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Principal Financial Group, Inc. (PFG)

Equity · Currency in USD · Last updated Aug 4, 2022

Company Info

ISINUS74251V1026
CUSIP74251V102
SectorFinancial Services
IndustryInsurance—Diversified

Trading Data

Previous Close$68.05
Year Range$60.02 - $77.49
EMA (50)$66.63
EMA (200)$67.48
Average Volume$1.49M
Market Capitalization$16.96B

PFGShare Price Chart


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PFGPerformance

The chart shows the growth of $10,000 invested in Principal Financial Group, Inc. in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $40,841 for a total return of roughly 308.41%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%MarchAprilMayJuneJulyAugust
-4.63%
-7.20%
PFG (Principal Financial Group, Inc.)
Benchmark (^GSPC)

PFGReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M0.41%8.62%
6M-6.53%-8.61%
YTD-4.14%-12.82%
1Y13.92%-5.29%
5Y4.54%10.96%
10Y13.93%11.59%

PFGMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20221.01%-3.31%4.96%-7.18%7.03%-7.61%0.22%1.66%
2021-0.69%15.95%5.97%6.52%2.38%-2.47%-1.68%8.55%-3.61%4.18%3.15%5.47%
2020-3.73%-15.15%-29.40%16.18%7.55%7.56%2.14%0.52%-4.37%-2.61%26.95%0.77%
201913.36%5.13%-3.67%13.89%-8.87%12.31%0.21%-8.30%8.50%-6.58%3.22%0.83%
2018-4.20%-7.80%-1.46%-2.77%-5.78%-4.21%9.69%-4.98%7.18%-19.66%5.93%-10.44%
2017-1.33%9.55%1.63%3.20%-3.41%2.59%4.18%-5.63%2.91%2.35%7.50%0.37%
2016-15.52%-0.50%5.35%8.19%4.40%-6.92%13.43%6.11%4.97%6.00%5.66%1.05%
2015-9.65%9.03%1.11%-0.49%1.12%-0.06%8.23%-9.30%-5.23%5.96%2.59%-11.94%
2014-11.64%4.09%2.03%1.85%-0.15%8.65%-1.58%9.28%-2.75%-0.19%1.72%-1.87%
20138.73%1.94%8.42%6.08%5.48%-1.06%15.78%-5.63%5.30%10.84%6.68%-2.09%
201211.02%1.28%7.41%-6.24%-10.58%6.80%-2.44%7.23%-1.06%2.23%-1.42%5.84%
20110.65%4.55%-6.28%5.11%-7.35%-2.72%-9.17%-8.22%-10.61%13.72%-3.70%1.95%
2010-7.80%0.69%25.85%0.03%-6.95%-13.79%9.26%-10.00%12.45%3.55%3.53%19.53%

PFGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Principal Financial Group, Inc. Sharpe ratio is 0.41. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-0.500.000.501.001.502.00MarchAprilMayJuneJulyAugust
0.41
-0.30
PFG (Principal Financial Group, Inc.)
Benchmark (^GSPC)

PFGDividend History

Principal Financial Group, Inc. granted a 3.75% dividend yield in the last twelve months. The annual payout for that period amounted to $2.55 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$2.55$2.44$2.24$2.18$2.10$1.87$1.61$1.50$1.28$0.98$0.78$0.70$0.55

Dividend yield

3.75%3.44%4.78%4.41%5.51%3.19%3.45%4.27%3.25%2.69%3.80%4.07%2.48%

PFGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-12.18%
-13.37%
PFG (Principal Financial Group, Inc.)
Benchmark (^GSPC)

PFGWorst Drawdowns

The table below shows the maximum drawdowns of the Principal Financial Group, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Principal Financial Group, Inc. is 64.73%, recorded on Mar 23, 2020. It took 282 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.73%Jan 29, 2018541Mar 23, 2020282May 5, 2021823
-39.86%Aug 17, 2015124Feb 11, 2016189Nov 9, 2016313
-38.83%Feb 22, 2011156Oct 3, 2011357Mar 7, 2013513
-30.54%Apr 26, 201085Aug 24, 201074Dec 8, 2010159
-21.11%Feb 10, 2022106Jul 14, 2022
-17.18%Dec 2, 201343Feb 3, 201494Jun 18, 2014137
-16.83%Jan 12, 201020Feb 9, 201023Mar 15, 201043
-13.51%Sep 19, 201492Jan 30, 2015121Jul 24, 2015213
-10.65%May 18, 202143Jul 19, 202117Aug 11, 202160
-10.39%Jul 31, 201728Sep 7, 201723Oct 10, 201751

PFGVolatility Chart

Current Principal Financial Group, Inc. volatility is 27.86%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%MarchAprilMayJuneJulyAugust
27.86%
20.74%
PFG (Principal Financial Group, Inc.)
Benchmark (^GSPC)