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Principal

1Y record: 9–2
Made money: 82%
Money made: $1.3B
Typical return: +9.8%

At a glance · 1 yearNov 12, 2025 – Nov 12, 2026

Funds1 year16

IWD−0.4%

Search ETFs and stocks

Portfolio

62nd most of 94

AssetsMoney invested$14.0B<1% of all ETF money

Win %1 year82%9 of 11 · all 73%

Money made1 year$1.3B35th most of 93 issuers

Typical return1 year+9.8%Middle fund · all +6.9%

Hot streakWeekly—Weekly scores not in yet

Fee per $100Each year$0.3124th lowest of 94

Launches202655 in 12 months

Data as of Nov 12, 2026 · a scoreboard, not advice

Principal’s Total Funds

1Y

16 funds · 82% made money

US stocks 3$7.7B · 55%

USMC+9.8%PSC+19.8%PY+15.9%

Unsorted 5$4.0B · 28%

PREF+1.3%LCAP+11.7%BCHP−1.6%WDEnewRIZEnew

International 1$1.3B · 9%

PIEQ+12.2%

Bonds & cash 4$862M · 6%

YLD+1.6%IG−2.2%UUPPnewDWWNnew

Income 2$133M · 1%

PQDI+0.4%PCOVnew

Sectors 1$28.0M · 0%

BYRE+11.5%

Principal ETFs · past-year returns · as of Nov 12, 2026 · one tile per fund, grouped by category, largest first

Principal’s Total Holdings

Today

$14.0Bin 16 funds · 6 categories

CategoryFundsAssets ▼Share

US stocks3$7.7B55%

Unsorted5$4.0B28%

International1$1.3B9%

Bonds & cash4$862M6%

Income2$133M1%

Sectors1$28.0M0%

Principal ETFs · current holdings · as of Nov 12, 2026

Principal’s Share of the ETF Market

Today

0%of all US ETF AUM is in Principal funds
$14.0B of $16.43T · 16 of 5,758

Low-Cost Core

$4.92T

US Stock Styles

$3.18T · 799 funds

0%of US Stock Styles AUM

Top 10 Principal ETFs

Today

$13.9B · 99% of $14.0B

1USMCU.S. Mega-Cap$4.9B

2PSCU.S. Small-Cap Multi-Factor$2.6B

3PREFSpectrum Preferred Securities Active$1.9B

4LCAPCapital Appreciation Select$1.8B

5PIEQExchange-Traded Funds - Principal International Equity$1.3B

6YLDActive High Yield$635M

7PYValue$246M

8BCHPFocused Blue Chip$228M

9IGInvestment Grade Corporate Active$201M

10PQDI

Principal ETFs · 10 of 16 by assets · as of Nov 12, 2026

Principal’s Best ETFs

1Y

+19.8%PSC, the U.S. Small-Cap Multi-Factor fund, led all 11

Principal’s 1-Year Record

1Y

9–2made money · lost
of 11 with a full year

82% made moneyAll ETFs 73%

Typical returnMiddle fund

Principal+9.8%

All ETFs+6.9%

Best fundPSC +19.8%

Worst fundIG −2.2%

Money made for investors$1.3B · 35th of 413 issuers

5 funds are under a year old and don’t count yet.

Principal ETFs · past-year returns · as of Nov 12, 2026

Principal vs Vanguard

1Y

Principal16 funds · 35th by money made

vs

Vanguard116 funds

$1.3BMoney made$433B

$14.0BAssets$4.59T

$43.3MFees earned$1.9B

82%Win %75%

+9.8%Typical return+9.4%

$0.31Fee per $100$0.04

16Funds116

5Launches 202613

2–2level

Principal and Vanguard ETFs · past-year results · as of Nov 12, 2026 · each pair scaled to its larger value

Principal’s ETF Launches

2026

5in 20265in 12 months

May 204 funds

Exchange-Traded Funds - Principal

DWWN RIZE UUPP WDE

Bonds & Cash$2.64T

0%of Bonds & Cash AUM

International$2.30T

0%of International AUM

Income$1.02T

0%of Income AUM

Sectors$959B

0%of Sectors AUM

Commodities

$394B

Thematic

$377B

6 more$648B

1%of 6 more AUM

Principal’s AUMEveryone elseNo Principal funds · 3 bucketsTile size = the bucket’s total AUM

Principal ETFs · current AUM · as of Nov 12, 2026 · tile size = the bucket’s total AUM

Spectrum Preferred and Income

$123M

1PSCU.S. Small-Cap Multi-Factor+19.8%

2PYValue+15.9%

3PIEQExchange-Traded Funds - Principal International Equity+12.2%

4LCAPCapital Appreciation Select+11.7%

5BYREReal Estate Active Opportunities+11.5%

6USMCU.S. Mega-Cap+9.8%

7YLDActive High Yield+1.6%

8PREFSpectrum Preferred Securities Active+1.3%

9PQDISpectrum Preferred and Income+0.4%

10BCHPFocused Blue Chip−1.6%

Principal ETFs · past-year returns · as of Nov 12, 2026

Aug 181 fund

Exchange-Traded Funds - Principal Equity Premium Income

PCOV

End-of-day Nov 12, 2026

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