Principal Financial Group
FERG icon

Principal Financial Group’s Ferguson FERG Stock Holding History

Principal Financial Group’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.44M Buy
39,774
+18,276
+85% +$4.41M ﹤0.01% 1434
2026
Q1 		$5.01M Buy
21,498
+174
+0.8% +$42.3K ﹤0.01% 1627
2025
Q4 		$4.75M Buy
21,324
+272
+1% +$65K ﹤0.01% 1636
2025
Q3 		$4.73M Sell
21,052
-1,097
-5% -$248K ﹤0.01% 1608
2025
Q2 		$4.82M Sell
22,149
-3,955
-15% -$728K ﹤0.01% 1588
2025
Q1 		$4.18M Sell
26,104
-1,120
-4% -$194K ﹤0.01% 1609
2024
Q4 		$4.73M Sell
27,224
-4,801
-15% -$953K ﹤0.01% 1608
2024
Q3 		$6.36M Buy
32,025
+7,862
+33% +$1.59M ﹤0.01% 1480
2024
Q2 		$4.68M Sell
24,163
-403
-2% -$84.5K ﹤0.01% 1569
2024
Q1 		$5.37M Buy
24,566
+7,610
+45% +$1.52M ﹤0.01% 1542
2023
Q4 		$3.27M Sell
16,956
-22,222
-57% -$3.75M ﹤0.01% 1682
2023
Q3 		$6.44M Buy
39,178
+17,777
+83% +$2.81M ﹤0.01% 1434
2023
Q2 		$3.37M Buy
21,401
+4,665
+28% +$664K ﹤0.01% 1654
2023
Q1 		$2.24M Hold
16,736
– – ﹤0.01% 1742
2022
Q4 		$2.12M Buy
+16,736
New +$1.95M ﹤0.01% 1752

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principal Financial Group's FERG Position: Q2 2026 in Review

Principal Financial Group increased its Ferguson (FERG) stake by 85% in Q2 2026, buying an estimated $4.41M and bringing the position to 39,774 shares worth $9.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Principal Financial Group first reported a position in FERG in Q4 2022 and has held it in 15 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Principal Financial Group held 39,774 shares of Ferguson worth $9.44M as of Q2 2026.
  • Principal Financial Group bought 18,276 Ferguson shares in Q2 2026, an estimated $4.41M.
  • Ferguson made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1434 holding.
  • Principal Financial Group first reported a position in Ferguson in Q4 2022 and has held it in 15 quarters since.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.