Which New Zealand managed funds hold Westpac Banking Corp?

74 New Zealand managed funds hold Westpac Banking Corp as a direct holding, across 20 fund managers. Weights range from -1.620% to 15.21% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Westpac Banking Corp 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 Westpac Banking Corp?

Smart Australian Financials ETF has the largest direct holding at 15.21% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Westpac Banking Corp?

74 funds hold Westpac Banking Corp directly, across 20 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 Westpac Banking Corp 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
Smart Australian Financials ETF	Smartshares	15.21%
Smart Australian Top 20 ETF	Smartshares	8.20%
Smart Australian Dividend ETF	Smartshares	5.72%
NZ Funds Income Generator	NZ Funds	5.57%
Smart Australian Top 200 ETF	Smartshares	4.99%
Summer Australian Equities	Summer	4.68%
Pathfinder Ethical Trans-Tasman Fund	Pathfinder	3.87%
Devon Australian Fund	Devon	2.78%
Milford Australian Absolute Growth Fund	Milford	2.77%
Clarity Dividend Yield Fund	Clarity	2.70%
Milford Trans-Tasman Equity Fund	Milford	2.56%
Smart NZ Mid Cap ETF	Smartshares	2.37%
ANZ Investments OneAnswer Australian Share Fund	ANZ Investments	2.11%
Booster Wealth Geared Growth Fund	Booster	1.30%
Smart NZ Top 50 ETF	Smartshares	1.21%
Harbour NZ Index Shares Fund	Harbour	1.20%
SBS Wealth Australasian Equity Portfolio	SBS Wealth	1.10%
Harbour Sustainable NZ Shares Fund	Harbour	1.06%
Booster Wealth High Growth Fund	Booster	1.05%
Fisher Funds Australian Growth Fund	Fisher Funds	0.980%
Booster Wealth Growth Fund	Booster	0.920%
QuayStreet NZ Equity Fund	QuayStreet	0.910%
Pathfinder Ethical Growth Fund	Pathfinder	0.820%
Mercer NZ Shares Passive Fund	Mercer	0.790%
Booster Socially Responsible High Growth Fund	Booster	0.760%
Generate Focused Growth Managed Fund	GGenerate	0.750%
Booster Socially Responsible Growth Fund	Booster	0.740%
Booster Wealth Balanced Fund	Booster	0.690%
Milford Aggressive Fund	Milford	0.660%
Booster Socially Responsible Balanced Fund	Booster	0.570%
Summer Growth Selection	Summer	0.570%
Fisher Funds Trans Tasman Equity Trust	Fisher Funds	0.490%
Booster Wealth Moderate Fund	Booster	0.470%
Booster Shielded Growth Fund	Booster	0.450%
AMP Aggressive Managed Fund	AMP	0.420%
AMP Growth Managed Fund	AMP	0.400%
Harbour Australasian Equity Fund	Harbour	0.360%
Octagon Balanced Fund	Octagon	0.350%
Summer Balanced Selection	Summer	0.350%
Milford Diversified Income Fund	Milford	0.340%
Milford Balanced Fund	Milford	0.300%
AMP Balanced Managed Fund	AMP	0.290%
Mercer Income Generator Fund	Mercer	0.240%
Mercer Responsible Trans-Tasman Shares Fund	Mercer	0.220%
ACI Growth Fund	AACI	0.210%
Summer Conservative Selection	Summer	0.200%
SBS Wealth Balanced Strategy	SBS Wealth	0.170%
Simplicity Hedged Global Share Fund	Simplicity	0.150%
Simplicity Unhedged Global Share Fund	Simplicity	0.150%
Fisher Funds Growth Fund	Fisher Funds	0.120%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.120%
Simplicity High Growth Investment Fund	Simplicity	0.110%
Milford Conservative Fund	Milford	0.100%
Mercer All Country Global Shares Index Fund	Mercer	0.100%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.100%
Harbour Balanced Growth Fund	Harbour	0.090%
Simplicity Growth Investment Fund	Simplicity	0.090%
SBS Wealth Conservative Strategy	SBS Wealth	0.090%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.080%
ACI Conservative Fund	AACI	0.060%
Simplicity Balanced Investment Fund	Simplicity	0.060%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.060%
Mercer Responsible Balanced Fund	Mercer	0.050%
Milford Active Growth Fund	Milford	0.050%
Mercer Global Shares Fund	Mercer	0.040%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.040%
Fisher Funds Conservative Fund	Fisher Funds	0.020%
Mercer Core Global Shares Fund	Mercer	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%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.020%
Harbour Income Fund	Harbour	0.010%
Salt Long Short Fund	Salt	-1.620%

Funds holding Westpac Banking Corp usually also hold

Companies that appear alongside Westpac Banking Corp in the same funds' filings.

More on Westpac Banking Corp as a listed companyFinancials, shareholders, meetings and announcements on NZXplorer.co.nz→

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 6 spellings were treated as Westpac Banking Corp — shown so you can check the grouping rather than take it on trust.

WESTPAC BANKING CORP
WESTPAC BANKING CORPORATION
Westpac Banking Corp
Westpac Banking Corporation
Westpac Banking Group
Westpac Banking Group Limited

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