Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended March 31, 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: $107,352,028,000 (107,352,028 thousands)
- Total Number of Holdings Entries: 3,593
- Number of Other Included Managers: 4
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2018) or detail specific material changes in holdings values or quantities. It only presents the aggregate snapshot for the current reporting period.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, risk factors, or discussion of contingencies. It is a statutory disclosure of securities held.
Important Facts for Investors to Verify
- Verify the specific composition of the 3,593 holdings to understand sector exposure, as the summary only provides the aggregate value.
- Note that the reported value ($107.35 billion) represents the value of the reported securities portfolio, not the total assets or market capitalization of Principal Financial Group Inc.
- Confirm the list of other managers included in this combination report to ensure all relevant sub-managers are accounted for.