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Principle Wealth Partners’s S&P Global SPGI Stock Holding History

Principle Wealth Partners’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 		$556K Buy
1,366
+98
+8% +$41.4K 0.03% 237
2026
Q1 		$540K Buy
1,268
+4
+0.3% +$1.86K 0.03% 230
2025
Q4 		$660K Sell
1,264
-21
-2% -$10.4K 0.04% 208
2025
Q3 		$626K Sell
1,285
-12
-0.9% -$6.43K 0.04% 206
2025
Q2 		$684K Buy
1,297
+109
+9% +$54.4K 0.04% 197
2025
Q1 		$604K Sell
1,188
-49
-4% -$25K 0.04% 205
2024
Q4 		$616K Hold
1,237
– – 0.04% 201
2024
Q3 		$639K Hold
1,237
– – 0.05% 201
2024
Q2 		$552K Buy
1,237
+49
+4% +$21K 0.04% 205
2024
Q1 		$505K Buy
1,188
+250
+27% +$108K 0.04% 220
2023
Q4 		$413K Sell
938
-228
-20% -$90K 0.04% 229
2023
Q3 		$426K Buy
1,166
+7
+0.6% +$2.75K 0.04% 216
2023
Q2 		$465K Buy
1,159
+10
+0.9% +$3.65K 0.05% 203
2023
Q1 		$396K Sell
1,149
-36
-3% -$12.7K 0.04% 218
2022
Q4 		$397K Sell
1,185
-248
-17% -$81.7K 0.05% 214
2022
Q3 		$438 Hold
1,433
– – 0.04% 195
2022
Q2 		$483K Hold
1,433
– – 0.06% 198
2022
Q1 		$588K Buy
1,433
+122
+9% +$49.7K 0.06% 186
2021
Q4 		$619K Sell
1,311
-160
-11% -$73.2K 0.07% 180
2021
Q3 		$625K Hold
1,471
– – 0.07% 175
2021
Q2 		$604K Sell
1,471
-11
-0.7% -$4.23K 0.07% 181
2021
Q1 		$523K Sell
1,482
-45
-3% -$15K 0.06% 188
2020
Q4 		$502K Buy
1,527
+650
+74% +$219K 0.07% 176
2020
Q3 		$316K Sell
877
-19
-2% -$6.7K 0.09% 117
2020
Q2 		$295K Hold
896
– – 0.09% 120
2020
Q1 		$220K Sell
896
-42
-4% -$11.5K 0.08% 125
2019
Q4 		$256K Sell
938
-31
-3% -$8.05K 0.08% 143
2019
Q3 		$237K Hold
969
– – 0.08% 148
2019
Q2 		$221K Buy
+969
New +$212K 0.11% 126

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principle Wealth Partners's SPGI Position: Q2 2026 in Review

Principle Wealth Partners increased its S&P Global (SPGI) stake by 7.7% in Q2 2026, buying an estimated $41.4K and bringing the position to 1,366 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #237.

Principle Wealth Partners first reported a position in SPGI in Q2 2019 and has held it in 29 quarters since. The position peaked at $684K in Q2 2025. 1,236 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Principle Wealth Partners held 1,366 shares of S&P Global worth $556K as of Q2 2026.
  • Principle Wealth Partners bought 98 S&P Global shares in Q2 2026, an estimated $41.4K.
  • S&P Global made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #237 holding.
  • Principle Wealth Partners first reported a position in S&P Global in Q2 2019 and has held it in 29 quarters since.
  • Principle Wealth Partners's S&P Global position peaked at $684K in Q2 2025.
  • 1,236 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.