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[13F-HR] Principal Financial Group, Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
13F-HR
Rhea-AI Filing Summary

Principal Financial Group (PFG) filed a 13F combination report for the quarter ended 06-30-2025. The filing reports 4,603 information-table entries with a total market value of $189,179,400,236. It is a combination report that lists five other included managers. The report was signed by Jill Hittner, Chief Financial Officer.

Principal Financial Group (PFG) ha presentato un rapporto combinato 13F relativo al trimestre terminato il 30-06-2025. Il deposito riporta 4.603 voci nella tabella delle informazioni per un valore di mercato totale di $189,179,400,236. Si tratta di un rapporto combinato che include altri cinque gestori. Il rapporto è firmato da Jill Hittner, Chief Financial Officer.

Principal Financial Group (PFG) presentó un informe combinado 13F correspondiente al trimestre terminado el 30-06-2025. El documento informa 4,603 entradas en la tabla de información con un valor de mercado total de $189,179,400,236. Es un informe combinado que incluye a otros cinco administradores. El informe fue firmado por Jill Hittner, directora financiera.

Principal Financial Group (PFG)2025� 6� 30�� 종료� 분기� 대� 13F 결합 보고서를 제출했습니다. 제출 서류에 � 시장 가� $189,179,400,236� 정보� 항목 4,603건이 보고되어 있습니다. � 보고서 다섯 명의 다른 포함 관리자� 기재� 결합 보고서입니다. 보고서 최고재무책임자인 Jill Hittner� 서명으로 제출되었습니�.

Principal Financial Group (PFG) a déposé un rapport combiné 13F pour le trimestre clos le 30-06-2025. Le dépôt signale 4 603 éléments dans le tableau d'informations pour une valeur de marché totale de $189,179,400,236. Il s'agit d'un rapport combiné qui mentionne cinq autres gestionnaires inclus. Le rapport a été signé par Jill Hittner, directrice financière.

Principal Financial Group (PFG) reichte einen kombinierten 13F-Bericht für das zum 30.06.2025 endende Quartal ein. Die Einreichung meldet 4.603 Einträge in der Informationstabelle mit einem Gesamtmarktwert von $189,179,400,236. Es handelt sich um einen Kombinationsbericht, der fünf weitere eingeschlossene Manager aufführt. Der Bericht wurde von Jill Hittner, Chief Financial Officer, unterschrieben.

Positive
  • Discloses a large reported portfolio value of $189,179,400,236
  • Information table shows 4,603 entries, indicating extensive reported holdings
  • Lists five other included managers, showing reporting coordination among related entities
Negative
  • The provided excerpt does not include the detailed holdings table, so specific positions are not visible
  • No sector, position-size, or individual security breakdowns appear in the content provided

Insights

TL;DR: Routine combination 13F showing a very large reported portfolio by value; totals are provided but individual positions are not shown here.

The filing is a standard Form 13F combination report covering the quarter ended 06-30-2025. The summary data shows 4,603 information-table entries and a total reported market value of $189,179,400,236. Five affiliated or related managers are listed as included managers, indicating portions of holdings are reported across related entities. Based on the excerpt provided, the filing supplies high-level scale but does not include the underlying holdings detail in this content extract, limiting position-level analysis.

TL;DR: Filing appears procedurally complete as a combination 13F with required signatory information; the excerpt lacks the detailed holdings table.

The document indicates a 13F combination filing for the quarter ended 06-30-2025 and identifies the reporting manager and the authorized signatory, Jill Hittner, Chief Financial Officer. The summary page reports the number of other included managers as five and gives the Form 13F information-table totals. For governance and compliance review, the presence of the signature block and listed included managers meets routine disclosure structure; however, the excerpt does not contain the detailed holdings information that investors or auditors would review for position-level compliance or concentration analysis.

Principal Financial Group (PFG) ha presentato un rapporto combinato 13F relativo al trimestre terminato il 30-06-2025. Il deposito riporta 4.603 voci nella tabella delle informazioni per un valore di mercato totale di $189,179,400,236. Si tratta di un rapporto combinato che include altri cinque gestori. Il rapporto è firmato da Jill Hittner, Chief Financial Officer.

