Which New Zealand managed funds hold UNITED PARCEL SERVICE - B?

54 New Zealand managed funds hold UNITED PARCEL SERVICE - B as a direct holding, across 14 fund managers. Weights range from 0.000% to 1.58% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding UNITED PARCEL SERVICE - B 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 UNITED PARCEL SERVICE - B?

Kernel S&P Global Dividend Aristocrats Fund has the largest direct holding at 1.58% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold UNITED PARCEL SERVICE - B?

54 funds hold UNITED PARCEL SERVICE - B 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 UNITED PARCEL SERVICE - B 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
Kernel S&P Global Dividend Aristocrats Fund	Kernel	1.58%
Kernel Global ESG Fund	Kernel	0.270%
Pathfinder Global Responsibility Fund	Pathfinder	0.220%
Te Ahumairangi Global Equity Fund	Te Ahumairangi	0.190%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.130%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.130%
Simplicity Hedged Global Share Fund	Simplicity	0.120%
Simplicity Unhedged Global Share Fund	Simplicity	0.120%
Pathfinder Ethical Growth Fund	Pathfinder	0.110%
Aurellan Global Shares Fund	AAurellan	0.100%
Aurellan Hedged Global Shares Fund	AAurellan	0.100%
Summer Global Equities	Summer	0.090%
Mercer All Country Global Shares Index Fund	Mercer	0.080%
Simplicity High Growth Investment Fund	Simplicity	0.080%
Simplicity Growth Investment Fund	Simplicity	0.070%
Booster Wealth Geared Growth Fund	Booster	0.070%
ACI Growth Fund	AACI	0.060%
Booster Wealth High Growth Fund	Booster	0.060%
Booster Socially Responsible High Growth Fund	Booster	0.060%
Fisher Funds Global Fund	Fisher Funds	0.050%
Simplicity Balanced Investment Fund	Simplicity	0.050%
Booster Socially Responsible Growth Fund	Booster	0.050%
Booster Wealth Growth Fund	Booster	0.040%
Booster Socially Responsible Balanced Fund	Booster	0.040%
Summer Growth Selection	Summer	0.040%
Fisher Funds Growth Fund	Fisher Funds	0.030%
Octagon Balanced Fund	Octagon	0.030%
AMP International Shares Managed Fund	AMP	0.030%
Mercer Global Shares Fund	Mercer	0.030%
Booster Wealth Balanced Fund	Booster	0.030%
Booster Shielded Growth Fund	Booster	0.030%
Summer Balanced Selection	Summer	0.030%
ACI Conservative Fund	AACI	0.020%
AMP Aggressive Managed Fund	AMP	0.020%
Harbour Balanced Growth Fund	Harbour	0.020%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.020%
Mercer Core Hedged Global Shares Fund	Mercer	0.020%
Mercer Responsible Global Shares Fund	Mercer	0.020%
Simplicity Conservative Investment Fund	Simplicity	0.020%
Booster Wealth Moderate Fund	Booster	0.020%
Kernel High Growth Fund	Kernel	0.020%
AMP Balanced Managed Fund	AMP	0.010%
AMP Growth Managed Fund	AMP	0.010%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.010%
Fisher Funds Conservative Fund	Fisher Funds	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
Mercer Core Global Shares Fund	Mercer	0.010%
Kernel Balanced Fund	Kernel	0.010%
Summer Conservative Selection	Summer	0.010%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.000%

Funds holding UNITED PARCEL SERVICE - B usually also hold

Companies that appear alongside UNITED PARCEL SERVICE - B in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 9 spellings were treated as UNITED PARCEL SERVICE - B — shown so you can check the grouping rather than take it on trust.

UNITED PARCEL SERVICE - B
UNITED PARCEL SERVICE INC
UNITED PARCEL SERVICE INC CLASS B
UNITED PARCEL SERVICE-CL B
United Parcel Service - B
United Parcel Service Inc
United Parcel Service Inc - Class B
United Parcel Service Inc B
United Parcel Service-Cl B

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