Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended March 31, 2023. The report was signed on April 27, 2023, by Jill Hittner, Chief Financial Officer of Principal Global Investors, LLC. The filing covers the holdings of the reporting manager and includes five other institutional investment 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 metrics relate to the investment portfolio managed by the entity:
- Total Portfolio Value: $139,885,257,218
- Total Number of Holdings: 4,728
- Number of Included Managers: 5
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity for Principal Financial Group Inc itself.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2022) to calculate material changes in portfolio value or holdings count. The document is a standalone snapshot of holdings as of the reporting date.
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 only risk disclosure present is the standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $139.9 billion against the company's broader 10-Q or 10-K filings for context on total assets under management.
- Confirm the specific equity positions within the 4,728 reported holdings to understand sector exposure.
- Note that this report includes holdings for five other managers (Principal Global Investors, Principal Real Estate Investors LLC, Principal Life Insurance Co, Principal Financial Services Inc, and Delaware Charter Guarantee & Trust Co).
- Recognize that this document does not reflect the company's own financial health (earnings, debt levels, or cash flow).