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PRINCIPAL FUNDS, INC.

CIK: 0000898745 Equity
Report date: 2026-06-25
AUM $2.2B
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-25

Holdings

From latest SEC N-PORT filing · US-listed stocks only

610 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 EFOR Everforth Inc Since 2026-07-07 00191UAA0 Debt
0.09%
$1.94 2,075,000
2 T AT&T Inc Since 2026-07-07 00206RBA9 Debt
0.00%
$0.10 100,000
3 T AT&T Inc Since 2026-07-07 00206RCP5 Debt
0.05%
$1.16 1,222,000
4 T AT&T Inc Since 2026-07-07 00206RCQ3 Debt
0.04%
$0.79 938,000
5 T AT&T Inc Since 2026-07-07 00206RFW7 Debt
0.05%
$1.10 1,154,000
6 T AT&T Inc Since 2026-07-07 00206RGQ9 Debt
0.00%
$0.10 100,000
7 T AT&T Inc Since 2026-07-07 00206RKA9 Debt
0.00%
$0.07 100,000
8 T AT&T Inc Since 2026-07-07 00206RKB7 Debt
0.01%
$0.21 309,000
9 T AT&T Inc Since 2026-07-07 00206RLJ9 Debt
0.01%
$0.13 200,000
10 T AT&T Inc Since 2026-07-07 00206RLV2 Debt
0.00%
$0.06 100,000
11 T AT&T Inc Since 2026-07-07 00206RMT6 Debt
0.00%
$0.10 100,000
12 T AT&T Inc Since 2026-07-07 00206RMX7 Debt
0.00%
$0.05 50,000
13 T AT&T Inc Since 2026-07-07 00206RMY5 Debt
0.00%
$0.05 50,000
14 T AT&T Inc Since 2026-07-07 00206RMZ2 Debt
0.02%
$0.34 355,000
15 T AT&T Inc Since 2026-07-07 00206RNC2 Debt
0.00%
$0.05 50,000
16 T AT&T Inc Since 2026-07-07 00206RNE8 Debt
0.03%
$0.77 826,000
17 T AT&T Inc Since 2026-07-07 00206RNG3 Debt
0.02%
$0.45 458,000
18 T AT&T Inc Since 2026-07-07 00206RNQ1 Debt
0.02%
$0.45 454,000
19 ABT Abbott Laboratories Since 2026-07-07 002824BN9 Debt
0.00%
$0.09 100,000
20 ABT Abbott Laboratories Since 2026-07-07 002824BV1 Debt
0.03%
$0.61 627,000
21 ABT Abbott Laboratories Since 2026-07-07 002824BW9 Debt
0.02%
$0.44 453,000
22 ABBV AbbVie Inc Since 2026-07-07 00287YBD0 Debt
0.00%
$0.09 100,000
23 ABBV AbbVie Inc Since 2026-07-07 00287YBF5 Debt
0.00%
$0.10 100,000
24 ABBV AbbVie Inc Since 2026-07-07 00287YCA5 Debt
0.05%
$1.17 1,340,000
25 ABBV AbbVie Inc Since 2026-07-07 00287YCB3 Debt
0.03%
$0.61 751,000
26 ABBV AbbVie Inc Since 2026-07-07 00287YDT3 Debt
0.02%
$0.53 518,000
27 ABBV AbbVie Inc Since 2026-07-07 00287YDU0 Debt
0.00%
$0.05 50,000
28 ABBV AbbVie Inc Since 2026-07-07 00287YDX4 Debt
0.00%
$0.05 50,000
29 ABBV AbbVie Inc Since 2026-07-07 00287YEF2 Debt
0.02%
$0.54 549,000
30 AMG Affiliated Managers Group Inc Since 2026-07-07 008252843 Equity (Preferred)
0.01%
$0.21 12,860
31 AMG Affiliated Managers Group Inc Since 2026-07-07 008252850 Equity (Preferred)
0.01%
$0.21 10,586
32 A Agilent Technologies Inc Since 2026-07-07 00846UAL5 Debt
0.04%
$0.80 844,000
33 A Agilent Technologies Inc Since 2026-07-07 00846UAN1 Debt
0.04%
$0.90 1,001,000
34 ABNB Airbnb Inc Since 2026-07-07 009066AD3 Debt
0.02%
$0.54 537,000
35 APD Air Products and Chemicals Inc Since 2026-07-07 009158BP0 Debt
0.00%
$0.05 50,000
36 ARE Alexandria Real Estate Equities Inc Since 2026-07-07 015271AU3 Debt
0.00%
$0.10 100,000
37 ARE Alexandria Real Estate Equities Inc Since 2026-07-07 015271BC2 Debt
0.00%
$0.10 100,000
38 BFH Bread Financial Holdings Inc Since 2026-07-07 018581AQ1 Debt
0.09%
$1.94 1,850,000
39 BFH Bread Financial Holdings Inc Since 2026-07-07 018581AR9 Debt
0.02%
$0.43 425,000
40 ALLY Ally Financial Inc Since 2026-07-07 02005NBS8 Debt
0.10%
$2.27 2,200,000
41 ALLY Ally Financial Inc Since 2026-07-07 02005NBV1 Debt
0.00%
$0.10 100,000
42 GOOG Alphabet Inc Since 2026-07-07 02079KAE7 Debt
0.00%
$0.08 125,000
43 GOOG Alphabet Inc Since 2026-07-07 02079KAF4 Debt
0.00%
$0.05 100,000
44 GOOG Alphabet Inc Since 2026-07-07 02079KAM9 Debt
0.00%
$0.05 50,000
45 GOOG Alphabet Inc Since 2026-07-07 02079KAN7 Debt
0.02%
$0.37 408,000
46 GOOG Alphabet Inc Since 2026-07-07 02079KAW7 Debt
0.00%
$0.05 50,000
47 GOOG Alphabet Inc Since 2026-07-07 02079KAZ0 Debt
0.02%
$0.40 414,000
48 GOOG Alphabet Inc Since 2026-07-07 02079KBA4 Debt
0.00%
$0.05 50,000
49 GOOG Alphabet Inc Since 2026-07-07 02079KBB2 Debt
0.03%
$0.61 636,000
50 GOOG Alphabet Inc Since 2026-07-07 02079KBL0 Debt
0.03%
$0.62 632,000
51 GOOG Alphabet Inc Since 2026-07-07 02079KBM8 Debt
0.00%
$0.10 100,000
52 GOOG Alphabet Inc Since 2026-07-07 02079KBP1 Debt
0.00%
$0.05 50,000
53 GOOG Alphabet Inc Since 2026-07-07 02079KBQ9 Debt
0.00%
$0.05 50,000
54 MO Altria Group Inc Since 2026-07-07 02209SBF9 Debt
0.00%
$0.05 50,000
55 MO Altria Group Inc Since 2026-07-07 02209SBN2 Debt
0.00%
$0.07 100,000
56 AMZN Amazon.com Inc Since 2026-07-07 023135BC9 Debt
0.01%
$0.20 200,000
57 AMZN Amazon.com Inc Since 2026-07-07 023135BF2 Debt
0.01%
$0.16 175,000
58 AMZN Amazon.com Inc Since 2026-07-07 023135BJ4 Debt
0.01%
$0.27 345,000
59 AMZN Amazon.com Inc Since 2026-07-07 023135BZ8 Debt
0.00%
$0.04 50,000
60 AMZN Amazon.com Inc Since 2026-07-07 023135CJ3 Debt
0.00%
$0.08 100,000
61 AMZN Amazon.com Inc Since 2026-07-07 023135CK0 Debt
0.00%
$0.04 50,000
62 AMZN Amazon.com Inc Since 2026-07-07 023135CS3 Debt
0.05%
$1.16 1,168,000
63 AMZN Amazon.com Inc Since 2026-07-07 023135CT1 Debt
0.00%
$0.05 50,000
64 AMZN Amazon.com Inc Since 2026-07-07 023135CV6 Debt
0.00%
$0.05 50,000
65 AMZN Amazon.com Inc Since 2026-07-07 023135CY0 Debt
0.06%
$1.21 1,300,000
66 AMZN Amazon.com Inc Since 2026-07-07 023135DE3 Debt
0.04%
$0.78 790,000
67 AMZN Amazon.com Inc Since 2026-07-07 023135DF0 Debt
0.00%
$0.10 100,000
68 AMZN Amazon.com Inc Since 2026-07-07 023135DG8 Debt
0.00%
$0.10 100,000
69 AMZN Amazon.com Inc Since 2026-07-07 023135DH6 Debt
0.01%
$0.15 150,000
70 AMZN Amazon.com Inc Since 2026-07-07 023135DK9 Debt
0.04%
$0.89 900,000
71 AMTM Amentum Holdings Inc Since 2026-07-07 02352BAA3 Debt
0.15%
$3.21 3,100,000
72 AIG American International Group Inc Since 2026-07-07 026874DS3 Debt
0.00%
$0.10 100,000
73 COR Cencora Inc Since 2026-07-07 03073EAQ8 Debt
0.02%
$0.34 418,000
74 COR Cencora Inc Since 2026-07-07 03073EAT2 Debt
0.00%
$0.09 100,000
75 COR Cencora Inc Since 2026-07-07 03073EAU9 Debt
0.03%
$0.58 578,000
76 COR Cencora Inc Since 2026-07-07 03073EBF1 Debt
0.01%
$0.22 222,000
77 AMGN Amgen Inc Since 2026-07-07 031162BZ2 Debt
0.01%
$0.16 186,000
78 AMGN Amgen Inc Since 2026-07-07 031162CF5 Debt
0.01%
$0.17 200,000
79 AMGN Amgen Inc Since 2026-07-07 031162CR9 Debt
0.03%
