Which New Zealand managed funds hold Universal Health Services B?

17 New Zealand managed funds hold Universal Health Services B as a direct holding, across 7 fund managers. Weights range from 0.000% to 0.410% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Universal Health Services 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 Universal Health Services B?

Aurellan Global Shares Fund has the largest direct holding at 0.410% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Universal Health Services B?

17 funds hold Universal Health Services B directly, across 7 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 Universal Health Services 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
Aurellan Global Shares Fund	AAurellan	0.410%
Aurellan Hedged Global Shares Fund	AAurellan	0.410%
Clarity Global Shares Fund	Clarity	0.330%
Evidential Sustainable Targeted Factor Fund	Evidential	0.090%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.020%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.020%
ACI Growth Fund	AACI	0.010%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
Mercer Core Global Shares Fund	Mercer	0.010%
Mercer Core Hedged Global Shares Fund	Mercer	0.010%
Mercer Global Shares Fund	Mercer	0.010%
ACI Conservative Fund	AACI	0.000%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Mercer Responsible Global Shares Fund	Mercer	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding Universal Health Services B usually also hold

Companies that appear alongside Universal Health Services 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 3 spellings were treated as Universal Health Services B — shown so you can check the grouping rather than take it on trust.

UNIVERSAL HEALTH SERVICES - CLASS B
Universal Health Services B
Universal Health Services Inc

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