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
$111.63
Market Cap
$23.71B
52-Week High
$121.18
52-Week Low
$80.00
Sector
Financial Services
Industry
Asset Management

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

1 Year
$1,396
+40%
3 Years
$1,816
+82%
5 Years
$1,913
+91%
10 Years
$3,072
+207%
Since IPO
$10,416
+942%

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 $1,396 as of November 2026, representing a +39.6% 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 $1,816 as of November 2026, representing a +81.6% 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 $1,913 as of November 2026, representing a +91.3% 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 $3,072 as of November 2026, representing a +207.2% 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 $10,416 as of November 2026, representing a +941.6% total return.

Monthly Returns Heatmap

Avg Monthly Return
+1.38%
Positive Months
178
59% of 300
Negative Months
122
41% of 300
Data Period
25+ years
300 months
Best Performers
Best month ever: Apr 2009 (+99.8%)
Best month on avg: April (+6.5%)
Worst Performers
Worst month ever: Oct 2008 (-56.3%)
Worst month on avg: February (-1.3%)

Over the past 25+ years (300 months), Principal Financial Group, Inc. (PFG) has averaged a monthly return of +1.38% with a median return of +1.58%. The stock had 178 positive months (59%) and 122 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 +6.5%), 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 +13.75% with a median return of +18.86%. The compound annual growth rate (CAGR) is +9.24%. The stock posted gains in 19 years (76%) and losses in 6 years (24%).

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 16 years. It suffered double-digit losses in 4 years.

Avg Return
+13.75%
Best Year
2013 (+77.23%)
Worst Year
2008 (-66.48%)
Positive Years
19/25
Year Return Start End
2026 +29.69% $86.08 $111.63
2025 +18.38% $72.72 $86.08
2024 +1.87% $71.38 $72.72
2023 -2.83% $73.46 $71.38
2022 +20.10% $61.17 $73.46
2021 +51.35% $40.41 $61.17
2020 -5.19% $42.63 $40.41
2019 +29.71% $32.86 $42.63
2018 -34.96% $50.53 $32.86
2017 +25.52% $40.25 $50.53
2016 +33.13% $30.24 $40.25
2015 -10.79% $33.89 $30.24
2014 +8.04% $31.37 $33.89
2013 +77.23% $17.70 $31.37
2012 +19.39% $14.83 $17.70
2011 -22.27% $19.07 $14.83
2010 +38.17% $13.81 $19.07
2009 +8.54% $12.72 $13.81
2008 -66.48% $37.95 $12.72
2007 +18.86% $31.93 $37.95
2006 +25.46% $25.45 $31.93
2005 +17.33% $21.69 $25.45
2004 +25.57% $17.27 $21.69
2003 +11.33% $15.52 $17.27
2002 +26.68% $12.25 $15.52

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 19 years (76% 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: 11/1/2026