Which New Zealand managed funds hold PRINCIPAL FINANCIAL GROUP?

31 New Zealand managed funds hold PRINCIPAL FINANCIAL GROUP as a direct holding, across 8 fund managers. Weights range from 0.000% to 0.280% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding PRINCIPAL 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 PRINCIPAL FINANCIAL GROUP?

Evidential Sustainable Targeted Factor Fund has the largest direct holding at 0.280% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold PRINCIPAL FINANCIAL GROUP?

31 funds hold PRINCIPAL FINANCIAL 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 PRINCIPAL 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
Evidential Sustainable Targeted Factor Fund	Evidential	0.280%
AMP International Shares Managed Fund	AMP	0.060%
ACI Growth Fund	AACI	0.040%
AMP Aggressive Managed Fund	AMP	0.030%
Simplicity Hedged Global Share Fund	Simplicity	0.030%
Simplicity Unhedged Global Share Fund	Simplicity	0.030%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.030%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.030%
AMP Balanced Managed Fund	AMP	0.020%
AMP Growth Managed Fund	AMP	0.020%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
Mercer Core Global Shares Fund	Mercer	0.020%
Mercer Core Hedged Global Shares Fund	Mercer	0.020%
Mercer Global Shares Fund	Mercer	0.020%
Simplicity Growth Investment Fund	Simplicity	0.020%
Simplicity High Growth Investment Fund	Simplicity	0.020%
ACI Conservative Fund	AACI	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Mercer Responsible Balanced Fund	Mercer	0.000%
Mercer Responsible Global Shares Fund	Mercer	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding PRINCIPAL FINANCIAL GROUP usually also hold

Companies that appear alongside PRINCIPAL 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 5 spellings were treated as PRINCIPAL FINANCIAL GROUP — shown so you can check the grouping rather than take it on trust.

PRINCIPAL FINANCIAL GROUP
PRINCIPAL FINANCIAL GROUP INC
Principal Financial Group
Principal Financial Group Inc
Principal Financial Group Ord Shs

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