Principal Financial Group (PFG) Historical Monthly & Quarterly Returns
Dividend-adjusted returns by month and quarter. Compare performance across years.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.4% | +0.7% | 4.7% | +10.6% | — | — | — | — | — | — | — | — |
| 2025 | +6.5% | +8.0% | 4.4% | 12.1% | +5.0% | +3.0% | 2.0% | +3.4% | +4.0% | +1.4% | +0.9% | +5.0% |
| 2024 | +0.6% | +2.2% | +7.7% | 8.3% | +3.7% | 3.5% | +3.9% | 0.1% | +6.4% | 4.1% | +5.7% | 10.4% |
| 2023 | +10.3% | 3.2% | 16.3% | +0.5% | 11.5% | +15.9% | +5.3% | 2.7% | 6.5% | 6.1% | +10.1% | +6.6% |
| 2022 | +1.0% | 3.3% | +5.0% | 7.2% | +7.0% | 7.6% | +0.2% | +11.7% | 2.7% | +22.2% | +2.5% | 6.4% |
| 2021 | 0.7% | +15.9% | +6.0% | +6.5% | +2.4% | 2.5% | 1.7% | +8.6% | 3.6% | +4.2% | +3.2% | +5.5% |
| 2020 | 3.7% | 15.1% | 29.4% | +16.2% | +7.5% | +7.6% | +2.1% | +0.5% | 4.4% | 2.6% | +27.0% | +0.8% |
| 2019 | +13.4% | +5.1% | 3.7% | +13.9% | 8.9% | +12.3% | +0.2% | 8.3% | +8.5% | 6.6% | +3.2% | +0.8% |
| 2018 | 4.2% | 7.8% | 1.5% | 2.8% | 5.8% | 4.2% | +9.7% | 5.0% | +7.2% | 19.7% | +5.9% | 10.4% |
| 2017 | 1.3% | +9.5% | +1.6% | +3.2% | 3.4% | +2.6% | +4.2% | 5.6% | +2.9% | +2.3% | +7.5% | +0.4% |
| 2016 | 15.5% | 0.5% | +5.3% | +8.2% | +4.4% | 6.9% | +13.4% | +6.1% | +5.0% | +6.0% | +5.7% | +1.1% |
| 2015 | 9.6% | +9.0% | +1.1% | 0.5% | +1.1% | 0.1% | +8.2% | 9.3% | 5.3% | +6.0% | +2.6% | 12.0% |
| 2014 | 11.7% | +4.1% | +2.0% | +1.8% | 0.1% | +8.6% | 1.6% | +9.3% | 2.8% | 0.2% | +1.7% | 1.9% |
| 2013 | +8.7% | +1.9% | +8.4% | +6.1% | +5.5% | 1.1% | +15.8% | 5.6% | +5.3% | +10.8% | +6.7% | 2.1% |
| 2012 | +11.0% | +1.3% | +7.4% | 6.2% | 10.6% | +6.8% | 2.5% | +7.2% | 1.1% | +2.3% | 1.5% | +5.9% |
| 2011 | +0.6% | +4.6% | 6.3% | +5.1% | 7.4% | 2.7% | 9.2% | 8.3% | 10.6% | +13.7% | 3.7% | +2.0% |
| 2010 | 4.1% | +0.7% | +25.8% | +0.0% | 6.9% | 13.8% | +9.3% | 10.0% | +12.5% | +3.5% | +3.6% | +19.6% |
| 2009 | 26.5% | 51.8% | +2.4% | +99.8% | +35.8% | 15.1% | +25.8% | +19.8% | 3.6% | 8.6% | +3.3% | 5.3% |
| 2008 | 13.4% | 7.3% | +0.9% | 3.7% | +0.4% | 22.1% | +1.3% | +7.7% | 5.0% | 56.3% | 25.7% | +63.5% |
| 2007 | +4.9% | 1.2% | 1.7% | +6.0% | 4.2% | 4.1% | 3.3% | 1.6% | +13.7% | +7.3% | 1.9% | +5.1% |
| 2006 | 0.6% | +3.3% | +0.2% | +5.1% | +6.5% | +1.8% | 3.0% | 1.4% | +2.0% | +4.1% | +3.6% | +1.7% |
| 2005 | 0.9% | 3.8% | 1.3% | +1.5% | +2.0% | +5.0% | +4.9% | +4.2% | +3.4% | +4.7% | +3.4% | 6.4% |
