Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended June 30, 2020. 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 the filing entity. Consequently, revenue, profit, cash flow, margins, debt, and liquidity metrics for Principal Financial Group Inc are not provided in this text.
- Total Value of Reported Holdings: $112,785,017,000 (112.8 billion)
- Total Number of Holdings Entries: 3,635
- Number of Other Included Managers: 4
Material Changes
The filing text does not provide comparative data for the prior period (March 31, 2020) or detail specific material changes in holdings, values, or portfolio composition versus 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 future 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 aggregate value of $112.8 billion against the company's 10-Q or 10-K filings for the same period to understand the proportion of assets under management represented here.
- Confirm the specific breakdown of the 3,635 holdings entries to assess sector concentration and top positions.
- Review the filings of the four other included managers (Principal Global Investors, LLC, etc.) to ensure a complete picture of the group's total reported assets.
- Note that this document reflects holdings as of June 30, 2020, and does not reflect subsequent market movements or trading activity.