Principal SAM Strategic Growth Portfolio Inst (PSWIX)
22.01
-0.12
(-0.54%)
USD |
Mar 13 2026
PSWIX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.52% |
| Stock | 95.73% |
| Bond | 2.27% |
| Convertible | 0.00% |
| Preferred | 0.19% |
| Other | 1.29% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 63.22% |
|---|---|
|
North America
|
61.68% |
| Canada | 1.91% |
| United States | 59.78% |
|
Latin America
|
1.53% |
| Brazil | 0.56% |
| Chile | 0.00% |
| Colombia | 0.01% |
| Mexico | 0.38% |
| Peru | 0.14% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 20.44% |
|---|---|
| United Kingdom | 4.86% |
|
Europe Developed
|
14.78% |
| Austria | 0.34% |
| Belgium | 0.20% |
| Denmark | 0.41% |
| Finland | 0.39% |
| France | 2.52% |
| Germany | 2.18% |
| Greece | 0.54% |
| Ireland | 1.88% |
| Italy | 0.83% |
| Netherlands | 1.75% |
| Norway | 0.15% |
| Portugal | 0.03% |
| Spain | 0.50% |
| Sweden | 0.52% |
| Switzerland | 2.11% |
|
Europe Emerging
|
0.16% |
| Czech Republic | 0.01% |
| Poland | 0.11% |
|
Africa And Middle East
|
0.64% |
| Israel | 0.25% |
| Saudi Arabia | 0.16% |
| South Africa | 0.15% |
| United Arab Emirates | 0.08% |
| Greater Asia | 14.67% |
|---|---|
| Japan | 4.12% |
|
Australasia
|
0.89% |
| Australia | 0.86% |
|
Asia Developed
|
5.81% |
| Hong Kong | 1.37% |
| Singapore | 0.62% |
| South Korea | 1.53% |
| Taiwan | 2.28% |
|
Asia Emerging
|
3.86% |
| China | 1.95% |
| India | 1.52% |
| Indonesia | 0.22% |
| Thailand | 0.09% |
| Unidentified Region | 1.66% |
|---|
Stock Sector Exposure
| Cyclical |
|
35.60% |
| Materials |
|
3.99% |
| Consumer Discretionary |
|
9.75% |
| Financials |
|
19.00% |
| Real Estate |
|
2.86% |
| Sensitive |
|
41.68% |
| Communication Services |
|
7.62% |
| Energy |
|
3.91% |
| Industrials |
|
10.60% |
| Information Technology |
|
19.56% |
| Defensive |
|
18.35% |
| Consumer Staples |
|
5.01% |
| Health Care |
|
10.08% |
| Utilities |
|
3.26% |
| Not Classified |
|
4.37% |
| Non Classified Equity |
|
0.99% |
| Not Classified - Non Equity |
|
3.38% |
As of January 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |