Union Bancaire Privee’s S&P Global SPGI Stock Holding History

Union Bancaire Privee’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 Q2	$30M	Sell	63,272 -2,080	-3%	-$878K	0.33%	44
2026 Q1	$30.9M	Sell	65,352 -70,238	-52%	-$32.6M	0.43%	46
2025 Q4	$77.9M	Sell	135,590 -8,596	-6%	-$4.25M	0.92%	19
2025 Q3	$72M	Sell	144,186 -93,374	-39%	-$50M	1.02%	21
2025 Q2	$123M	Sell	237,560 -43,543	-15%	-$21.7M	1.79%	13
2025 Q1	$139M	Sell	281,103 -13,177	-4%	-$6.73M	2.68%	6
2024 Q4	$144M	Buy	+294,280	New	+$149M	2.51%	7

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Union Bancaire Privee's SPGI Position: Q2 2026 in Review

Union Bancaire Privee reduced its S&P Global (SPGI) stake by 3.2% in Q2 2026, selling an estimated $878K and leaving 63,272 shares worth $30M. The position accounts for 0.33% of the portfolio, ranked #44.

Union Bancaire Privee first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $144M in Q4 2024. 735 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Union Bancaire Privee held 63,272 shares of S&P Global worth $30M as of Q2 2026.
Union Bancaire Privee sold 2,080 S&P Global shares in Q2 2026, an estimated $878K.
S&P Global made up 0.33% of Union Bancaire Privee's portfolio in Q2 2026, its #44 holding.
Union Bancaire Privee first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's S&P Global position peaked at $144M in Q4 2024.
735 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.