UBS Group’s National Grid NGG Stock Holding History

UBS Group’s Portfolio NGG Stock Details NGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-678	Closed	-$35K	–	9313
2020 Q4	$35K	Buy	+678	New	+$36K	﹤0.01%	6507
2016 Q2	–	Sell	-1,037	Closed	-$71K	–	7885
2016 Q1	$71K	Hold	1,037	–	–	﹤0.01%	5227
2015 Q4	$70K	Hold	1,037	–	–	﹤0.01%	5529
2015 Q3	$70K	Buy	+1,037	New	+$66.4K	﹤0.01%	5519
2015 Q2	–	Sell	-1,037	Closed	-$65K	–	8723
2015 Q1	$65K	Buy	+1,037	New	+$68.3K	﹤0.01%	5794

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's NGG Position: Q1 2026 in Review

UBS Group increased its National Grid (NGG) stake by 26% in Q1 2026, buying an estimated $5.4M and bringing the position to 302,745 shares worth $25.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

UBS Group first reported a position in NGG in Q4 2014 and has held it in 46 quarters since. The position peaked at $46.5M in Q1 2015. 586 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

UBS Group held 302,745 shares of National Grid worth $25.6M as of Q1 2026.
UBS Group bought 62,725 National Grid shares in Q1 2026, an estimated $5.4M.
National Grid made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2323 holding.
UBS Group first reported a position in National Grid in Q4 2014 and has held it in 46 quarters since.
UBS Group's National Grid position peaked at $46.5M in Q1 2015.
586 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.