| 2004 | +4.9% | +4.3% | 1.6% | 1.0% | 1.0% | 0.5% | 2.3% | +2.1% | +3.6% | +5.0% | +1.2% | +8.7% |
| 2003 | 5.1% | 3.6% | 1.5% | +7.2% | +9.1% | +1.6% | +1.1% | 3.5% | 1.5% | +1.2% | +7.1% | 0.1% |
| 2002 | +6.0% | 4.2% | +3.8% | +9.9% | +9.4% | +2.0% | 7.4% | +2.2% | 10.7% | +7.2% | +4.3% | +3.9% |
| 2001 | — | — | — | — | — | — | — | — | — | +7.1% | +2.1% | +4.5% |
| Avg | 0.9% | 1.2% | +0.2% | +6.4% | +1.7% | 0.7% | +3.0% | +0.9% | +0.7% | +0.2% | +3.1% | +3.2% |
| Median | 0.6% | +0.7% | +0.9% | +3.2% | +1.6% | 0.3% | +1.2% | +0.2% | +0.5% | +3.5% | +3.3% | +1.1% |
| Win % | 48% | 56% | 56% | 64% | 58% | 46% | 63% | 50% | 50% | 68% | 84% | 64% |
2026
Jan+7.4%
Feb+0.7%
Mar4.7%
Apr+10.6%
May—
Jun—
Jul—
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan+6.5%
Feb+8.0%
Mar4.4%
Apr12.1%
May+5.0%
Jun+3.0%
Jul2.0%
Aug+3.4%
Sep+4.0%
Oct+1.4%
Nov+0.9%
Dec+5.0%
2024
Jan+0.6%
Feb+2.2%
Mar+7.7%
Apr8.3%
May+3.7%
Jun3.5%
Jul+3.9%
Aug0.1%
Sep+6.4%
Oct4.1%
Nov+5.7%
Dec10.4%
2023
Jan+10.3%
Feb3.2%
Mar16.3%
Apr+0.5%
May11.5%
Jun+15.9%
Jul+5.3%
Aug2.7%
Sep6.5%
Oct6.1%
Nov+10.1%
Dec+6.6%
2022
Jan+1.0%
Feb3.3%
Mar+5.0%
Apr7.2%
May+7.0%
Jun7.6%
Jul+0.2%
Aug+11.7%
Sep2.7%
Oct+22.2%
Nov+2.5%
Dec6.4%
2021
Jan0.7%
Feb+15.9%
Mar+6.0%
Apr+6.5%
May+2.4%
Jun2.5%
Jul1.7%
Aug+8.6%
Sep3.6%
Oct+4.2%
Nov+3.2%
Dec+5.5%
2020
Jan3.7%
Feb15.1%
Mar29.4%
Apr+16.2%
May+7.5%
Jun+7.6%
Jul+2.1%
Aug+0.5%
Sep4.4%
Oct2.6%
Nov+27.0%
Dec+0.8%
2019
Jan+13.4%
Feb+5.1%
Mar3.7%
Apr+13.9%
May8.9%
Jun+12.3%
Jul+0.2%
Aug8.3%
Sep+8.5%
Oct6.6%
Nov+3.2%
Dec+0.8%
2018
Jan4.2%
Feb7.8%
Mar1.5%
Apr2.8%
May5.8%
Jun4.2%
Jul+9.7%
Aug5.0%
Sep+7.2%
Oct19.7%
Nov+5.9%
Dec10.4%
2017
Jan1.3%
Feb+9.5%
Mar+1.6%
Apr+3.2%
May3.4%
Jun+2.6%
Jul+4.2%
Aug5.6%
Sep+2.9%
Oct+2.3%
Nov+7.5%
Dec+0.4%
2016
Jan15.5%
Feb0.5%
Mar+5.3%
Apr+8.2%
May+4.4%
Jun6.9%
Jul+13.4%
Aug+6.1%
Sep+5.0%
Oct+6.0%
Nov+5.7%
Dec+1.1%
2015
Jan9.6%
Feb+9.0%
Mar+1.1%
Apr0.5%
May+1.1%
Jun0.1%
Jul+8.2%
Aug9.3%
Sep5.3%
Oct+6.0%
Nov+2.6%
Dec12.0%
2014
Jan11.7%
Feb+4.1%
Mar+2.0%
Apr+1.8%
May0.1%
Jun+8.6%
Jul1.6%
Aug+9.3%
Sep2.8%
Oct0.2%
Nov+1.7%
Dec1.9%
2013
Jan+8.7%
Feb+1.9%
Mar+8.4%
Apr+6.1%
May+5.5%
Jun1.1%
Jul+15.8%
Aug5.6%
Sep+5.3%
Oct+10.8%
Nov+6.7%
Dec2.1%
2012
Jan+11.0%
Feb+1.3%
Mar+7.4%
Apr6.2%
May10.6%
Jun+6.8%
Jul2.5%
Aug+7.2%
Sep1.1%
Oct+2.3%
Nov1.5%
Dec+5.9%
2011
Jan+0.6%
Feb+4.6%
Mar6.3%
Apr+5.1%
May7.4%
Jun2.7%
Jul9.2%
Aug8.3%
Sep10.6%
Oct+13.7%
Nov3.7%
