Fund Holdings

NatWest Group plc

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)0101,717+101,717025,900,1996.40%+25,900,199
NVIDIA CORPORATION(NVDA)114,983167,458+52,47518,166,16431,244,3147.72%+13,078,150
LAM RESEARCH CORP(LRCX)094,825+94,825012,697,0683.14%+12,697,068
ELECTRONIC ARTS INC(EA)051,632+51,632010,414,1742.57%+10,414,174
JOHNSON & JOHNSON(JNJ)054,803+54,803010,161,5722.51%+10,161,572
NEWMONT CORP(NEM)0113,137+113,13709,538,5802.36%+9,538,580
KLA CORP(KLAC)11,23017,681+6,45110,059,16019,070,7264.71%+9,011,566
MICROSOFT CORP(MSFT)43,75854,934+11,17621,765,66628,453,0667.03%+6,687,400
TRANE TECHNOLOGIES PLC(TT)014,852+14,85206,266,9501.55%+6,266,950
ALPHABET INC(GOOG)88,58788,398-18915,611,68721,489,5545.31%+5,877,867
AMAZON COM INC(AMZN)024,006+24,00605,270,9971.30%+5,270,997
BROADCOM INC(AVGO)52,75052,929+17914,540,53817,461,8074.32%+2,921,269
MORGAN STANLEY(MS)50,32650,521+1957,088,9218,030,8181.98%+941,897
JPMORGAN CHASE & CO.(JPM)31,61732,040+4239,166,08510,106,3782.50%+940,293
ISHARES TR13,97513,97508,677,0789,353,4682.31%+676,390
LOGITECH INTL S A22,70022,813+1132,045,9512,502,1290.62%+456,178
MOTOROLA SOLUTIONS INC(MSI)8,9518,933-183,763,5384,084,9721.01%+321,434
CUMMINS INC(CMI)0528+5280223,0110.06%+223,011
ALPHABET INC(GOOG)0875+8750213,1060.05%+213,106
ROYAL CARIBBEAN GROUP33,67433,145-52910,544,67710,725,0592.65%+180,382
CANADIAN NAT RES LTD(CNQ)7,1827,1820225,515229,5370.06%+4,022
TRANSDIGM GROUP INC(TDG)1601600243,302210,8830.05%-32,419
HOWMET AEROSPACE INC(HWM)48,80445,243-3,5619,083,8888,878,0342.19%-205,854
KIMBERLY-CLARK CORP(KMB)46,49846,525+275,994,5225,784,9191.43%-209,603
CME GROUP INC(CME)60,00160,001016,537,44316,211,6384.01%-325,805
KROGER CO(KR)100,816102,025+1,2097,231,5326,877,5061.70%-354,026
MOODYS CORP(MCO)16,54816,438-1108,300,3117,832,3781.94%-467,933
COLGATE PALMOLIVE CO(CL)60,45660,666+2105,495,4504,849,6401.20%-645,810
BOOKING HOLDINGS INC(BKNG)2,1052,098-712,186,35011,327,6682.80%-858,682
VISA INC(V)45,66044,915-74516,211,58315,333,0833.79%-878,500
INTUIT(INTU)13,28814,006+71810,466,0279,564,8382.36%-901,189
EBAY INC.(EBAY)184,512138,992-45,52013,738,76312,641,3233.12%-1,097,440
NETFLIX INC(NFLX)13,27513,444+16917,776,95116,118,2813.98%-1,658,670
UBS GROUP AG(UBS)92,78733,219-59,5683,138,0561,361,9790.34%-1,776,077
NRG ENERGY INC(NRG)48,15034,557-13,5937,731,9275,596,5061.38%-2,135,421
UBER TECHNOLOGIES INC(UBER)115,59186,459-29,13210,784,6408,470,3882.09%-2,314,252
GILEAD SCIENCES INC(GILD)123,46688,555-34,91113,688,6769,829,6052.43%-3,859,071
META PLATFORMS INC(META)25,18219,267-5,91518,586,58314,149,2993.50%-4,437,284
CINTAS CORP(CTAS)52,71729,905-22,81211,749,0386,138,3001.52%-5,610,738
COSTCO WHSL CORP NEW(COST)13,7070-13,70713,569,1080-13,569,108
WELLS FARGO CO NEW(WFC)175,3420-175,34214,048,4010-14,048,401
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