Equity Income Fund

Equity Income Fund is a registered fund series of Principal Funds, Inc (series S000014240). Net assets $8.1B as of 2026-04-30.

Profile

Advisers

Top holdings (61 reported)

Showing 15 of 61 holdings by value.

HoldingTickerValue% of fund
Alphabet Inc - A Shares$374.9M460.53%
Taiwan Semiconductor Manufacturing Co Ltd$250.7M307.95%
Costco Wholesale Corp$248.3M305.00%
JPMorgan Chase & Co$242.5M297.86%
Morgan Stanley$226.2M277.86%
DR Horton Inc$223.6M274.65%
Trane Technologies PLC$206.8M254.11%
Cummins Inc$203.8M250.42%
KKR & Co Inc$202.0M248.15%
Coca-Cola Co/The$200.9M246.79%
PNC Financial Services Group Inc/The$200.3M246.13%
Chubb Ltd$200.0M245.70%
Hilton Worldwide Holdings Inc$193.5M237.69%
Apple Inc$191.0M234.65%
Broadcom Inc$181.5M223.03%

Net asset history

Report dateNet assets
2026-04-30$8.1B
2026-01-31$8.1B
2025-10-31$8.5B
2025-07-31$8.7B
2025-04-30$8.2B
2025-01-31$9.0B
2024-10-31$9.1B
2024-07-31$9.1B

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