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
Q3 		$44.8M Sell
113,613
-27,014
-19% -$11.4M 0.16% 132
2026
Q2 		$57.3M Sell
140,627
-10,494
-7% -$4.43M 0.18% 119
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding's SPGI Position: Q3 2026 in Review

Vontobel Holding reduced its S&P Global (SPGI) stake by 19% in Q3 2026, selling an estimated $11.4M and leaving 113,613 shares worth $44.8M. The position accounts for 0.16% of the portfolio, ranked #132.

Vontobel Holding first reported a position in SPGI in Q4 2020 and has held it in 24 quarters since. The position peaked at $96.4M in Q2 2025. 659 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Vontobel Holding held 113,613 shares of S&P Global worth $44.8M as of Q3 2026.
  • Vontobel Holding sold 27,014 S&P Global shares in Q3 2026, an estimated $11.4M.
  • S&P Global made up 0.16% of Vontobel Holding's portfolio in Q3 2026, its #132 holding.
  • Vontobel Holding first reported a position in S&P Global in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's S&P Global position peaked at $96.4M in Q2 2025.
  • 659 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.