Dec+2.0%
2010
Jan4.1%
Feb+0.7%
Mar+25.8%
Apr+0.0%
May6.9%
Jun13.8%
Jul+9.3%
Aug10.0%
Sep+12.5%
Oct+3.5%
Nov+3.6%
Dec+19.6%
2009
Jan26.5%
Feb51.8%
Mar+2.4%
Apr+99.8%
May+35.8%
Jun15.1%
Jul+25.8%
Aug+19.8%
Sep3.6%
Oct8.6%
Nov+3.3%
Dec5.3%
2008
Jan13.4%
Feb7.3%
Mar+0.9%
Apr3.7%
May+0.4%
Jun22.1%
Jul+1.3%
Aug+7.7%
Sep5.0%
Oct56.3%
Nov25.7%
Dec+63.5%
2007
Jan+4.9%
Feb1.2%
Mar1.7%
Apr+6.0%
May4.2%
Jun4.1%
Jul3.3%
Aug1.6%
Sep+13.7%
Oct+7.3%
Nov1.9%
Dec+5.1%
2006
Jan0.6%
Feb+3.3%
Mar+0.2%
Apr+5.1%
May+6.5%
Jun+1.8%
Jul3.0%
Aug1.4%
Sep+2.0%
Oct+4.1%
Nov+3.6%
Dec+1.7%
2005
Jan0.9%
Feb3.8%
Mar1.3%
Apr+1.5%
May+2.0%
Jun+5.0%
Jul+4.9%
Aug+4.2%
Sep+3.4%
Oct+4.7%
Nov+3.4%
Dec6.4%
2004
Jan+4.9%
Feb+4.3%
Mar1.6%
Apr1.0%
May1.0%
Jun0.5%
Jul2.3%
Aug+2.1%
Sep+3.6%
Oct+5.0%
Nov+1.2%
Dec+8.7%
2003
Jan5.1%
Feb3.6%
Mar1.5%
Apr+7.2%
May+9.1%
Jun+1.6%
Jul+1.1%
Aug3.5%
Sep1.5%
Oct+1.2%
Nov+7.1%
Dec0.1%
2002
Jan+6.0%
Feb4.2%
Mar+3.8%
Apr+9.9%
May+9.4%
Jun+2.0%
Jul7.4%
Aug+2.2%
Sep10.7%
Oct+7.2%
Nov+4.3%
Dec+3.9%
2001
Jan—
Feb—
Mar—
Apr—
May—
Jun—
Jul—
Aug—
Sep—
Oct+7.1%
Nov+2.1%
Dec+4.5%
Avg
Jan0.9%
Feb1.2%
Mar+0.2%
Apr+6.4%
May+1.7%
Jun0.7%
Jul+3.0%
Aug+0.9%
Sep+0.7%
Oct+0.2%
Nov+3.1%
Dec+3.2%
Median
Jan0.6%
Feb+0.7%
Mar+0.9%
Apr+3.2%
May+1.6%
Jun0.3%
Jul+1.2%
Aug+0.2%
Sep+0.5%
Oct+3.5%
Nov+3.3%
Dec+1.1%
Win %
Jan48%
Feb56%
Mar56%
Apr64%
May58%
Jun46%
Jul63%
Aug50%
Sep50%
Oct68%
Nov84%
Dec64%
Frequently asked questions
What is the best performing month for Principal Financial Group (PFG) stock?
- Historically, April is the best performing month for Principal Financial Group (PFG) stock with an average return of +6.40%.
What is the worst performing month for Principal Financial Group (PFG) stock?
- Historically, February is the worst performing month for Principal Financial Group (PFG) stock with an average return of 1.25%.
What is the best performing quarter for Principal Financial Group (PFG) stock?
- Historically, Q2 is the best performing quarter for Principal Financial Group (PFG) stock with an average return of +7.83%.
What is the worst performing quarter for Principal Financial Group (PFG) stock?
- Historically, Q1 is the worst performing quarter for Principal Financial Group (PFG) stock with an average return of 1.23%.
What is the best performing year for Principal Financial Group (PFG) stock?
- Historically, 2013 is the best performing year for Principal Financial Group (PFG) stock with a return of +77.27%.
