Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended June 30, 2019. The report discloses the equity holdings of the institutional investment manager 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 Principal Financial Group Inc. Consequently, the filing does not provide data on revenue, profit, cash flow, margins, debt, or liquidity.
- Total Value of Reported Holdings: $111,212,347,000 (111.2 billion)
- Total Number of Holdings Entries: 3,535
- Number of Other Included Managers: 4
Material Changes
The filing text does not provide a clear value for material changes in holdings compared to the prior comparable period. This form lists current holdings but does not include a comparative table of changes from the previous quarter.
Guidance, Outlook, and Risks
This filing contains no management commentary, guidance, outlook, or discussion of risks and contingencies. It is a statutory disclosure of securities held for the reporting period.
Important Facts for Investors to Verify
- Verify the specific composition of the 3,535 holdings to understand sector exposure.
- Confirm the breakdown of assets managed by the four included managers versus the primary filer.
- Note that this report covers only equity securities and does not reflect the firm's overall balance sheet or insurance liabilities.