Which New Zealand managed funds hold SUMITOMO MITSUI FINANCIAL GROUP?

27 New Zealand managed funds hold SUMITOMO MITSUI FINANCIAL GROUP as a direct holding, across 8 fund managers. Weights range from 0.020% to 0.850% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding SUMITOMO MITSUI 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 SUMITOMO MITSUI FINANCIAL GROUP?

Te Ahumairangi Global Equity Fund has the largest direct holding at 0.850% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold SUMITOMO MITSUI FINANCIAL GROUP?

27 funds hold SUMITOMO MITSUI 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 SUMITOMO MITSUI 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
Te Ahumairangi Global Equity Fund	Te Ahumairangi	0.850%
Kernel World ex-US Fund	Kernel	0.550%
Mercer Responsible Global Shares Fund	Mercer	0.410%
AMP International Shares Managed Fund	AMP	0.310%
Kernel Global ESG Fund	Kernel	0.230%
Mercer Core Global Shares Fund	Mercer	0.180%
Mercer Core Hedged Global Shares Fund	Mercer	0.180%
Aurellan Global Shares Fund	AAurellan	0.170%
Aurellan Hedged Global Shares Fund	AAurellan	0.170%
AMP Aggressive Managed Fund	AMP	0.160%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.160%
Mercer Global Shares Fund	Mercer	0.150%
Mercer Responsible Balanced Fund	Mercer	0.140%
AMP Growth Managed Fund	AMP	0.130%
Mercer All Country Global Shares Index Fund	Mercer	0.130%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.110%
AMP Balanced Managed Fund	AMP	0.090%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.090%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.080%
ACI Growth Fund	AACI	0.070%
Kernel High Growth Fund	Kernel	0.070%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.060%
Kernel Balanced Fund	Kernel	0.040%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.040%
Harbour Balanced Growth Fund	Harbour	0.030%
ACI Conservative Fund	AACI	0.020%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.020%

Funds holding SUMITOMO MITSUI FINANCIAL GROUP usually also hold

Companies that appear alongside SUMITOMO MITSUI 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 4 spellings were treated as SUMITOMO MITSUI FINANCIAL GROUP — shown so you can check the grouping rather than take it on trust.

SUMITOMO MITSUI FINANCIAL GROUP
SUMITOMO MITSUI FINANCIAL GROUP INC
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Inc

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