Principle Wealth Partners LLC

Position in SPGI — S&P Global Inc.

CIK 1743413 MADISON, CT

Position in SPGI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$556,317

+$16,986 QoQ

Shares Held

1,444

+7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,235

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Principle Wealth Partners LLC holds $2,446,951 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	2,558	$564,883
2	SPGI	S&P Global Inc. This page	1,444	$556,317
3	NDAQ	Nasdaq, Inc.	6,853	$540,153
4	CBOE	Cboe Global Markets, Inc.	1,400	$339,738
5	MCO	Moodys Corp /De/	540	$244,576
6	ICE	Intercontinental Exchange, Inc.	1,635	$201,284

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$556,317	1,366	+7.7%	Shares	Sole	2026-08-07
2026-03-31	$539,331	1,268	+0.3%	Shares	Sole	2026-05-07
2025-12-31	$660,553	1,264	-1.6%	Shares	Sole	2026-02-06
2025-09-30	$625,422	1,285	-0.9%	Shares	Sole	2025-11-03
2025-06-30	$683,895	1,297	+9.2%	Shares	Sole	2025-07-30
2025-03-31	$603,622	1,188	-4.0%	Shares	Sole	2025-05-06
2024-12-31	$616,063	1,237	0.0%	Shares	Sole	2025-01-29
2024-09-30	$639,059	1,237	0.0%	Shares	Sole	2024-11-13
2024-06-30	$551,701	1,237	+4.1%	Shares	Sole	2024-08-13
2024-03-31	$505,434	1,188	+26.7%	Shares	Sole	2024-04-23
2023-12-31	$413,207	938	-19.6%	Shares	Sole	2024-02-05
2023-09-30	$426,068	1,166	+0.6%	Shares	Sole	2023-11-01
2023-06-30	$464,631	1,159	+0.9%	Shares	Sole	2023-07-31
2023-03-31	$396,140	1,149	-3.0%	Shares	Sole	2023-05-10
2022-12-31	$396,903	1,185	-17.3%	Shares	Sole	2023-02-02
2022-09-30	$437,566	1,433	0.0%	Shares	Sole	2022-11-14
2022-06-30	$483,006	1,433	0.0%	Shares	Sole	2022-08-02
2022-03-31	$587,787	1,433	+9.3%	Shares	Sole	2022-05-12
2021-12-31	$618,700	1,311	-10.9%	Shares	Sole	2022-02-11
2021-09-30	$625,013	1,471	0.0%	Shares	Sole	2021-11-16
2021-06-30	$603,771	1,471	-0.7%	Shares	Sole	2021-08-13
2021-03-31	$522,953	1,482	-2.9%	Shares	Sole	2021-05-18
2020-12-31	$501,970	1,527	+74.1%	Shares	Sole	2021-02-16
2020-09-30	$316,246	877	-2.1%	Shares	Sole	2020-11-16
2020-06-30	$295,214	896	0.0%	Shares	Sole	2020-08-14
2020-03-31	$219,564	896	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.