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Perpetual Ltd’s S&P Global SPGI Stock Holding History

Perpetual Ltd’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 		$1.18M Buy
2,893
+1,807
+166% +$763K 0.02% 207
2026
Q1 		$462K Buy
1,086
+197
+22% +$91.5K 0.01% 323
2025
Q4 		$465K Sell
889
-241
-21% -$119K 0.01% 317
2025
Q3 		$550K Buy
1,130
+283
+33% +$152K 0.01% 320
2025
Q2 		$447K Sell
847
-148,167
-99% -$73.9M 0.01% 334
2025
Q1 		$75.7M Sell
149,014
-9,812
-6% -$5.01M 0.91% 33
2024
Q4 		$79.1M Buy
158,826
+6,601
+4% +$3.35M 0.93% 33
2024
Q3 		$78.6M Sell
152,225
-8,904
-6% -$4.41M 0.85% 40
2024
Q2 		$71.9M Sell
161,129
-30,397
-16% -$13M 0.78% 44
2024
Q1 		$81.5M Sell
191,526
-3,072
-2% -$1.33M 0.8% 48
2023
Q4 		$85.7M Sell
194,598
-24,759
-11% -$9.77M 0.88% 37
2023
Q3 		$80.2M Sell
219,357
-2,696
-1% -$1.06M 0.83% 41
2023
Q2 		$89M Sell
222,053
-30,692
-12% -$11.2M 0.76% 44
2023
Q1 		$87.1M Buy
+252,745
New +$88.9M 0.75% 44

Other funds holding SPGI

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Perpetual Ltd's SPGI Position: Q2 2026 in Review

Perpetual Ltd increased its S&P Global (SPGI) stake by 166% in Q2 2026, buying an estimated $763K and bringing the position to 2,893 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #207.

Perpetual Ltd first reported a position in SPGI in Q1 2023 and has held it in 14 quarters since. The position peaked at $89M in Q2 2023. 692 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Perpetual Ltd held 2,893 shares of S&P Global worth $1.18M as of Q2 2026.
  • Perpetual Ltd bought 1,807 S&P Global shares in Q2 2026, an estimated $763K.
  • S&P Global made up 0.02% of Perpetual Ltd's portfolio in Q2 2026, its #207 holding.
  • Perpetual Ltd first reported a position in S&P Global in Q1 2023 and has held it in 14 quarters since.
  • Perpetual Ltd's S&P Global position peaked at $89M in Q2 2023.
  • 692 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.