$0.74 949,000
80 AMGN Amgen Inc Since 2026-07-07 031162DG2 Debt
0.00%
$0.04 50,000
81 AMGN Amgen Inc Since 2026-07-07 031162DP2 Debt
0.02%
$0.50 490,000
82 AMGN Amgen Inc Since 2026-07-07 031162DR8 Debt
0.01%
$0.20 200,000
83 AMGN Amgen Inc Since 2026-07-07 031162DS6 Debt
0.00%
$0.05 50,000
84 AMGN Amgen Inc Since 2026-07-07 031162DT4 Debt
0.03%
$0.68 711,000
85 AMGN Amgen Inc Since 2026-07-07 031162DU1 Debt
0.02%
$0.35 369,000
86 AMGN Amgen Inc Since 2026-07-07 031162DV9 Debt
0.02%
$0.37 376,000
87 AMGN Amgen Inc Since 2026-07-07 031162DW7 Debt
0.01%
$0.22 221,000
88 ADI Analog Devices Inc Since 2026-07-07 032654BC8 Debt
0.00%
$0.05 50,000
89 ELV Elevance Health Inc Since 2026-07-07 036752AH6 Debt
0.00%
$0.08 100,000
90 ELV Elevance Health Inc Since 2026-07-07 036752AS2 Debt
0.00%
$0.10 150,000
91 ELV Elevance Health Inc Since 2026-07-07 036752AX1 Debt
0.00%
$0.07 69,000
92 ELV Elevance Health Inc Since 2026-07-07 036752BH5 Debt
0.00%
$0.10 100,000
93 ELV Elevance Health Inc Since 2026-07-07 036752BL6 Debt
0.01%
$0.28 289,000
94 APO Apollo Global Management Inc Since 2026-07-07 03769MAD8 Debt
0.00%
$0.05 50,000
95 AAPL Apple Inc Since 2026-07-07 037833AT7 Debt
0.00%
$0.04 50,000
96 AAPL Apple Inc Since 2026-07-07 037833BH2 Debt
0.02%
$0.44 508,000
97 AAPL Apple Inc Since 2026-07-07 037833DW7 Debt
0.03%
$0.55 900,000
98 AAPL Apple Inc Since 2026-07-07 037833ED8 Debt
0.00%
$0.09 100,000
99 AAPL Apple Inc Since 2026-07-07 037833EH9 Debt
0.05%
$1.17 1,234,000
100 AAPL Apple Inc Since 2026-07-07 037833EK2 Debt
0.01%
$0.20 330,000
101 AAPL Apple Inc Since 2026-07-07 037833EL0 Debt
0.01%
$0.12 200,000
102 AAPL Apple Inc Since 2026-07-07 037833EP1 Debt
0.01%
$0.19 200,000
103 AAPL Apple Inc Since 2026-07-07 037833EQ9 Debt
0.00%
$0.08 100,000
104 AAPL Apple Inc Since 2026-07-07 037833EU0 Debt
0.00%
$0.10 100,000
105 AMAT Applied Materials Inc Since 2026-07-07 038222AL9 Debt
0.00%
$0.10 100,000
106 AMAT Applied Materials Inc Since 2026-07-07 038222AU9 Debt
0.02%
$0.44 452,000
107 ATR AptarGroup Inc Since 2026-07-07 038336AB9 Debt
0.03%
$0.73 735,000
108 AJG Arthur J Gallagher & Co Since 2026-07-07 04316JAE9 Debt
0.02%
$0.40 417,000
109 AJG Arthur J Gallagher & Co Since 2026-07-07 04316JAL3 Debt
0.00%
$0.05 50,000
110 AJG Arthur J Gallagher & Co Since 2026-07-07 04316JAN9 Debt
0.00%
$0.10 100,000
111 ABG Asbury Automotive Group Inc Since 2026-07-07 043436AX2 Debt
0.03%
$0.57 600,000
112 ASB Associated Banc-Corp Since 2026-07-07 045487600 Equity (Preferred)
0.01%
$0.31 12,288
113 AIZ Assurant Inc Since 2026-07-07 04621XAQ1 Debt
0.03%
$0.64 636,000
114 AZN AstraZeneca PLC Since 2026-07-07 046353AW8 Debt
0.00%
$0.09 100,000
115 AZN AstraZeneca PLC Since 2026-07-07 046353AZ1 Debt
0.00%
$0.07 100,000
116 AN AutoNation Inc Since 2026-07-07 05329WAU6 Debt
0.01%
$0.32 326,000
117 BMO Bank of Montreal Since 2026-07-07 06368L8V1 Debt
0.04%
$0.82 800,000
118 BMO Bank of Montreal Since 2026-07-07 06368LNK8 Debt
0.01%
$0.15 200,000
119 BMO Bank of Montreal Since 2026-07-07 06368LQ58 Debt
0.22%
$4.83 4,600,000
120 BMO Bank of Montreal Since 2026-07-07 06368MRF3 Debt
0.00%
$0.06 75,000
121 BMO Bank of Montreal Since 2026-07-07 06368MXU3 Debt
0.00%
$0.10 100,000
122 BMO Bank of Montreal Since 2026-07-07 06368MXV1 Debt
0.00%
$0.10 100,000
123 BKU BankUnited Inc Since 2026-07-07 06652KAB9 Debt
0.07%
$1.45 1,455,000
124 BAX Baxter International Inc Since 2026-07-07 071813BY4 Debt
0.00%
$0.10 100,000
125 BAX Baxter International Inc Since 2026-07-07 071813CS6 Debt
0.00%
$0.09 100,000
126 BAX Baxter International Inc Since 2026-07-07 071813DE6 Debt
0.01%
$0.28 290,000
127 BMRN BioMarin Pharmaceutical Inc Since 2026-07-07 09061GAL5 Debt
0.09%
$1.89 1,900,000
128 BIIB Biogen Inc Since 2026-07-07 09062XAG8 Debt
0.00%
$0.06 100,000
129 BHF Brighthouse Financial Inc Since 2026-07-07 10922NAF0 Debt
0.00%
$0.04 50,000
130 AVGO Broadcom Inc Since 2026-07-07 11135FBQ3 Debt
0.05%
$1.20 1,427,000
131 AVGO Broadcom Inc Since 2026-07-07 11135FCL3 Debt
0.02%
$0.48 471,000
132 AVGO Broadcom Inc Since 2026-07-07 11135FCQ2 Debt
0.06%
$1.23 1,350,000
133 AVGO Broadcom Inc Since 2026-07-07 11135FCU3 Debt
0.01%
$0.14 150,000
134 AVGO Broadcom Inc Since 2026-07-07 11135FCX7 Debt
0.00%
$0.10 100,000
135 BAM Brookfield Asset Management Ltd Since 2026-07-07 113004AB1 Debt
0.00%
$0.05 50,000
136 BRO Brown & Brown Inc Since 2026-07-07 115236AG6 Debt
0.00%
$0.10 100,000
137 CTRA Coterra Energy Inc Since 2026-07-07 127097AM5 Debt
0.04%
$0.88 875,000
138 CTRA Coterra Energy Inc Since 2026-07-07 127097AN3 Debt
0.04%
$0.89 924,000
139 CACI CACI International Inc Since 2026-07-07 127190AE6 Debt
0.04%
$0.82 800,000
140 CZR Caesars Entertainment Inc Since 2026-07-07 12769GAA8 Debt
0.05%
$0.99 1,025,000
141 CZR Caesars Entertainment Inc Since 2026-07-07 12769GAB6 Debt
0.23%
$5.00 4,925,000
142 CZR Caesars Entertainment Inc Since 2026-07-07 12769GAD2 Debt
0.23%
$5.05 5,630,000
143 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13607HR61 Debt
0.01%
$0.20 200,000
144 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13607LKJ1 Debt
0.00%
$0.08 100,000
145 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13607LPY3 Debt
0.00%
$0.08 100,000
146 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13607P7Y4 Debt
0.06%
$1.23 1,200,000
147 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13607PNF7 Debt
0.09%
$2.04 2,000,000
148 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13607QFE7 Debt
0.00%
$0.05 50,000
149 CAH Cardinal Health Inc Since 2026-07-07 14149YAW8 Debt
0.06%
$1.32 1,530,000
150 CAH Cardinal Health Inc Since 2026-07-07 14149YBD9 Debt
0.00%
$0.09 100,000
151 CAH Cardinal Health Inc Since 2026-07-07 14149YBT4 Debt
0.01%
$0.27 273,000
152 CAH Cardinal Health Inc Since 2026-07-07 14149YBU1 Debt
0.02%
$0.34 342,000
153 CAT Caterpillar Inc Since 2026-07-07 149123CB5 Debt
0.01%
$0.12 150,000
154 CVE Cenovus Energy Inc Since 2026-07-07 15135UAZ2 Debt
0.00%
$0.04 50,000
155 CNP CenterPoint Energy Inc Since 2026-07-07 15189TBJ5 Debt
0.00%
$0.05 50,000
156 CSCO Cisco Systems Inc Since 2026-07-07 17275RBL5 Debt
0.00%
$0.10 100,000
157 CSCO Cisco Systems Inc Since 2026-07-07 17275RBT8 Debt
0.00%
$0.10 100,000
