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
2026 Q2	$1.15M	Buy	+13,900	New	+$1.18M	﹤0.01%	5605
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group's NGG Position: Q2 2026 in Review

UBS Group reduced its National Grid (NGG) stake by 3.1% in Q2 2026, selling an estimated $791K and leaving 293,437 shares worth $24.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

UBS Group first reported a position in NGG in Q4 2014 and has held it in 47 quarters since. The position peaked at $46.5M in Q1 2015. 618 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

UBS Group held 293,437 shares of National Grid worth $24.3M as of Q2 2026.
UBS Group sold 9,308 National Grid shares in Q2 2026, an estimated $791K.
National Grid made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2480 holding.
UBS Group first reported a position in National Grid in Q4 2014 and has held it in 47 quarters since.
UBS Group's National Grid position peaked at $46.5M in Q1 2015.
618 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.