Sumitomo Mitsui Trust Group
SPGI icon

Sumitomo Mitsui Trust Group’s S&P Global SPGI Stock Holding History

Sumitomo Mitsui Trust Group’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 		$289M Sell
680,147
-37,602
-5% -$17.5M 0.19% 99
2025
Q4 		$375M Sell
717,749
-29,098
-4% -$14.4M 0.22% 93
2025
Q3 		$363M Buy
746,847
+14,589
+2% +$7.81M 0.21% 99
2025
Q2 		$386M Sell
732,258
-1,378
-0.2% -$688K 0.24% 85
2025
Q1 		$373M Sell
733,636
-36,228
-5% -$18.5M 0.26% 80
2024
Q4 		$383M Buy
769,864
+42,313
+6% +$21.5M 0.26% 74
2024
Q3 		$376M Buy
727,551
+5,285
+0.7% +$2.62M 0.26% 80
2024
Q2 		$322M Sell
722,266
-66,487
-8% -$28.5M 0.24% 82
2024
Q1 		$336M Sell
788,753
-5,511
-0.7% -$2.39M 0.23% 84
2023
Q4 		$350M Sell
794,264
-10,052
-1% -$3.97M 0.26% 83
2023
Q3 		$294M Sell
804,316
-66,523
-8% -$26.2M 0.24% 86
2023
Q2 		$349M Sell
870,839
-146,165
-14% -$53.4M 0.27% 76
2023
Q1 		$351M Sell
1,017,004
-29,099
-3% -$10.2M 0.26% 83
2022
Q4 		$350M Sell
1,046,103
-52,622
-5% -$17.3M 0.28% 82
2022
Q3 		$335M Sell
1,098,725
-15,794
-1% -$5.65M 0.28% 76
2022
Q2 		$376M Sell
1,114,519
-104,087
-9% -$37.1M 0.29% 74
2022
Q1 		$500M Buy
1,218,606
+544,303
+81% +$222M 0.33% 60
2021
Q4 		$318M Sell
674,303
-30,108
-4% -$13.8M 0.19% 117
2021
Q3 		$299M Sell
704,411
-40,093
-5% -$17.4M 0.19% 119
2021
Q2 		$306M Sell
744,504
-42,178
-5% -$16.2M 0.18% 128
2021
Q1 		$278M Sell
786,682
-21,762
-3% -$7.24M 0.17% 128
2020
Q4 		$266M Sell
808,444
-131,313
-14% -$44.3M 0.17% 131
2020
Q3 		$339M Sell
939,757
-78,472
-8% -$27.7M 0.23% 94
2020
Q2 		$335M Sell
1,018,229
-160,900
-14% -$48.4M 0.24% 88
2020
Q1 		$289M Buy
1,179,129
+219,962
+23% +$60.3M 0.25% 88
2019
Q4 		$262M Sell
959,167
-78,629
-8% -$20.4M 0.21% 105
2019
Q3 		$254M Buy
1,037,796
+77,257
+8% +$19.3M 0.22% 97
2019
Q2 		$219M Sell
960,539
-21,768
-2% -$4.75M 0.2% 109
2019
Q1 		$207M Sell
982,307
-6,153
-0.6% -$1.19M 0.19% 115
2018
Q4 		$166M Buy
988,460
+166,960
+20% +$29.9M 0.18% 125
2018
Q3 		$161M Buy
821,500
+11,875
+1% +$2.45M 0.17% 131
2018
Q2 		$165M Buy
809,625
+49,930
+7% +$9.86M 0.19% 118
2018
Q1 		$145M Buy
759,695
+5,713
+0.8% +$1.05M 0.19% 122
2017
Q4 		$128M Buy
753,982
+10,221
+1% +$1.67M 0.16% 141
2017
Q3 		$116M Sell
743,761
-13,591
-2% -$2.07M 0.16% 144
2017
Q2 		$111M Buy
757,352
+10,488
+1% +$1.46M 0.16% 147
2017
Q1 		$97.6M Sell
746,864
-5,944
-0.8% -$739K 0.15% 156
2016
Q4 		$81M Buy
752,808
+3,571
+0.5% +$427K 0.13% 182
2016
Q3 		$94.8M Sell
749,237
-2,907
-0.4% -$349K 0.16% 156
2016
Q2 		$80.7M Buy
+752,144
New +$80.7M 0.14% 172

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sumitomo Mitsui Trust Group's SPGI Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its S&P Global (SPGI) stake by 5.2% in Q1 2026, selling an estimated $17.5M and leaving 680,147 shares worth $289M. The position accounts for 0.19% of the portfolio, ranked #99.

Sumitomo Mitsui Trust Group first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $500M in Q1 2022. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 680,147 shares of S&P Global worth $289M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 37,602 S&P Global shares in Q1 2026, an estimated $17.5M.
  • S&P Global made up 0.19% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #99 holding.
  • Sumitomo Mitsui Trust Group first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Sumitomo Mitsui Trust Group's S&P Global position peaked at $500M in Q1 2022.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.