If you invested in
A $1,000 investment in Principal Financial Group Inc (PFG) in January 2016 would be worth $4,245 as of June 2026 with dividends reinvested — 14.9% a year. Use the dropdowns above to try any amount, ticker, or starting month back to October 2001.
Over the same period, the same $1,000 would be worth $4,557 in the S&P 500 (SPY) and $7,667 in the Nasdaq-100 (QQQ). PFG trailed both the S&P 500 and the Nasdaq-100 over that period.
Growth of $1,000 in PFG since January 2016#
monthlyPrincipal Financial Group Inc (PFG). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
Growth of $1,000 in PFG by starting month#
$1,000 invested in PFG, by starting year#
| Invested in | Worth today | Same in QQQ | Multiple | Annualized |
|---|---|---|---|---|
| 2016 | $4,245 | $7,667 | 4.2× | 14.9% |
| 2017 | $2,731 | $6,338 | 2.7× | 11.3% |
| 2018 | $2,241 | $4,619 | 2.2× | 10.1% |
| 2019 | $2,913 | $4,614 | 2.9× | 15.6% |
| 2020 | $2,646 | $3,513 | 2.6× | 16.5% |
| 2021 | $2,707 | $2,429 | 2.7× | 20.3% |
| 2022 | $1,759 | $2,095 | 1.8× | 13.8% |
| 2023 | $1,342 | $2,562 | 1.3× | 9.1% |
| 2024 | $1,515 | $1,798 | 1.5× | 19.1% |
| 2025 | $1,404 | $1,427 | 1.4× | 28.0% |
Methodology#
Investments are assumed made at the first trading day's close of the chosen year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. PFG data begins October 2001; values as of June 2026 and refresh daily. Past performance does not predict future returns; not investment advice.
See the live PFG chart and fundamentals on the PFG quote page or compare with the same investment in SPY.
FAQ
- How much would $1,000 invested in PFG be worth today?
- A $1,000 investment in Principal Financial Group Inc (PFG) in January 2016 would be worth about $4,245 as of June 2026, with dividends reinvested. That works out to about 14.9% a year.
- How far back does the PFG calculation go?
- PFG data begins October 2001. You can pick any starting month from then to the present and see what your investment would be worth today.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.
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