Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc, an institutional investment manager. The report covers the calendar quarter ended June 30, 2026, and was signed on July 29, 2026, by Jill Hittner, Chief Financial Officer of Principal Global Investors, LLC.
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 reported investment portfolio:
- Total Portfolio Value: $203,639,295,722
- Total Number of Holdings: 4,413
- Reporting Scope: Combination Report (includes holdings reported by other managers).
Material Changes and Portfolio Composition
The filing does not provide a comparative analysis of changes versus the prior period. It serves as a snapshot of holdings at the end of the reporting period. The report aggregates data from the primary manager and five other included managers:
- Principal Global Investors
- Principal Real Estate Investors LLC
- Principal Life Insurance Co
- Principal Financial Services Inc
- Delaware Charter Guarantee & Trust Co
Guidance, Outlook, and Risks
This filing type does not contain management commentary, future guidance, risk factors, or contingency plans. It is a regulatory disclosure of long-term equity positions.
Investor Verification Checklist
- Verify the total portfolio value of approximately $203.6 billion against the sum of individual holdings in the full schedule.
- Confirm the inclusion of the five additional managers listed to ensure the total value represents the consolidated reporting group.
- Note that this document does not reflect Principal Financial Group's own corporate earnings or balance sheet.