| Principal Financial Group is an insurance holding company, which is engaged in investment management. Co. provides businesses, individuals and institutional clients a range of financial products and services, including retirement, asset management and insurance through its financial services companies. Co. provides long-term investment services to institutional, retirement, high net worth and retail clients by providing a range of capabilities including equity, fixed income, real estate and other alternative investments, as well as fund offerings. Co.'s segments include: retirement and income solutions; principal global investors; principal international; and U.S. insurance solutions. The Principal Financial Group YTD return is shown above.
The YTD Return on the Principal Financial Group YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether Principal Financial Group YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the PFG YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.