Principal Financial's market value is the price at which a share of Principal Financial trades on a public exchange. It measures the collective expectations of Principal Financial Group investors about its performance. Principal Financial is trading at 337.31 as of the 16th of January 2026, a No Change since the beginning of the trading day. The stock's open price was 337.31. With this module, you can estimate the performance of a buy and hold strategy of Principal Financial Group and determine expected loss or profit from investing in Principal Financial over a given investment horizon. Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
Symbol
Principal
Principal Financial 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Principal Financial's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Principal Financial.
0.00
01/21/2025
No Change 0.00
0.0
In 11 months and 26 days
01/16/2026
0.00
If you would invest 0.00 in Principal Financial on January 21, 2025 and sell it all today you would earn a total of 0.00 from holding Principal Financial Group or generate 0.0% return on investment in Principal Financial over 360 days.
Principal Financial Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Principal Financial's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Principal Financial Group upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Financial's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Principal Financial's standard deviation. In reality, there are many statistical measures that can use Principal Financial historical prices to predict the future Principal Financial's volatility.
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Principal Financial. Your research has to be compared to or analyzed against Principal Financial's peers to derive any actionable benefits. When done correctly, Principal Financial's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Principal Financial.
Principal Financial Backtested Returns
At this point, Principal Financial is very steady. Principal Financial maintains Sharpe Ratio (i.e., Efficiency) of 0.13, which implies the firm had a 0.13 % return per unit of risk over the last 3 months. We have found sixteen technical indicators for Principal Financial, which you can use to evaluate the volatility of the company. Please check Principal Financial's Variance of 0.012, risk adjusted performance of 0.0319, and Coefficient Of Variation of 812.4 to confirm if the risk estimate we provide is consistent with the expected return of 0.0151%. Principal Financial has a performance score of 10 on a scale of 0 to 100. The company holds a Beta of 0.0031, which implies not very significant fluctuations relative to the market. As returns on the market increase, Principal Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Principal Financial is expected to be smaller as well. Principal Financial right now holds a risk of 0.12%. Please check Principal Financial variance, treynor ratio, skewness, as well as the relationship between the information ratio and maximum drawdown , to decide if Principal Financial will be following its historical price patterns.
Auto-correlation
0.94
Excellent predictability
Principal Financial Group has excellent predictability. Overlapping area represents the amount of predictability between Principal Financial time series from 21st of January 2025 to 20th of July 2025 and 20th of July 2025 to 16th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Principal Financial price movement. The serial correlation of 0.94 indicates that approximately 94.0% of current Principal Financial price fluctuation can be explain by its past prices.
Correlation Coefficient
0.94
Spearman Rank Test
1.0
Residual Average
0.0
Price Variance
4.2
Principal Financial lagged returns against current returns
Autocorrelation, which is Principal Financial stock's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Principal Financial's stock expected returns. We can calculate the autocorrelation of Principal Financial returns to help us make a trade decision. For example, suppose you find that Principal Financial has exhibited high autocorrelation historically, and you observe that the stock is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values
Timeline
Principal Financial regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Principal Financial stock is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Principal Financial stock is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Principal Financial stock over time.
Current vs Lagged Prices
Timeline
Principal Financial Lagged Returns
When evaluating Principal Financial's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Principal Financial stock have on its future price. Principal Financial autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Principal Financial autocorrelation shows the relationship between Principal Financial stock current value and its past values and can show if there is a momentum factor associated with investing in Principal Financial Group.
Regressed Prices
Timeline
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.