Principal Financial Group
FTRE icon

Principal Financial Group’s Fortrea Holdings FTRE Stock Holding History

Principal Financial Group’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14M Buy
806,676
+357,595
+80% +$4.83M 0.01% 1222
2026
Q1 		$4.23M Sell
449,081
-34,142
-7% -$439K ﹤0.01% 1673
2025
Q4 		$8.34M Sell
483,223
-34,357
-7% -$424K ﹤0.01% 1410
2025
Q3 		$4.36M Buy
517,580
+68,793
+15% +$527K ﹤0.01% 1639
2025
Q2 		$2.22M Buy
448,787
+2,587
+0.6% +$13.9K ﹤0.01% 1787
2025
Q1 		$3.37M Buy
446,200
+11,247
+3% +$159K ﹤0.01% 1664
2024
Q4 		$8.11M Buy
434,953
+13,026
+3% +$254K ﹤0.01% 1394
2024
Q3 		$8.44M Sell
421,927
-17,222
-4% -$405K ﹤0.01% 1363
2024
Q2 		$10.2M Sell
439,149
-43,531
-9% -$1.35M 0.01% 1248
2024
Q1 		$19.4M Buy
482,680
+25,469
+6% +$883K 0.01% 933
2023
Q4 		$16M Sell
457,211
-13,941
-3% -$426K 0.01% 1037
2023
Q3 		$13.5M Buy
+471,152
New +$13.9M 0.01% 1055

Other funds holding FTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

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

Principal Financial Group increased its Fortrea Holdings (FTRE) stake by 80% in Q2 2026, buying an estimated $4.83M and bringing the position to 806,676 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #1222.

Principal Financial Group first reported a position in FTRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.4M in Q1 2024. 143 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Principal Financial Group held 806,676 shares of Fortrea Holdings worth $14M as of Q2 2026.
  • Principal Financial Group bought 357,595 Fortrea Holdings shares in Q2 2026, an estimated $4.83M.
  • Fortrea Holdings made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1222 holding.
  • Principal Financial Group first reported a position in Fortrea Holdings in Q3 2023 and has held it in 12 quarters since.
  • Principal Financial Group's Fortrea Holdings position peaked at $19.4M in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

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