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PFG vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

PFG vs. BRK-B

Last updated Apr 2, 2026

Compare and contrast key facts about Principal Financial Group, Inc. (PFG) and Berkshire Hathaway Inc. (BRK-B).

Performance

PFG vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Financial Group, Inc. (PFG) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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PFG vs. BRK-B - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
PFG
Principal Financial Group, Inc.		3.04%18.38%1.87%-2.83%20.10%51.35%-5.19%29.71%-34.96%25.52%
BRK-B
Berkshire Hathaway Inc.		-4.80%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Fundamentals

Market Cap

PFG:

$20.03B

BRK-B:

$1.03T

EPS

PFG:

$5.26

BRK-B:

$31.03

PE Ratio

PFG:

17.11

BRK-B:

15.42

PEG Ratio

PFG:

0.25

BRK-B:

0.60

PS Ratio

PFG:

1.84

BRK-B:

2.78

PB Ratio

PFG:

1.69

BRK-B:

1.44

Total Revenue (TTM)

PFG:

$11.05B

BRK-B:

$371.37B

Gross Profit (TTM)

PFG:

$4.91B

BRK-B:

$116.89B

EBITDA (TTM)

PFG:

$780.40M

BRK-B:

$87.30B

Returns By Period

In the year-to-date period, PFG achieves a 3.04% return, which is significantly higher than BRK-B's -4.80% return. Both investments have delivered pretty close results over the past 10 years, with PFG having a 12.60% annualized return and BRK-B not far ahead at 12.78%.

PFG

1D
-0.03%
1M
-5.15%
YTD
3.04%
6M
10.49%
1Y
9.88%
3Y*
10.55%
5Y*
12.12%
10Y*
12.60%

BRK-B

1D
-0.15%
1M
-0.35%
YTD
-4.80%
6M
-3.95%
1Y
-10.22%
3Y*
15.72%
5Y*
13.13%
10Y*
12.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Principal Financial Group, Inc.

Berkshire Hathaway Inc.

Often compared with PFG:
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Often compared with BRK-B:
BRK-B vs. SPYBRK-B vs. VOOBRK-B vs. BRK-ABRK-B vs. QQQBRK-B vs. ^NDXBRK-B vs. VTIBRK-B vs. VGT

Return for Risk

PFG vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PFG
PFG Risk / Return Rank: 5151
Overall Rank
PFG Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
PFG Sortino Ratio Rank: 4646
Sortino Ratio Rank
PFG Omega Ratio Rank: 4646
Omega Ratio Rank
PFG Calmar Ratio Rank: 5454
Calmar Ratio Rank
PFG Martin Ratio Rank: 5656
Martin Ratio Rank
BRK-B
BRK-B Risk / Return Rank: 1717
Overall Rank
BRK-B Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1616
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1616
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1717
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PFG vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Financial Group, Inc. (PFG) and Berkshire Hathaway Inc. (BRK-B). 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.

PFGBRK-BDifference

Sharpe ratio

Return per unit of total volatility

0.35

-0.56

+0.91

Sortino ratio

Return per unit of downside risk

0.66

-0.65

+1.30

Omega ratio

Gain probability vs. loss probability

1.09

0.91

+0.18

Calmar ratio

Return relative to maximum drawdown

0.56

-0.68

+1.24

Martin ratio

Return relative to average drawdown

1.50

-1.16

+2.66

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PFG vs. BRK-B - Sharpe Ratio Comparison

The current PFG Sharpe Ratio is 0.35, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of PFG and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

PFGBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.35

-0.56

+0.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.77

-0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

0.66

-0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.48

-0.27

Correlation

The correlation between PFG and BRK-B is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

PFG vs. BRK-B - Dividend Comparison

PFG's dividend yield for the trailing twelve months is around 3.47%, while BRK-B has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
PFG
Principal Financial Group, Inc.		3.47%3.49%3.68%3.30%3.05%3.37%4.52%3.96%4.75%2.65%2.78%3.33%
BRK-B
Berkshire Hathaway Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PFG vs. BRK-B - Drawdown Comparison

The maximum PFG drawdown since its inception was -91.50%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for PFG and BRK-B.

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Drawdown Indicators

PFGBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-91.50%

-53.86%

-37.64%

Max Drawdown (1Y)

Largest decline over 1 year

-19.29%

-14.95%

-4.34%

Max Drawdown (5Y)

Largest decline over 5 years

-29.32%

-26.58%

-2.74%

Max Drawdown (10Y)

Largest decline over 10 years

-64.73%

-29.57%

-35.16%

Current Drawdown

Current decline from peak

-6.78%

-11.36%

+4.58%

Average Drawdown

Average peak-to-trough decline

-22.01%

-11.07%

-10.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.28%

8.72%

-1.44%

Volatility

PFG vs. BRK-B - Volatility Comparison

Principal Financial Group, Inc. (PFG) has a higher volatility of 6.06% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that PFG's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

PFGBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.06%

4.33%

+1.73%

Volatility (6M)

Calculated over the trailing 6-month period

16.62%

11.14%

+5.48%

Volatility (1Y)

Calculated over the trailing 1-year period

28.62%

18.30%

+10.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.68%

17.20%

+9.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.02%

19.45%

+12.57%

Financials

PFG vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Principal Financial Group, Inc. and Berkshire Hathaway 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.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

0.0050.00B100.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
-1.90M
94.23B
(PFG) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items