Swiss Life Asset Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.2M | Buy |
67,022
+5,560
| +9% | +$2.35M | 0.11% | 149 |
|
|
2026
Q1 | $26.1M | Buy |
61,462
+4,924
| +9% | +$2.29M | 0.13% | 133 |
|
|
2025
Q4 | $29.5M | Buy |
56,538
+5,357
| +10% | +$2.65M | 0.15% | 115 |
|
|
2025
Q3 | $24.9M | Buy |
51,181
+6,369
| +14% | +$3.41M | 0.13% | 121 |
|
|
2025
Q2 | $23.6M | Sell |
44,812
-20,018
| -31% | -$9.99M | 0.14% | 114 |
|
|
2025
Q1 | $32.9M | Buy |
64,830
+7,363
| +13% | +$3.76M | 0.24% | 82 |
|
|
2024
Q4 | $28.6M | Buy |
57,467
+503
| +0.9% | +$255K | 0.21% | 87 |
|
|
2024
Q3 | $29.4M | Buy |
56,964
+13,956
| +32% | +$6.91M | 0.33% | 66 |
|
|
2024
Q2 | $19.2M | Buy |
43,008
+3,092
| +8% | +$1.33M | 0.23% | 98 |
|
|
2024
Q1 | $17M | Sell |
39,916
-11,784
| -23% | -$5.11M | 0.24% | 94 |
|
|
2023
Q4 | $22.8M | Buy |
51,700
+8,582
| +20% | +$3.39M | 0.27% | 77 |
|
|
2023
Q3 | $15.7M | Buy |
43,118
+6,491
| +18% | +$2.55M | 0.24% | 88 |
|
|
2023
Q2 | $14.7M | Buy |
36,627
+4,672
| +15% | +$1.71M | 0.22% | 102 |
|
|
2023
Q1 | $11M | Sell |
31,955
-29,160
| -48% | -$10.3M | 0.17% | 152 |
|
|
2022
Q4 | $20.5M | Sell |
61,115
-3,461
| -5% | -$1.14M | 0.34% | 59 |
|
|
2022
Q3 | $19.7M | Buy |
64,576
+268
| +0.4% | +$95.9K | 0.34% | 58 |
|
|
2022
Q2 | $21.7M | Sell |
64,308
-2,309
| -3% | -$823K | 0.35% | 58 |
|
|
2022
Q1 | $27.3M | Buy |
66,617
+9,675
| +17% | +$3.94M | 0.38% | 52 |
|
|
2021
Q4 | $26.9M | Buy |
56,942
+16,895
| +42% | +$7.73M | 0.35% | 62 |
|
|
2021
Q3 | $17M | Sell |
40,047
-3,339
| -8% | -$1.45M | 0.24% | 98 |
|
|
2021
Q2 | $18.6M | Sell |
43,386
-1,494
| -3% | -$574K | 0.19% | 96 |
|
|
2021
Q1 | $15.8M | Sell |
44,880
-12,289
| -21% | -$4.09M | 0.23% | 102 |
|
|
2020
Q4 | $18.8M | Buy |
57,169
+29,513
| +107% | +$9.96M | 0.27% | 78 |
|
|
2020
Q3 | $9.96M | Buy |
27,656
+3,411
| +14% | +$1.2M | 0.15% | 122 |
|
|
2020
Q2 | $7.99M | Sell |
24,245
-2,781
| -10% | -$836K | 0.13% | 135 |
|
|
2020
Q1 | $6.63M | Sell |
27,026
-1,454
| -5% | -$399K | 0.13% | 140 |
|
|
2019
Q4 | $7.78M | Buy |
28,480
+3,251
| +13% | +$845K | 0.15% | 126 |
|
|
2019
Q3 | $6.18M | Buy |
25,229
+9,428
| +60% | +$2.36M | 0.08% | 161 |
|
|
2019
Q2 | $3.59M | Buy |
15,801
+1,912
| +14% | +$418K | 0.04% | 222 |
|
|
2019
Q1 | $2.92M | Buy |
+13,889
| New | +$2.69M | 0.04% | 228 |
|
|
2018
Q4 | – | Sell |
-18,668
| Closed | -$3.65M | – | 422 |
|
|
2018
Q3 | $3.65M | Sell |
18,668
-1,562
| -8% | -$322K | 0.05% | 225 |
|
|
2018
Q2 | $4.13M | Buy |
20,230
+17,105
| +547% | +$3.38M | 0.06% | 196 |
|
|
2018
Q1 | $597K | Buy |
3,125
+3
| +0.1% | +$554 | 0.01% | 404 |
|
|
2017
Q4 | $529K | Sell |
3,122
-5,517
| -64% | -$901K | 0.01% | 389 |
|
|
2017
Q3 | $1.35M | Sell |
8,639
-5,207
| -38% | -$791K | 0.04% | 265 |
|
|
2017
Q2 | $2.02M | Buy |
13,846
+3,513
| +34% | +$488K | 0.05% | 189 |
|
|
2017
Q1 | $1.35M | Buy |
10,333
+4,483
| +77% | +$557K | 0.04% | 222 |
|
|
2016
Q4 | $629K | Buy |
5,850
+1,483
| +34% | +$177K | 0.02% | 328 |
|
|
2016
Q3 | $552K | Buy |
+4,367
| New | +$525K | 0.02% | 338 |
|
Other funds holding SPGI
N
Swiss Life Asset Management's SPGI Position: Q2 2026 in Review
Swiss Life Asset Management increased its S&P Global (SPGI) stake by 9% in Q2 2026, buying an estimated $2.35M and bringing the position to 67,022 shares worth $27.2M. The position accounts for 0.11% of the portfolio, ranked #149.
Swiss Life Asset Management first reported a position in SPGI in Q3 2016 and has held it in 39 quarters since. The position peaked at $32.9M in Q1 2025. 1,467 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Swiss Life Asset Management held 67,022 shares of S&P Global worth $27.2M as of Q2 2026.
- Swiss Life Asset Management bought 5,560 S&P Global shares in Q2 2026, an estimated $2.35M.
- S&P Global made up 0.11% of Swiss Life Asset Management's portfolio in Q2 2026, its #149 holding.
- Swiss Life Asset Management first reported a position in S&P Global in Q3 2016 and has held it in 39 quarters since.
- Swiss Life Asset Management's S&P Global position peaked at $32.9M in Q1 2025.
- 1,467 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.