UBS Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744M | Sell |
1,411,153
-204,928
| -13% | -$108M | 0.13% | 125 |
|
|
2025
Q1 | $821M | Buy |
1,616,081
+63,417
| +4% | +$32.2M | 0.15% | 105 |
|
|
2024
Q4 | $773M | Buy |
1,552,664
+17,132
| +1% | +$8.53M | 0.14% | 112 |
|
|
2024
Q3 | $793M | Buy |
1,535,532
+70,694
| +5% | +$36.5M | 0.17% | 91 |
|
|
2024
Q2 | $653M | Buy |
1,464,838
+151,737
| +12% | +$67.7M | 0.16% | 98 |
|
|
2024
Q1 | $559M | Buy |
1,313,101
+361,779
| +38% | +$154M | 0.14% | 115 |
|
|
2023
Q4 | $419M | Sell |
951,322
-17,382
| -2% | -$7.66M | 0.13% | 130 |
|
|
2023
Q3 | $354M | Sell |
968,704
-56,551
| -6% | -$20.7M | 0.12% | 135 |
|
|
2023
Q2 | $411M | Buy |
1,025,255
+56,157
| +6% | +$22.5M | 0.14% | 122 |
|
|
2023
Q1 | $334M | Sell |
969,098
-43,309
| -4% | -$14.9M | 0.12% | 145 |
|
|
2022
Q4 | $339M | Buy |
1,012,407
+150,469
| +17% | +$50.4M | 0.13% | 141 |
|
|
2022
Q3 | $263M | Sell |
861,938
-10,977
| -1% | -$3.35M | 0.12% | 148 |
|
|
2022
Q2 | $294M | Sell |
872,915
-40,395
| -4% | -$13.6M | 0.12% | 153 |
|
|
2022
Q1 | $375M | Buy |
913,310
+310,323
| +51% | +$127M | 0.12% | 129 |
|
|
2021
Q4 | $285M | Buy |
602,987
+58,044
| +11% | +$27.4M | 0.08% | 178 |
|
|
2021
Q3 | $232M | Buy |
544,943
+50,144
| +10% | +$21.3M | 0.07% | 208 |
|
|
2021
Q2 | $203M | Buy |
494,799
+115,706
| +31% | +$47.5M | 0.07% | 227 |
|
|
2021
Q1 | $134M | Sell |
379,093
-97,470
| -20% | -$34.4M | 0.04% | 305 |
|
|
2020
Q4 | $157M | Sell |
476,563
-60,780
| -11% | -$20M | 0.05% | 250 |
|
|
2020
Q3 | $194M | Buy |
537,343
+229,650
| +75% | +$82.8M | 0.07% | 200 |
|
|
2020
Q2 | $101M | Sell |
307,693
-6,123
| -2% | -$2.02M | 0.04% | 283 |
|
|
2020
Q1 | $76.9M | Sell |
313,816
-65,717
| -17% | -$16.1M | 0.04% | 321 |
|
|
2019
Q4 | $104M | Buy |
379,533
+51,389
| +16% | +$14M | 0.04% | 342 |
|
|
2019
Q3 | $80.4M | Sell |
328,144
-34,653
| -10% | -$8.49M | 0.03% | 384 |
|
|
2019
Q2 | $82.6M | Buy |
362,797
+45,525
| +14% | +$10.4M | 0.03% | 374 |
|
|
2019
Q1 | $66.8M | Buy |
317,272
+45,754
| +17% | +$9.63M | 0.03% | 426 |
|
|
2018
Q4 | $46.1M | Sell |
271,518
-93,027
| -26% | -$15.8M | 0.02% | 493 |
|
|
2018
Q3 | $71.2M | Buy |
364,545
+15,209
| +4% | +$2.97M | 0.03% | 414 |
|
|
2018
Q2 | $71.2M | Sell |
349,336
-121,910
| -26% | -$24.9M | 0.03% | 398 |
|
|
2018
Q1 | $90M | Buy |
471,246
+23,133
| +5% | +$4.42M | 0.04% | 324 |
|
|
2017
Q4 | $75.9M | Buy |
448,113
+119,790
| +36% | +$20.3M | 0.03% | 377 |
|
|
2017
Q3 | $51.3M | Sell |
328,323
-505,413
| -61% | -$79M | 0.02% | 451 |
|
|
2017
Q2 | $122M | Buy |
833,736
+689,068
| +476% | +$101M | 0.06% | 247 |
|
|
2017
Q1 | $18.9M | Sell |
144,668
-40,829
| -22% | -$5.34M | 0.01% | 829 |
|
|
2016
Q4 | $19.9M | Buy |
185,497
+776
| +0.4% | +$83.5K | 0.01% | 769 |
|
|
2016
Q3 | $23.4M | Buy |
184,721
+11,959
| +7% | +$1.51M | 0.01% | 686 |
|
|
2016
Q2 | $18.5M | Buy |
+172,762
| New | +$18.5M | 0.01% | 751 |
|