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Principal Financial Group PFG

equity

Price History

The shaded fan is where this price has historically travelled over the months after a close like today’s. It is not a forecast: it has no view on direction, only on distance.

$65.46$89.84$114.23$138.61
2021-102026-09 · $117.67

Over 3 months from Sep 2026, roughly two-thirds of past moves landed between $106.52 and $129.99; nine in ten between $99.89 and $138.61.

Tested against this asset’s own history: across 285 past 3-month windows, the price actually landed inside the two-thirds band 70% of the time. The gap from 68% is the model’s error — real returns have fatter tails than the maths assumes, so the band gets breached more often than it claims.

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-88.4%-58.9%-29.5%0.0%
2001-102026-09 · 0.0%

Worst drawdown: −88%, peaking Dec 2007 and bottoming Feb 2009 — 119 months below the prior high before recovering.

DCA Backtest

Invested
$30,000
Value today
$85,001
Return
+183.3%
Months invested
300

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $42,897 today, so the real (inflation-adjusted) return is +98.2%.

Lump sum instead — $30,000 all at once in Oct 2001: $156,893 (+423.0%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jul 2026): $310.31 on $300 invested (+3.4%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2001-10: +183.3%

About Principal Financial Group

Principal Financial Group, Inc. (PFG) is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States. (Wikipedia)

It's a listed company categorised under financials and life & health insurance, with a market cap of about $25.2B.

It rates High Risk at 2.8/5, meaning several rated factors score badly, so this carries materially more risk than a typical holding.

What pushes the score up: earnings quality (5.0/5) and sector / regulatory (4.0/5).

Scoring well: leverage / financial at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

High Risk(2.8/5)80% rated

How these ratings work

Market / Volatility3.7/5 · weight 20%
  • Annualised volatility (3yr)2/519.9
  • Max drawdown from ATH5/588.4
  • Beta vs S&P 5004/51.7
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5152.1m
  • Float % of shares outstandingnot yet researched
Leverage / Financial1.0/5 · weight 20%
  • Debt / equity1/50.36
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/5130
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory4.0/5 · weight 10%
  • Sector regulatory exposure4/5high

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.