7 5 003
AUTOMATIC DATA PROCESSING COMMON STOCK USD.1 ADP 856 019 0.7 3 437
ASSURANT INC COMMON STOCK USD.01 AIZ 846 557 0.7 3 745
LENNAR CORP W/D COMMON STOCK USD.1 LEN 841 533 0.7 7 239
FRANKLIN RESOURCES INC COMMON STOCK USD.1 BEN 839 638 0.7 39 643
T MOBILE US INC COMMON STOCK USD.0001 TMUS 831 935 0.7 3 952
HALLIBURTON CO COMMON STOCK USD2.5 HAL 820 019 0.7 32 007
MICROCHIP TECHNOLOGY INC COMMON STOCK USD.001 MCHP 817 849 0.7 16 684
BRISTOL MYERS SQUIBB CO COMMON STOCK USD.1 BMY 803 352 0.7 17 487
PRUDENTIAL FINANCIAL INC COMMON STOCK USD.01 PRU 800 891 0.7 7 692
METLIFE INC COMMON STOCK USD.01 MET 798 631 0.7 10 804
COGNIZANT TECH SOLUTIONS A COMMON STOCK USD.01 CTSH 797 079 0.7 11 017
BEST BUY CO INC COMMON STOCK USD.1 BBY 795 717 0.7 10 785
MONDELEZ INTERNATIONAL INC A COMMON STOCK MDLZ 794 716 0.7 14 255
SNAP ON INC COMMON STOCK USD1.0 SNA 794 332 0.7 2 416
COMCAST CORP CLASS A COMMON STOCK USD.01 CMCSA 788 833 0.7 29 622
AMERIPRISE FINANCIAL INC COMMON STOCK USD.01 AMP 786 101 0.7 1 780
BROADRIDGE FINANCIAL SOLUTIO COMMON STOCK USD.01 BR 784 699 0.7 3 455
AMERICAN INTERNATIONAL GROUP COMMON STOCK USD2.5 AIG 781 877 0.7 10 330
EOG RESOURCES INC COMMON STOCK USD.01 EOG 780 250 0.7 7 356
PUBLIC STORAGE REIT USD.1 PSA 774 317 0.7 2 917
WILLIS TOWERS WATSON PLC COMMON STOCK USD.000304635 WTW 774 604 0.7 2 460
MARSH + MCLENNAN COS COMMON STOCK USD1.0 MMC 756 421 0.7 4 227
BECTON DICKINSON AND CO COMMON STOCK USD1.0 BDX 751 115 0.6 3 962
VICI PROPERTIES INC REIT USD.01 VICI 747 100 0.6 25 941
AVERY DENNISON CORP COMMON STOCK USD1.0 AVY 743 724 0.6 4 480
SMITH (A.O.) CORP COMMON STOCK USD1.0 AOS 741 290 0.6 11 720
SLB LTD COMMON STOCK USD.01 SLB 741 981 0.6 21 085
SBA COMMUNICATIONS CORP REIT USD.01 SBAC 736 678 0.6 3 773
SKYWORKS SOLUTIONS INC COMMON STOCK USD.25 SWKS 728 904 0.6 12 048
INTERPUBLIC GROUP OF COS INC COMMON STOCK USD.1 IPG 722 752 0.6 29 440
ELEVANCE HEALTH INC COMMON STOCK USD.01 ELV 722 804 0.6 2 302
IDEX CORP COMMON STOCK USD.01 IEX 718 667 0.6 4 409
OMNICOM GROUP COMMON STOCK USD.15 OMC 703 014 0.6 9 831
HUMANA INC COMMON STOCK USD.1666666 HUM 697 781 0.6 3 125
OCCIDENTAL PETROLEUM CORP COMMON STOCK USD.2 OXY 698 262 0.6 16 944
AVALONBAY COMMUNITIES INC REIT USD.01 AVB 690 633 0.6 3 901
MASCO CORP COMMON STOCK USD1.0 MAS 687 483 0.6 11 439
HEALTHPEAK PROPERTIES INC REIT USD1.0 DOC 676 825 0.6 38 898
CDW CORP/DE COMMON STOCK USD.01 CDW 677 461 0.6 4 958
EVEREST GROUP LTD COMMON STOCK USD.01 EG 667 013 0.6 2 187
HP INC COMMON STOCK USD.01 HPQ 659 036 0.6 29 148
KIMBERLY CLARK CORP COMMON STOCK USD1.25 KMB 633 558 0.5 6 106
MID AMERICA APARTMENT COMM REIT USD.01 MAA 629 484 0.5 4 810
PAYCHEX INC COMMON STOCK USD.01 PAYX 618 981 0.5 5 707
CONSTELLATION BRANDS INC A COMMON STOCK USD.01 STZ 583 241 0.5 4 471
MOLSON COORS BEVERAGE CO B COMMON STOCK USD.01 TAP 582 243 0.5 12 805
POOL CORP COMMON STOCK USD.001 POOL 577 596 0.5 2 509
MARKETAXESS HOLDINGS INC COMMON STOCK USD.003 MKTX 570 765 0.5 3 530
HORMEL FOODS CORP COMMON STOCK USD.01465 HRL 568 110 0.5 25 453
EASTMAN CHEMICAL CO COMMON STOCK USD.01 EMN 502 256 0.4 8 910
STATE STREET INSTITUTIONAL US STATE ST INST US GOV MM PREM GVMXX 432 800 0.4 432 800
ALEXANDRIA REAL ESTATE EQUIT REIT USD.01 ARE 403 046 0.3 8 249
US DOLLAR 10 869 0.0 10 869