What if you'd held PFG?
A $1,000 investment in Principal Financial Group Inc (PFG) at the month-end close of 2001-10 would be worth $9,649 at the close of 2026-08 — +864.9% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $7,273.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 2001
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2001 | $1,000 | — |
| 2002 | $1,267 | +26.7% |
| 2003 | $1,410 | +11.3% |
| 2004 | $1,771 | +25.6% |
| 2005 | $2,078 | +17.3% |
| 2006 | $2,607 | +25.5% |
| 2007 | $3,099 | +18.9% |
| 2008 | $1,039 | -66.5% |
| 2009 | $1,127 | +8.5% |
| 2010 | $1,558 | +38.2% |
| 2011 | $1,211 | -22.3% |
| 2012 | $1,446 | +19.4% |
| 2013 | $2,562 | +77.2% |
| 2014 | $2,767 | +8.0% |
| 2015 | $2,469 | -10.8% |
| 2016 | $3,287 | +33.1% |
| 2017 | $4,126 | +25.5% |
| 2018 | $2,683 | -35.0% |
| 2019 | $3,481 | +29.7% |
| 2020 | $3,300 | -5.2% |
| 2021 | $4,994 | +51.4% |
| 2022 | $5,998 | +20.1% |
| 2023 | $5,828 | -2.8% |
| 2024 | $5,938 | +1.9% |
| 2025 | $7,028 | +18.4% |
| 2026 | $9,047 | +28.7% |
Best and worst month-end to buy
The best single month-end close to have bought PFG was 2009-02 ($4.54): $1,000 then is $24,590 today. The worst was 2026-07 ($114): $1,000 then is $980.
FAQ
What would $1,000 in PFG be worth today?
A $1,000 investment in Principal Financial Group Inc (PFG) at the start of 2001 would be worth about $9,649 today, a total return of +864.9%. Dividends are reinvested in these figures.
What were the best and worst years for PFG?
Principal Financial Group Inc (PFG)'s strongest calendar year since 2001 was 2013, a +77.2% return — $1,000 held through that year became about $1,772 by year-end. Its weakest year was 2008, at -66.5%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in PFG have grown?
Investing $100 at the end of every month since 2001-10 would have grown to about $130,027 on $29,900 invested.
Did PFG beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $7,273. PFG beat the S&P 500 by +32.7% in total return.
Is this investment advice?
No. What If I'd Held is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
Principal Financial Group Inc (PFG) historical total-return data from 2001-10 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. What If I'd Held is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.