NZX Shareholder Metrics - March 2026

NZX Listed IssuersMar 2026Change YoYCapital Listed and RaisedYTDChange YoY
Total equity securities118-0.8%Total capital listed and raised$795 m$2,742 m-72.6%
Total fund securities56-
Total retail debt securities136-4.9%New Capital Listed
Total wholesale debt securities7-12.5%Total capital listed by all issuers$45 m$883 m-88.9%
Total other securities6100.0%
Total listed securities323-1.8%Equity listings$45 m$233 m-96.7%
Fund listings--n/a
Retail debt listings-$650 m-27.8%
Total NZX Main Board equity issuers117-0.8%Wholesale debt listings--n/a
Total NZX Main Board fund issuers56-
Total NZX Debt Market retail debt issuers45-2.2%Secondary Capital Raised
Total NZX Debt Market wholesale debt issuers2-Total capital raised by all issuers$750 m$1,859 m-8.6%
Total other issuers566.7%
Total unique issuers198-0.5%Total equity raised - NZ issuers$617 m$1,075 m-11.3%
Total equity raised - dual or foreign issuer$6 m$145 m367.7%
Total funds raised - NZ issuers$117 m$359 m-19.9%
Market CapitalisationMar 2026Change YoY% of GDPTotal funds raised - dual or foreign issuer$10 m$95 m55.7%
Total market capitalisation$238,884 m2.1%53.7%Total retail debt raised-$185 m-34.6%
Total wholesale debt raised--n/a
All equity$173,989 m5.4%39.1%
All funds$8,717 m-12.2%2.0%
All other$4 m-71.0%0.0%Total number of secondary capital raising events290 870 17.4%
Total NZX Main Board$182,710 m4.4%41.1%Equity issuers - capital raised < $10m14 48 -11.1%
Equity issuers - capital raised ≥ $10m < $100m5 5 -16.7%
Retail debt$44,404 m0.0%10.0%Equity issuers - capital raised ≥ $100m2 4 100.0%
Green bonds$5,925 m-13.5%1.3%Fund issuers - capital raised269 809 20.2%
Wholesale debt$5,845 m-24.7%1.3%Retail debt issuers - capital raised- 4 -33.3%
Total NZX Debt Market$56,174 m-4.8%12.6%Wholesale debt issuers - capital raised- - n/a
Cash MarketMar 2026Change YoYClearing House / DepositoryMar 2026Change YoY
Total value traded$3,921 m-10.3%Gross value of cleared trades over month$3,975 m-30.3%
Auction value traded$1,280 m0.2%Assets under custody in depository at period end$5,316 m-30.1%
Continuous value traded$1,095 m-13.4%Depository Uplifts10,165 12.8%
NZX Dark value traded$199 m-0.6%Settlement Lines21,033 7.9%
% of value on-market65.7%4.6%OTC Trades10,901 2.5%
Total trades976,105-2.7%
Daily average value traded$178 m-14.4%
Daily average trades44,368-7.2%
DerivativesMar 2026Change YoY
Total Equity TransactionsFutures - total lots traded57,2998.6%
Total trades969,304-2.7%Options - total lots traded9,812-76.3%
Value traded$3,635 m-11.9%Total derivatives lots traded67,111-28.7%
% of value on-market68.0%6.5%Total derivatives lots traded - YTD183,889-4.5%
Average on-market trade size$2,564-3.3%Open interest at period end165,5417.2%
Notional value traded ($USD)$445 m-26.5%
Total Debt TransactionsOptions to futures ratio17.1%-78.2%
Total trades6,801-1.9%Negotiated Large Trade (NLT) %53.3%-35.2%
Value traded $286 m17.7%
Cumulative Numbers - YTDEnergy and Environment ContractsMar 2026Change YoY
Number of trades2,550,876 -8.8%Operating / Technology contracts17-
Total value traded$9,637 m-14.6%- contracts ≥ $500k p.a.4-
% of value on-market66.3%-0.9%- contracts $20k - $500k p.a.13-
NZX Limited - Monthly Shareholder Metrics
March 2026
These shareholder metrics represent the key operations of NZX's business.
Core Markets
Mar 2026

NZX Indices PerformanceMar 2026Change YoYWholesale DataMar 2026Change YoY
S&P/NZX 50 Index (Gross)12,9125.2%Terminal numbers - professional6,1631.2%
S&P/NZX 50 Index (Capital)4,6262.1%Terminal numbers - retail1,208-7.3%
S&P/NZX 50 Portfolio Index8,0174.7%Licences - value ≥ $20k p.a.832.5%
S&P/NZX NZ Fixed Interest Composite Index1333.8%Licences - value < $20k p.a.754.2%
S&P/NZX A-Grade Bond Index6,5243.9%
Direct Data ProductsMar 2026Change YoYDairy Data SubscriptionsMar 2026Change YoY
Proprietary security subscription products272-3.9%Dairy data subscriptions4347.4%
- products ≥ $3,000 p.a.91-4.2% - products ≥ $1,500 p.a. 1386.2%
- products < $3,000 p.a.181-3.7% - products < $1,500 p.a. 2968.0%
Mar 2026Change YoY
Total external funds under management$15,963 m20.5%
Scheme FUMMar 2026Change YoY
SuperLife Kiwisaver$2,825 m12.4%
Workplace Savings Master Trusts$3,078 m-4.4%
Smart Exchange Traded Funds - External$4,875 m35.2%
Smart Exchange Traded Funds - Total (external and internal)$6,555 m-17.9%
Other MetricsMar 2026Change YoY
Units on issue1,607 m-38.2%
Value of stock lent over month$143 m26.5%
Mar 2026Change YoY
Funds under administration$19,559 m16.3%
Smart
Wealth Technologies
Notes
1. All figures are measured at the end of the last trading day of each month unless otherwise stated.
Change refers to the change since the same period last year unless otherwise stated.
2. Equity market capitalisation includes all securities quoted on the NZX Main Board (NZSX).
With an overseas domiciled Issuer, the market capitalisation represents the amount that is held in New Zealand.
3. Market capitalisation for the NZX Debt Market is the total nominal (face) value of all listed securities, excluding New Zealand Government stock.
4. Funds include exchange traded funds, managed funds, listed investment companies and trusts.
5. "Other" securities include rights, warrants and options quoted on the NZX Main Board (NZSX).
6. Auction value traded refers to trades made during the opening and closing auctions.Continuous value traded refers to on market trades made on NZX Central and NZX Debt
Markets during the Normal Trading session. On market value traded refers to all trading excluding off market trades.
7. Please note these operational statistics are based on NZX’s internal records, which are unaudited.
Differences may arise between this data and that disclosed in subsequent audited financial statements.
Differences may also arise between this data and the previously reported data due to rounding and classification restatements.
To enquire about information listed on this sheet, or to find out more about NZX products or services, please email: insights@nzx.com