Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended March 31, 2014. The report was signed on May 9, 2014, by Michael Roughton, Vice President. 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 portfolio metrics are disclosed:
- Total Portfolio Value: $56,057,352,000 (reported as 56,057,352 in thousands).
- Total Number of Holdings: 3,748 entries.
- Number of Included Managers: 5 additional managers reported alongside the primary filer.
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity as these are not applicable to a 13F holdings report.
Material Changes
The filing text does not provide comparative data against the prior period (December 31, 2013) to determine material changes in portfolio value or composition. The document lists current holdings but does not explicitly detail additions or deletions relative to the previous quarter.
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 securities held for the reporting period.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $56.06 billion against the company's broader asset management disclosures.
- Confirm the list of five other included managers (Principal Global Investors, Principal Real Estate Investors, Principal Life Insurance Co., Principal Financial Services, Inc., and Principal Management Corporation) to understand the scope of the reported assets.
- Note that this report covers only equity securities and does not reflect the full balance sheet of Principal Financial Group Inc.