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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.26 | 2.10 | 0.84 |
Stocks | 98.60 | 98.60 | 0.00 |
Bonds | 0.14 | 0.14 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.15 | 15.28 |
Price to Book | 2.47 | 2.41 |
Price to Sales | 1.57 | 1.62 |
Price to Cash Flow | 10.94 | 10.12 |
Dividend Yield | 2.40 | 2.62 |
5 Years Earnings Growth | 9.75 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.63 | 20.54 |
Technology | 13.91 | 12.44 |
Healthcare | 13.55 | 15.25 |
Industrials | 12.29 | 11.92 |
Energy | 10.08 | 8.52 |
Consumer Cyclical | 7.31 | 6.46 |
Consumer Defensive | 6.75 | 8.47 |
Basic Materials | 5.20 | 3.94 |
Utilities | 5.03 | 5.05 |
Communication Services | 4.28 | 5.46 |
Real Estate | 3.96 | 3.57 |
Number of long holdings: 862
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Government Money Market R-6 | - | 2.23 | - | - | |
AIG | US0268747849 | 1.90 | 78.82 | +0.73% | |
UnitedHealth | US91324P1021 | 1.88 | 495.37 | +2.85% | |
Wells Fargo&Co | US9497461015 | 1.85 | 59.92 | +1.20% | |
Alphabet A | US02079K3059 | 1.64 | 172.50 | +0.23% | |
JPMorgan | US46625H1005 | 1.62 | 202.63 | +1.66% | |
Broadcom | US11135F1012 | 1.55 | 1,328.55 | -2.45% | |
Vertiv Holdings Co | US92537N1081 | 1.54 | 97.99 | -4.19% | |
J&J | US4781601046 | 1.50 | 146.67 | +0.96% | |
Fidelity National Info | US31620M1062 | 1.46 | 75.88 | +2.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 11.96B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.07B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.14B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.29B | 2.81 | -0.20 | 3.99 | ||
Principal Real Estate Securities In | 3.4B | -9.19 | -2.29 | 6.21 |
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