Principal Financial Group
FPS

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
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

Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

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

Principal Financial Group reduced its Forgent Power Solutions (FPS) stake by 22% in Q2 2026, selling an estimated $18M and leaving 1,411,301 shares worth $78.8M. The position accounts for 0.04% of the portfolio, ranked #371.

Principal Financial Group first reported a position in FPS in Q1 2026 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • Principal Financial Group held 1,411,301 shares of Forgent Power Solutions worth $78.8M as of Q2 2026.
  • Principal Financial Group sold 393,523 Forgent Power Solutions shares in Q2 2026, an estimated $18M.
  • Forgent Power Solutions made up 0.04% of Principal Financial Group's portfolio in Q2 2026, its #371 holding.
  • Principal Financial Group first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

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