Which New Zealand managed funds hold Citizens Financial Group?

40 New Zealand managed funds hold Citizens Financial Group as a direct holding, across 13 fund managers. Weights range from 0.000% to 0.750% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Citizens Financial 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 Citizens Financial Group?

Pathfinder Global Responsibility Fund has the largest direct holding at 0.750% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Citizens Financial Group?

40 funds hold Citizens Financial Group directly, across 13 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 Citizens Financial 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
Pathfinder Global Responsibility Fund	Pathfinder	0.750%
Aurellan Global Shares Fund	AAurellan	0.550%
Aurellan Hedged Global Shares Fund	AAurellan	0.550%
Pathfinder Ethical Growth Fund	Pathfinder	0.400%
Evidential Sustainable Targeted Factor Fund	Evidential	0.200%
Milford Diversified Income Fund	Milford	0.180%
Mercer Responsible Global Shares Fund	Mercer	0.130%
Mercer Core Global Shares Fund	Mercer	0.090%
Mercer Core Hedged Global Shares Fund	Mercer	0.090%
Milford Balanced Fund	Milford	0.060%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.060%
Mercer Global Shares Fund	Mercer	0.060%
Milford Conservative Fund	Milford	0.050%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.050%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.050%
Mercer Responsible Balanced Fund	Mercer	0.040%
Simplicity Hedged Global Share Fund	Simplicity	0.040%
Simplicity Unhedged Global Share Fund	Simplicity	0.040%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.040%
ACI Growth Fund	AACI	0.030%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.030%
Mercer All Country Global Shares Index Fund	Mercer	0.030%
Simplicity High Growth Investment Fund	Simplicity	0.030%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Simplicity Growth Investment Fund	Simplicity	0.020%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.020%
ACI Conservative Fund	AACI	0.010%
AMP Aggressive Managed Fund	AMP	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
AMP International Shares 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%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%

Funds holding Citizens Financial Group usually also hold

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

CITIZENS FINANCIAL GROUP INC
Citizens Financial Group
Citizens Financial Group Inc

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