Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended June 30, 2015. The report was signed on August 3, 2015, by Jill Hittner, Chief Financial Officer of Principal Global Investors, LLC. It serves as a 13F Combination Report, covering 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 operational financial performance (revenue, profit, cash flow, or debt). The following portfolio metrics are disclosed:
- Total Portfolio Value: $67,055,257,000 (reported in thousands).
- Total Number of Holdings: 3,497 entries.
- Number of Included Managers: 5 additional managers are included in this report.
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity as these are not required in a 13F-HR filing.
Material Changes
The filing text does not provide comparative data against the prior period (March 31, 2015) to calculate material changes in holdings or portfolio value. The document lists the current state of holdings as of June 30, 2015, but does not include a schedule of purchases or sales.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's business operations. It strictly discloses the institutional investment manager's reportable equity securities.
Important Facts for Investors to Verify
- Scope of Report: Verify that this is a "Combination Report" covering Principal Financial Group Inc and five other specific managers (Principal Global Investors, LLC; Principal Real Estate Investors, LLC; Principal Life Insurance Co.; Principal Financial Services, Inc; Principal Management Corporation).
- Portfolio Size: Confirm the total reported value of approximately $67.06 billion represents the aggregate holdings of all included managers.
- Holdings Detail: The summary page lists 3,497 entries; investors should review the full Schedule 13F (not included in this text snippet) for specific stock positions and transaction activity.
- Limitations: Acknowledge that this document does not reflect the company's own financial health, earnings, or debt levels.