Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the reporting period ended December 31, 2015. The report was signed on February 3, 2016, by Jill Hittner, Chief Financial Officer of Principal Global Investors, LLC. This 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 portfolio metrics are disclosed:
- Total Portfolio Value: $67,304,238,000 (reported in thousands)
- Total Number of Holdings: 3,524 entries
- Number of Included Managers: 5
The filing does not provide data on revenue, profit margins, operating cash flow, debt levels, or liquidity ratios for Principal Financial Group Inc.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., September 30, 2015) to calculate material changes in portfolio value or composition. The document lists the current holdings snapshot only.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's future business outlook. It strictly discloses securities held at the end of the quarter.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $67.3 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.
- Note that this report aggregates holdings for five other managers, including Principal Global Investors, LLC and Principal Life Insurance Co.
- Confirm that the 3,524 holdings listed represent the complete equity portfolio for the reporting managers as of December 31, 2015.
- Recognize that this document does not reflect the company's own financial health (earnings, debt, or cash flow) but rather its investment positions.