Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Principal Financial Group Inc for the quarter ended March 31, 2018. 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 company's operational financial performance. Consequently, data regarding revenue, profit, cash flow, margins, debt, and liquidity for Principal Financial Group Inc is not present in this text.
- Total Value of Reported Holdings: $104,048,957,000 (104,048,957 thousands)
- Total Number of Holdings Entries: 3,648
- Number of Other Included Managers: 4
Material Changes
The filing text does not provide comparative data for the prior period, nor does it detail specific additions, deletions, or changes in position sizes. Therefore, material changes versus the prior comparable period cannot be determined from this document.
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 at the end of the reporting period.
Important Facts for Investors to Verify
- Verify the total aggregate value of the reported portfolio ($104.05 billion) against the company's total assets under management to understand the scope of this specific filing.
- Note that this report covers holdings for multiple entities under the Principal Financial Group umbrella, not just the parent company.
- Confirm that the 3,648 entries represent the complete list of reportable equity securities for the included managers as of March 31, 2018.
- Recognize that this document does not reflect the company's own financial health, earnings, or debt levels.