Principal SAM Strategic Growth Portfolio Inst (PSWIX)
22.06
-0.03
(-0.14%)
USD |
Apr 02 2026
PSWIX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.61% |
| Stock | 95.78% |
| Bond | 2.05% |
| Convertible | 0.00% |
| Preferred | 0.25% |
| Other | 1.31% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 62.53% |
|---|---|
|
North America
|
60.80% |
| Canada | 1.93% |
| United States | 58.87% |
|
Latin America
|
1.72% |
| Brazil | 0.66% |
| Chile | 0.00% |
| Colombia | 0.01% |
| Mexico | 0.37% |
| Peru | 0.16% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 20.53% |
|---|---|
| United Kingdom | 4.88% |
|
Europe Developed
|
14.66% |
| Austria | 0.29% |
| Belgium | 0.21% |
| Denmark | 0.41% |
| Finland | 0.38% |
| France | 2.55% |
| Germany | 2.40% |
| Greece | 0.45% |
| Ireland | 1.73% |
| Italy | 0.84% |
| Netherlands | 1.63% |
| Norway | 0.18% |
| Portugal | 0.03% |
| Spain | 0.51% |
| Sweden | 0.54% |
| Switzerland | 2.06% |
|
Europe Emerging
|
0.19% |
| Czech Republic | 0.02% |
| Poland | 0.12% |
|
Africa And Middle East
|
0.79% |
| Israel | 0.35% |
| Saudi Arabia | 0.21% |
| South Africa | 0.15% |
| United Arab Emirates | 0.08% |
| Greater Asia | 15.15% |
|---|---|
| Japan | 4.43% |
|
Australasia
|
0.91% |
| Australia | 0.88% |
|
Asia Developed
|
6.15% |
| Hong Kong | 1.39% |
| Singapore | 0.66% |
| South Korea | 1.73% |
| Taiwan | 2.36% |
|
Asia Emerging
|
3.66% |
| China | 1.84% |
| India | 1.51% |
| Indonesia | 0.19% |
| Thailand | 0.03% |
| Unidentified Region | 1.79% |
|---|
Stock Sector Exposure
| Cyclical |
|
34.87% |
| Materials |
|
4.16% |
| Consumer Discretionary |
|
9.35% |
| Financials |
|
18.48% |
| Real Estate |
|
2.87% |
| Sensitive |
|
42.50% |
| Communication Services |
|
7.45% |
| Energy |
|
4.33% |
| Industrials |
|
11.05% |
| Information Technology |
|
19.67% |
| Defensive |
|
18.29% |
| Consumer Staples |
|
5.07% |
| Health Care |
|
9.89% |
| Utilities |
|
3.33% |
| Not Classified |
|
4.34% |
| Non Classified Equity |
|
0.98% |
| Not Classified - Non Equity |
|
3.36% |
As of February 28, 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 | -- |