Check historical price trends and seasonality for Principal Financial Group (PFG).
Principal Financial Group (PFG) average YTD return over the past 10 years is +9.58%.
Over the past 10 years, the return for the specified period (Jan 16 for 60 days) is -7.14%.
3 wins 2 losses with a win rate of 60.00%.
1) Overview:
The stock of Principal Financial Group typically experiences a strong bullish phase from July through the end of the year. Starting in July, the stock climbs steadily, reaching a peak around November 25 with an average gain of +11.9%. While there is a slight pullback in late October, the stock recovers and continues to rise, ending the year on December 31 with an average gain of +9.5%. Conversely, the period from March to June tends to be bearish, with a notable dip around March 23, averaging -5.4%.
2) Buy-the-dip points:
A significant buying opportunity appears around March 23, where the stock tends to experience a dip of -5.4%. This pullback extends through April, bottoming out before showing signs of recovery in May. Another potential buying opportunity arises in late October, preceding the strong bullish trend in November and December. These dips offer strategic entry points for investors looking to capitalize on the stock's historical seasonal patterns.
3) Summary:
Based on the 10-year average seasonality, a strategic approach to investing in Principal Financial Group would involve accumulating shares during the pullback periods in March and April. Another opportunity arises in late October before the stock begins its ascent towards the end of the year. Investors should consider these seasonal trends alongside other fundamental and technical analyses to make informed investment decisions, aiming to capitalize on the historical patterns of price movement.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-01-16 | 81.1400 | 2025-03-16 | 82.7800 | 1.6400 | 2.02 |
| 2024 | 2024-01-16 | 78.1400 | 2024-03-15 | 82.5500 | 4.4100 | 5.64 |
| 2020 | 2020-01-16 | 56.1000 | 2020-03-15 | 35.5500 | -20.5500 | -36.63 |
| 2019 | 2019-01-16 | 48.2700 | 2019-03-16 | 52.1700 | 3.9000 | 8.08 |
| 2018 | 2018-01-16 | 72.9000 | 2018-03-16 | 62.1100 | -10.7900 | -14.80 |
| Avg | 67.3100 | 63.0320 | -4.28 | -7.14 |
| Day \ Month | Jan Total +0.59% | Feb Total +1.00% | Mar Total -3.30% | Apr Total +2.03% | May Total -0.06% | Jun Total +1.22% | Jul Total +3.67% | Aug Total +0.56% | Sep Total +1.19% | Oct Total -0.43% | Nov Total +6.72% | Dec Total -1.22% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg -0.07% | 0.00% | +0.15% | +0.05% | -0.52% | -0.60% | +0.64% | +0.13% | -1.42% | +0.22% | -0.20% | +0.61% | +0.11% |
| 2 Avg -0.11% | +0.20% | -0.82% | +0.03% | -0.54% | 0.00% | +0.19% | +0.06% | -1.15% | +0.10% | -0.08% | +0.51% | +0.20% |
| 3 Avg +0.08% | -0.10% | +0.33% | -0.37% | -0.68% | -0.17% | +0.61% | +0.48% | +0.82% | -0.34% | +0.25% | +0.56% | -0.39% |
| 4 Avg +0.23% | +0.76% | +0.95% | -0.37% | -1.16% | +0.60% | +0.45% | 0.00% | -0.10% | +0.42% | +1.16% | +0.20% | -0.11% |
| 5 Avg +0.08% | +0.02% | -0.30% | +0.14% | +0.18% | +0.20% | +0.13% | -0.78% | +0.35% | -0.44% | +0.78% | +0.65% | +0.01% |
| 6 Avg +0.13% | +0.59% | +0.11% | -0.78% | +0.79% | -0.21% | +0.70% | +0.12% | +0.13% | -0.42% | +0.13% | +0.23% | +0.18% |
