Summer KiwiSaver Scheme
Summer Global 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 |
|---|---|---|---|
| Vanguard ESG US Stock ETF | — | — | 5.99% |
| Microsoft Corporation | — | — | 3.38% |
| Vanguard ESG International Stock ETF | — | — | 3.06% |
| Alphabet Inc. Class A | — | — | 2.78% |
| Apple Inc. | — | — | 1.90% |
| Amazon.com Inc. | — | — | 1.81% |
| Uber Technologies Inc | — | — | 1.62% |
| Mastercard Inc. | — | — | 1.56% |
| Nestle S.A. | — | — | 1.45% |
| Salesforce.com, Inc. | — | — | 1.41% |
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.