Business Context and Reporting Period
This filing is a Form 13F-HR submitted by PRINCIPAL FINANCIAL GROUP INC for the quarter ended September 30, 2022. The report discloses the equity holdings of the institutional investment manager and five other included managers under its umbrella, including Principal Global Investors and Principal Life Insurance Co.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the company's operational financial performance (revenue, profit, or cash flow). The filing text does not provide a clear value for revenue, profit margins, debt, or liquidity.
- Total Value of Reported Holdings: $125,828,905,000 (125.8 billion)
- Total Number of Holdings Entries: 4,800
- Number of Included Managers: 5
Material Changes
The filing text does not provide a clear value for material changes in holdings compared to the prior comparable period. This form lists the aggregate holdings at the end of the reporting period but does not include a comparative table of changes from the previous quarter.
Guidance, Outlook, and Risks
The filing text does not provide a clear value for management guidance, future outlook, specific risk factors, or contingencies. Form 13F filings are statutory disclosures of current holdings and do not contain forward-looking statements or management commentary.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $125.8 billion against the company's broader 10-Q or 10-K filings to understand the proportion of assets managed versus owned.
- Confirm the specific breakdown of the 4,800 holdings entries to identify top sector concentrations or individual stock positions.
- Note that this report covers five distinct managers; verify if specific holdings are attributed to Principal Global Investors, Principal Real Estate Investors, or other included entities.
- Check the filing date (November 2, 2022) to ensure the data reflects the most recent available quarter for the 2022 fiscal year.