NatWest Group plc
SEC Form 13F institutional filer · CIK 0000844150
13F-HR · 38 reported holdings · 2026-03-31
Reported long-US-equity value
$0.39B
Top-10 concentration
49.5%
NatWest Group plc — $395M AUM allocation strategy
NatWest Group plc files SEC Form 13F and reports $395M of long US equity value across 38 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 33.1%, followed by Financials 9.6% and Health Care 5.8%.
The top 10 holdings account for 50% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
NatWest Group plc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$395M
total across 38 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$EBAY +20.8K sh · +$2.24M+$AAPL +5.28K sh · −$1.07M+$KR +4.39K sh · +$1.38M
Biggest trims (shares)
−$JPM −40.7K sh · −$13.7M−$NEM −40.3K sh · −$3.29M−$GOOG −35.2K sh · −$12.8M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.3%—
- Semiconductor Materials & Equipment9.1%—
- Technology Hardware, Storage & Peripherals8.9%—
- Aerospace & Defense5.2%—
- Investment Banking & Brokerage5.1%—
- Interactive Media & Services4.9%—
- Systems Software4.7%—
- Financial Exchanges & Data4.5%—
- Other holdings47.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 139K | $35.2M | +5.28K | 8.9% |
| $NVDA | NVIDIA Corporation | 179K | $31.1M | -22.3K | 7.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 68K | $19.6M | -35.2K | 5.0% |
| $MSFT | Microsoft Corporation | 50.6K | $18.7M | -12.8K | 4.7% |
| $LRCX | Lam Research Corporation | 84.5K | $18M | +1.08K | 4.6% |
| $KLAC | KLA Corporation | 12.1K | $17.8M | -708 | 4.5% |
| $CME | CME Group Inc | 60K | $17.7M | +0 | 4.5% |
| $MNST | Monster Beverage Corporation | 174K | $12.6M | -18.9K | 3.2% |
| $AMGN | Amgen Inc | 35.8K | $12.6M | — | 3.2% |
| $ROST | Ross Stores Inc | 55.7K | $12.1M | — | 3.1% |
…and 28 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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