Netwealth Group Ltd (NWL)

Currency in AUD
27.07
-0.32(-1.17%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
23.91M9.74%654.80M
Other Institutional Investors
32.29M13.16%884.33M
Public Companies & Retail Investors
189.16M77.10%5.18B
Total
245.36M100.00%6.72B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Pinnacle Investment Management Group Limited5.04%12,354,042338,377
Netwealth Investments Ltd.4.50%11,042,108302,443
The Vanguard Group, Inc.2.94%7,213,938197,590
Australian Foundation Investment Company Limited1.34%3,286,03790,005
Dimensional Fund Advisors LP1.33%3,255,97389,181
Norges Bank Investment Management1.04%2,539,65569,561
BlackRock, Inc.1.01%2,486,54168,106
Capital Research and Management Company0.97%2,390,75065,483
BNP Paribas Financial Markets SNC0.97%2,386,79965,374
Nt-Comnwlth Super Corp0.56%1,364,92437,385

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Government Pension Fund Global1.04%2,539,65569,561
SMALLCAP World Fund, Inc.0.97%2,390,75065,483
Vanguard Australian Shares Index ETF0.88%2,162,54659,232
Vanguard STAR Funds - Vanguard Total International Stock ETF0.71%1,731,00047,412
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0.46%1,125,79330,835
Dimensional Australian Core Equity Trust (Managed Fund)0.39%958,32226,248
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0.37%908,27824,878
iShares Trust - iShares Core MSCI EAFE ETF0.36%879,28024,083
BetaShares Australian Quality ETF0.22%549,33115,046
DFA Investment Dimensions Group Inc. - International Core Equity 2 Portfolio0.22%530,10414,520
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