158 CSCO Cisco Systems Inc Since 2026-07-07 17275RBU5 Debt
0.00%
$0.09 100,000
159 CSCO Cisco Systems Inc Since 2026-07-07 17275RBZ4 Debt
0.05%
$1.05 1,038,000
160 C Citigroup Inc Since 2026-07-07 172967BU4 Debt
0.05%
$1.12 1,075,000
161 C Citigroup Inc Since 2026-07-07 172967HS3 Debt
0.00%
$0.09 100,000
162 C Citigroup Inc Since 2026-07-07 172967KA8 Debt
0.02%
$0.51 511,000
163 C Citigroup Inc Since 2026-07-07 172967ML2 Debt
0.01%
$0.28 300,000
164 C Citigroup Inc Since 2026-07-07 172967NE7 Debt
0.01%
$0.18 200,000
165 C Citigroup Inc Since 2026-07-07 172967NF4 Debt
0.01%
$0.17 237,000
166 C Citigroup Inc Since 2026-07-07 172967NN7 Debt
0.06%
$1.22 1,295,000
167 C Citigroup Inc Since 2026-07-07 172967PF2 Debt
0.01%
$0.20 200,000
168 C Citigroup Inc Since 2026-07-07 172967PK1 Debt
0.02%
$0.51 500,000
169 C Citigroup Inc Since 2026-07-07 172967PL9 Debt
0.00%
$0.10 100,000
170 C Citigroup Inc Since 2026-07-07 172967PM7 Debt
0.08%
$1.80 1,730,000
171 C Citigroup Inc Since 2026-07-07 172967QH7 Debt
0.02%
$0.47 475,000
172 C Citigroup Inc Since 2026-07-07 172967QJ3 Debt
0.03%
$0.61 600,000
173 C Citigroup Inc Since 2026-07-07 17327CAR4 Debt
0.00%
$0.10 100,000
174 C Citigroup Inc Since 2026-07-07 17327CAT0 Debt
0.06%
$1.37 1,374,000
175 C Citigroup Inc Since 2026-07-07 17327CAU7 Debt
0.05%
$1.14 1,162,000
176 C Citigroup Inc Since 2026-07-07 17327CAV5 Debt
0.12%
$2.54 2,500,000
177 C Citigroup Inc Since 2026-07-07 17327CBA0 Debt
0.00%
$0.10 100,000
178 C Citigroup Inc Since 2026-07-07 17327CBC6 Debt
0.13%
$2.74 2,700,000
179 CFG Citizens Financial Group Inc Since 2026-07-07 174610808 Equity (Preferred)
0.07%
$1.63 64,541
180 CFG Citizens Financial Group Inc Since 2026-07-07 174610BF1 Debt
0.00%
$0.10 100,000
181 CFG Citizens Financial Group Inc Since 2026-07-07 174610BH7 Debt
0.07%
$1.51 1,467,000
182 CRK Comstock Resources Inc Since 2026-07-07 205768AS3 Debt
0.07%
$1.52 1,525,000
183 CRK Comstock Resources Inc Since 2026-07-07 205768AT1 Debt
0.15%
$3.37 3,475,000
184 CAG Conagra Brands Inc Since 2026-07-07 205887AR3 Debt
0.03%
$0.63 602,000
185 CAG Conagra Brands Inc Since 2026-07-07 205887CC4 Debt
0.00%
$0.10 100,000
186 CAG Conagra Brands Inc Since 2026-07-07 205887CK6 Debt
0.00%
$0.05 50,000
187 COP ConocoPhillips Co Since 2026-07-07 20826FBF2 Debt
0.00%
$0.10 100,000
188 COP ConocoPhillips Co Since 2026-07-07 20826FBH8 Debt
0.00%
$0.07 75,000
189 STZ Constellation Brands Inc Since 2026-07-07 21036PBK3 Debt
0.01%
$0.30 304,000
190 STZ Constellation Brands Inc Since 2026-07-07 21036PBP2 Debt
0.00%
$0.05 50,000
191 CRBG Corebridge Financial Inc Since 2026-07-07 21871X208 Equity (Preferred)
0.03%
$0.59 24,629
192 CRBG Corebridge Financial Inc Since 2026-07-07 21871XAH2 Debt
0.00%
$0.09 100,000
193 CRBG Corebridge Financial Inc Since 2026-07-07 21871XAT6 Debt
0.06%
$1.29 1,300,000
194 CRBG Corebridge Financial Inc Since 2026-07-07 21871XAU3 Debt
0.02%
$0.51 500,000
195 CRWV CoreWeave Inc Since 2026-07-07 21873SAC2 Debt
0.19%
$4.21 4,240,000
196 UBS UBS Group AG Since 2026-07-07 225401AF5 Debt
0.02%
$0.40 400,000
197 UBS UBS Group AG Since 2026-07-07 225401BK3 Debt
0.01%
$0.20 200,000
198 UBS UBS Group AG Since 2026-07-07 225401BR8 Debt
0.04%
$0.89 900,000
199 CMI Cummins Inc Since 2026-07-07 231021AW6 Debt
0.00%
$0.05 50,000
200 DRI Darden Restaurants Inc Since 2026-07-07 237194AP0 Debt
0.02%
$0.36 358,000
201 DAR Darling Ingredients Inc Since 2026-07-07 237266AJ0 Debt
0.02%
$0.50 500,000
202 DVA DaVita Inc Since 2026-07-07 23918KAS7 Debt
0.07%
$1.48 1,525,000
203 DVA DaVita Inc Since 2026-07-07 23918KAT5 Debt
0.03%
$0.60 650,000
204 DVA DaVita Inc Since 2026-07-07 23918KAW8 Debt
0.02%
$0.54 525,000
205 DVA DaVita Inc Since 2026-07-07 23918KAY4 Debt
0.07%
$1.57 1,525,000
206 DAL Delta Air Lines Inc Since 2026-07-07 247361A24 Debt
0.00%
$0.05 50,000
207 FANG Diamondback Energy Inc Since 2026-07-07 25278XAW9 Debt
0.03%
$0.77 749,000
208 FANG Diamondback Energy Inc Since 2026-07-07 25278XBA6 Debt
0.00%
$0.05 50,000
209 DKS Dick's Sporting Goods Inc Since 2026-07-07 253393AG7 Debt
0.00%
$0.04 50,000
210 D Dominion Energy Inc Since 2026-07-07 25746UDG1 Debt
0.00%
$0.10 100,000
211 D Dominion Energy Inc Since 2026-07-07 25746UDQ9 Debt
0.00%
$0.08 100,000
212 D Dominion Energy Inc Since 2026-07-07 25746UDV8 Debt
0.10%
$2.10 2,050,000
213 DD DuPont de Nemours Inc Since 2026-07-07 26078JAE0 Debt
0.00%
$0.03 30,000
214 EOG EOG Resources Inc Since 2026-07-07 26875PBA8 Debt
0.00%
$0.05 50,000
215 EBAY eBay Inc Since 2026-07-07 278642AW3 Debt
0.01%
$0.19 200,000
216 ECL Ecolab Inc Since 2026-07-07 278865BA7 Debt
0.00%
$0.08 100,000
217 ECL Ecolab Inc Since 2026-07-07 278865BN9 Debt
0.02%
$0.48 788,000
218 ECL Ecolab Inc Since 2026-07-07 278865BP4 Debt
0.02%
$0.50 494,000
219 ECL Ecolab Inc Since 2026-07-07 278865BQ2 Debt
0.01%
$0.26 263,000
220 ENB Enbridge Inc Since 2026-07-07 29250NAW5 Debt
0.11%
$2.51 2,500,000
221 ENB Enbridge Inc Since 2026-07-07 29250NBT1 Debt
0.01%
$0.23 200,000
222 ENB Enbridge Inc Since 2026-07-07 29250NCG8 Debt
0.00%
$0.06 60,000
223 ENB Enbridge Inc Since 2026-07-07 29250NCH6 Debt
0.01%
$0.28 284,000
224 ENB Enbridge Inc Since 2026-07-07 29251ZBS5 Debt
0.00%
$0.07 100,000
225 ENB Enbridge Inc Since 2026-07-07 29251ZBZ9 Debt
0.00%
$0.06 75,000
226 ENB Enbridge Inc Since 2026-07-07 29251ZCD7 Debt
0.00%
$0.07 100,000
227 EQIX Equinix Inc Since 2026-07-07 29444UBU9 Debt
0.00%
$0.10 100,000
228 EQH Equitable Holdings Inc Since 2026-07-07 29452E200 Equity (Preferred)
0.02%
$0.43 21,903
229 EQH Equitable Holdings Inc Since 2026-07-07 29452E408 Equity (Preferred)
0.00%
$0.08 5,055
230 WTRG Essential Utilities Inc Since 2026-07-07 29670GAE2 Debt
0.00%
$0.03 50,000
231 EVRG Evergy Inc Since 2026-07-07 30034WAF3 Debt
0.01%
$0.28 286,000
232 ES Eversource Energy Since 2026-07-07 30040WAH1 Debt
0.00%
$0.07 100,000
233 META Meta Platforms Inc Since 2026-07-07 30303M8L9 Debt
0.00%
$0.05 50,000
234 META Meta Platforms Inc Since 2026-07-07 30303M8Q8 Debt
0.00%
$0.09 100,000
235 META Meta Platforms Inc Since 2026-07-07 30303M8U9 Debt
0.00%
$0.10 100,000
236 META Meta Platforms Inc Since 2026-07-07 30303M8W5 Debt
0.02%
$0.33 376,000
237 META Meta Platforms Inc Since 2026-07-07 30303M8X3 Debt
