13F-HR: Principal Financial Group Reveals Q2 2024 Investment Portfolio

Principal Financial Group's Q2 2024 13F filing reveals holdings valued at over $168 billion across 4,671 entries.

Summary

• Principal Financial Group's latest 13F filing for the quarter ended June 30, 2024, discloses its investment holdings.
• The report covers multiple included managers, totaling 5.
• The filing includes 4,671 entries in the Form 13F Information Table.
• The total value of the holdings reported in the Form 13F Information Table amounts to $168,395,674,753.
• The report lists other managers reporting for Principal Financial Group, including CIK Origin Asset Management LLP, Spectrum Asset Management, Inc., and PRINCIPAL SECURITIES, INC.

Sentiment

Score: 5

Explanation: The document is a regulatory filing presenting factual information, so the sentiment is neutral.

Management Comments

• Jill Hittner, Chief Financial Officer, Principal Global Investors, LLC, signed the report on behalf of the reporting manager.

Industry Context

This filing provides insight into the investment strategies and asset allocation decisions of a major financial institution, reflecting broader market trends and economic conditions.

Stakeholder Impact

• The filing provides transparency to shareholders and the public regarding the investment positions of Principal Financial Group.
• The investment decisions reflected in the filing can impact the performance of the underlying assets and, consequently, the returns for the group's clients and beneficiaries.

Key Dates