Universal-Beteiligungs- und Servicegesellschaft’s S&P Global SPGI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$190M	Buy	467,290 +31,903	+7%	+$13.5M	0.29%	59
2026 Q1	$185M	Sell	435,387 -36,551	-8%	-$17M	0.32%	52
2025 Q4	$247M	Buy	471,938 +2,189	+0.5%	+$1.08M	0.4%	38
2025 Q3	$229M	Sell	469,749 -25,495	-5%	-$13.7M	0.38%	40
2025 Q2	$261M	Buy	495,244 +33,483	+7%	+$16.7M	0.46%	30
2025 Q1	$235M	Sell	461,761 -17,131	-4%	-$8.75M	0.47%	30
2024 Q4	$239M	Buy	+478,892	New	+$243M	0.47%	29

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Universal-Beteiligungs- und Servicegesellschaft's SPGI Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its S&P Global (SPGI) stake by 7.3% in Q2 2026, buying an estimated $13.5M and bringing the position to 467,290 shares worth $190M. The position accounts for 0.29% of the portfolio, ranked #59.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $261M in Q2 2025. 2,017 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 467,290 shares of S&P Global worth $190M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 31,903 S&P Global shares in Q2 2026, an estimated $13.5M.
S&P Global made up 0.29% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #59 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's S&P Global position peaked at $261M in Q2 2025.
2,017 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.