Principal Financial Group, Inc. (PFG)

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Principal Financial Group, Inc. (PFG) is up 28.3% since the beginning of the year. At $111 per share, PFG is trading just below its 52-week high of $112. Investors who bought $1,000 worth of PFG shares 5 years ago would now be looking at an investment worth $2,136.

Principal Financial Group, Inc. (PFG) has returned 28.25% so far this year and 50.53% over the past 12 months. Looking at the last ten years, PFG has achieved an annualized return of 14.97%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Oct 23, 2001, PFG's average daily return is +0.07%, while the average monthly return is +1.43%. At this rate, an investment would double in approximately 4.1 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2009 with a return of +99.8%, while the worst month was Oct 2008 at -56.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PFG closed higher 52% of trading days. The best single day was Dec 5, 2008 with a return of +40.8%, while the worst single day was Feb 10, 2009 at -29.6%.

Principal Financial Group, Inc. has an annualized alpha of 3.48%, beta of 1.58, and R2 of 0.50 versus S&P 500 Index. Calculated based on daily prices since October 23, 2001.

• This stock captured 154.94% of S&P 500 Index gains and 136.48% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.50 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

PFG ranks 90 for risk / return — in the top 90% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Principal Financial Group, Inc. provided a 2.87% dividend yield over the last twelve months, with an annual payout of $3.19 per share. The company has been increasing its dividends for 17 consecutive years.

The table displays the monthly dividend distributions for Principal Financial Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Principal Financial Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Principal Financial Group, Inc. was 91.50%, occurring on Mar 9, 2009. Recovery took 1935 trading sessions.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Principal Financial Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Principal Financial Group, Inc. is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.