Erste Plavi pension fund — category B

Unit value, returns and ZSE holdings. Category B: balanced — the largest category; a mix of bonds and equities.

Key facts

Unit value60.9916 € (2026-06-30)
Assets under management (net assets)4,411.9 M€
Total net assets of ALL category B funds€25,444M (2026-06-30)

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
+10.25 %+16.81 %+45.19 % +53.16 %+103.97 %

ZSE stocks where the fund is a top-10 shareholder

StockStakeMarket valueShare of NAV
VIDU — VILLA DUBROVNIK d.d. 88.71%€39.58M0.90%
DLPR — PROFESSIO ENERGIA d.d. 50.67%n/aawaiting HANFA net assets
JDRN — JADRAN, d.d. za hotelijerstvo i turizam 30.56%€11.97M0.27%
QTLG — Quattro logistika d.d. 18.00%n/aawaiting HANFA net assets
PODR — Podravka d.d. 8.08%€89.46M2.03%
KOEI — KONČAR - Elektroindustrija d.d. 8.07%€213.80M4.85%
ADRS — Adris grupa d.d. 7.78%€172.25M3.90%
ATGR — Atlantic Grupa d.d. 7.41%€49.11M1.11%
ARNT — Arena Hospitality Group d.d. 7.17%€15.44M0.35%
LKRI — LUKA RIJEKA d. d. 6.81%€14.69M0.33%
ADRS — Adris grupa d.d. 6.12%€135.50M3.07%
BSQR — BOSQAR d.d. 6.07%€31.10M0.71%
CIAK — CIAK Grupa d.d. 3.75%€10.74M0.24%
GRNL — Granolio d.d. 3.68%€0.38M0.01%
TOK — TOKIĆ, trgovina, izvoz-uvoz, zastupanje i proizvodnja, dioničko društvo 2.34%€1.57M0.04%
RIVP — Valamar Riviera d.d. 1.21%€13.14M0.30%
IG — ING-GRAD dioničko društvo za specijalne radove u graditeljstvu 1.10%€2.85M0.07%
PLAG — Plava laguna d.d. 0.77%€5.71M0.13%
INA — INA, d.d. 0.46%€24.61M0.56%

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.