UBS Group’s Forgent Power Solutions FPS Stock Holding History

UBS 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	$315M	Buy	5,641,827 +3,317,141	+143%	+$151M	0.04%	450
2026 Q1	$68M	Buy	+2,324,686	New	+$77.4M	0.01%	1343

Other funds holding FPS

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

UBS Group's FPS Position: Q2 2026 in Review

UBS Group increased its Forgent Power Solutions (FPS) stake by 143% in Q2 2026, buying an estimated $151M and bringing the position to 5,641,827 shares worth $315M. The position accounts for 0.04% of the portfolio, ranked #450.

UBS 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.

UBS Group held 5,641,827 shares of Forgent Power Solutions worth $315M as of Q2 2026.
UBS Group bought 3,317,141 Forgent Power Solutions shares in Q2 2026, an estimated $151M.
Forgent Power Solutions made up 0.04% of UBS Group's portfolio in Q2 2026, its #450 holding.
UBS 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 UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.