Ray Dalio
SPGI icon

Ray Dalio’s S&P Global SPGI Stock Holding History

Ray Dalio’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 		$13.9M Sell
32,699
-45,435
-58% -$21.1M 0.06% 209
2025
Q4 		$40.8M Buy
78,134
+50,178
+179% +$24.8M 0.15% 109
2025
Q3 		$13.6M Sell
27,956
-36,197
-56% -$19.4M 0.05% 269
2025
Q2 		$33.8M Sell
64,153
-80,328
-56% -$40.1M 0.14% 123
2025
Q1 		$73.4M Buy
144,481
+49,281
+52% +$25.2M 0.34% 67
2024
Q4 		$47.4M Buy
95,200
+43,639
+85% +$22.1M 0.22% 86
2024
Q3 		$26.6M Sell
51,561
-40,964
-44% -$20.3M 0.15% 126
2024
Q2 		$41.3M Buy
92,525
+9,888
+12% +$4.24M 0.22% 76
2024
Q1 		$35.2M Buy
+82,637
New +$35.8M 0.18% 99
2022
Q2 		– Sell
-2,533
Closed -$1.04M – 1060
2022
Q1 		$1.04M Buy
2,533
+1,867
+280% +$760K ﹤0.01% 795
2021
Q4 		$314K Buy
+666
New +$305K ﹤0.01% 692
2021
Q1 		– Sell
-17,000
Closed -$5.59M – 596
2020
Q4 		$5.59M Buy
17,000
+3,739
+28% +$1.26M 0.05% 182
2020
Q3 		$4.78M Buy
13,261
+6,598
+99% +$2.33M 0.06% 145
2020
Q2 		$2.19M Sell
6,663
-10,971
-62% -$3.3M 0.04% 95
2020
Q1 		$4.32M Buy
+17,634
New +$4.84M 0.09% 71
2019
Q4 		– Sell
-13,735
Closed -$3.37M – 565
2019
Q3 		$3.37M Buy
+13,735
New +$3.43M 0.03% 168
2018
Q3 		– Sell
-3,443
Closed -$702K – 467
2018
Q2 		$702K Sell
3,443
-13,622
-80% -$2.69M 0.01% 289
2018
Q1 		$3.26M Buy
+17,065
New +$3.15M 0.03% 131
2017
Q4 		– Sell
-73,830
Closed -$11.5M – 317
2017
Q3 		$11.5M Buy
73,830
+49,736
+206% +$7.56M 0.08% 66
2017
Q2 		$3.52M Sell
24,094
-5,430
-18% -$754K 0.03% 124
2017
Q1 		$3.86M Buy
+29,524
New +$3.67M 0.04% 112
2016
Q4 		– Sell
-31,100
Closed -$3.94M – 341
2016
Q3 		$3.94M Sell
31,100
-23,143
-43% -$2.78M 0.04% 143
2016
Q2 		$5.82M Buy
+54,243
New +$5.82M 0.07% 110

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ray Dalio's SPGI Position: Q1 2026 in Review

Ray Dalio reduced its S&P Global (SPGI) stake by 58% in Q1 2026, selling an estimated $21.1M and leaving 32,699 shares worth $13.9M. The position accounts for 0.06% of the portfolio, ranked #209.

Ray Dalio first reported a position in SPGI in Q2 2016 and has held it in 23 quarters since. The position peaked at $73.4M in Q1 2025. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Ray Dalio held 32,699 shares of S&P Global worth $13.9M as of Q1 2026.
  • Ray Dalio sold 45,435 S&P Global shares in Q1 2026, an estimated $21.1M.
  • S&P Global made up 0.06% of Ray Dalio's portfolio in Q1 2026, its #209 holding.
  • Ray Dalio first reported a position in S&P Global in Q2 2016 and has held it in 23 quarters since.
  • Ray Dalio's S&P Global position peaked at $73.4M in Q1 2025.
  • 2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.