Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended March 31, 2022. The report discloses equity holdings managed by Principal Financial Group Inc and five other included institutional investment managers, including Principal Global Investors, LLC and Principal Life Insurance Co.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the operating financial performance (revenue, profit, cash flow) of the reporting manager itself.
- Total Portfolio Value: $158,567,827,000 (reported in thousands).
- Total Number of Holdings: 4,055 entries.
- Number of Included Managers: 5 additional managers reported alongside the primary filer.
- Operating Metrics: The filing text does not provide values for revenue, profit, margins, debt, or liquidity for Principal Financial Group Inc.
Material Changes
The filing text does not provide comparative data against the prior period (December 31, 2021) to calculate material changes in portfolio value or composition. The document serves as a snapshot of holdings at the end of the reporting period.
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 document includes a standard disclaimer stating that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of approximately $158.6 billion against the company's latest 10-Q or 10-K for context on total assets under management.
- Confirm the list of 5 other included managers to understand the scope of the reported holdings.
- Note that this filing covers only equity securities; it does not disclose fixed income, derivatives, or cash positions.
- Review the specific holdings table (not included in this summary) to identify top positions and concentration risks.