Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended June 30, 2017. The report discloses equity holdings managed by Principal Financial Group Inc and four other included managers: Principal Global Investors, LLC; 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 of the reporting manager. Consequently, revenue, profit, cash flow, margins, debt, and liquidity metrics for Principal Financial Group Inc are not provided in this text.
| Metric | Value |
|---|---|
| Total Value of Reported Holdings | $99,780,804,000 |
| Total Number of Holdings Entries | 3,781 |
| Number of Included Managers | 4 |
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes in holdings value or composition cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, risk factors, or contingencies. It is a statutory disclosure of securities held at the end of the reporting period.
Investor Verification Checklist
- Verify the total reported value of $99.78 billion against the company's total assets in its 10-Q or 10-K filings to understand the proportion of assets managed under this specific 13F report.
- Confirm the list of 4 included managers to ensure all relevant investment arms of the group are accounted for.
- Note that this report covers only equity securities; it does not disclose fixed income, derivatives, or cash positions.
- Check the filing date (August 4, 2017) to ensure the data reflects the most current available holdings for the June 30, 2017 period.