Principal Financial Group, Inc.

PFG · Financial Services

About Principal Financial Group, Inc. (PFG)

Principal Financial Group, Inc. is a Asset Management company operating in the Financial Services sector.

PFG trades on the US stock exchanges (NYSE/NASDAQ) and is classified as a large-cap stock .

Sector
Financial Services
Industry
Asset Management

Key Statistics

Current Price
$86.55
Market Cap
$19.01B
52-Week High
$97.88
52-Week Low
$68.39
Sector
Financial Services
Industry
Asset Management

$1,000 Invested in Principal Financial Group, Inc. (PFG)

1 Year
$1,080
+8%
3 Years
$1,379
+38%
5 Years
$1,719
+72%
10 Years
$3,191
+219%
Since IPO
$7,952
+695%

How much would $1,000 invested in PFG be worth today?

What would $1,000 invested in PFG 1 year ago be worth today?

A $1,000 investment in Principal Financial Group, Inc. (PFG) in 2025 would be worth $1,080 as of May 2026, representing a +8.0% total return.

What would $1,000 invested in PFG 3 years ago be worth today?

A $1,000 investment in Principal Financial Group, Inc. (PFG) in 2023 would be worth $1,379 as of May 2026, representing a +37.9% total return.

What would $1,000 invested in PFG 5 years ago be worth today?

A $1,000 investment in Principal Financial Group, Inc. (PFG) in 2021 would be worth $1,719 as of May 2026, representing a +71.9% total return.

What would $1,000 invested in PFG 10 years ago be worth today?

A $1,000 investment in Principal Financial Group, Inc. (PFG) in 2016 would be worth $3,191 as of May 2026, representing a +219.1% total return.

What would $1,000 invested in PFG at IPO be worth today?

A $1,000 investment in Principal Financial Group, Inc. (PFG) at IPO would be worth $7,952 as of May 2026, representing a +695.1% total return.

Monthly Returns Heatmap

Avg Monthly Return
+1.32%
Positive Months
173
59% of 293
Negative Months
120
41% of 293
Data Period
24+ years
293 months
Best Performers
Best month ever: Apr 2009 (+99.8%)
Best month on avg: April (+6.2%)
Worst Performers
Worst month ever: Oct 2008 (-56.3%)
Worst month on avg: February (-1.3%)

Over the past 24+ years (293 months), Principal Financial Group, Inc. (PFG) has averaged a monthly return of +1.32% with a median return of +1.53%. The stock had 173 positive months (59%) and 120 negative months (41%). The best month in PFG's history was April 2009 with a +99.8% return, while the worst was October 2008 at -56.3%. Historically, April tends to be the strongest month (averaging +6.2%), and February the weakest (-1.3%).

PFG's longest winning streak was 8 consecutive months of gains, while its longest losing streak was 6 consecutive months of losses. The best full year was 2009 with a cumulative return of +76.0%, and the worst was 2008 at -59.8%.

Annual Returns

Over 25 years of trading history, Principal Financial Group, Inc. (PFG) has delivered an average annual return of +12.53% with a median return of +18.38%. The compound annual growth rate (CAGR) is +8.07%. The stock posted gains in 18 years (72%) and losses in 7 years (28%).

PFG's best year was 2013 with a +77.23% gain, while the worst was 2008 at -66.48%. The longest streak of consecutive positive years was 6, and the longest losing streak was 1 years. PFG achieved double-digit gains (10%+) in 15 years. It suffered double-digit losses in 4 years.

Avg Return
+12.53%
Best Year
2013 (+77.23%)
Worst Year
2008 (-66.48%)
Positive Years
18/25
Year Return Start End
2026 -1.00% $87.42 $86.55
2025 +18.38% $73.85 $87.42
2024 +1.87% $72.50 $73.85
2023 -2.83% $74.61 $72.50
2022 +20.10% $62.12 $74.61
2021 +51.35% $41.05 $62.12
2020 -5.19% $43.29 $41.05
2019 +29.71% $33.38 $43.29
2018 -34.96% $51.32 $33.38
2017 +25.52% $40.88 $51.32
2016 +33.13% $30.71 $40.88
2015 -10.79% $34.42 $30.71
2014 +8.04% $31.86 $34.42
2013 +77.23% $17.98 $31.86
2012 +19.39% $15.06 $17.98
2011 -22.27% $19.37 $15.06
2010 +38.17% $14.02 $19.37
2009 +8.54% $12.92 $14.02
2008 -66.48% $38.54 $12.92
2007 +18.86% $32.43 $38.54
2006 +25.46% $25.85 $32.43
2005 +17.33% $22.03 $25.85
2004 +25.57% $17.54 $22.03
2003 +11.33% $15.76 $17.54
2002 +26.68% $12.44 $15.76

Frequently Asked Questions: PFG

What sector is PFG in?

PFG operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.

How has PFG performed historically?

Over 25 years of trading history, PFG has posted gains in 18 years (72% of the time). The best year was 2013 with a +77.2% return. Past performance does not guarantee future results.

How can I invest in PFG?

You can invest in PFG through any brokerage account that offers access to US stock exchanges. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold PFG.

Last updated: 3/24/2026