Which New Zealand managed funds hold Unitedhealth Group?

57 New Zealand managed funds hold Unitedhealth Group as a direct holding, across 16 fund managers. Weights range from 0.000% to 2.05% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Unitedhealth 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 Unitedhealth Group?

Pella Global Generations PIE Fund has the largest direct holding at 2.05% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Unitedhealth Group?

57 funds hold Unitedhealth Group directly, across 16 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 Unitedhealth 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
Pella Global Generations PIE Fund	Pella	2.05%
BetaShares Global Quality Leaders Fund	BetaShares	2.01%
BetaShares Global Sustainability Leaders Fund	BetaShares	1.04%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	1.04%
Booster Wealth Geared Growth Fund	Booster	0.450%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.440%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.440%
Booster Socially Responsible High Growth Fund	Booster	0.400%
Simplicity Hedged Global Share Fund	Simplicity	0.390%
Simplicity Unhedged Global Share Fund	Simplicity	0.390%
Booster Wealth High Growth Fund	Booster	0.360%
SBS Wealth World Equity Portfolio	SBS Wealth	0.320%
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	0.310%
Booster Socially Responsible Growth Fund	Booster	0.310%
Harbour T. Rowe Price Global Equity Fund	Harbour	0.300%
Mercer All Country Global Shares Index Fund	Mercer	0.280%
Simplicity High Growth Investment Fund	Simplicity	0.280%
Booster Wealth Growth Fund	Booster	0.280%
Generate Focused Growth Managed Fund	GGenerate	0.260%
Fisher Funds Global Fund	Fisher Funds	0.230%
Simplicity Growth Investment Fund	Simplicity	0.230%
Booster Shielded Growth Fund	Booster	0.230%
Booster Socially Responsible Balanced Fund	Booster	0.230%
Mercer Responsible Global Shares Fund	Mercer	0.210%
Mercer Global Shares Fund	Mercer	0.210%
Booster Wealth Balanced Fund	Booster	0.210%
Mercer Core Global Shares Fund	Mercer	0.200%
Mercer Core Hedged Global Shares Fund	Mercer	0.200%
ACI Growth Fund	AACI	0.190%
Te Ahumairangi Global Equity Fund	Te Ahumairangi	0.190%
Simplicity Balanced Investment Fund	Simplicity	0.170%
SBS Wealth Balanced Strategy	SBS Wealth	0.140%
Booster Wealth Moderate Fund	Booster	0.130%
Fisher Funds Growth Fund	Fisher Funds	0.120%
Aurellan Global Shares Fund	AAurellan	0.120%
Aurellan Hedged Global Shares Fund	AAurellan	0.120%
Mercer Responsible Balanced Fund	Mercer	0.100%
Summer Global Equities	Summer	0.090%
Harbour Balanced Growth Fund	Harbour	0.080%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.080%
SBS Wealth Conservative Strategy	SBS Wealth	0.070%
Kernel High Growth Fund	Kernel	0.060%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.060%
ACI Conservative Fund	AACI	0.050%
Simplicity Conservative Investment Fund	Simplicity	0.050%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.050%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.040%
Summer Growth Selection	Summer	0.040%
Fisher Funds Conservative Fund	Fisher Funds	0.030%
Octagon Balanced Fund	Octagon	0.030%
Kernel Balanced Fund	Kernel	0.030%
Summer Balanced Selection	Summer	0.030%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.020%
Summer Conservative Selection	Summer	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
Harbour Income Fund	Harbour	0.000%

Funds holding Unitedhealth Group usually also hold

Companies that appear alongside Unitedhealth 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 7 spellings were treated as Unitedhealth Group — shown so you can check the grouping rather than take it on trust.

UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC COM STK
UnitedHealth Group
UnitedHealth Group Inc
Unitedhealth Group
Unitedhealth Group Inc
Unitedhealth Group Inc Com Stk

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