SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc, an institutional investment manager. The report covers the calendar quarter ended December 31, 2022, and was signed on February 3, 2023, by Jill Hittner, Chief Financial Officer of Principal Global Investors, LLC. The report includes holdings for the primary manager and five other included managers.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's own operating financials (revenue, profit, cash flow, or debt). The key metrics provided are:
- Total Value of Reported Holdings: $132,808,334,658
- Total Number of Holdings Entries: 4,776
- Number of Other Included Managers: 5
The filing does not provide data on revenue, profit margins, cash flow, debt levels, or liquidity for Principal Financial Group Inc itself.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., Q3 2022) to calculate material changes in total portfolio value or specific holdings. The document lists the current holdings as of the reporting date but does not explicitly detail additions or deletions relative to the previous quarter in the summary text provided.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the reporting manager's business operations. It is a statutory disclosure of securities held.
Important Facts for Investor Verification
- Verify the total portfolio value of approximately $132.8 billion against the company's latest 10-Q or 10-K for context on asset allocation.
- Note that this report aggregates holdings for five additional managers, including Principal Global Investors and Principal Life Insurance Co.
- Confirm that the 4,776 entries represent the full scope of reportable equity securities for the period.
- Be aware that this document does not reflect the company's own financial performance (earnings, revenue, or debt).