PFG vs. LNC
Compare and contrast key facts about Principal Financial Group, Inc. (PFG) and Lincoln National Corporation (LNC).
Performance
PFG vs. LNC - Performance Comparison
Loading graphics...
PFG vs. LNC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFG Principal Financial Group, Inc. | 3.07% | 18.38% | 1.87% | -2.83% | 20.10% | 51.35% | -5.19% | 29.71% | -34.96% | 25.52% |
LNC Lincoln National Corporation | -19.45% | 48.02% | 24.78% | -5.55% | -53.53% | 39.49% | -11.08% | 17.95% | -31.98% | 17.98% |
Fundamentals
PFG:
$5.26
LNC:
$9.41
PFG:
17.12
LNC:
3.77
PFG:
0.25
LNC:
0.02
PFG:
1.84
LNC:
0.24
PFG:
$11.05B
LNC:
$18.21B
PFG:
$4.91B
LNC:
$661.00M
PFG:
$780.40M
LNC:
$582.00M
Returns By Period
In the year-to-date period, PFG achieves a 3.07% return, which is significantly higher than LNC's -19.45% return. Over the past 10 years, PFG has outperformed LNC with an annualized return of 12.60%, while LNC has yielded a comparatively lower 2.66% annualized return.
PFG
- 1D
- 2.13%
- 1M
- -4.72%
- YTD
- 3.07%
- 6M
- 10.70%
- 1Y
- 10.93%
- 3Y*
- 10.57%
- 5Y*
- 12.13%
- 10Y*
- 12.60%
LNC
- 1D
- 4.17%
- 1M
- 3.50%
- YTD
- -19.45%
- 6M
- -10.05%
- 1Y
- 3.78%
- 3Y*
- 23.73%
- 5Y*
- -6.29%
- 10Y*
- 2.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PFG vs. LNC — Risk / Return Rank
PFG
LNC
PFG vs. LNC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Financial Group, Inc. (PFG) and Lincoln National Corporation (LNC). 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.
| PFG | LNC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.09 | +0.29 |
Sortino ratioReturn per unit of downside risk | 0.70 | 0.41 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.06 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 0.15 | +0.50 |
Martin ratioReturn relative to average drawdown | 1.75 | 0.39 | +1.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PFG | LNC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.09 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | -0.15 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.06 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.15 | +0.06 |
Correlation
The correlation between PFG and LNC is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PFG vs. LNC - Dividend Comparison
PFG's dividend yield for the trailing twelve months is around 3.47%, less than LNC's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LNC Lincoln National Corporation | 5.07% | 4.04% | 5.68% | 6.67% | 5.86% | 2.46% | 3.18% | 2.51% | 2.57% | 1.51% | 1.51% | 1.59% |
Drawdowns
PFG vs. LNC - Drawdown Comparison
The maximum PFG drawdown since its inception was -91.50%, roughly equal to the maximum LNC drawdown of -92.87%. Use the drawdown chart below to compare losses from any high point for PFG and LNC.
Loading graphics...
Drawdown Indicators
| PFG | LNC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.50% | -92.87% | +1.37% |
Max Drawdown (1Y)Largest decline over 1 year | -19.29% | -29.13% | +9.84% |
Max Drawdown (5Y)Largest decline over 5 years | -29.32% | -73.14% | +43.82% |
Max Drawdown (10Y)Largest decline over 10 years | -64.73% | -79.19% | +14.46% |
Current DrawdownCurrent decline from peak | -6.75% | -42.10% | +35.35% |
Average DrawdownAverage peak-to-trough decline | -22.01% | -24.97% | +2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.27% | 11.43% | -4.16% |
Volatility
PFG vs. LNC - Volatility Comparison
The current volatility for Principal Financial Group, Inc. (PFG) is 6.42%, while Lincoln National Corporation (LNC) has a volatility of 10.28%. This indicates that PFG experiences smaller price fluctuations and is considered to be less risky than LNC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PFG | LNC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.42% | 10.28% | -3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 16.62% | 25.26% | -8.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.66% | 40.43% | -11.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.69% | 43.00% | -16.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.03% | 46.80% | -14.77% |
Financials
PFG vs. LNC - Financials Comparison
This section allows you to compare key financial metrics between Principal Financial Group, Inc. and Lincoln National Corporation. 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