UBS Group’s NatWest NWG Stock Holding History

UBS Group’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-464	Closed	-$6K	–	9174
2014 Q4	$6K	Buy	+464	New	+$5.94K	﹤0.01%	8841

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group's NWG Position: Q1 2026 in Review

UBS Group increased its NatWest (NWG) stake by 236% in Q1 2026, buying an estimated $13.4M and bringing the position to 1,148,342 shares worth $17.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

UBS Group first reported a position in NWG in Q4 2014 and has held it in 46 quarters since. 408 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

UBS Group held 1,148,342 shares of NatWest worth $17.1M as of Q1 2026.
UBS Group bought 806,977 NatWest shares in Q1 2026, an estimated $13.4M.
NatWest made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2769 holding.
UBS Group first reported a position in NatWest in Q4 2014 and has held it in 46 quarters since.
408 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

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