LGF
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LGT Group Foundation’s S&P Global SPGI Stock Holding History

LGT Group Foundation’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 		$111M Buy
271,677
+20,872
+8% +$8.81M 1.25% 20
2026
Q1 		$107M Sell
250,805
-270
-0.1% -$125K 1.3% 21
2025
Q4 		$132M Buy
251,075
+27,299
+12% +$13.5M 1.44% 18
2025
Q3 		$108M Buy
223,776
+46,104
+26% +$24.7M 1.23% 18
2025
Q2 		$93.7M Buy
177,672
+165,052
+1,308% +$82.4M 1.17% 22
2025
Q1 		$6.41M Buy
12,620
+9,847
+355% +$5.03M 0.09% 118
2024
Q4 		$1.38M Sell
2,773
-10
-0.4% -$5.07K 0.02% 188
2024
Q3 		$1.43M Buy
2,783
+231
+9% +$114K 0.02% 196
2024
Q2 		$1.14M Buy
2,552
+274
+12% +$118K 0.02% 199
2024
Q1 		$969K Sell
2,278
-7,878
-78% -$3.41M 0.02% 194
2023
Q4 		$4.49M Sell
10,156
-486
-5% -$192K 0.1% 148
2023
Q3 		$3.9M Buy
10,642
+5
+0% +$1.97K 0.1% 143
2023
Q2 		$4.26M Sell
10,637
-123
-1% -$44.9K 0.1% 144
2023
Q1 		$3.71M Buy
10,760
+420
+4% +$148K 0.11% 152
2022
Q4 		$3.46M Buy
10,340
+6,931
+203% +$2.28M 0.11% 154
2022
Q3 		$1.04M Sell
3,409
-7,338
-68% -$2.63M 0.04% 194
2022
Q2 		$3.62M Buy
10,747
+3
+0% +$1.07K 0.11% 144
2022
Q1 		$4.38M Buy
10,744
+3,272
+44% +$1.33M 0.1% 151
2021
Q4 		$3.53M Buy
+7,472
New +$3.42M 0.09% 148

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LGT Group Foundation's SPGI Position: Q2 2026 in Review

LGT Group Foundation increased its S&P Global (SPGI) stake by 8.3% in Q2 2026, buying an estimated $8.81M and bringing the position to 271,677 shares worth $111M. The position accounts for 1.25% of the portfolio, ranked #20.

LGT Group Foundation first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $132M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • LGT Group Foundation held 271,677 shares of S&P Global worth $111M as of Q2 2026.
  • LGT Group Foundation bought 20,872 S&P Global shares in Q2 2026, an estimated $8.81M.
  • S&P Global made up 1.25% of LGT Group Foundation's portfolio in Q2 2026, its #20 holding.
  • LGT Group Foundation first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's S&P Global position peaked at $132M in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.