Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended March 31, 2020. The report was signed by Jill Hittner, Chief Financial Officer of Principal Global Investors, LLC, on May 4, 2020. It is a combination report covering holdings managed by Principal Financial Group Inc and four other included managers.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's operational financial performance (revenue, profit, cash flow, or debt). The following portfolio metrics are disclosed:
- Total Portfolio Value: $90,349,373,000 (reported in thousands).
- Total Number of Holdings: 3,391 entries.
- Number of Other Included Managers: 4.
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 (December 31, 2019) or detail specific material changes in holdings, values, or strategy versus the previous quarter.
Guidance, Outlook, and Risks
This document is a regulatory disclosure of equity holdings and does not contain management commentary, forward-looking guidance, risk factors, contingencies, or unusual items regarding the company's future performance.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $90.35 billion against the company's broader 10-Q or 10-K filings for the same period to understand the proportion of assets under management represented here.
- Note that this report aggregates holdings for Principal Financial Group Inc and four other managers (Principal Global Investors, LLC; Principal Real Estate Investors, LLC; Principal Life Insurance Co; Principal Financial Services, Inc).
- Confirm that the 3,391 holdings listed represent only equity securities, as Form 13F does not cover fixed income, derivatives, or cash equivalents.