Summer KiwiSaver Scheme
Summer Australian Equities — 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.
Need a second quarter
We have holdings for 31 March 2026 but no prior quarter on file yet. The diff lights up once a second QFU is ingested.
Current top holdings (31 March 2026)
| Asset | Class | Country | % of fund |
|---|---|---|---|
| BHP Group Limited | — | — | 9.69% |
| Commonwealth Bank of Australia Limited | — | — | 7.10% |
| Westpac Banking Corporation | — | — | 4.68% |
| Limited | — | — | 4.06% |
| CSL Limited | — | — | 3.52% |
| National Australia Bank Limited | — | — | 3.35% |
| Rio Tinto Limited | — | — | 2.72% |
| Macquarie Group Limited | — | — | 2.57% |
| Telstra Group | — | — | 2.35% |
| Goodman Group | — | — | 2.24% |
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.
FundCompare
Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.