LargeCap Value Fund III

LargeCap Value Fund III is a registered fund series of Principal Funds, Inc (series S000007122). Net assets $2.3B as of 2026-04-30.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF$182.1M807.39%
Alphabet Inc - A Shares$69.7M309.02%
Principal Funds, Inc - Government Money Market Fund - Class R-6$64.2M284.44%
Exxon Mobil Corp$54.0M239.30%
Berkshire Hathaway Inc - Class B$52.6M233.30%
Entergy Corp$46.0M203.73%
Merck & Co Inc$44.7M198.34%
Bank of America Corp$44.7M198.02%
Carnival Corp$42.5M188.21%
Microchip Technology Inc$42.3M187.65%
Chevron Corp$41.8M185.40%
Johnson Controls International plc$34.1M151.05%
Keurig Dr Pepper Inc$32.6M144.46%
GE HealthCare Technologies Inc$32.4M143.56%
QUALCOMM Inc$31.9M141.28%

Net asset history

Report dateNet assets
2026-04-30$2.3B
2026-01-31$2.4B
2025-10-31$2.9B
2025-07-31$3.5B
2025-04-30$3.5B
2025-01-31$3.8B
2024-10-31$3.8B
2024-07-31$3.7B

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