UAG
SPGI icon

United Advisor Group’s S&P Global SPGI Stock Holding History

United Advisor 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
Q2 		$207K Buy
+508
New +$215K 0.02% 514
2026
Q1 		– Sell
-452
Closed -$236K – 529
2025
Q4 		$236K Sell
452
-20
-4% -$9.9K 0.03% 436
2025
Q3 		$230K Buy
+472
New +$253K 0.03% 419
2024
Q4 		– Sell
-396
Closed -$205K – 393
2024
Q3 		$205K Buy
+396
New +$196K 0.05% 333

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Advisor Group's SPGI Position: Q2 2026 in Review

United Advisor Group opened a new position in S&P Global (SPGI) in Q2 2026: 508 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #514 among its holdings. This is a return to the name: United Advisor Group previously reported a position in SPGI as recently as Q4 2025.

United Advisor Group first reported a position in SPGI in Q3 2024 and has held it in 4 quarters since. The position peaked at $236K in Q4 2025. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • United Advisor Group held 508 shares of S&P Global worth $207K as of Q2 2026.
  • S&P Global was a new United Advisor Group position in Q2 2026.
  • S&P Global made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #514 holding.
  • United Advisor Group first reported a position in S&P Global in Q3 2024 and has held it in 4 quarters since.
  • United Advisor Group's S&P Global position peaked at $236K in Q4 2025.
  • 2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.