Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by PRINCIPAL FINANCIAL GROUP INC for the quarter ended March 31, 2026. The report was signed on April 28, 2026, by Jill Hittner, Chief Financial Officer of Principal Global Investors, LLC. It is a combination report covering holdings managed by Principal Financial Group Inc 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 metrics relate to the reported investment portfolio:
- Total Portfolio Value: $187,242,031,350
- Total Number of Holdings: 4,452 entries
- Number of Included Managers: 5 (in addition to the primary filer)
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity for Principal Financial Group Inc itself.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2025) to calculate material changes in portfolio value or holdings count. The document serves as a snapshot of holdings as of the reporting date.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, or specific risk factors regarding the company's operations. The standard SEC disclaimer notes that the Commission has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total reported value of $187.24 billion against the company's 10-Q or 10-K filings for the same period to understand the proportion of assets under management versus total corporate assets.
- Confirm the list of five other included managers (Principal Global Investors, Principal Real Estate Investors LLC, Principal Life Insurance Co, Principal Financial Services Inc, Delaware Charter Guarantee & Trust Co) to ensure full coverage of the firm's equity positions.
- Review the detailed Schedule 13F (not included in this summary text) for specific long positions and short sales, as this summary only provides aggregate totals.