13F-HR: NatWest Group plc Discloses Q4 2024 13F Holdings

NatWest Group plc's latest 13F filing reveals its holdings as of December 31, 2024, totaling approximately $337.9 million across 60 positions.

Summary

• NatWest Group plc filed its 13F holdings report for the quarter ended December 31, 2024.
• The report discloses 60 positions with a total value of $337,892,312.
• The largest holdings include Alphabet Inc, Amazon.com Inc, Apple Inc, and JPMorgan Chase & Co.
• The filing indicates the number of shares held for each position and the associated dollar value.
• The investment discretion is 'DFND', indicating the firm has investment discretion over the reported securities.
• Coutts & Company is listed as another included manager in the report.

Sentiment

Score: 6

Explanation: The document is a routine regulatory filing, so the sentiment is neutral. It provides factual information about the firm's holdings.

Positives

• The filing provides a detailed overview of NatWest Group plc's investment portfolio.
• The report includes a diverse range of holdings across various sectors.
• The large holdings in major technology companies like Alphabet, Amazon, and Apple suggest a focus on growth and innovation.

Industry Context

13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment strategies and holdings. This filing allows investors and the public to understand NatWest Group plc's investment positions relative to broader market trends.

Comparison to Industry Standards

• Comparing NatWest's holdings to other large financial institutions' 13F filings could reveal similarities or differences in investment strategies.
• For example, comparing the allocation to technology stocks versus financial stocks could provide insights.
• Analyzing the overlap in top holdings with firms like BlackRock or Vanguard could highlight common investment themes.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of NatWest Group plc.
• The filing provides transparency to the market regarding the firm's holdings.

Key Dates