Which New Zealand managed funds hold Ameriprise Financial?

49 New Zealand managed funds hold Ameriprise Financial as a direct holding, across 14 fund managers. Weights range from 0.000% to 0.940% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Ameriprise Financial indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Ameriprise Financial?

Clarity Global Shares Fund has the largest direct holding at 0.940% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Ameriprise Financial?

49 funds hold Ameriprise Financial directly, across 14 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Ameriprise Financial indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Clarity Global Shares Fund	Clarity	0.940%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.410%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.410%
Evidential Sustainable Targeted Factor Fund	Evidential	0.240%
Fisher Funds Global Fund	Fisher Funds	0.170%
Harbour Balanced Growth Fund	Harbour	0.160%
Booster Wealth Geared Growth Fund	Booster	0.140%
Booster Socially Responsible High Growth Fund	Booster	0.130%
Booster Wealth High Growth Fund	Booster	0.120%
ACI Growth Fund	AACI	0.100%
Booster Socially Responsible Growth Fund	Booster	0.100%
Fisher Funds Growth Fund	Fisher Funds	0.090%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.090%
Booster Wealth Growth Fund	Booster	0.090%
Simplicity Hedged Global Share Fund	Simplicity	0.070%
Simplicity Unhedged Global Share Fund	Simplicity	0.070%
Booster Wealth Balanced Fund	Booster	0.070%
Booster Socially Responsible Balanced Fund	Booster	0.070%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.070%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.070%
Mercer Responsible Global Shares Fund	Mercer	0.060%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.060%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.050%
Harbour Income Fund	Harbour	0.050%
Mercer All Country Global Shares Index Fund	Mercer	0.050%
Simplicity High Growth Investment Fund	Simplicity	0.050%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.050%
Mercer Global Shares Fund	Mercer	0.040%
Simplicity Growth Investment Fund	Simplicity	0.040%
Booster Wealth Moderate Fund	Booster	0.040%
ACI Conservative Fund	AACI	0.030%
Mercer Core Global Shares Fund	Mercer	0.030%
Mercer Core Hedged Global Shares Fund	Mercer	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.030%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.030%
Fisher Funds Conservative Fund	Fisher Funds	0.020%
Mercer Responsible Balanced Fund	Mercer	0.020%
AMP International Shares Managed Fund	AMP	0.020%
Schroder Sustainable Global Core PIE Fund	Schroders	0.020%
Schroder Sustainable Global Core PIE Fund (Hedged)	Schroders	0.020%
AMP Balanced Managed Fund	AMP	0.010%
AMP Growth Managed Fund	AMP	0.010%
AMP Aggressive Managed Fund	AMP	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel High Growth Fund	Kernel	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Kernel Balanced Fund	Kernel	0.000%

Funds holding Ameriprise Financial usually also hold

Companies that appear alongside Ameriprise Financial in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as Ameriprise Financial — shown so you can check the grouping rather than take it on trust.

AMERIPRISE FINANCIAL INC
Ameriprise Financial
Ameriprise Financial Inc

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