PFG correlations (Principal Financial Group)
PFG measured against 4756 US stocks and ETFs: closest co-movers on one side, the best offsets on the other, all from weekly returns.
Data as of 2026-08-27 · refreshed every trading day · Financials · Life & Health Insurance
Volatility (ann.)
22.9%
3y weekly
Beta vs S&P 500
0.88
3y weekly
1-year return
+43.9%
price, adjusted
5-year return
+99.7%
price, adjusted
Market cap
$24.0B
latest
P/E ratio
16.0
trailing
Dividend yield
2.84%
trailing
Max drawdown
-22.4%
3y, daily closes
PFG over the last 12 months, weekly closes indexed to 100 at the start.
Stocks and ETFs most correlated with PFG
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| MET | MetLife | 0.76 | |
| XLF | Financial Select Sector SPDR Fund | 0.73 | |
| VOYA | Voya Financial, Inc. | 0.73 | |
| KEY | KeyCorp | 0.72 | |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 0.72 | |
| VYM | Vanguard High Dividend Yield ETF | 0.71 | |
| VTV | Vanguard Value ETF | 0.71 | |
| PRU | Prudential Financial | 0.70 | |
| FITB | Fifth Third Bancorp | 0.70 | |
| RSP | Invesco S&P 500 Equal Weight ETF | 0.69 | |
| DIA | SPDR Dow Jones Industrial Average ETF | 0.69 | |
| DGRO | iShares Core Dividend Growth ETF | 0.69 | |
| FHN | First Horizon Corporation | 0.68 | |
| HBAN | Huntington Bancshares | 0.68 | |
| PNC | PNC Financial Services | 0.68 |
Best diversifiers for PFG
The least-correlated liquid assets in our universe, meaning the ones that historically moved most independently from PFG.
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | -0.57 | |
| VXZ | iPath Series B S&P 500 VIX Mid-Term Futures ETN | -0.56 | |
| FNGD | MicroSectors FANG Index -3X Inverse Leveraged ETNs due | -0.25 | |
| JL | J-Long Group Limited - Class A | -0.18 | |
| RAY | Raytech Holding Limited | -0.17 | |
| GNPX | Genprex, Inc. | -0.17 | |
| EHGO | Eshallgo Inc. - Class A | -0.17 | |
| BNC | CEA Industries Inc. | -0.16 | |
| RIME | Algorhythm Holdings, Inc. | -0.16 | |
| PAVS | Paranovus Entertainment Technology Ltd. - Class A | -0.15 |
PFG vs benchmarks
PFG vs its peers
Get PFG data as JSON
$ curl https://www.pairbook.io/api/v1/symbols/pfg.jsonCorrelations, diversifiers, beta and volatility for PFG, plus one endpoint per pair. API documentation.
PFG inside major ETFs
| ETF | PFG weight | |
|---|---|---|
| SCHD | Schwab US Dividend Equity ETF | 0.54% |
| XLF | Financial Select Sector SPDR Fund | 0.27% |
| RSP | Invesco S&P 500 Equal Weight ETF | 0.19% |
| DGRO | iShares Core Dividend Growth ETF | 0.16% |
| VIG | Vanguard Dividend Appreciation ETF | 0.1% |
| VYM | Vanguard High Dividend Yield ETF | 0.1% |
| VTV | Vanguard Value ETF | 0.09% |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 0.07% |
