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Portfolio (Quarterly) Guide ↗

NatWest Group plc

· CIK 0000844150
13F Portfolio $462M AUM 83 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 18 Added 14 Reduced 2 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TOTALENERGIES SE 18,304.0 $1.7M 0.36% -236.0 -1.3% $90.98
42 CNQ CANADIAN NAT RES LTD MED TER Energy 7,182.0 $350K 0.08% $48.73 -6.1%
43 CMI CUMMINS INC Industrials 528.0 $284K 0.06% $538.02 +24.1%
44 GOOG ALPHABET INC Communication Services 875.0 $251K 0.05% $286.86 +34.2%
Page 3 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Financial Services 17.6%
Healthcare 16.3%
Consumer Defensive 9.1%
Consumer Cyclical 7.4%
Industrials 7.2%
Communication Services 4.4%
Basic Materials 4.3%
Utilities 1.1%
Energy 0.1%