0.02%
$0.43 465,000
238 META Meta Platforms Inc Since 2026-07-07 30303M8Y1 Debt
0.00%
$0.04 50,000
239 META Meta Platforms Inc Since 2026-07-07 30303MAB8 Debt
0.00%
$0.05 50,000
240 META Meta Platforms Inc Since 2026-07-07 30303MAC6 Debt
0.01%
$0.31 316,000
241 META Meta Platforms Inc Since 2026-07-07 30303MAE2 Debt
0.04%
$0.80 876,000
242 FIS Fidelity National Information Services Inc Since 2026-07-07 31620MCD6 Debt
0.00%
$0.05 50,000
243 FIS Fidelity National Information Services Inc Since 2026-07-07 31620MCE4 Debt
0.02%
$0.41 408,000
244 FITB Fifth Third Bancorp Since 2026-07-07 316773837 Equity (Preferred)
0.03%
$0.66 25,441
245 FITB Fifth Third Bancorp Since 2026-07-07 316773DJ6 Debt
0.00%
$0.05 50,000
246 FITB Fifth Third Bancorp Since 2026-07-07 316773DP2 Debt
0.00%
$0.10 100,000
247 FISV Fiserv Inc Since 2026-07-07 337738AV0 Debt
0.00%
$0.08 100,000
248 FE FirstEnergy Corp Since 2026-07-07 337932AJ6 Debt
0.02%
$0.43 501,000
249 FE FirstEnergy Corp Since 2026-07-07 337932AL1 Debt
0.00%
$0.09 100,000
250 FE FirstEnergy Corp Since 2026-07-07 337932AM9 Debt
0.00%
$0.03 50,000
251 FCX Freeport-McMoRan Inc Since 2026-07-07 35671DBC8 Debt
0.00%
$0.05 50,000
252 GXO GXO Logistics Inc Since 2026-07-07 36262GAF8 Debt
0.02%
$0.46 444,000
253 GEHC GE HealthCare Technologies Inc Since 2026-07-07 36266GAC1 Debt
0.00%
$0.05 50,000
254 GEHC GE HealthCare Technologies Inc Since 2026-07-07 36267VAF0 Debt
0.06%
$1.28 1,255,000
255 IT Gartner Inc Since 2026-07-07 366651AJ6 Debt
0.00%
$0.05 50,000
256 GEV GE Vernova Inc Since 2026-07-07 36828AAB7 Debt
0.01%
$0.32 319,000
257 GEV GE Vernova Inc Since 2026-07-07 36828AAC5 Debt
0.02%
$0.45 466,000
258 GIS General Mills Inc Since 2026-07-07 370334CG7 Debt
0.00%
$0.10 100,000
259 GILD Gilead Sciences Inc Since 2026-07-07 375558BK8 Debt
0.01%
$0.12 150,000
260 GILD Gilead Sciences Inc Since 2026-07-07 375558BZ5 Debt
0.00%
$0.10 100,000
261 GILD Gilead Sciences Inc Since 2026-07-07 375558CB7 Debt
0.03%
$0.55 545,000
262 GILD Gilead Sciences Inc Since 2026-07-07 375558CC5 Debt
0.02%
$0.36 362,000
263 GIL Gildan Activewear Inc Since 2026-07-07 375916AF0 Debt
0.00%
$0.05 50,000
264 GPN Global Payments Inc Since 2026-07-07 37940XAH5 Debt
0.00%
$0.09 100,000
265 GPN Global Payments Inc Since 2026-07-07 37940XAV4 Debt
0.00%
$0.10 100,000
266 GPN Global Payments Inc Since 2026-07-07 37940XAW2 Debt
0.00%
$0.05 50,000
267 GPN Global Payments Inc Since 2026-07-07 37940XAX0 Debt
0.02%
$0.48 489,000
268 GPN Global Payments Inc Since 2026-07-07 37940XAY8 Debt
0.03%
$0.59 613,000
269 GL Globe Life Inc Since 2026-07-07 37959E300 Equity (Preferred)
0.03%
$0.56 35,328
270 HSBC HSBC Holdings PLC Since 2026-07-07 404280CC1 Debt
0.01%
$0.20 200,000
271 HSBC HSBC Holdings PLC Since 2026-07-07 404280DW6 Debt
0.05%
$1.15 1,081,000
272 HSBC HSBC Holdings PLC Since 2026-07-07 404280DX4 Debt
0.01%
$0.21 200,000
273 HSBC HSBC Holdings PLC Since 2026-07-07 404280EF2 Debt
0.01%
$0.20 200,000
274 HSBC HSBC Holdings PLC Since 2026-07-07 404280EG0 Debt
0.03%
$0.74 710,000
275 HSBC HSBC Holdings PLC Since 2026-07-07 404280FB0 Debt
0.03%
$0.58 575,000
276 HSBC HSBC Holdings PLC Since 2026-07-07 404280FE4 Debt
0.03%
$0.60 604,000
277 HSBC HSBC Holdings PLC Since 2026-07-07 404280FJ3 Debt
0.01%
$0.20 200,000
278 HSBC HSBC Holdings PLC Since 2026-07-07 404280FM6 Debt
0.03%
$0.69 695,000
279 HPQ HP Inc Since 2026-07-07 40434LAN5 Debt
0.00%
$0.10 100,000
280 HASI HA Sustainable Infrastructure Capital Inc Since 2026-07-07 41068XAF7 Debt
0.00%
$0.05 50,000
281 LHX L3Harris Technologies Inc Since 2026-07-07 413875AT2 Debt
0.00%
$0.09 100,000
282 HP Helmerich & Payne Inc Since 2026-07-07 423452AM3 Debt
0.00%
$0.10 100,000
283 HRI Herc Holdings Inc Since 2026-07-07 42704LAF1 Debt
0.02%
$0.44 425,000
284 HRI Herc Holdings Inc Since 2026-07-07 42704LAK0 Debt
0.14%
$3.05 3,075,000
285 HON Honeywell International Inc Since 2026-07-07 438516BZ8 Debt
0.00%
$0.09 100,000
286 HON Honeywell International Inc Since 2026-07-07 438516CM6 Debt
0.00%
$0.10 100,000
287 HWM Howmet Aerospace Inc Since 2026-07-07 443201AD0 Debt
0.00%
$0.05 50,000
288 HUM Humana Inc Since 2026-07-07 444859BK7 Debt
0.00%
$0.10 100,000
289 HUM Humana Inc Since 2026-07-07 444859BN1 Debt
0.02%
$0.51 512,000
290 HUM Humana Inc Since 2026-07-07 444859BV3 Debt
0.03%
$0.59 574,000
291 HUM Humana Inc Since 2026-07-07 444859CB6 Debt
0.00%
$0.04 50,000
292 HUM Humana Inc Since 2026-07-07 444859CD2 Debt
0.00%
$0.05 50,000
293 IR Ingersoll Rand Inc Since 2026-07-07 45687VAB2 Debt
0.00%
$0.10 100,000
294 INR Infinity Natural Resources LLC Since 2026-07-07 45690BAA3 Debt
0.10%
$2.16 2,125,000
295 NSIT Insight Enterprises Inc Since 2026-07-07 45765UAC7 Debt
0.06%
$1.41 1,425,000
296 ICE Intercontinental Exchange Inc Since 2026-07-07 45866FAN4 Debt
0.00%
$0.09 100,000
297 ICE Intercontinental Exchange Inc Since 2026-07-07 45866FAQ7 Debt
0.00%
$0.06 100,000
298 IFF International Flavors & Fragrances Inc Since 2026-07-07 459506AE1 Debt
0.00%
$0.06 75,000
299 INTU Intuit Inc Since 2026-07-07 46124HAF3 Debt
0.00%
$0.08 75,000
300 JPM JPMorgan Chase & Co Since 2026-07-07 46625HJU5 Debt
0.00%
$0.09 100,000
301 JPM JPMorgan Chase & Co Since 2026-07-07 46625HLL2 Debt
0.00%
$0.09 100,000
302 JPM JPMorgan Chase & Co Since 2026-07-07 46647PAF3 Debt
0.02%
$0.53 538,000
303 JPM JPMorgan Chase & Co Since 2026-07-07 46647PAJ5 Debt
0.01%
$0.18 200,000
304 JPM JPMorgan Chase & Co Since 2026-07-07 46647PAL0 Debt
0.00%
$0.08 100,000
305 JPM JPMorgan Chase & Co Since 2026-07-07 46647PBL9 Debt
0.01%
$0.28 300,000
306 JPM JPMorgan Chase & Co Since 2026-07-07 46647PBV7 Debt
0.08%
$1.77 2,532,000
307 JPM JPMorgan Chase & Co Since 2026-07-07 46647PCJ3 Debt
0.16%
$3.58 3,760,000
308 JPM JPMorgan Chase & Co Since 2026-07-07 46647PCR5 Debt
0.01%
$0.27 300,000
309 JPM JPMorgan Chase & Co Since 2026-07-07 46647PDH6 Debt
0.01%
$0.27 273,000
310 JPM JPMorgan Chase & Co Since 2026-07-07 46647PDK9 Debt
0.00%
$0.05 50,000
311 JPM JPMorgan Chase & Co Since 2026-07-07 46647PDU7 Debt
0.01%
$0.20 200,000
312 JPM JPMorgan Chase & Co Since 2026-07-07 46647PDY9 Debt
0.05%
$1.15 1,072,000
313 JPM JPMorgan Chase & Co Since 2026-07-07 46647PEB8 Debt
