UBS AM
SPGI icon

UBS AM’s S&P Global SPGI Stock Holding History

UBS AM’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 		$1.26B Buy
2,963,591
+185,100
+7% +$85.9M 0.26% 77
2025
Q4 		$1.45B Buy
2,778,491
+5,654
+0.2% +$2.8M 0.31% 55
2025
Q3 		$1.35B Sell
2,772,837
-667,751
-19% -$358M 0.29% 61
2025
Q2 		$1.81B Buy
3,440,588
+254,338
+8% +$127M 0.37% 49
2025
Q1 		$1.62B Buy
3,186,250
+114,843
+4% +$58.7M 0.41% 41
2024
Q4 		$1.53B Buy
3,071,407
+357,790
+13% +$182M 0.36% 39
2024
Q3 		$1.4B Buy
2,713,617
+28,458
+1% +$14.1M 0.36% 47
2024
Q2 		$1.2B Buy
2,685,159
+688,081
+34% +$295M 0.34% 50
2024
Q1 		$850M Buy
1,997,078
+76,104
+4% +$33M 0.3% 62
2023
Q4 		$846M Sell
1,920,974
-78,891
-4% -$31.1M 0.33% 54
2023
Q3 		$731M Buy
1,999,865
+84,283
+4% +$33.1M 0.33% 58
2023
Q2 		$660M Hold
1,915,582
– – 0.32% 63
2023
Q1 		$660M Sell
1,915,582
-4,094
-0.2% -$1.44M 0.32% 63
2022
Q4 		$643M Sell
1,919,676
-58,229
-3% -$19.2M 0.34% 58
2022
Q3 		$604M Sell
1,977,905
-96,590
-5% -$34.6M 0.34% 56
2022
Q2 		$699M Buy
2,074,495
+230,974
+13% +$82.3M 0.37% 56
2022
Q1 		$756M Buy
1,843,521
+453,486
+33% +$185M 0.32% 58
2021
Q4 		$656M Buy
1,390,035
+16,636
+1% +$7.61M 0.25% 82
2021
Q3 		$584M Buy
1,373,399
+31,627
+2% +$13.7M 0.24% 83
2021
Q2 		$551M Sell
1,341,772
-42,185
-3% -$16.2M 0.24% 84
2021
Q1 		$488M Buy
1,383,957
+58,619
+4% +$19.5M 0.22% 92
2020
Q4 		$436M Buy
1,325,338
+138,640
+12% +$46.8M 0.2% 100
2020
Q3 		$428M Buy
1,186,698
+130,012
+12% +$45.9M 0.23% 89
2020
Q2 		$348M Buy
1,056,686
+47,158
+5% +$14.2M 0.21% 100
2020
Q1 		$247M Buy
1,009,528
+150,187
+17% +$41.2M 0.18% 112
2019
Q4 		$235M Buy
859,341
+30,110
+4% +$7.82M 0.14% 143
2019
Q3 		$203M Buy
829,231
+27,103
+3% +$6.77M 0.14% 158
2019
Q2 		$183M Sell
802,128
-24,712
-3% -$5.4M 0.13% 167
2019
Q1 		$174M Sell
826,840
-1,001
-0.1% -$194K 0.13% 177
2018
Q4 		$141M Buy
827,841
+199
+0% +$35.6K 0.12% 189
2018
Q3 		$162M Sell
827,642
-8,919
-1% -$1.84M 0.12% 196
2018
Q2 		$171M Buy
836,561
+22,128
+3% +$4.37M 0.13% 176
2018
Q1 		$156M Buy
814,433
+79,426
+11% +$14.7M 0.12% 195
2017
Q4 		$125M Buy
735,007
+3,067
+0.4% +$501K 0.11% 218
2017
Q3 		$114M Buy
731,940
+11,839
+2% +$1.8M 0.1% 221
2017
Q2 		$105M Buy
720,101
+33,712
+5% +$4.68M 0.1% 237
2017
Q1 		$89.7M Buy
686,389
+53,153
+8% +$6.61M 0.09% 245
2016
Q4 		$68.1M Sell
633,236
-589,714
-48% -$70.4M 0.08% 280
2016
Q3 		$155M Sell
1,222,950
-691,070
-36% -$83M 0.17% 141
2016
Q2 		$205M Buy
+1,914,020
New +$205M 0.23% 95

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

UBS AM's SPGI Position: Q1 2026 in Review

UBS AM increased its S&P Global (SPGI) stake by 6.7% in Q1 2026, buying an estimated $85.9M and bringing the position to 2,963,591 shares worth $1.26B. The position accounts for 0.26% of the portfolio, ranked #77.

UBS AM first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.81B in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • UBS AM held 2,963,591 shares of S&P Global worth $1.26B as of Q1 2026.
  • UBS AM bought 185,100 S&P Global shares in Q1 2026, an estimated $85.9M.
  • S&P Global made up 0.26% of UBS AM's portfolio in Q1 2026, its #77 holding.
  • UBS AM first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • UBS AM's S&P Global position peaked at $1.81B in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.