UAS
SPGI icon

United Asset Strategies’s S&P Global SPGI Stock Holding History

United Asset Strategies’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 		$12.6M Buy
30,890
+27,613
+843% +$11.7M 0.89% 36
2026
Q1 		$1.39M Sell
3,277
-45
-1% -$20.9K 0.11% 112
2025
Q4 		$1.74M Buy
3,322
+51
+2% +$25.2K 0.13% 109
2025
Q3 		$1.59M Sell
3,271
-106
-3% -$56.8K 0.13% 113
2025
Q2 		$1.78M Buy
3,377
+32
+1% +$16K 0.15% 107
2025
Q1 		$1.7M Buy
3,345
+143
+4% +$73.1K 0.16% 111
2024
Q4 		$1.59M Buy
3,202
+153
+5% +$77.6K 0.15% 115
2024
Q3 		$1.58M Buy
3,049
+130
+4% +$64.3K 0.15% 120
2024
Q2 		$1.3M Buy
2,919
+619
+27% +$266K 0.13% 126
2024
Q1 		$979K Buy
2,300
+177
+8% +$76.7K 0.1% 145
2023
Q4 		$935K Buy
2,123
+169
+9% +$66.7K 0.11% 141
2023
Q3 		$714K Buy
1,954
+16
+0.8% +$6.29K 0.09% 150
2023
Q2 		$777K Sell
1,938
-347
-15% -$127K 0.1% 145
2023
Q1 		$788K Sell
2,285
-168
-7% -$59.1K 0.1% 144
2022
Q4 		$822K Buy
2,453
+956
+64% +$315K 0.11% 145
2022
Q3 		$457K Buy
+1,497
New +$536K 0.07% 155

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
RG
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

United Asset Strategies's SPGI Position: Q2 2026 in Review

United Asset Strategies increased its S&P Global (SPGI) stake by 843% in Q2 2026, buying an estimated $11.7M and bringing the position to 30,890 shares worth $12.6M. The position accounts for 0.89% of the portfolio, ranked #36.

United Asset Strategies first reported a position in SPGI in Q3 2022 and has held it in 16 quarters since. 505 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • United Asset Strategies held 30,890 shares of S&P Global worth $12.6M as of Q2 2026.
  • United Asset Strategies bought 27,613 S&P Global shares in Q2 2026, an estimated $11.7M.
  • S&P Global made up 0.89% of United Asset Strategies's portfolio in Q2 2026, its #36 holding.
  • United Asset Strategies first reported a position in S&P Global in Q3 2022 and has held it in 16 quarters since.
  • 505 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.