0.00%
$0.10 100,000
314 JPM JPMorgan Chase & Co Since 2026-07-07 46647PEC6 Debt
0.00%
$0.10 100,000
315 JPM JPMorgan Chase & Co Since 2026-07-07 46647PEH5 Debt
0.00%
$0.10 100,000
316 JPM JPMorgan Chase & Co Since 2026-07-07 46647PEK8 Debt
0.00%
$0.10 100,000
317 JPM JPMorgan Chase & Co Since 2026-07-07 46647PEP7 Debt
0.02%
$0.51 504,000
318 JPM JPMorgan Chase & Co Since 2026-07-07 46647PES1 Debt
0.01%
$0.24 241,000
319 JPM JPMorgan Chase & Co Since 2026-07-07 46647PFC5 Debt
0.03%
$0.66 647,000
320 JXN Jackson Financial Inc Since 2026-07-07 46817MAR8 Debt
0.00%
$0.10 100,000
321 JEF Jefferies Financial Group Inc Since 2026-07-07 47233JGT9 Debt
0.00%
$0.09 100,000
322 JEF Jefferies Financial Group Inc Since 2026-07-07 47233WLL1 Debt
0.00%
$0.05 50,000
323 JNJ Johnson & Johnson Since 2026-07-07 478160CP7 Debt
0.00%
$0.10 100,000
324 JNJ Johnson & Johnson Since 2026-07-07 478160CR3 Debt
0.01%
$0.17 250,000
325 JPM JPMorgan Chase & Co Since 2026-07-07 48128BAQ4 Debt
0.10%
$2.08 2,000,000
326 KVUE Kenvue Inc Since 2026-07-07 49177JAM4 Debt
0.00%
$0.10 100,000
327 KVUE Kenvue Inc Since 2026-07-07 49177JAS1 Debt
0.02%
$0.51 505,000
328 KDP Keurig Dr Pepper Inc Since 2026-07-07 49271VAK6 Debt
0.00%
$0.07 100,000
329 KEY KeyCorp Since 2026-07-07 493267702 Equity (Preferred)
0.05%
$1.13 45,339
330 KEY KeyCorp Since 2026-07-07 493267843 Equity (Preferred)
0.01%
$0.22 8,800
331 KEY KeyCorp Since 2026-07-07 49326EEK5 Debt
0.00%
$0.10 100,000
332 KEY KeyCorp Since 2026-07-07 49326EER0 Debt
0.02%
$0.45 458,000
333 KEYS Keysight Technologies Inc Since 2026-07-07 49338LAE3 Debt
0.00%
$0.10 100,000
334 KMI Kinder Morgan Inc Since 2026-07-07 49456BAW1 Debt
0.02%
$0.42 455,000
335 KMI Kinder Morgan Inc Since 2026-07-07 49456BBC4 Debt
0.00%
$0.10 100,000
336 KOS Kosmos Energy Ltd Since 2026-07-07 500688AH9 Debt
0.01%
$0.29 350,000
337 KD Kyndryl Holdings Inc Since 2026-07-07 50155QAL4 Debt
0.02%
$0.40 475,000
338 KD Kyndryl Holdings Inc Since 2026-07-07 50155QAM2 Debt
0.00%
$0.04 50,000
339 LHX L3Harris Technologies Inc Since 2026-07-07 502431AP4 Debt
0.00%
$0.10 100,000
340 LHX L3Harris Technologies Inc Since 2026-07-07 502431AQ2 Debt
0.02%
$0.45 437,000
341 LW Lamb Weston Holdings Inc Since 2026-07-07 513272AE4 Debt
0.08%
$1.72 1,825,000
342 LXP LXP Industrial Trust Since 2026-07-07 529537AA0 Debt
0.02%
$0.33 381,000
343 LAD Lithia Motors Inc Since 2026-07-07 536797AF0 Debt
0.06%
$1.28 1,350,000
344 MSCI MSCI Inc Since 2026-07-07 55354GAR1 Debt
0.00%
$0.05 50,000
345 MKL Markel Group Inc Since 2026-07-07 570535AY0 Debt
0.00%
$0.05 50,000
346 MLM Martin Marietta Materials Inc Since 2026-07-07 573284AW6 Debt
0.00%
$0.09 100,000
347 MRVL Marvell Technology Inc Since 2026-07-07 573874AN4 Debt
0.01%
$0.20 200,000
348 MTZ MasTec Inc Since 2026-07-07 576323AT6 Debt
0.02%
$0.44 425,000
349 MD Pediatrix Medical Group Inc Since 2026-07-07 58502BAE6 Debt
0.03%
$0.65 650,000
350 MDT Medtronic Inc Since 2026-07-07 585055BT2 Debt
0.00%
$0.10 100,000
351 MRK Merck & Co Inc Since 2026-07-07 58933YAX3 Debt
0.01%
$0.20 200,000
352 MRK Merck & Co Inc Since 2026-07-07 58933YBK0 Debt
0.00%
$0.10 100,000
353 MRK Merck & Co Inc Since 2026-07-07 58933YBL8 Debt
0.00%
$0.09 100,000
354 MRK Merck & Co Inc Since 2026-07-07 58933YBM6 Debt
0.00%
$0.09 100,000
355 MRK Merck & Co Inc Since 2026-07-07 58933YCC7 Debt
0.01%
$0.28 293,000
356 MET MetLife Inc Since 2026-07-07 59156RAV0 Debt
0.07%
$1.58 1,214,000
357 MET MetLife Inc Since 2026-07-07 59156RBS6 Debt
0.19%
$4.21 3,575,000
358 MET MetLife Inc Since 2026-07-07 59156RCD8 Debt
0.00%
$0.09 100,000
359 MET MetLife Inc Since 2026-07-07 59156RCR7 Debt
0.02%
$0.49 500,000
360 MOH Molina Healthcare Inc Since 2026-07-07 60855RAL4 Debt
0.05%
$1.00 1,120,000
361 MOH Molina Healthcare Inc Since 2026-07-07 60855RAM2 Debt
0.05%
$1.01 1,010,000
362 MOH Molina Healthcare Inc Since 2026-07-07 60855RAN0 Debt
0.01%
$0.33 320,000
363 MDLZ Mondelez International Inc Since 2026-07-07 609207BH7 Debt
0.00%
$0.05 50,000
364 MS Morgan Stanley Since 2026-07-07 6174468N2 Debt
0.01%
$0.19 200,000
365 MS Morgan Stanley Since 2026-07-07 6174468P7 Debt
0.01%
$0.27 282,000
366 MS Morgan Stanley Since 2026-07-07 61744YAK4 Debt
0.07%
$1.54 1,556,000
367 MS Morgan Stanley Since 2026-07-07 61747YEF8 Debt
0.03%
$0.58 672,000
368 MS Morgan Stanley Since 2026-07-07 61747YEH4 Debt
0.01%
$0.18 200,000
369 MS Morgan Stanley Since 2026-07-07 61747YES0 Debt
0.04%
$0.80 795,000
370 MS Morgan Stanley Since 2026-07-07 61747YFG5 Debt
0.00%
$0.10 100,000
371 MS Morgan Stanley Since 2026-07-07 61747YFJ9 Debt
0.00%
$0.11 100,000
372 MS Morgan Stanley Since 2026-07-07 61747YFK6 Debt
0.07%
$1.51 1,490,000
373 MS Morgan Stanley Since 2026-07-07 61747YFM2 Debt
0.03%
$0.64 622,000
374 MS Morgan Stanley Since 2026-07-07 61747YFR1 Debt
0.00%
$0.10 100,000
375 MS Morgan Stanley Since 2026-07-07 61747YFT7 Debt
0.06%
$1.24 1,226,000
376 MS Morgan Stanley Since 2026-07-07 61747YFU4 Debt
0.01%
$0.22 224,000
377 MS Morgan Stanley Since 2026-07-07 61748UAE2 Debt
0.00%
$0.10 100,000
378 MS Morgan Stanley Since 2026-07-07 61748UAP7 Debt
0.02%
$0.48 497,000
379 MS Morgan Stanley Since 2026-07-07 61748UAT9 Debt
0.00%
$0.10 100,000
380 MS Morgan Stanley Since 2026-07-07 61748UAV4 Debt
0.03%
$0.60 600,000
381 MS Morgan Stanley Since 2026-07-07 61761JZN2 Debt
0.01%
$0.20 200,000
382 MS Morgan Stanley Since 2026-07-07 61762V606 Equity (Preferred)
0.07%
$1.43 59,100
383 MS Morgan Stanley Since 2026-07-07 61762V853 Equity (Preferred)
0.01%
$0.22 8,715
384 MS Morgan Stanley Since 2026-07-07 61762V861 Equity (Preferred)
0.01%
$0.19 11,085
385 MS Morgan Stanley Since 2026-07-07 61772BAC7 Debt
0.03%
$0.64 841,000
386 MSI Motorola Solutions Inc Since 2026-07-07 620076CC1 Debt
0.00%
$0.05 50,000
387 NRG NRG Energy Inc Since 2026-07-07 629377CT7 Debt
0.00%
$0.05 50,000
388 NRG NRG Energy Inc Since 2026-07-07 629377DE9 Debt
0.02%
$0.43 429,000
389 NRG NRG Energy Inc Since 2026-07-07 629377DF6 Debt
0.05%
$1.02 1,025,000
390 NRG NRG Energy Inc Since 2026-07-07 629377DG4 Debt
0.06%
$1.40 1,400,000
391 NDAQ Nasdaq Inc Since 2026-07-07 63111XAH4 Debt
0.00%
$0.10 100,000
392 NHI National Health Investors Inc Since 2026-07-07 63633DAG9 Debt
