APO vs. PFG
APO (Apollo Global Management, Inc.) and PFG (Principal Financial Group, Inc.) are both stocks. Both are in the Financial Services sector — APO in Asset Management, PFG in Insurance - Diversified. Over the past 10 years, APO returned 29.16%/yr vs 14.54%/yr for PFG. At a 0.48 correlation, their price movements are largely independent.
Performance
APO vs. PFG - Performance Comparison
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Returns By Period
In the year-to-date period, APO achieves a -6.75% return, which is significantly lower than PFG's 28.11% return. Over the past 10 years, APO has outperformed PFG with an annualized return of 29.16%, while PFG has yielded a comparatively lower 14.54% annualized return.
APO
- 1D
- -0.02%
- 1M
- 2.16%
- YTD
- -6.75%
- 6M
- -8.82%
- 1Y
- -1.51%
- 3Y*
- 22.69%
- 5Y*
- 20.72%
- 10Y*
- 29.16%
PFG
- 1D
- 1.30%
- 1M
- 11.53%
- YTD
- 28.11%
- 6M
- 25.65%
- 1Y
- 49.57%
- 3Y*
- 19.02%
- 5Y*
- 15.41%
- 10Y*
- 14.54%
APO vs. PFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | -6.75% | -11.12% | 79.87% | 49.44% | -9.59% | 53.25% | 8.00% | 106.46% | -22.03% | 85.29% |
PFG Principal Financial Group, Inc. | 28.11% | 18.38% | 1.87% | -2.83% | 20.10% | 51.35% | -5.19% | 29.71% | -34.96% | 25.52% |
Correlation
The correlation between APO and PFG is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Mar 30, 2011 | 0.48 |
The correlation between APO and PFG has been stable across timeframes, ranging from 0.46 to 0.54 - a consistent structural relationship.
Fundamentals
APO:
$79.66B
PFG:
$24.48B
APO:
$3.58
PFG:
$6.97
APO:
37.38
PFG:
15.93
APO:
0.10
PFG:
0.23
APO:
2.71
PFG:
2.06
APO:
4.29
PFG:
2.07
APO:
$29.68B
PFG:
$12.07B
APO:
$26.52B
PFG:
$5.76B
APO:
$9.28B
PFG:
$1.39B
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Return for Risk
APO vs. PFG — Risk / Return Rank
APO
PFG
APO vs. PFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apollo Global Management, Inc. (APO) and Principal Financial Group, Inc. (PFG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| APO | PFG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.32 | ||
| Sortino ratioReturn per unit of downside risk | -2.71 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.38 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 4.16 | -4.21 |
| Martin ratioReturn relative to average drawdown | -0.09 | 13.49 | -13.58 |
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Drawdowns
APO vs. PFG - Drawdown Comparison
The maximum APO drawdown since its inception was -56.99%, smaller than the maximum PFG drawdown of -91.50%. Use the drawdown chart below to compare losses from any high point for APO and PFG.
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Drawdown Indicators
| APO | PFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.99% | -91.50% | +34.51% |
Max Drawdown (1Y)Largest decline over 1 year | -34.97% | -11.96% | -23.01% |
Max Drawdown (3Y)Largest decline over 3 years | -42.82% | -22.43% | -20.39% |
Max Drawdown (5Y)Largest decline over 5 years | -42.82% | -29.32% | -13.50% |
Max Drawdown (10Y)Largest decline over 10 years | -53.48% | -64.73% | +11.25% |
Current DrawdownCurrent decline from peak | -23.36% | 0.00% | -23.36% |
Average DrawdownAverage peak-to-trough decline | -16.39% | -21.84% | +5.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.70% | 3.69% | +13.01% |
Volatility
APO vs. PFG - Volatility Comparison
Apollo Global Management, Inc. (APO) has a higher volatility of 8.49% compared to Principal Financial Group, Inc. (PFG) at 5.39%. This indicates that APO's price experiences larger fluctuations and is considered to be riskier than PFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APO | PFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.49% | 5.39% | +3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 26.89% | 15.57% | +11.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.44% | 21.87% | +13.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.11% | 26.64% | +10.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.83% | 31.95% | +5.88% |
Dividends
APO vs. PFG - Dividend Comparison
APO's dividend yield for the trailing twelve months is around 1.56%, less than PFG's 2.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | 1.56% | 1.38% | 1.10% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% |
PFG Principal Financial Group, Inc. | 2.87% | 3.49% | 3.68% | 3.30% | 3.05% | 3.37% | 4.52% | 3.96% | 4.75% | 2.65% | 2.78% | 3.33% |
Financials
APO vs. PFG - Financials Comparison
This section allows you to compare key financial metrics between Apollo Global Management, Inc. and Principal Financial Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
APO and PFG have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APO has higher volatility (8.49%) compared to PFG (5.39%). In terms of maximum drawdown, APO dropped -56.99% vs PFG's -91.50%.
PFG currently has the higher Sharpe Ratio (2.28 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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