Perpetual Ltd
SPGI icon

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
Q3 		$555K Sell
1,408
-1,485
-51% -$628K 0.01% 298
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% -$9.8M 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 $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Perpetual Ltd's SPGI Position: Q3 2026 in Review

Perpetual Ltd reduced its S&P Global (SPGI) stake by 51% in Q3 2026, selling an estimated $628K and leaving 1,408 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #298.

Perpetual Ltd first reported a position in SPGI in Q1 2023 and has held it in 15 quarters since. The position peaked at $89M in Q2 2023. 934 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Perpetual Ltd held 1,408 shares of S&P Global worth $555K as of Q3 2026.
  • Perpetual Ltd sold 1,485 S&P Global shares in Q3 2026, an estimated $628K.
  • S&P Global made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #298 holding.
  • Perpetual Ltd first reported a position in S&P Global in Q1 2023 and has held it in 15 quarters since.
  • Perpetual Ltd's S&P Global position peaked at $89M in Q2 2023.
  • 934 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.