0.01%
$0.15 155,000
393 NNN NNN REIT Inc Since 2026-07-07 637417AS5 Debt
0.00%
$0.05 50,000
394 NKE NIKE Inc Since 2026-07-07 654106AL7 Debt
0.00%
$0.08 100,000
395 NI NiSource Inc Since 2026-07-07 65473PAT2 Debt
0.08%
$1.85 1,800,000
396 NI NiSource Inc Since 2026-07-07 65473PAU9 Debt
0.01%
$0.19 198,000
397 NI NiSource Inc Since 2026-07-07 65473QBD4 Debt
0.00%
$0.10 100,000
398 NTR Nutrien Ltd Since 2026-07-07 67077MAW8 Debt
0.01%
$0.14 150,000
399 NTR Nutrien Ltd Since 2026-07-07 67077MBC1 Debt
0.02%
$0.34 334,000
400 ORLY O'Reilly Automotive Inc Since 2026-07-07 67103HAF4 Debt
0.04%
$0.93 937,000
401 OMC Omnicom Group Inc Since 2026-07-07 681919BC9 Debt
0.00%
$0.10 100,000
402 OMC Omnicom Group Inc Since 2026-07-07 681919BV7 Debt
0.01%
$0.29 297,000
403 OHI Omega Healthcare Investors Inc Since 2026-07-07 681936BP4 Debt
0.00%
$0.05 50,000
404 OKE ONEOK Inc Since 2026-07-07 682680BK8 Debt
0.00%
$0.05 50,000
405 OKE ONEOK Inc Since 2026-07-07 682680BL6 Debt
0.00%
$0.10 100,000
406 OKE ONEOK Inc Since 2026-07-07 682680BN2 Debt
0.00%
$0.10 100,000
407 OKE ONEOK Inc Since 2026-07-07 682680CD3 Debt
0.04%
$0.93 932,000
408 OKE ONEOK Inc Since 2026-07-07 682680DC4 Debt
0.00%
$0.10 100,000
409 OVV Ovintiv Inc Since 2026-07-07 69047QAD4 Debt
0.00%
$0.03 30,000
410 OC Owens Corning Since 2026-07-07 690742AJ0 Debt
0.00%
$0.10 100,000
411 OC Owens Corning Since 2026-07-07 690742AN1 Debt
0.01%
$0.31 309,000
412 OTF Blue Owl Technology Finance Corp Since 2026-07-07 69121JAB3 Debt
0.00%
$0.10 100,000
413 PPG PPG Industries Inc Since 2026-07-07 693506BY2 Debt
0.03%
$0.74 751,000
414 PZZA Papa John's International Inc Since 2026-07-07 698813AA0 Debt
0.02%
$0.50 525,000
415 PYPL PayPal Holdings Inc Since 2026-07-07 70450YAM5 Debt
0.00%
$0.04 50,000
416 PENN Penn Entertainment Inc Since 2026-07-07 707569AY5 Debt
0.03%
$0.71 720,000
417 PEP PepsiCo Inc Since 2026-07-07 713448DY1 Debt
0.01%
$0.25 250,000
418 PEP PepsiCo Inc Since 2026-07-07 713448EM6 Debt
0.01%
$0.14 200,000
419 PEP PepsiCo Inc Since 2026-07-07 713448FL7 Debt
0.02%
$0.37 376,000
420 PEP PepsiCo Inc Since 2026-07-07 713448GA0 Debt
0.03%
$0.56 559,000
421 PEP PepsiCo Inc Since 2026-07-07 713448GJ1 Debt
0.02%
$0.49 491,000
422 PFE Pfizer Inc Since 2026-07-07 717081ET6 Debt
0.00%
$0.10 100,000
423 PFE Pfizer Inc Since 2026-07-07 717081EU3 Debt
0.00%
$0.09 100,000
424 PFE Pfizer Inc Since 2026-07-07 717081FF5 Debt
0.00%
$0.07 75,000
425 PFE Pfizer Inc Since 2026-07-07 717081FJ7 Debt
0.03%
$0.56 556,000
426 PM Philip Morris International Inc Since 2026-07-07 718172DA4 Debt
0.00%
$0.10 100,000
427 PM Philip Morris International Inc Since 2026-07-07 718172DC0 Debt
0.00%
$0.08 75,000
428 PM Philip Morris International Inc Since 2026-07-07 718172DE6 Debt
0.01%
$0.21 200,000
429 PSX Phillips 66 Co Since 2026-07-07 718547AH5 Debt
0.00%
$0.10 100,000
430 PSX Phillips 66 Co Since 2026-07-07 718547AX0 Debt
0.00%
$0.09 100,000
431 PLTK Playtika Holding Corp Since 2026-07-07 72815LAA5 Debt
0.20%
$4.39 5,100,000
432 POST Post Holdings Inc Since 2026-07-07 737446AR5 Debt
0.21%
$4.54 4,825,000
433 POST Post Holdings Inc Since 2026-07-07 737446AX2 Debt
0.04%
$0.98 990,000
434 POST Post Holdings Inc Since 2026-07-07 737446AY0 Debt
0.09%
$1.89 1,900,000
435 PRG PROG Holdings Inc Since 2026-07-07 74319RAA9 Debt
0.14%
$3.10 3,175,000
436 PRU Prudential Financial Inc Since 2026-07-07 744320805 Equity (Preferred)
0.01%
$0.12 5,000
437 PRU Prudential Financial Inc Since 2026-07-07 744320870 Equity (Preferred)
0.01%
$0.18 7,597
438 PRU Prudential Financial Inc Since 2026-07-07 744320BA9 Debt
0.01%
$0.11 150,000
439 PRU Prudential Financial Inc Since 2026-07-07 744320BF8 Debt
0.01%
$0.21 212,000
440 PRU Prudential Financial Inc Since 2026-07-07 744320BH4 Debt
0.00%
$0.09 100,000
441 PRU Prudential Financial Inc Since 2026-07-07 744320BP6 Debt
0.02%
$0.52 500,000
442 PSA Public Storage Since 2026-07-07 74460W446 Equity (Preferred)
0.01%
$0.21 13,699
443 PSA Public Storage Since 2026-07-07 74460W461 Equity (Preferred)
0.06%
$1.33 83,560
444 PSA Public Storage Since 2026-07-07 74460W537 Equity (Preferred)
0.07%
$1.56 96,000
445 PSA Public Storage Since 2026-07-07 74460W552 Equity (Preferred)
0.01%
$0.19 10,486
446 PSA Public Storage Since 2026-07-07 74460W594 Equity (Preferred)
0.02%
$0.52 28,130
447 PSA Public Storage Since 2026-07-07 74460W644 Equity (Preferred)
0.05%
$1.16 51,653
448 QRVO Qorvo Inc Since 2026-07-07 74736KAH4 Debt
0.00%
$0.10 100,000
449 Q Qnity Electronics Inc Since 2026-07-07 74743LAB6 Debt
0.09%
$1.92 1,875,000
450 PWR Quanta Services Inc Since 2026-07-07 74762EAF9 Debt
0.02%
$0.51 545,000
451 PWR Quanta Services Inc Since 2026-07-07 74762EAH5 Debt
0.02%
$0.46 528,000
452 PWR Quanta Services Inc Since 2026-07-07 74762EAJ1 Debt
0.02%
$0.34 459,000
453 PWR Quanta Services Inc Since 2026-07-07 74762EAP7 Debt
0.02%
$0.36 363,000
454 RPM RPM International Inc Since 2026-07-07 749685AY9 Debt
0.00%
$0.09 100,000
455 RJF Raymond James Financial Inc Since 2026-07-07 754730AG4 Debt
0.00%
$0.10 100,000
456 UPBD Upbound Group Inc Since 2026-07-07 76009NAL4 Debt
0.20%
$4.27 4,325,000
457 RSG Republic Services Inc Since 2026-07-07 760759BC3 Debt
0.00%
$0.10 100,000
458 RCI Rogers Communications Inc Since 2026-07-07 775109CK5 Debt
0.00%
$0.08 100,000
459 RCI Rogers Communications Inc Since 2026-07-07 775109DF5 Debt
0.00%
$0.05 50,000
460 ROP Roper Technologies Inc Since 2026-07-07 776696AK2 Debt
0.02%
$0.38 386,000
461 ROP Roper Technologies Inc Since 2026-07-07 776743AF3 Debt
0.01%
$0.20 200,000
462 RY Royal Bank of Canada Since 2026-07-07 779926NA8 Debt
0.00%
$0.07 100,000
463 RY Royal Bank of Canada Since 2026-07-07 780082AR4 Debt
0.02%
$0.52 500,000
464 RY Royal Bank of Canada Since 2026-07-07 780082AT0 Debt
0.11%
$2.42 2,500,000
465 RY Royal Bank of Canada Since 2026-07-07 780082AV5 Debt
0.02%
$0.41 400,000
466 RY Royal Bank of Canada Since 2026-07-07 780082AY9 Debt
0.21%
$4.54 4,600,000
467 RY Royal Bank of Canada Since 2026-07-07 780082BA0 Debt
0.03%
$0.59 600,000
468 RY Royal Bank of Canada Since 2026-07-07 780086UL6 Debt
0.01%
$0.11 150,000
469 RCL Royal Caribbean Cruises Ltd Since 2026-07-07 780153BV3 Debt
