PLFMX
Principal LargeCap S&P 500 Index Fund
1W: -1.0%
1M: +0.1%
3M: +1.8%
YTD: +12.2%
1Y: +12.1%
3Y: +78.3%
5Y: +73.8%
$36.76
+0.27 (+0.74%)
Weekly Expected Move ±1.4%
$35
$36
$36
$37
$38
Key Statistics
AUM$11.0B
Holdings502
Top 10 Wt38.1%
Volume0
Avg Volume0
Beta0.98
Portfolio Fundamentals
P/E15.3
P/B4.2
Div Yield1.31%
ROE31.9%
% Profitable91%
Inception2000-12-06
Sector Allocation
Technology
27.3%
Financial Services
11.8%
Consumer Cyclical
11.0%
Communication Services
10.9%
Real Estate
9.7%
Healthcare
8.4%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | 0QOJ.L | 7.78% | $1.0B | 5,116,763 |
| 2 | Apple Inc | AAPL.DE | 6.39% | $838.8M | 3,091,354 |
| 3 | Microsoft Corp | 4338.HK | 4.86% | $637.6M | 1,563,589 |
| 4 | Amazon.com Inc | 0R1O.IL | 4.15% | $545.2M | 2,056,973 |
| 5 | Alphabet Inc - A Shares | GOOGL.SW | 3.59% | $471.7M | 1,225,919 |
| 6 | Broadcom Inc | 1YD.DE | 3.17% | $416.7M | 998,353 |
| 7 | Alphabet Inc - C Shares | ABEC.F | 2.87% | $376.1M | 984,752 |
| 8 | Meta Platforms Inc | FB2A.DE | 2.15% | $281.8M | 460,547 |
| 9 | Tesla Inc | TL0.DE | 1.72% | $226.0M | 592,206 |
| 10 | Berkshire Hathaway Inc - Class B | BRYN.DE | 1.39% | $182.9M | 386,126 |