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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-06), Principal Financial Group's 3-1 Month Momentum % is 9.91%.
The industry rank for Principal Financial Group's 3-1 Month Momentum % or its related term are showing as below:
PFG's 3-1 Month Momentum % is ranked better than 85.25% of 1634
companies
in the Asset Management industry
Industry Median: -0.095
vs PFG: 9.91
Principal Financial Group (NAS:PFG) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Principal Financial Group 3-1 Month Momentum % Related Terms
PFG vs TROW, NTRS, ARES: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Principal Financial Group's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Principal Financial Group 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Principal Financial Group's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Principal Financial Group's 3-1 Month Momentum % falls into.
Principal Financial Group (NAS:PFG) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Principal Financial Group (PFG) has a 3-1 Month Momentum % of 9.91% as of Aug. 06, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Principal Financial Group and its competitors. According to the industry distribution chart, Principal Financial Group ranks #241 out of 1634 companies in the Asset Management industry, placing it in the top 14.7%.
Is Principal Financial Group's 3-1 Month Momentum % too high?
Principal Financial Group's current 3-1 Month Momentum % is 9.91%. Based on the distribution chart, Principal Financial Group ranks #241 out of 1634 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Principal Financial Group has a GF Score™ of 71/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Principal Financial Group's 3-1 Month Momentum % compare to TROW and NTRS?
According to the Asset Management industry distribution chart, Principal Financial Group ranks #241 out of 1634 companies for 3-1 Month Momentum %. This places Principal Financial Group in the top 15% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Principal Financial Group and its competitors. Principal Financial Group's current 3-1 Month Momentum % is 9.91%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Principal Financial Group stock overvalued right now?
Based on GuruFocus' analysis, Principal Financial Group (PFG) is currently considered Modestly Overvalued. The stock's GF Value™ is $93.32, compared to a current price of $114.64 — trading 22.8% above its estimated fair value. The current 3-1 Month Momentum % is 9.91%. Principal Financial Group's overall GF Score™ is 71/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Principal Financial Group (PFG), the current 3-1 Month Momentum % is 9.91% as of Aug. 06, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Principal Financial Group (PFG) Overvalued in 2026?
Based on GuruFocus' analysis, Principal Financial Group stock appears to be overvalued.
The current stock price of $114.64 is trading 22.8% above its estimated GF Value™ of $93.32.
GuruFocus considers Principal Financial Group to be Modestly Overvalued.
Key valuation signals for PFG:
3-1 Month Momentum %: 9.91%
GF Value™: $93.32 vs. price of $114.64 (22.8% above fair value)
No single metric tells the full story. See the PFG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Principal Financial Group Inc is a financial services provider. It offers various financial products and services including retirement, asset management, and workplace benefits and protection solutions to individuals and institutional clients. The company, along with its subsidiaries, operates in the following reportable segments; Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. Maximum revenue is generated from the Retirement and Income Solutions segment which provides workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities (including RILAs), pension risk transfer, and investment services to businesses, their employees, and other individuals.
71GF Score
Get the complete analysis for PFG
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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