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 		$38.4M Buy
90,200
+12,700
+16% +$5.9M 0.01% 1905
2025
Q4 		$40.5M Sell
77,500
-87,600
-53% -$43.3M 0.01% 1846
2025
Q3 		$80.4M Buy
165,100
+140,100
+560% +$75M 0.01% 1205
2025
Q2 		$13.2M Sell
25,000
-9,300
-27% -$4.64M ﹤0.01% 2814
2025
Q1 		$17.4M Sell
34,300
-57,500
-63% -$29.4M ﹤0.01% 2483
2024
Q4 		$45.7M Buy
91,800
+3,400
+4% +$1.73M 0.01% 1542
2024
Q3 		$45.7M Hold
88,400
– – 0.01% 1209
2024
Q2 		$39.4M Buy
88,400
+6,700
+8% +$2.87M 0.01% 1196
2024
Q1 		$34.8M Sell
81,700
-22,500
-22% -$9.75M 0.01% 1289
2023
Q4 		$45.9M Sell
104,200
-4,500
-4% -$1.78M 0.01% 1021
2023
Q3 		$39.7M Buy
108,700
+36,600
+51% +$14.4M 0.01% 996
2023
Q2 		$28.9M Buy
72,100
+62,500
+651% +$22.8M 0.01% 1178
2023
Q1 		$3.31M Sell
9,600
-44,500
-82% -$15.7M ﹤0.01% 2909
2022
Q4 		$18.1M Hold
54,100
– – 0.01% 1483
2022
Q3 		$16.5M Sell
54,100
-3,000
-5% -$1.07M 0.01% 1411
2022
Q2 		$19.2M Buy
57,100
+20,100
+54% +$7.17M 0.01% 1336
2022
Q1 		$15.2M Sell
37,000
-53,600
-59% -$21.8M 0.01% 1641
2021
Q4 		$42.8M Buy
90,600
+26,749
+42% +$12.2M 0.01% 1061
2021
Q3 		$27.1M Sell
63,851
-11,400
-15% -$4.94M 0.01% 1266
2021
Q2 		$30.9M Sell
75,251
-111,590
-60% -$42.9M 0.01% 1146
2021
Q1 		$65.9M Buy
186,841
+146,841
+367% +$48.9M 0.02% 685
2020
Q4 		$13.1M Buy
+40,000
New +$13.5M ﹤0.01% 1641
2020
Q2 		– Sell
-8,000
Closed -$1.96M – 8332
2020
Q1 		$1.96M Sell
8,000
-71,200
-90% -$19.5M ﹤0.01% 2782
2019
Q4 		$21.6M Sell
79,200
-61,000
-44% -$15.8M 0.01% 1317
2019
Q3 		$34.3M Buy
140,200
+76,000
+118% +$19M 0.01% 886
2019
Q2 		$14.6M Buy
64,200
+30,000
+88% +$6.55M 0.01% 1453
2019
Q1 		$7.2M Buy
+34,200
New +$6.62M ﹤0.01% 1924

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.