Principal Financial Group (PFG) returns
Principal Financial Group returns over 10 years
$1,000 invested in Principal Financial Group ten years ago was worth $2,927 at the close on October 30, 2026, with dividends reinvested: an average return of 11.3% a year. The same $1,000 in the S&P 500 (SPY) became $4,166.
Total return by period
| Period | Total return | A year, on average | $1,000 became | S&P 500 (SPY) |
|---|---|---|---|---|
| 1 month | -0.3% | — | $997.05 | -0.9% |
| 3 months | -1.3% | — | $986.58 | +2.1% |
| Year to date | +29.6% | — | $1,296 | +11.7% |
| 1 year | +39.5% | — | $1,395 | +12.4% |
| 3 years | +83.1% | +22.3% | $1,831 | +88.5% |
| 5 years | +98.4% | +14.7% | $1,984 | +76.0% |
| 10 years | +192.7% | +11.3% | $2,927 | +316.6% |
Principal Financial Group return by calendar year
| Year | PFG | S&P 500 (SPY) | Difference |
|---|---|---|---|
| 2026 to date | +29.6% | +11.7% | +17.9% |
| 2025 | +18.3% | +17.7% | +0.6% |
| 2024 | +1.9% | +24.9% | -23.0% |
| 2023 | -2.8% | +26.2% | -29.0% |
| 2022 | +20.0% | -18.2% | +38.2% |
| 2021 | +51.4% | +28.7% | +22.7% |
| 2020 | -5.0% | +18.4% | -23.4% |
| 2019 | +29.8% | +31.2% | -1.4% |
| 2018 | -35.0% | -4.6% | -30.4% |
| 2017 | +25.5% | +21.7% | +3.8% |
| 2016 | +33.1% | +12.0% | +21.1% |
Past returns do not predict future returns. Returns are computed from our daily closes, adjusted for splits and with dividends reinvested on their ex-dates; taxes and trading costs are left out.
See also: PFG valuation
No forecast, no recommendation. This page describes Principal Financial Group from published data; it is not advice to buy, sell or hold any security.
Figures as of the close on Oct 30, 2026 unless a row says otherwise. Prices are split adjusted; returns include dividends reinvested. Data may be delayed. See the disclaimer and how TrendArc works.