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AE KiwiSaver Plan

AE KiwiSaver Plan — holdings changes

Top-10 portfolio holdings extracted from each FMA-mandated Quarterly Fund Update. The diff below shows what entered, exited, grew, or shrank between the two most recent quarters on file.

Comparing
7 September 2025 → 31 March 2026
Entered
3
Exited
10
Grew / Shrank / Held
0 / 0 / 0

Entered the top 10

  • Equivalents
    68.90% of fund
  • Equities
    31.10% of fund
  • Manager’s basic fee
    1.39% of fund

Exited the top 10

  • ANZ BANK
    Cash
    was 32.79%
  • JPMORGAN
    Cash
    was 31.73%
  • ZSCALER, INC.
    Shares
    was 2.72%
  • O'REILLY AUTOMOTIVE, INC.
    Shares
    was 2.60%
  • ARISTA NETWORKS, INC.
    Shares
    was 1.85%
  • TRANSMEDIC GROUP, INC.
    Shares
    was 1.81%
  • COMFORT SYSTEMS USA, INC.
    Shares
    was 1.39%
  • GE VERNOVA INC.
    Shares
    was 1.39%
  • NVIDIA CORPORATION
    Shares
    was 1.23%
  • CADENCE DESIGN SYSTEMS, INC.
    Shares
    was 1.19%

Current top holdings (31 March 2026)

AssetClassCountry% of fund
Equivalents——68.90%
Equities——31.10%
Manager’s basic fee——1.39%

Data sources

  • FMA Disclose register — Quarterly Fund Updates
  • Provider websites — issuer-published QFU PDFs

Top-10 holdings are a snapshot only; funds may hold many more positions outside the top-10. General information only — not financial advice.

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Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.

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