PFG monthly performance report
Monthly PFG research: returns, drawdown, relative strength, seasonality, and key stats.
PFG monthly report
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Key takeaways
- Principal Financial Group (PFG) closed August 2026 at $114.85, up 1.01% for the month and +50.88% over the trailing 12 months.
- Year-to-date, PFG is +30.20%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +20.66% versus its 200-day moving average ($95.18), a bullish technical signal.
- Over the past three years, PFG has underperformed the S&P 500 by −26.11%, with a relative strength index reading of 84.3.
- Win rate over the trailing 39 months stands at 69.2% — 27 positive months versus 12 negative months.
Principal Financial Group ended August 2026 at $114.85, posting a monthly return of +1.01%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −2.04%.
The current quarter stands at +6.22% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +20.66% versus the 200-day moving average ($95.18).
Year-to-date, PFG is +30.20% against SPY +12.89%, a gap of +17.31%. The stock is currently −1.22% below its 52-week high, with maximum 3-year drawdown at −23.78%.
| Period | PFG | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.35% | −0.20% | −0.15% |
| 1 Week | +0.67% | +3.90% | −3.24% |
| 1 Month | +1.01% | +3.05% | −2.04% |
| 3 Months | +13.81% | +7.11% | +6.70% |
| 6 Months |