Groupama Asset Management’s S&P Global SPGI Stock Holding History

Groupama Asset Management’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	$5.64M	Sell	13,249 -399	-3%	-$185K	0.08%	98
2025 Q4	$7.13M	Sell	13,648 -186	-1%	-$92K	0.1%	92
2025 Q3	$6.73M	Sell	13,834 -3,780	-21%	-$2.02M	0.1%	94
2025 Q2	$9.12M	Buy	17,614 +834	+5%	+$416K	0.15%	80
2025 Q1	$8.43M	Buy	16,780 +2,130	+15%	+$1.09M	0.17%	82
2024 Q4	$7.3M	Buy	14,650 +68	+0.5%	+$34.5K	0.15%	91
2024 Q3	$6.05M	Sell	14,582 -974	-6%	-$482K	0.16%	97
2024 Q2	$6.94M	Buy	15,556 +272	+2%	+$117K	0.09%	115
2024 Q1	$9.87M	Sell	15,284 -6,826	-31%	-$2.96M	0.18%	99
2023 Q4	$9.74M	Buy	+22,110	New	+$8.73M	0.25%	75

Other funds holding SPGI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

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