UBS Group’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
Q1 | $23.8M | Sell |
55,916
-3,692
| -6% | -$1.71M | ﹤0.01% | 2399 |
|
|
2025
Q4 | $31.2M | Buy |
59,608
+4,200
| +8% | +$2.08M | 0.01% | 2137 |
|
|
2025
Q3 | $27M | Buy |
55,408
+40,408
| +269% | +$21.6M | ﹤0.01% | 2242 |
|
|
2025
Q2 | $7.91M | Sell |
15,000
-6,600
| -31% | -$3.29M | ﹤0.01% | 3359 |
|
|
2025
Q1 | $11M | Sell |
21,600
-59,662
| -73% | -$30.5M | ﹤0.01% | 2937 |
|
|
2024
Q4 | $40.5M | Buy |
81,262
+2,400
| +3% | +$1.22M | 0.01% | 1639 |
|
|
2024
Q3 | $40.7M | Buy |
78,862
+262
| +0.3% | +$130K | 0.01% | 1297 |
|
|
2024
Q2 | $35.1M | Buy |
78,600
+7,300
| +10% | +$3.13M | 0.01% | 1272 |
|
|
2024
Q1 | $30.3M | Sell |
71,300
-76,100
| -52% | -$33M | 0.01% | 1389 |
|
|
2023
Q4 | $64.9M | Buy |
147,400
+15,200
| +11% | +$6M | 0.02% | 816 |
|
|
2023
Q3 | $48.3M | Buy |
132,200
+14,000
| +12% | +$5.5M | 0.02% | 874 |
|
|
2023
Q2 | $47.4M | Buy |
118,200
+109,800
| +1,307% | +$40.1M | 0.02% | 860 |
|
|
2023
Q1 | $2.9M | Sell |
8,400
-40,400
| -83% | -$14.2M | ﹤0.01% | 3033 |
|
|
2022
Q4 | $16.3M | Hold |
48,800
| – | – | 0.01% | 1568 |
|
|
2022
Q3 | $14.9M | Sell |
48,800
-2,000
| -4% | -$716K | 0.01% | 1475 |
|
|
2022
Q2 | $17.1M | Buy |
50,800
+40,100
| +375% | +$14.3M | 0.01% | 1414 |
|
|
2022
Q1 | $4.39M | Sell |
10,700
-13,500
| -56% | -$5.5M | ﹤0.01% | 2654 |
|
|
2021
Q4 | $11.4M | Buy |
24,200
+5,343
| +28% | +$2.44M | ﹤0.01% | 2027 |
|
|
2021
Q3 | $8.01M | Buy |
18,857
+2,000
| +12% | +$867K | ﹤0.01% | 2223 |
|
|
2021
Q2 | $6.92M | Buy |
16,857
+12,910
| +327% | +$4.96M | ﹤0.01% | 2361 |
|
|
2021
Q1 | $1.39M | Buy |
+3,947
| New | +$1.31M | ﹤0.01% | 3912 |
|
|
2018
Q3 | – | Sell |
-17,500
| Closed | -$3.57M | – | 8250 |
|
|
2018
Q2 | $3.57M | Sell |
17,500
-5,300
| -23% | -$1.05M | ﹤0.01% | 2633 |
|
|
2018
Q1 | $4.36M | Buy |
22,800
+17,000
| +293% | +$3.14M | ﹤0.01% | 2442 |
|
|
2017
Q4 | $983K | Buy |
+5,800
| New | +$947K | ﹤0.01% | 3800 |
|
|
2017
Q3 | – | Sell |
-224,800
| Closed | -$32.8M | – | 7971 |
|
|
2017
Q2 | $32.8M | Hold |
224,800
| – | – | 0.02% | 764 |
|
|
2017
Q1 | $29.4M | Buy |
+224,800
| New | +$27.9M | 0.02% | 794 |
|
|
2016
Q4 | – | Sell |
-83,125
| Closed | -$10.5M | – | 8018 |
|
|
2016
Q3 | $10.5M | Sell |
83,125
-37,575
| -31% | -$4.51M | 0.01% | 1371 |
|
|
2016
Q2 | $12.9M | Buy |
+120,700
| New | +$13M | 0.01% | 1211 |
|
Other funds holding SPGI
VCM
VPM
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.