Principal Financial Group Inc trailing returns
Principal Financial Group Inc's 10-year annualized return is +13.4% per year (+252.3% cumulative). How Principal Financial Group Inc (PFG) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through September 18, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-09-18. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +1.5% | |
| 5 days | — | +1.3% | |
| 1 month | — | +4.8% | |
| YTD | — | +36.7% | |
| 1 year | +48.8% | +48.8% | |
| 5 years | +16.6% | +115.5% | |
| 10 years | +13.4% | +252.3% | |
| 20 years | +7.3% | +311.5% | |
| Since inception (2001) | +10.0% | +972.8% |
Growth of PFG
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-09-18). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from PFG's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Principal Financial Group Inc's 10-year return?
- Over the last 10 years, Principal Financial Group Inc (PFG) returned about +13.4% a year annualized (+252.3% cumulative total return).
- What is Principal Financial Group Inc's 20-year annualized return?
- Over the last 20 years, Principal Financial Group Inc (PFG) compounded at about +7.3% a year (+311.5% cumulative).
- What is Principal Financial Group Inc's return since inception?
- Since 2001, Principal Financial Group Inc (PFG) has compounded at about +10.0% a year — +972.8% in total.