Principal Financial Group (PFG) presentó un informe combinado 13F correspondiente al trimestre terminado el 30-06-2025. El documento informa 4,603 entradas en la tabla de información con un valor de mercado total de $189,179,400,236. Es un informe combinado que incluye a otros cinco administradores. El informe fue firmado por Jill Hittner, directora financiera.

Principal Financial Group (PFG)2025� 6� 30�� 종료� 분기� 대� 13F 결합 보고서를 제출했습니다. 제출 서류에 � 시장 가� $189,179,400,236� 정보� 항목 4,603건이 보고되어 있습니다. � 보고서 다섯 명의 다른 포함 관리자� 기재� 결합 보고서입니다. 보고서 최고재무책임자인 Jill Hittner� 서명으로 제출되었습니�.

Principal Financial Group (PFG) a déposé un rapport combiné 13F pour le trimestre clos le 30-06-2025. Le dépôt signale 4 603 éléments dans le tableau d'informations pour une valeur de marché totale de $189,179,400,236. Il s'agit d'un rapport combiné qui mentionne cinq autres gestionnaires inclus. Le rapport a été signé par Jill Hittner, directrice financière.

Principal Financial Group (PFG) reichte einen kombinierten 13F-Bericht für das zum 30.06.2025 endende Quartal ein. Die Einreichung meldet 4.603 Einträge in der Informationstabelle mit einem Gesamtmarktwert von $189,179,400,236. Es handelt sich um einen Kombinationsbericht, der fünf weitere eingeschlossene Manager aufführt. Der Bericht wurde von Jill Hittner, Chief Financial Officer, unterschrieben.

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2025
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: PRINCIPAL FINANCIAL GROUP INC
Address: 711 HIGH STREET
DES MOINES, IA 50392
Form 13F File Number: 028-10106
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Jill Hittner
Title: Chief Financial Officer, Principal Global Investors, LLC
Phone: 515-248-2153
Signature, Place, and Date of Signing:
/s/Jill Hittner Des Moines, IA 08-04-2025
[Signature] [City, State] [Date]
Report Type (Check only one.):
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
Origin Asset Management LLP 028-13785 000139897 801-67539 0001484040
Spectrum Asset Management, Inc. 028-11300 000300463 801-30405 0001318293
PRINCIPAL SECURITIES, INC. 028-23623 000001137 801-54949 0000012600
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 5
Form 13F Information Table Entry Total: 4,603
Form 13F Information Table Value Total: 189,179,400,236
(round to nearest dollar)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
1 PRINCIPAL GLOBAL INVESTORS 028-01549 000109002 801-55959 0000769734
2 PRINCIPAL REAL ESTATE INVESTORS LLC 028-10400 000109008 801-55618 0001218333
3 PRINCIPAL LIFE INSURANCE CO 028-00793 0000009712
4 PRINCIPAL FINANCIAL SERVICES INC 028-10107 0001094589
5 DELAWARE CHARTER GUARANTEE & TRUST CO 028-22671 0001280529

FAQ

What period does the PFG 13F-HR cover?

The filing covers the quarter ended 06-30-2025.

What total market value is reported in the summary?

The Form 13F summary reports a total market value of $189,179,400,236.

How many information-table entries are reported?

The summary shows 4,603 Form 13F information-table entries.

Is this a full 13F filing or a combination report?

This is a 13F combination report, meaning a portion of holdings are reported here and portions are reported by other managers.

Which other managers are listed as included?

Five other included managers are listed, including PRINCIPAL GLOBAL INVESTORS, PRINCIPAL REAL ESTATE INVESTORS LLC, PRINCIPAL LIFE INSURANCE CO, PRINCIPAL FINANCIAL SERVICES INC, and DELAWARE CHARTER GUARANTEE & TRUST CO.

Who signed the report for the reporting manager?

The report was signed by Jill Hittner, Chief Financial Officer, Principal Global Investors, LLC.

Does the provided content include the detailed holdings table of securities?

No, the provided excerpt does not include the detailed Form 13F information table showing individual security holdings.
Principal Financial

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PFG Stock Data

17.51B
220.06M
1.12%
75.53%
2.1%
Asset Management
Accident & Health Insurance
United States
DES MOINES