Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended September 30, 2023. The report discloses equity holdings managed by the institutional investment manager and includes data for five other included managers under its umbrella.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the company's operational financial performance (e.g., revenue, profit, or cash flow). The following metrics relate to the reported investment portfolio:
- Total Portfolio Value: $139,169,195,089
- Total Number of Holdings: 4,763
- Number of Included Managers: 5
Note: The filing text does not provide values for revenue, profit, margins, debt, or liquidity as these are not applicable to a 13F holdings report.
Material Changes
The filing text does not provide a comparative analysis of holdings versus the prior period (June 30, 2023). Consequently, specific material changes in position sizes or new/removed holdings cannot be determined from this summary page alone.
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 performance.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $139.2 billion against the company's broader asset management disclosures.
- Confirm the specific equity positions within the 4,763 reported entries to understand sector exposure.
- Note that this report covers five distinct managers, including Principal Global Investors and Principal Real Estate Investors LLC.
- Recognize that this filing does not reflect the operating results of Principal Financial Group Inc itself.