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 Q2	$16.8M	Sell	40,691 -16,697	-29%	-$7.05M	0.24%	100
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

J. Safra Sarasin Holding's SPGI Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its S&P Global (SPGI) stake by 29% in Q2 2026, selling an estimated $7.05M and leaving 40,691 shares worth $16.8M. The position accounts for 0.24% of the portfolio, ranked #100.

J. Safra Sarasin Holding first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $35.6M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

J. Safra Sarasin Holding held 40,691 shares of S&P Global worth $16.8M as of Q2 2026.
J. Safra Sarasin Holding sold 16,697 S&P Global shares in Q2 2026, an estimated $7.05M.
S&P Global made up 0.24% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #100 holding.
J. Safra Sarasin Holding first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's S&P Global position peaked at $35.6M in Q4 2025.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.