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

UBS 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 		$759M Buy
1,783,834
+337,935
+23% +$157M 0.11% 173
2025
Q4 		$756M Sell
1,445,899
-197,957
-12% -$97.9M 0.12% 145
2025
Q3 		$800M Buy
1,643,856
+232,703
+16% +$125M 0.13% 139
2025
Q2 		$744M Sell
1,411,153
-204,928
-13% -$102M 0.13% 150
2025
Q1 		$821M Buy
1,616,081
+63,417
+4% +$32.4M 0.15% 123
2024
Q4 		$773M Buy
1,552,664
+17,132
+1% +$8.69M 0.14% 135
2024
Q3 		$793M Buy
1,535,532
+70,694
+5% +$35M 0.17% 112
2024
Q2 		$653M Buy
1,464,838
+151,737
+12% +$65.1M 0.16% 118
2024
Q1 		$559M Buy
1,313,101
+361,779
+38% +$157M 0.14% 142
2023
Q4 		$419M Sell
951,322
-17,382
-2% -$6.86M 0.13% 165
2023
Q3 		$354M Sell
968,704
-56,551
-6% -$22.2M 0.12% 162
2023
Q2 		$411M Buy
1,025,255
+56,157
+6% +$20.5M 0.14% 147
2023
Q1 		$334M Sell
969,098
-43,309
-4% -$15.2M 0.12% 165
2022
Q4 		$339M Buy
1,012,407
+150,469
+17% +$49.6M 0.13% 173
2022
Q3 		$263M Sell
861,938
-10,977
-1% -$3.93M 0.12% 187
2022
Q2 		$294M Sell
872,915
-40,395
-4% -$14.4M 0.12% 184
2022
Q1 		$375M Buy
913,310
+310,323
+51% +$126M 0.12% 164
2021
Q4 		$285M Buy
602,987
+58,044
+11% +$26.6M 0.08% 248
2021
Q3 		$232M Buy
544,943
+50,144
+10% +$21.7M 0.07% 271
2021
Q2 		$203M Buy
494,799
+115,706
+31% +$44.5M 0.07% 292
2021
Q1 		$134M Sell
379,093
-97,470
-20% -$32.4M 0.04% 396
2020
Q4 		$157M Sell
476,563
-60,780
-11% -$20.5M 0.05% 338
2020
Q3 		$194M Buy
537,343
+229,650
+75% +$81M 0.07% 250
2020
Q2 		$101M Sell
307,693
-6,123
-2% -$1.84M 0.04% 366
2020
Q1 		$76.9M Sell
313,816
-65,717
-17% -$18M 0.04% 415
2019
Q4 		$104M Buy
379,533
+51,389
+16% +$13.4M 0.04% 440
2019
Q3 		$80.4M Sell
328,144
-34,653
-10% -$8.66M 0.03% 474
2019
Q2 		$82.6M Buy
362,797
+45,525
+14% +$9.94M 0.03% 457
2019
Q1 		$66.8M Buy
317,272
+45,754
+17% +$8.86M 0.03% 506
2018
Q4 		$46.1M Sell
271,518
-93,027
-26% -$16.7M 0.02% 628
2018
Q3 		$71.2M Buy
364,545
+15,209
+4% +$3.14M 0.03% 526
2018
Q2 		$71.2M Sell
349,336
-121,910
-26% -$24.1M 0.03% 509
2018
Q1 		$90M Buy
471,246
+23,133
+5% +$4.27M 0.04% 417
2017
Q4 		$75.9M Buy
448,113
+119,790
+36% +$19.6M 0.03% 505
2017
Q3 		$51.3M Sell
328,323
-505,413
-61% -$76.8M 0.02% 581
2017
Q2 		$122M Buy
833,736
+689,068
+476% +$95.7M 0.06% 316
2017
Q1 		$18.9M Sell
144,668
-40,829
-22% -$5.08M 0.01% 1063
2016
Q4 		$19.9M Buy
185,497
+776
+0.4% +$92.7K 0.01% 1032
2016
Q3 		$23.4M Buy
184,721
+11,959
+7% +$1.44M 0.01% 884
2016
Q2 		$18.5M Buy
+172,762
New +$18.5M 0.01% 977

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 Group's SPGI Position: Q1 2026 in Review

UBS Group increased its S&P Global (SPGI) stake by 23% in Q1 2026, buying an estimated $157M and bringing the position to 1,783,834 shares worth $759M. The position accounts for 0.11% of the portfolio, ranked #173.

UBS Group first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $821M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • UBS Group held 1,783,834 shares of S&P Global worth $759M as of Q1 2026.
  • UBS Group bought 337,935 S&P Global shares in Q1 2026, an estimated $157M.
  • S&P Global made up 0.11% of UBS Group's portfolio in Q1 2026, its #173 holding.
  • UBS Group first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • UBS Group's S&P Global position peaked at $821M in Q1 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.