Vontobel Holding
SPGI icon

Vontobel Holding’s S&P Global SPGI Stock Holding History

Vontobel Holding’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 		$64.3M Sell
151,121
-26,153
-15% -$12.1M 0.22% 94
2025
Q4 		$92.6M Buy
177,274
+9,799
+6% +$4.85M 0.29% 71
2025
Q3 		$81.5M Sell
167,475
-15,294
-8% -$8.19M 0.25% 69
2025
Q2 		$96.4M Buy
182,769
+1,975
+1% +$986K 0.31% 60
2025
Q1 		$91.9M Buy
180,794
+3,340
+2% +$1.71M 0.33% 54
2024
Q4 		$88.4M Sell
177,454
-2,554
-1% -$1.3M 0.3% 56
2024
Q3 		$93M Sell
180,008
-6,808
-4% -$3.37M 0.3% 58
2024
Q2 		$83.3M Sell
186,816
-3,872
-2% -$1.66M 0.27% 60
2024
Q1 		$81.1M Sell
190,688
-12,336
-6% -$5.35M 0.65% 29
2023
Q4 		$89.4M Buy
203,024
+1,031
+0.5% +$407K 0.75% 24
2023
Q3 		$73.8M Buy
201,993
+3,485
+2% +$1.37M 0.68% 33
2023
Q2 		$79.6M Sell
198,508
-4,949
-2% -$1.81M 0.7% 31
2023
Q1 		$70.1M Sell
203,457
-4,623
-2% -$1.63M 0.65% 32
2022
Q4 		$68.6M Buy
208,080
+40,469
+24% +$13.3M 0.69% 30
2022
Q3 		$51.2M Sell
167,611
-10,412
-6% -$3.73M 0.6% 34
2022
Q2 		$59.6M Buy
178,023
+7,234
+4% +$2.58M 0.64% 33
2022
Q1 		$71.6M Buy
170,789
+15,196
+10% +$6.19M 0.62% 30
2021
Q4 		$73.2M Buy
155,593
+8,502
+6% +$3.89M 0.61% 30
2021
Q3 		$62.5M Buy
147,091
+2,632
+2% +$1.14M 0.55% 37
2021
Q2 		$59.3M Sell
144,459
-11,920
-8% -$4.58M 0.51% 35
2021
Q1 		$55.2M Sell
156,379
-14,883
-9% -$4.95M 0.41% 34
2020
Q4 		$55.7M Buy
+171,262
New +$57.8M 0.37% 37

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

Vontobel Holding's SPGI Position: Q1 2026 in Review

Vontobel Holding reduced its S&P Global (SPGI) stake by 15% in Q1 2026, selling an estimated $12.1M and leaving 151,121 shares worth $64.3M. The position accounts for 0.22% of the portfolio, ranked #94.

Vontobel Holding first reported a position in SPGI in Q4 2020 and has held it in 22 quarters since. The position peaked at $96.4M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Vontobel Holding held 151,121 shares of S&P Global worth $64.3M as of Q1 2026.
  • Vontobel Holding sold 26,153 S&P Global shares in Q1 2026, an estimated $12.1M.
  • S&P Global made up 0.22% of Vontobel Holding's portfolio in Q1 2026, its #94 holding.
  • Vontobel Holding first reported a position in S&P Global in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's S&P Global position peaked at $96.4M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.