Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended June 30, 2022. The report discloses the equity holdings of the institutional investment manager and four other included managers: Principal Global Investors, Principal Real Estate Investors LLC, Principal Life Insurance Co, and Principal Financial Services Inc.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the operating financial performance (revenue, profit, cash flow) of Principal Financial Group Inc itself. The following metrics relate to the reported investment portfolio:
- Total Portfolio Value: $135,155,316,000 (reported in thousands).
- Total Number of Holdings: 4,697 entries.
- Number of Included Managers: 4.
Note: The filing text does not provide values for revenue, profit, margins, debt, or liquidity for the reporting company.
Material Changes
The filing text does not provide comparative data for the prior period (March 31, 2022) or detail specific material changes in holdings, values, or strategy. It serves as a snapshot of holdings as of the reporting date.
Guidance, Outlook, and Risks
This document is a regulatory disclosure of holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's future operations.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $135.16 billion against the company's broader 10-Q or 10-K filings for context on total assets under management.
- Confirm the specific equity positions within the 4,697 reported entries to understand sector exposure.
- Note that this report covers four distinct managers under the Principal Financial Group umbrella, not just the parent entity.
- Recognize that this filing does not reflect the company's own financial health (e.g., insurance liabilities, investment income) but rather its external equity investments.