Principal Financial Group
FPS icon

Principal Financial Group’s Forgent Power Solutions FPS Stock Holding History

Principal Financial Group’s Portfolio FPS Stock Details FPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$51.6M Sell
1,378,676
-32,625
-2% -$1.2M 0.03% 466
2026
Q2 		$78.8M Sell
1,411,301
-393,523
-22% -$18M 0.04% 371
2026
Q1 		$52.8M Buy
+1,804,824
New +$60.1M 0.03% 472

Other funds holding FPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Glynn Capital Management
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Principal Financial Group's FPS Position: Q3 2026 in Review

Principal Financial Group reduced its Forgent Power Solutions (FPS) stake by 2.3% in Q3 2026, selling an estimated $1.2M and leaving 1,378,676 shares worth $51.6M. The position accounts for 0.03% of the portfolio, ranked #466.

Principal Financial Group first reported a position in FPS in Q1 2026 and has held it in 3 quarters since. The position peaked at $78.8M in Q2 2026. 159 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • Principal Financial Group held 1,378,676 shares of Forgent Power Solutions worth $51.6M as of Q3 2026.
  • Principal Financial Group sold 32,625 Forgent Power Solutions shares in Q3 2026, an estimated $1.2M.
  • Forgent Power Solutions made up 0.03% of Principal Financial Group's portfolio in Q3 2026, its #466 holding.
  • Principal Financial Group first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 3 quarters since.
  • Principal Financial Group's Forgent Power Solutions position peaked at $78.8M in Q2 2026.
  • 159 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.