Which New Zealand managed funds hold ANZ Group?

34 New Zealand managed funds hold ANZ Group as a direct holding, across 8 fund managers. Weights range from 0.020% to 12.21% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding ANZ Group 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 ANZ Group?

Smart Australian Financials ETF has the largest direct holding at 12.21% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold ANZ Group?

34 funds hold ANZ Group directly, across 8 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 ANZ Group 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
Smart Australian Financials ETF	Smartshares	12.21%
Clarity Dividend Yield Fund	Clarity	7.11%
Smart Australian Top 20 ETF	Smartshares	6.59%
Devon Australian Fund	Devon	6.42%
Clarity Trans-Tasman Value Fund	Clarity	6.32%
Devon Trans-Tasman Fund	Devon	5.46%
Devon Dividend Yield Fund	Devon	5.14%
Smart Australian Dividend ETF	Smartshares	4.73%
Fisher Funds Australian Growth Fund	Fisher Funds	4.45%
Smart Australian Top 200 ETF	Smartshares	4.00%
Fisher Funds Trans Tasman Equity Trust	Fisher Funds	2.23%
Smart NZ Dividend ETF	Smartshares	2.22%
Smart NZ Mid Cap ETF	Smartshares	2.21%
Smart NZ Top 50 ETF	Smartshares	1.12%
Booster Wealth Geared Growth Fund	Booster	1.08%
Clarity New Zealand Equity Fund	Clarity	1.04%
QuayStreet NZ Equity Fund	QuayStreet	0.930%
Booster Wealth High Growth Fund	Booster	0.880%
Salt NZ Dividend Appreciation Fund	Salt	0.800%
Booster Wealth Growth Fund	Booster	0.770%
Booster Socially Responsible High Growth Fund	Booster	0.640%
Booster Socially Responsible Growth Fund	Booster	0.630%
Booster Wealth Balanced Fund	Booster	0.580%
Fisher Funds Growth Fund	Fisher Funds	0.550%
Booster Socially Responsible Balanced Fund	Booster	0.480%
Booster Wealth Moderate Fund	Booster	0.400%
Booster Shielded Growth Fund	Booster	0.370%
Simplicity Hedged Global Share Fund	Simplicity	0.120%
Simplicity Unhedged Global Share Fund	Simplicity	0.120%
Fisher Funds Conservative Fund	Fisher Funds	0.100%
Simplicity High Growth Investment Fund	Simplicity	0.090%
Simplicity Growth Investment Fund	Simplicity	0.070%
Simplicity Balanced Investment Fund	Simplicity	0.050%
Simplicity Conservative Investment Fund	Simplicity	0.020%

Funds holding ANZ Group usually also hold

Companies that appear alongside ANZ Group 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 ANZ Group — shown so you can check the grouping rather than take it on trust.

ANZ Group
ANZ Group Holdings Limited
ANZ Group Holdings Ltd

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