NATIONAL BANK OF CANADA /FI/

Q1 2022 13F-HR Holdings

Location
Montreal, A8
Holdings as of
3/31/2022
Date filed
5/5/2022
Form type
13F-HR
Num holdings
2,911
Total value ($000)
$33,811,210
Net value change ($000)
+4,459,936 (15.2%)
New positions
188
Sold out positions
150
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 421,963 2985.0%
AAPL 397,244 56.0%
GOOGL 267,132 73.3%
PYPL 261,732 179.5%
BAC 241,908 254.6%
TSM 199,177 688.4%
NKE 180,825 598.4%
META 139,099 43.4%
IBN 111,880 299.0%
CNI 94,854 51.1%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -729,774 -54.7%
NVDA -479,544 -44.4%
TSLA -361,561 -60.3%
BA -254,309 -90.5%
Ferguson (Jersey) Ltd -156,410 -82.0%
IEFA -143,142 -67.5%
PFE -137,356 -67.0%
Nuance Communications, Inc. -132,985 -100.0%
ENB -131,078 -38.8%
ACWI -112,131 -99.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8,316,881 (24.6% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type