Bank Julius Baer & Co
SPGI icon

Bank Julius Baer & Co’s S&P Global SPGI Stock Holding History

Bank Julius Baer & Co’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$115M Sell
271,882
-423,407
-61% -$197M 0.35% 67
2025
Q4 		$364M Sell
695,289
-70,979
-9% -$35.1M 1% 22
2025
Q3 		$373M Buy
766,268
+4,407
+0.6% +$2.36M 1.05% 20
2025
Q2 		$401M Sell
761,861
-5,762
-0.8% -$2.88M 1.19% 17
2025
Q1 		$390M Buy
767,623
+46,352
+6% +$23.7M 1.27% 17
2024
Q4 		$387M Buy
721,271
+53,247
+8% +$27M 1.2% 20
2024
Q3 		$392M Sell
668,024
-35,370
-5% -$17.5M 1.32% 18
2024
Q2 		$342M Sell
703,394
-63,344
-8% -$27.2M 1.31% 17
2024
Q1 		$324M Buy
766,738
+19,797
+3% +$8.58M 1.24% 21
2023
Q4 		$329M Buy
746,941
+79,392
+12% +$31.3M 1.39% 17
2023
Q3 		$244M Buy
667,549
+31,542
+5% +$12.4M 1.42% 18
2023
Q2 		$255M Sell
636,007
-19,984
-3% -$7.3M 1.52% 15
2023
Q1 		$226M Buy
655,991
+203
+0% +$71.4K 1.44% 19
2022
Q4 		$220M Buy
655,788
+6,439
+1% +$2.12M 1.5% 21
2022
Q3 		$198M Sell
649,349
-96,092
-13% -$34.4M 1.51% 20
2022
Q2 		$251M Sell
745,441
-205,448
-22% -$73.2M 1.77% 18
2022
Q1 		$390M Buy
950,889
+148,539
+19% +$60.5M 2.34% 10
2021
Q4 		$379M Buy
802,350
+61,727
+8% +$28.2M 2.02% 12
2021
Q3 		$315M Buy
740,623
+42,548
+6% +$18.4M 1.95% 13
2021
Q2 		$287M Buy
698,075
+36,597
+6% +$14.1M 1.82% 13
2021
Q1 		$233M Buy
661,478
+139,566
+27% +$46.4M 1.75% 14
2020
Q4 		$172M Buy
521,912
+132,284
+34% +$44.6M 1.41% 16
2020
Q3 		$141M Buy
389,628
+54,151
+16% +$19.1M 1.37% 15
2020
Q2 		$111M Buy
335,477
+36,549
+12% +$11M 1.27% 19
2020
Q1 		$73.3M Buy
+298,928
New +$82M 1.7% 10

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank Julius Baer & Co's SPGI Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its S&P Global (SPGI) stake by 61% in Q1 2026, selling an estimated $197M and leaving 271,882 shares worth $115M. The position accounts for 0.35% of the portfolio, ranked #67.

Bank Julius Baer & Co first reported a position in SPGI in Q1 2020 and has held it in 25 quarters since. The position peaked at $401M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Bank Julius Baer & Co held 271,882 shares of S&P Global worth $115M as of Q1 2026.
  • Bank Julius Baer & Co sold 423,407 S&P Global shares in Q1 2026, an estimated $197M.
  • S&P Global made up 0.35% of Bank Julius Baer & Co's portfolio in Q1 2026, its #67 holding.
  • Bank Julius Baer & Co first reported a position in S&P Global in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's S&P Global position peaked at $401M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.