Erste Plavi pension fund — category A

Unit value, returns and ZSE holdings. Category A: highest equity share — for younger members (longer horizon, higher potential return and risk).

Key facts

Unit value36.4177 € (2026-05-31)
Assets under management (net assets)339.5 M€
Total net assets of ALL category A funds€1,678M (2026-05-31)

The same percentage stake is worth more for a larger fund — the absolute size of a holding depends on the fund’s size.

Returns (from unit-value history)

YTD1y3y5y10y
+10.12 %+18.67 %+51.87 % +65.98 %+140.28 %

ZSE stocks where the fund is a top-10 shareholder

StockStakeMarket valueShare of NAV
VIDU — VILLA DUBROVNIK d.d. 7.41%€3.31M0.97%
TOK — TOKIĆ, trgovina, izvoz-uvoz, zastupanje i proizvodnja, dioničko društvo 6.11%€4.21M1.24%
MONP — MON PERIN d.d. 4.59%€3.60M1.06%
SPAN — SPAN dioničko društvo za projektiranje informacijskih sustava 3.36%€3.69M1.09%
IG — ING-GRAD dioničko društvo za specijalne radove u graditeljstvu 2.36%€6.69M1.97%
DLPR — PROFESSIO ENERGIA d.d. 1.52%n/aawaiting HANFA net assets
BSQR — BSQR 1.35%€6.92M2.04%
QTLG — Quattro logistika d.d. 0.92%n/aawaiting HANFA net assets
PLAG — Plava laguna d.d. 0.53%€3.93M1.16%

Market value of the stake = stake × market capitalisation (latest EOD); share of NAV = that value against the individual fund's net assets (fund's monthly/semi-annual report); empty until that figure is imported. From our top-10 shareholder snapshots (ZSE/SKDD) — the publicly disclosed part of the holdings, not the whole portfolio.

Source of unit values and net assets: HANFA public releases, monthly cadence.

For information only — not investment advice or a recommendation.