| 7 Avg -0.04% | -0.01% | +0.09% | -0.97% | -0.29% | +0.69% | +0.23% | +0.06% | +0.16% | -0.51% | -0.25% | +0.27% | +0.03% |
| 8 Avg +0.14% | -0.07% | -0.35% | -0.18% | +0.38% | +0.66% | +0.56% | +0.31% | +0.70% | -0.01% | -0.21% | -0.21% | +0.07% |
| 9 Avg +0.14% | -0.10% | +0.40% | -1.70% | +1.41% | -0.36% | -0.53% | +0.42% | +0.36% | +0.60% | +0.15% | +1.53% | -0.51% |
| 10 Avg +0.02% | -0.06% | +0.34% | +0.41% | -0.32% | +0.63% | -1.58% | +0.67% | -0.03% | -0.16% | -0.18% | +0.85% | -0.30% |
| 11 Avg -0.11% | +0.29% | -0.48% | 0.00% | +0.27% | -1.17% | -0.98% | +0.11% | +0.59% | +0.40% | -0.29% | +0.15% | -0.25% |
| 12 Avg +0.04% | +0.05% | +0.54% | -1.40% | +0.45% | -0.67% | +0.45% | +0.61% | -0.29% | +0.80% | -0.11% | -0.15% | +0.22% |
| 13 Avg +0.02% | +0.08% | +0.74% | +0.81% | -0.15% | -0.58% | -0.34% | -0.30% | +0.26% | -0.05% | -0.22% | +0.03% | -0.02% |
| 14 Avg +0.17% | +0.66% | -0.34% | +0.36% | +0.34% | +0.73% | -0.35% | -0.01% | +0.05% | +0.47% | +0.24% | +0.10% | -0.19% |
| 15 Avg +0.18% | -0.17% | +0.94% | 0.00% | -0.89% | +0.40% | +0.77% | +0.67% | -0.15% | +0.03% | +0.09% | +0.44% | -0.01% |
| 16 Avg -0.03% | +0.22% | +0.18% | -1.07% | -0.34% | +0.04% | +0.29% | +0.32% | +0.54% | -0.21% | -0.12% | +0.24% | -0.40% |
| 17 Avg +0.03% | +0.22% | -0.23% | -0.21% | +1.02% | +0.27% | -0.66% | +0.42% | -0.55% | +0.18% | +0.56% | -0.37% | -0.25% |
| 18 Avg -0.06% | +0.09% | -0.39% | -0.26% | +0.13% | +0.63% | -0.24% | +0.23% | -0.18% | -0.05% | -0.15% | +0.07% | -0.53% |
| 19 Avg -0.01% | -0.11% | +0.40% | -0.16% | +0.46% | -1.03% | +0.05% | -0.24% | -0.05% | +0.63% | -0.30% | +0.09% | +0.19% |
| 20 Avg -0.12% | -0.42% | +0.20% | -0.21% | -0.15% | +0.08% | +0.39% | +0.27% | -0.28% | -0.48% | -0.18% | -0.35% | -0.28% |
| 21 Avg -0.06% | -0.31% | -0.86% | +0.10% | -0.78% | +0.10% | +0.40% | +0.29% | +0.07% | -0.51% | +0.10% | +0.35% | +0.33% |
| 22 Avg +0.05% | +0.21% | +0.98% | -1.23% | +0.29% | +0.22% | -0.35% | +0.01% | -0.05% | +0.02% | +0.31% | +0.42% | -0.23% |
| 23 Avg +0.01% | -0.11% | -0.28% | -1.59% | +0.69% | -0.34% | +0.44% | +0.37% | +0.09% | -0.27% | 0.00% | +0.60% | +0.49% |
| 24 Avg +0.24% | +0.19% | -0.23% | +2.47% | +0.49% | +0.05% | -0.80% | -0.12% | +0.83% | -0.24% | -0.23% | +0.56% | -0.09% |
| 25 Avg +0.05% | +0.32% | -0.08% | +1.63% | -0.70% | -0.14% | -0.19% | +0.30% | +0.31% | +0.12% | -1.19% | +0.16% | 0.00% |
| 26 Avg +0.06% | +0.27% | -0.14% | +1.02% | -0.18% | +0.82% | -0.10% | -0.13% | -0.26% | -0.31% | -0.67% | -0.35% | +0.71% |
| 27 Avg +0.10% | -0.58% | -0.29% | -0.27% | +0.93% | +1.01% | -0.42% | +0.38% | +0.43% | +0.85% | -0.96% | -0.05% | +0.17% |
| 28 Avg +0.13% | +0.33% | -0.60% | +0.13% | +0.62% | -0.33% | +0.40% | -0.70% | -0.02% | +0.65% | +1.39% | +0.02% | -0.29% |
| 29 Avg +0.12% | -0.42% | - | +0.40% | +0.83% | -1.04% | +0.66% | +0.68% | +0.30% | -0.48% | +0.19% | +0.35% | -0.19% |
| 30 Avg -0.20% | -1.06% | - | +0.63% | -0.57% | +0.24% | +0.44% | -0.77% | -0.14% | +0.20% | -0.15% | -0.80% | -0.22% |
| 31 Avg -0.40% | -0.40% | - | -0.73% | - | -0.81% | - | -0.19% | -0.74% | - | -0.30% | - | +0.35% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