What is the worst performing year for Principal Financial Group (PFG) stock?
- Historically, 2008 is the worst performing year for Principal Financial Group (PFG) stock with a return of 66.48%.
Which month has the highest win rate for Principal Financial Group (PFG) stock?
- Historically, November has the highest win rate for Principal Financial Group (PFG) stock — positive in 84% of years.
Which month has the lowest win rate for Principal Financial Group (PFG) stock?
- Historically, June has the lowest win rate for Principal Financial Group (PFG) stock — positive in 46% of years.
Which quarter has the highest win rate for Principal Financial Group (PFG) stock?
- Historically, Q4 has the highest win rate for Principal Financial Group (PFG) stock — positive in 72% of years.
Which quarter has the lowest win rate for Principal Financial Group (PFG) stock?
- Historically, Q1 has the lowest win rate for Principal Financial Group (PFG) stock — positive in 56% of years.
Data & methodology
How are returns calculated?
- We compare the closing price at the end of each period (month or quarter) with the closing price at the end of the previous period. The return is the percentage change. All prices are adjusted for dividends and stock splits. Based on historical prices from our data provider.
What is average vs median?
- Average is the arithmetic mean of returns for each period across years. Median is the middle value. Both exclude empty cells. Use median to reduce impact of outliers.
What does the heatmap show?
- Green cells indicate positive returns, red cells indicate negative returns. The darker the color, the stronger the move. Average and Median rows summarize each column across years.
What is Win %?
- Percentage of years when the period had a positive return. For example, 80% for January means January was positive in 80% of the years in the selected range.
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PFG Overview
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Yield: 3.14%. Safety: 8/8. See full history.
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Project future income with DRIP, growth assumptions, and optional monthly contributions.
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Revenue, EPS, EBITDA, market cap, debt and balance sheet history with annual and quarterly data.
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