0.00%
$0.10 100,000
470 RY Royal Bank of Canada Since 2026-07-07 78016HZW3 Debt
0.01%
$0.20 200,000
471 RY Royal Bank of Canada Since 2026-07-07 78017DAT5 Debt
0.04%
$0.80 800,000
472 RPRX Royalty Pharma PLC Since 2026-07-07 78081BAN3 Debt
0.04%
$0.79 895,000
473 RPRX Royalty Pharma PLC Since 2026-07-07 78081BAP8 Debt
0.00%
$0.07 100,000
474 RPRX Royalty Pharma PLC Since 2026-07-07 78081BAQ6 Debt
0.01%
$0.32 316,000
475 R Ryder System Inc Since 2026-07-07 78355HKW8 Debt
0.00%
$0.10 100,000
476 SPGI S&P Global Inc Since 2026-07-07 78409VBJ2 Debt
0.02%
$0.54 559,000
477 SPGI S&P Global Inc Since 2026-07-07 78409VBL7 Debt
0.00%
$0.07 100,000
478 SPGI S&P Global Inc Since 2026-07-07 78409VBT0 Debt
0.02%
$0.34 340,000
479 CRM Salesforce Inc Since 2026-07-07 79466LAJ3 Debt
0.01%
$0.13 150,000
480 CRM Salesforce Inc Since 2026-07-07 79466LAR5 Debt
0.03%
$0.65 650,000
481 CRM Salesforce Inc Since 2026-07-07 79466LAU8 Debt
0.00%
$0.05 50,000
482 CRM Salesforce Inc Since 2026-07-07 79466LAV6 Debt
0.00%
$0.05 50,000
483 CRM Salesforce Inc Since 2026-07-07 79466LAW4 Debt
0.02%
$0.37 370,000
484 SRE Sempra Since 2026-07-07 816851BM0 Debt
0.00%
$0.07 75,000
485 SRE Sempra Since 2026-07-07 816851BV0 Debt
0.00%
$0.05 50,000
486 SRE Sempra Since 2026-07-07 816851BX6 Debt
0.02%
$0.52 526,000
487 SVC Service Properties Trust Since 2026-07-07 81761LAC6 Debt
0.11%
$2.34 2,225,000
488 SFD Smithfield Foods Inc Since 2026-07-07 832248BD9 Debt
0.00%
$0.09 100,000
489 LUV Southwest Airlines Co Since 2026-07-07 844741BK3 Debt
0.00%
$0.10 100,000
490 LUV Southwest Airlines Co Since 2026-07-07 844741BM9 Debt
0.04%
$0.94 994,000
491 SR Spire Inc Since 2026-07-07 84857LAF8 Debt
0.00%
$0.10 100,000
492 SWK Stanley Black & Decker Inc Since 2026-07-07 854502AM3 Debt
0.05%
$1.01 1,018,000
493 STLD Steel Dynamics Inc Since 2026-07-07 858119BQ2 Debt
0.01%
$0.32 314,000
494 STLD Steel Dynamics Inc Since 2026-07-07 858119BU3 Debt
0.02%
$0.43 434,000
495 SF Stifel Financial Corp Since 2026-07-07 860630862 Equity (Preferred)
0.00%
$0.04 2,539
496 SNEX StoneX Group Inc Since 2026-07-07 861896AA6 Debt
0.09%
$1.95 1,850,000
497 SLF Sun Life Financial Inc Since 2026-07-07 86682ZAS5 Debt
0.00%
$0.08 100,000
498 SLF Sun Life Financial Inc Since 2026-07-07 86682ZAV8 Debt
0.00%
$0.04 50,000
499 SU Suncor Energy Inc Since 2026-07-07 867224AE7 Debt
0.00%
$0.07 100,000
500 SXC SunCoke Energy Inc Since 2026-07-07 86722AAD5 Debt
0.22%
$4.86 5,275,000
501 SNPS Synopsys Inc Since 2026-07-07 871607AD9 Debt
0.00%
$0.10 100,000
502 SYF Synchrony Financial Since 2026-07-07 87165BAP8 Debt
0.03%
$0.61 609,000
503 SYF Synchrony Financial Since 2026-07-07 87165BAR4 Debt
0.00%
$0.09 100,000
504 SYF Synchrony Financial Since 2026-07-07 87165BAZ6 Debt
0.02%
$0.51 520,000
505 TRGP Targa Resources Corp Since 2026-07-07 87612GAA9 Debt
0.00%
$0.10 100,000
506 TRGP Targa Resources Corp Since 2026-07-07 87612GAB7 Debt
0.00%
$0.04 50,000
507 TRGP Targa Resources Corp Since 2026-07-07 87612GAS0 Debt
0.01%
$0.27 267,000
508 TCBI Texas Capital Bancshares Inc Since 2026-07-07 88224QAA5 Debt
0.02%
$0.51 512,000
509 TCBI Texas Capital Bancshares Inc Since 2026-07-07 88224QAC1 Debt
0.03%
$0.58 586,000
510 TMO Thermo Fisher Scientific Inc Since 2026-07-07 883556CY6 Debt
0.00%
$0.10 100,000
511 TMO Thermo Fisher Scientific Inc Since 2026-07-07 883556DA7 Debt
0.02%
$0.42 417,000
512 TMO Thermo Fisher Scientific Inc Since 2026-07-07 883556DD1 Debt
0.02%
$0.48 491,000
513 TRMB Trimble Inc Since 2026-07-07 896239AE0 Debt
0.02%
$0.33 318,000
514 TSN Tyson Foods Inc Since 2026-07-07 902494BN2 Debt
0.00%
$0.10 100,000
515 UBS UBS Group AG Since 2026-07-07 902613AY4 Debt
0.01%
$0.22 250,000
516 UBS UBS Group AG Since 2026-07-07 902613BJ6 Debt
0.03%
$0.57 558,000
517 UBS UBS Group AG Since 2026-07-07 902613BQ0 Debt
0.01%
$0.28 271,000
518 UBS UBS Group AG Since 2026-07-07 902613BR8 Debt
0.02%
$0.40 400,000
519 UBS UBS Group AG Since 2026-07-07 902613BT4 Debt
0.03%
$0.66 673,000
520 UBS UBS Group AG Since 2026-07-07 902613BV9 Debt
0.05%
$1.01 1,000,000
521 UBS UBS Group AG Since 2026-07-07 902613BW7 Debt
0.19%
$4.26 4,200,000
522 UDR UDR Inc Since 2026-07-07 90265EAS9 Debt
0.00%
$0.09 100,000
523 UBER Uber Technologies Inc Since 2026-07-07 90353TAP5 Debt
0.00%
$0.10 100,000
524 UPS United Parcel Service Inc Since 2026-07-07 911312AZ9 Debt
0.00%
$0.04 50,000
525 UPS United Parcel Service Inc Since 2026-07-07 911312BW5 Debt
0.00%
$0.09 100,000
526 UNM Unum Group Since 2026-07-07 91529YAJ5 Debt
0.00%
$0.05 50,000
527 UNM Unum Group Since 2026-07-07 91529YAU0 Debt
0.02%
$0.35 356,000
528 VZ Verizon Communications Inc Since 2026-07-07 92343VEA8 Debt
0.03%
$0.76 784,000
529 VZ Verizon Communications Inc Since 2026-07-07 92343VFR0 Debt
0.01%
$0.13 150,000
530 VZ Verizon Communications Inc Since 2026-07-07 92343VFV1 Debt
0.02%
$0.42 748,000
531 VZ Verizon Communications Inc Since 2026-07-07 92343VFW9 Debt
0.00%
$0.06 100,000
532 VZ Verizon Communications Inc Since 2026-07-07 92343VGB4 Debt
0.00%
$0.07 100,000
533 VZ Verizon Communications Inc Since 2026-07-07 92343VGK4 Debt
0.02%
$0.38 492,000
534 VZ Verizon Communications Inc Since 2026-07-07 92343VGL2 Debt
0.03%
$0.59 835,000
535 VZ Verizon Communications Inc Since 2026-07-07 92343VGN8 Debt
0.01%
$0.17 200,000
536 VZ Verizon Communications Inc Since 2026-07-07 92343VGP3 Debt
0.01%
$0.24 328,000
537 VZ Verizon Communications Inc Since 2026-07-07 92343VGY4 Debt
0.01%
$0.18 191,000
538 VZ Verizon Communications Inc Since 2026-07-07 92343VGZ1 Debt
0.04%
$0.82 824,000
539 VZ Verizon Communications Inc Since 2026-07-07 92343VHH0 Debt
0.01%
$0.32 334,000
540 VZ Verizon Communications Inc Since 2026-07-07 92343VHK3 Debt
0.03%
$0.70 725,000
541 VRSK Verisk Analytics Inc Since 2026-07-07 92345YAP1 Debt
0.03%
$0.63 643,000
542 VRT Vertiv Holdings Co Since 2026-07-07 92537NAA6 Debt
0.00%
$0.05 50,000
543 VTRS Viatris Inc Since 2026-07-07 92556VAE6 Debt
0.00%
$0.08 100,000
544 V Visa Inc Since 2026-07-07 92826CAJ1 Debt
0.00%
$0.08 100,000
545 V Visa Inc Since 2026-07-07 92826CAM4 Debt
0.00%
$0.09 100,000
546 V Visa Inc Since 2026-07-07 92826CBA9 Debt
0.02%
$0.41 416,000
547 VOYA Voya Financial Inc Since 2026-07-07 929089209 Equity (Preferred)
