Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended September 30, 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 the reporting entity. Consequently, the filing does not provide data on revenue, profit, cash flow, margins, debt, or liquidity.
- Total Value of Reported Holdings: $113,412,495,000 (113,412,495 thousands)
- Total Number of Holdings Entries: 3,666
- Number of Other Included Managers: 4
Material Changes
The filing text does not provide a clear value for material changes in holdings compared to the prior comparable period. Form 13F reports are static snapshots of holdings at the end of the quarter and do not inherently contain comparative analysis or change metrics within the cover page summary.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, risk factors, or contingencies. It is a regulatory disclosure of securities held and does not include operational outlooks or unusual items.
Important Facts for Investors to Verify
- Verify the total aggregate value of $113.4 billion represents the combined holdings of Principal Financial Group Inc and the four listed subsidiary managers.
- Confirm that the 3,666 entries listed in the full schedule (not included in this summary) represent the complete universe of reportable equity securities for the period.
- Note that this document does not reflect the company's own financial health, earnings, or debt levels, but rather the assets under management or held for investment.