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Principal Securities’s S&P Global SPGI Stock Holding History

Principal Securities’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 		$4.2M Buy
10,319
+7,189
+230% +$3.04M 0.05% 331
2026
Q1 		$1.33M Buy
3,130
+446
+17% +$207K 0.02% 631
2025
Q4 		$1.4M Sell
2,684
-1,945
-42% -$962K 0.02% 594
2025
Q3 		$2.25M Buy
4,629
+770
+20% +$412K 0.04% 418
2025
Q2 		$2.03M Buy
3,859
+252
+7% +$126K 0.04% 406
2025
Q1 		$1.8M Hold
3,607
– – 0.04% 395
2024
Q4 		$1.8M Buy
3,607
+969
+37% +$492K 0.04% 392
2024
Q3 		$1.36M Buy
2,638
+235
+10% +$116K 0.03% 447
2024
Q2 		$1.07M Sell
2,403
-583
-20% -$250K 0.03% 463
2024
Q1 		$1.27M Sell
2,986
-844
-22% -$366K 0.04% 393
2023
Q4 		$1.69M Buy
+3,830
New +$1.51M 0.06% 281

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principal Securities's SPGI Position: Q2 2026 in Review

Principal Securities increased its S&P Global (SPGI) stake by 230% in Q2 2026, buying an estimated $3.04M and bringing the position to 10,319 shares worth $4.2M. The position accounts for 0.05% of the portfolio, ranked #331.

Principal Securities first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Principal Securities held 10,319 shares of S&P Global worth $4.2M as of Q2 2026.
  • Principal Securities bought 7,189 S&P Global shares in Q2 2026, an estimated $3.04M.
  • S&P Global made up 0.05% of Principal Securities's portfolio in Q2 2026, its #331 holding.
  • Principal Securities first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.