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 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 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

Principal Securities's SPGI Position: Q1 2026 in Review

Principal Securities increased its S&P Global (SPGI) stake by 17% in Q1 2026, buying an estimated $207K and bringing the position to 3,130 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #631.

Principal Securities first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.25M in Q3 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Principal Securities held 3,130 shares of S&P Global worth $1.33M as of Q1 2026.
Principal Securities bought 446 S&P Global shares in Q1 2026, an estimated $207K.
S&P Global made up 0.02% of Principal Securities's portfolio in Q1 2026, its #631 holding.
Principal Securities first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Principal Securities's S&P Global position peaked at $2.25M in Q3 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.