What investor type does Principal Financial Group fit best in FoxScore?

Principal Financial Group looks fairly balanced in FoxScore: the sub-scores are close to each other. This often fits a diversified approach — then check the metrics (e.g., drawdowns/volatility) to see if they match your risk tolerance.

How meaningful is the available history for Principal Financial Group?

Principal Financial Group currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.

What is FoxScore good for — and what is it not for?

FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.

Analysis for Principal Financial Group

PFG · As of: 02/17/2026

Basic information

Type: Stock

Region: US

Sector: Financials

TER: –

History

Available history:15.0 years

Last tradingday:02/17/2026

Description & usage

Principal Financial Group blends retirement/insurance offerings with a sizeable asset-management and workplace savings franchise. Fee revenue scales with assets and net flows, while the insurance side is influenced by spreads and investment income. As a result, market levels, rate moves and momentum in retirement plan activity can be important for the stock.

Scale: 0 = weak, 50 = average, 100 = top

Analysis summary

Principal Financial Group (PFG) currently has a total score of 52 points, placing it in the neutral range. The score is made up of Performance (48), Stability (55) and Trend (58).

Performance scores 48 points (neutral). Key strength: 5Y return at 68.5 %. Weaker metric: 3Y return at 2.2 %.

Stability scores 55 points (neutral). Best-ranked metric: max drawdown (5Y) at -31.1 %. Weaker metric: max drawdown (10Y) at -67.8 %. That indicates very deep historical drawdowns. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.

Trend scores 58 points (neutral). Key strength: trend strength at 0.94. Weaker signal: Price is about 0.6 % above SMA50.

Overall, the profile is fairly consistent across dimensions. On a metric level, trend strength stands out, while max drawdown (10Y) is the main weak spot.

(Historical evaluation, not investment advice.)

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Overall score

neutral

Scores

Metrics

FAQ

What investor type does Principal Financial Group fit best in FoxScore?: Principal Financial Group looks fairly balanced in FoxScore: the sub-scores are close to each other. This often fits a diversified approach — then check the metrics (e.g., drawdowns/volatility) to see if they match your risk tolerance.
How meaningful is the available history for Principal Financial Group?: Principal Financial Group currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.
What is FoxScore good for — and what is it not for?: FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.