0.08%
$1.85 77,215
548 VOYA Voya Financial Inc Since 2026-07-07 929089AH3 Debt
0.00%
$0.07 75,000
549 WEC WEC Energy Group Inc Since 2026-07-07 92939UAG1 Debt
0.00%
$0.09 100,000
550 WEC WEC Energy Group Inc Since 2026-07-07 92939UAU0 Debt
0.01%
$0.30 300,000
551 WMT Walmart Inc Since 2026-07-07 931142ES8 Debt
0.00%
$0.05 50,000
552 WMT Walmart Inc Since 2026-07-07 931142ET6 Debt
0.01%
$0.13 150,000
553 WMT Walmart Inc Since 2026-07-07 931142EU3 Debt
0.00%
$0.07 100,000
554 WMT Walmart Inc Since 2026-07-07 931142FE8 Debt
0.00%
$0.04 50,000
555 WCN Waste Connections Inc Since 2026-07-07 94106BAA9 Debt
0.00%
$0.05 50,000
556 WCN Waste Connections Inc Since 2026-07-07 94106BAC5 Debt
0.03%
$0.67 766,000
557 WM Waste Management Inc Since 2026-07-07 94106LBE8 Debt
0.00%
$0.10 100,000
558 WM Waste Management Inc Since 2026-07-07 94106LBU2 Debt
0.00%
$0.10 100,000
559 WM Waste Management Inc Since 2026-07-07 94106LBX6 Debt
0.03%
$0.67 659,000
560 W Wayfair LLC Since 2026-07-07 94419NAC1 Debt
0.10%
$2.13 2,110,000
561 WEX WEX Inc Since 2026-07-07 96208TAD6 Debt
0.25%
$5.54 5,566,000
562 WH Wyndham Hotels & Resorts Inc Since 2026-07-07 98311AAE5 Debt
0.09%
$1.88 1,900,000
563 XEL Xcel Energy Inc Since 2026-07-07 98389B878 Equity (Preferred)
0.06%
$1.25 51,209
564 XEL Xcel Energy Inc Since 2026-07-07 98389BBA7 Debt
0.00%
$0.10 100,000
565 ZTS Zoetis Inc Since 2026-07-07 98978VAW3 Debt
0.00%
$0.05 50,000
566 T AT&T Inc Since 2026-07-07 N/A Debt
0.00%
$0.10 100,000
567 AAPL Apple Inc Since 2026-07-07 N/A Debt
0.01%
$0.11 100,000
568 VZ Verizon Communications Inc Since 2026-07-07 N/A Debt
0.01%
$0.13 200,000
569 FISV Fiserv Inc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
570 ITW Illinois Tool Works Inc Since 2026-07-07 N/A Debt
0.00%
$0.10 100,000
571 NFLX Netflix Inc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
572 TMO Thermo Fisher Scientific Inc Since 2026-07-07 N/A Debt
0.00%
$0.09 100,000
573 C Citigroup Inc Since 2026-07-07 N/A Debt
0.01%
$0.23 180,000
574 TTE TotalEnergies SE Since 2026-07-07 N/A Debt
0.01%
$0.11 100,000
575 TTE TotalEnergies SE Since 2026-07-07 N/A Debt
0.00%
$0.10 100,000
576 VZ Verizon Communications Inc Since 2026-07-07 N/A Debt
0.00%
$0.10 100,000
577 T AT&T Inc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
578 PM Philip Morris International Inc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
579 UBS UBS Group AG Since 2026-07-07 N/A Debt
0.01%
$0.20 200,000
580 MDLZ Mondelez International Inc Since 2026-07-07 N/A Debt
0.01%
$0.11 100,000
581 NDAQ Nasdaq Inc Since 2026-07-07 N/A Debt
0.00%
$0.10 100,000
582 T AT&T Inc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
583 JPM JPMorgan Chase & Co Since 2026-07-07 N/A Debt
0.00%
$0.10 100,000
584 MS Morgan Stanley Since 2026-07-07 N/A Debt
0.01%
$0.21 200,000
585 HSBC HSBC Holdings PLC Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
586 HSBC HSBC Holdings PLC Since 2026-07-07 N/A Debt
0.01%
$0.22 150,000
587 HSBC HSBC Holdings PLC Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
588 JCI Johnson Controls International plc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
589 MS Morgan Stanley Since 2026-07-07 N/A Debt
0.01%
$0.14 100,000
590 LIN Linde PLC Since 2026-07-07 N/A Debt
0.00%
$0.09 100,000
591 RY Royal Bank of Canada Since 2026-07-07 N/A Debt
0.01%
$0.11 100,000
592 GOOG Alphabet Inc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
593 TMO Thermo Fisher Scientific Inc Since 2026-07-07 N/A Debt
0.00%
$0.07 50,000
594 HSBC HSBC Holdings PLC Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
595 BKNG Booking Holdings Inc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
596 BKNG Booking Holdings Inc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
597 LIN Linde PLC Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
598 C Citigroup Inc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
599 JPM JPMorgan Chase & Co Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
600 APD Air Products and Chemicals Inc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
601 VZ Verizon Communications Inc Since 2026-07-07 N/A Debt
0.01%
$0.11 100,000
602 AMZN Amazon.com Inc Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
603 CM Canadian Imperial Bank of Commerce Since 2026-07-07 N/A Debt
0.00%
$0.07 100,000
604 MS Morgan Stanley Since 2026-07-07 N/A Debt
0.01%
$0.12 100,000
605 BMO Bank of Montreal Since 2026-07-07 N/A Debt
0.01%
$0.13 100,000
606 GOOG Alphabet Inc Since 2026-07-07 N/A Debt
0.01%
$0.11 100,000
607 JNJ Johnson & Johnson Since 2026-07-07 N/A Debt
0.00%
$0.10 100,000
608 ROCK Gibraltar Industries Inc Since 2026-07-07 N/A LON
0.00%
$0.06 63,692
609 KOS Kosmos Energy Ltd Since 2026-07-07 U5007TAB1 Debt
0.06%
$1.33 1,350,000
610 KOS Kosmos Energy Ltd Since 2026-07-07 U5007TAE5 Debt
0.01%
$0.18 200,000
Frequently Asked Questions — PRINCIPAL FUNDS, INC.
What type of mutual fund is PRINCIPAL FUNDS, INC.?
PRINCIPAL FUNDS, INC. is a SEC-registered Equity fund, with $2.2B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, PRINCIPAL FUNDS, INC. holds 610 portfolio positions, all detailed in the holdings table on this page.
What are PRINCIPAL FUNDS, INC.'s assets under management (AUM)?
PRINCIPAL FUNDS, INC. has $2.2B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are PRINCIPAL FUNDS, INC.'s top holdings?
According to PRINCIPAL FUNDS, INC.'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Everforth Inc, AT&T Inc, AT&T Inc , among others. The complete list of all 610 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is PRINCIPAL FUNDS, INC.'s expense ratio?
Expense ratio data for PRINCIPAL FUNDS, INC. is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find PRINCIPAL FUNDS, INC.'s SEC filings?
PRINCIPAL FUNDS, INC. is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000898745. You can access all of PRINCIPAL FUNDS, INC.'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000898745). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is PRINCIPAL FUNDS, INC.'s holdings data on StockSifting?
Holdings data for PRINCIPAL FUNDS, INC. on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.