Principal Financial Group, Inc. (PFG) Total Return:49.55%(TTM)
Over the latest trailing 12-month period, Principal Financial Group, Inc. (PFG)'s total return cagr is +49.55%. The comparable SPY value is +24.27%. Year-to-date total return is +28.13%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PFG
$103,267
(10.3x return)
Invested on Oct 23, 2001
Growth of $10,000 in SPY (S&P 500)
$104,994
(10.5x return)
Invested on Oct 23, 2001
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+28.1%
1-Year Total Return
+49.5%
Current Dividend Yield
2.87%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +44.3% | +49.5% | +5.2% |
| 3 Years | +15.9% | +20.1% | +4.2% |
| 5 Years | +11.4% | +15.4% | +4.0% |
| 10 Years | +10.1% | +14.3% | +4.2% |
| 15 Years | +9.6% | +13.5% | +3.9% |
| 20 Years | +3.8% | +7.0% | +3.3% |
About Principal Financial Group, Inc.
Principal Financial Group, Inc., established in 1879 and headquartered in Des Moines, Iowa, is a global financial services organization. It offers a comprehensive suite of retirement plans, investment management expertise, and insurance policies to a diverse clientele, including businesses, individual investors, and institutional clients worldwide. The company's operations are divided into four primary segments: 1. Retirement and Income Solutions: This division is dedicated to facilitating retirement savings and income generation through various asset accumulation products and services. Its offerings encompass plans like 401(k)s and 403(b)s, traditional defined benefit pensions, specialized executive benefits, employee stock ownership plans, equity compensation, and pension risk transfer services. Additionally, it provides individual retirement accounts, investment-only products, mutual funds, individual variable annuities, and banking services. 2. Principal Global Investors: This segment manages a wide array of investment portfolios, spanning equities, fixed income, real estate, and alternative investments. It also provides strategic services such as asset allocation, stable value management, and other structured investment methodologies. 3. Principal International: Focused on specific international markets, including Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia, this segment delivers products for pension accumulation, mutual funds, asset management, income annuities, life insurance accumulation, and voluntary savings programs. 4. U.S. Insurance Solutions: Within the United States, this segment delivers various insurance products. These include specialty group benefits like dental, vision, and life insurance, as well as both group and individual disability coverage, alongside the administration of these group benefits. It also offers individual life insurance options, such as universal, variable universal, indexed universal, and term policies. Furthermore, this segment tailors insurance solutions for small and medium-sized businesses, their owners, and executives.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Deanna Dawnette Strable-Soethout