Unique Wealth
SPGI icon

Unique Wealth’s S&P Global SPGI Stock Holding History

Unique Wealth’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
Q3 		$467K Sell
1,183
-131
-10% -$55.4K 0.05% 154
2026
Q2 		$535K Sell
1,314
-377
-22% -$159K 0.06% 142
2026
Q1 		$719K Buy
+1,691
New +$785K 0.1% 101

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Unique Wealth's SPGI Position: Q3 2026 in Review

Unique Wealth reduced its S&P Global (SPGI) stake by 10% in Q3 2026, selling an estimated $55.4K and leaving 1,183 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #154.

Unique Wealth first reported a position in SPGI in Q1 2026 and has held it in 3 quarters since. The position peaked at $719K in Q1 2026. 718 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Unique Wealth held 1,183 shares of S&P Global worth $467K as of Q3 2026.
  • Unique Wealth sold 131 S&P Global shares in Q3 2026, an estimated $55.4K.
  • S&P Global made up 0.05% of Unique Wealth's portfolio in Q3 2026, its #154 holding.
  • Unique Wealth first reported a position in S&P Global in Q1 2026 and has held it in 3 quarters since.
  • Unique Wealth's S&P Global position peaked at $719K in Q1 2026.
  • 718 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.