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

Ostrum 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	$2.79M	Buy	6,551 +381	+6%	+$177K	0.16%	101
2025 Q4	$3.22M	Sell	6,170 -833	-12%	-$412K	0.15%	101
2025 Q3	$3.41M	Sell	7,003 -2,125	-23%	-$1.14M	0.15%	120
2025 Q2	$4.81M	Sell	9,128 -245	-3%	-$122K	0.23%	76
2025 Q1	$4.76M	Buy	9,373 +695	+8%	+$355K	0.25%	64
2024 Q4	$4.32M	Buy	8,678 +32	+0.4%	+$16.2K	0.37%	56
2024 Q3	$4.47M	Sell	8,646 -1,089	-11%	-$539K	0.37%	56
2024 Q2	$4.34M	Sell	9,735 -309	-3%	-$133K	0.38%	56
2024 Q1	$4.27M	Sell	10,044 -428	-4%	-$186K	0.34%	73
2023 Q4	$4.61M	Buy	10,472 +740	+8%	+$292K	0.4%	60
2023 Q3	$3.56M	Buy	9,732 +417	+4%	+$164K	0.33%	71
2023 Q2	$3.73M	Sell	9,315 -366	-4%	-$134K	0.31%	88
2023 Q1	$3.34M	Buy	+9,681	New	+$3.41M	0.29%	103

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

Ostrum Asset Management's SPGI Position: Q1 2026 in Review

Ostrum Asset Management increased its S&P Global (SPGI) stake by 6.2% in Q1 2026, buying an estimated $177K and bringing the position to 6,551 shares worth $2.79M. The position accounts for 0.16% of the portfolio, ranked #101.

Ostrum Asset Management first reported a position in SPGI in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.81M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Ostrum Asset Management held 6,551 shares of S&P Global worth $2.79M as of Q1 2026.
Ostrum Asset Management bought 381 S&P Global shares in Q1 2026, an estimated $177K.
S&P Global made up 0.16% of Ostrum Asset Management's portfolio in Q1 2026, its #101 holding.
Ostrum Asset Management first reported a position in S&P Global in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's S&P Global position peaked at $4.81M in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.