J. Safra Sarasin Holding’s S&P Global SPGI Stock Holding History

J. Safra Sarasin Holding’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	$24.4M	Sell	57,388 -10,701	-16%	-$4.97M	0.42%	69
2025 Q4	$35.6M	Buy	68,089 +8,526	+14%	+$4.22M	0.58%	53
2025 Q3	$29M	Sell	59,563 -6,341	-10%	-$3.4M	0.47%	65
2025 Q2	$34.8M	Buy	65,904 +29,835	+83%	+$14.9M	0.6%	48
2025 Q1	$18.3M	Buy	36,069 +32,325	+863%	+$16.5M	0.33%	80
2024 Q4	$1.86M	Buy	3,744 +2,117	+130%	+$1.07M	0.03%	228
2024 Q3	$841K	Hold	1,627	–	–	0.01%	351
2024 Q2	$726K	Buy	+1,627	New	+$698K	0.01%	374

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

J. Safra Sarasin Holding's SPGI Position: Q1 2026 in Review

J. Safra Sarasin Holding reduced its S&P Global (SPGI) stake by 16% in Q1 2026, selling an estimated $4.97M and leaving 57,388 shares worth $24.4M. The position accounts for 0.42% of the portfolio, ranked #69.

J. Safra Sarasin Holding first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. The position peaked at $35.6M in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

J. Safra Sarasin Holding held 57,388 shares of S&P Global worth $24.4M as of Q1 2026.
J. Safra Sarasin Holding sold 10,701 S&P Global shares in Q1 2026, an estimated $4.97M.
S&P Global made up 0.42% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #69 holding.
J. Safra Sarasin Holding first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's S&P Global position peaked at $35.6M in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.