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
Q3 		$348K Buy
883
+375
+74% +$159K 0.03% 413
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

United Advisor Group's SPGI Position: Q3 2026 in Review

United Advisor Group increased its S&P Global (SPGI) stake by 74% in Q3 2026, buying an estimated $159K and bringing the position to 883 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #413.

United Advisor Group first reported a position in SPGI in Q3 2024 and has held it in 5 quarters since. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • United Advisor Group held 883 shares of S&P Global worth $348K as of Q3 2026.
  • United Advisor Group bought 375 S&P Global shares in Q3 2026, an estimated $159K.
  • S&P Global made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #413 holding.
  • United Advisor Group first reported a position in S&P Global in Q3 2024 and has held it in 5 quarters since.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.