NatWest Group Reveals $15.77M Apple, $6.93M Amazon Stakes in 13F

TL;DR

**NatWest Group's 13F shows big bets on Apple and Amazon, signaling confidence in tech giants.**

AI Summary

NatWest Group plc, a major commercial bank, filed its 13F-HR on January 12, 2024, disclosing its equity holdings as of December 31, 2023. The filing reveals significant investments in tech giants like Apple Inc. ($15.77 million across 81,937 shares) and Amazon.com Inc. ($6.93 million across 45,586 shares), alongside holdings in Alphabet Inc. and Amgen Inc. This matters to investors because it shows NatWest's strategic allocation of capital, indicating their confidence in these specific companies and potentially influencing market sentiment for these stocks.

Why It Matters

This filing provides transparency into NatWest Group's investment strategy, offering insights into which companies a major financial institution believes will perform well. It can signal confidence in certain sectors or individual stocks, potentially influencing other investors' decisions.

Risk Assessment

Risk Level: low — This filing is a routine disclosure of past holdings and does not indicate any immediate financial risk to NatWest Group plc itself.

Analyst Insight

An investor should review NatWest Group's disclosed holdings to understand their investment philosophy and identify any overlap with their own portfolio. While not a direct buy/sell signal, it offers insight into how a major financial institution is allocating capital, particularly in large-cap tech.

Key Numbers

• $15.77M — Total value of Apple Inc. shares (Represents NatWest Group's largest disclosed holding in a single company as of December 31, 2023, combining the $4,033,889 and $11,741,442 positions.)
• 81,937 — Total shares of Apple Inc. (The combined share count (20,952 + 60,985) held by NatWest Group plc, indicating a substantial investment.)
• $6.93M — Total value of Amazon.com Inc. shares (Represents NatWest Group's second-largest disclosed holding, combining the $2,518,557 and $4,407,779 positions.)
• 45,586 — Total shares of Amazon.com Inc. (The combined share count (16,576 + 29,010) held by NatWest Group plc, showing another significant tech investment.)
• 20231231 — Period of Report (The date for which the disclosed holdings are accurate, providing a clear snapshot of NatWest's portfolio at year-end.)

Key Players & Entities

• NatWest Group plc (company) — filer of the 13F-HR
• Apple Inc. (company) — significant holding in NatWest's portfolio
• Amazon.com Inc. (company) — significant holding in NatWest's portfolio
• Alphabet Inc. (company) — holding in NatWest's portfolio
• Amgen Inc. (company) — holding in NatWest's portfolio
• Jan Cargill (person) — Chief Governance Officer and Company Secretary for NatWest Group plc
• $15.77 million (dollar_amount) — total value of Apple Inc. shares held by NatWest Group plc
• $6.93 million (dollar_amount) — total value of Amazon.com Inc. shares held by NatWest Group plc

Forward-Looking Statements

• NatWest Group plc will likely maintain or increase its exposure to large-cap technology companies in its next 13F filing. (NatWest Group plc) — medium confidence, target: 20240331
• The disclosed holdings in Apple and Amazon may attract more institutional interest in these stocks. (Apple Inc., Amazon.com Inc.) — low confidence, target: 20240415

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• infotable-5234523420231229_v.html (INFORMATION TABLE)
• infotable-5234523420231229_v.xml (INFORMATION TABLE) — 32KB
• 0000844150-24-000002.txt ( ) — 36KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 12-31-2023 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: NatWest Group plc Address: GOGARBURN PO BOX 1000 EDINBURGH, SCOTLAND , X0   EH12 1HQ Form 13F File Number: 028-05855 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jan Cargill Title: Chief Governance Officer and Company Secretary Phone: 00447769248894 Signature, Place, and Date of Signing: Jan Cargill, Edinburgh, UK, 01-12-2024 Edinburgh ,  X0 01-12-2024 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 57 Form 13F Information Table Value Total: 239,252,065 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK 4 Coutts & Company 028-04889

View Full Filing

View this 13F-HR filing on SEC EDGAR