UE
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Unisphere Establishment’s S&P Global SPGI Stock Holding History

Unisphere Establishment’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 		$906M Buy
2,130,050
+130,050
+7% +$60.4M 7.62% 4
2025
Q4 		$1.05B Buy
2,000,000
+200,000
+11% +$99M 7.81% 4
2025
Q3 		$876M Hold
1,800,000
– – 6.87% 7
2025
Q2 		$949M Buy
1,800,000
+100,000
+6% +$49.9M 7.64% 4
2025
Q1 		$864M Sell
1,700,000
-38,500
-2% -$19.7M 7.54% 4
2024
Q4 		$866M Buy
1,738,500
+38,500
+2% +$19.5M 7.55% 4
2024
Q3 		$878M Hold
1,700,000
– – 8.32% 3
2024
Q2 		$758M Hold
1,700,000
– – 7.63% 4
2024
Q1 		$723M Hold
1,700,000
– – 7.31% 4
2023
Q4 		$749M Buy
+1,700,000
New +$671M 7.75% 3

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

Unisphere Establishment's SPGI Position: Q1 2026 in Review

Unisphere Establishment increased its S&P Global (SPGI) stake by 6.5% in Q1 2026, buying an estimated $60.4M and bringing the position to 2,130,050 shares worth $906M. The position accounts for 7.62% of the portfolio, ranked #4.

Unisphere Establishment first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05B in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Unisphere Establishment held 2,130,050 shares of S&P Global worth $906M as of Q1 2026.
  • Unisphere Establishment bought 130,050 S&P Global shares in Q1 2026, an estimated $60.4M.
  • S&P Global made up 7.62% of Unisphere Establishment's portfolio in Q1 2026, its #4 holding.
  • Unisphere Establishment first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
  • Unisphere Establishment's S&P Global position peaked at $1.05B in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Unisphere Establishment's 13F filing for Q1 2026, filed 14 May 2026.