Australian Ethical vs Mercer
ASX share holdings of Australian Ethical Super's Balanced option and Mercer Super Trust's Mercer SmartPath - Born 1969 to 1973 option at 30 June 2026.
Overlap by weight
50%
100% means identical ASX portfolios
Stocks in common
109
41 only in Australian Ethical, 251 only in Mercer
Australian Ethical ASX holdings
$1.3bn
24% of the option
Mercer ASX holdings
$2.6bn
30% of the option
Australian Ethical leans towards
| Stock | Australian Ethical | Mercer |
|---|---|---|
| QUB Qube Holdings | 2.32% | 0.09% |
| PLS PLS Group | 2.37% | 0.63% |
| WBC Westpac Banking Corporation | 5.42% | 3.73% |
| RWC Reliance Worldwide Corporation | 1.70% | 0.13% |
| COL Coles Group | 2.44% | 0.91% |
| MGR Mirvac Group | 1.56% | 0.09% |
| PXA PEXA Group | 1.46% | 0.07% |
| SDR Siteminder | 1.31% | 0.01% |
| DXS Dexus | 1.35% | 0.08% |
| NHF NIB Holdings | 1.35% | 0.11% |
Mercer leans towards
| Stock | Australian Ethical | Mercer |
|---|---|---|
| BHP BHP Group | 0.00% | 11.91% |
| ANZ ANZ Group Holdings | 0.00% | 3.76% |
| RIO RIO Tinto | 0.00% | 3.04% |
| CBA Commonwealth Bank of Australia | 6.81% | 9.01% |
| WDS Woodside Energy Group | 0.00% | 1.69% |
| ALL Aristocrat Leisure | 0.00% | 1.64% |
| QAN Qantas Airways | 0.00% | 1.15% |
| STO Santos | 0.00% | 1.09% |
| FMG Fortescue | 0.00% | 1.07% |
| WES Wesfarmers | 2.32% | 3.12% |
Largest shared holdings
| Stock | Australian Ethical weight | Mercer weight |
|---|---|---|
| CBA Commonwealth Bank of Australia | 6.81% | 9.01% |
| NAB National Australia Bank | 5.07% | 4.30% |
| WBC Westpac Banking Corporation | 5.42% | 3.73% |
| MQG Macquarie Group | 4.37% | 3.33% |
| GMG Goodman Group | 3.39% | 2.73% |
| TLS Telstra Group | 2.48% | 2.56% |
| WES Wesfarmers | 2.32% | 3.12% |
| CSL CSL | 2.94% | 1.96% |
| WOW Woolworths Group | 2.10% | 1.63% |
| QBE QBE Insurance Group | 1.74% | 1.63% |
| COL Coles Group | 2.44% | 0.91% |
| BXB Brambles | 1.12% | 0.87% |
| RMD Resmed | 1.56% | 0.85% |
| CHC Charter Hall Group | 0.97% | 0.71% |
| PLS PLS Group | 2.37% | 0.63% |
| CPU Computershare | 0.77% | 0.63% |
| EVN Evolution Mining | 0.62% | 1.26% |
| XRO Xero | 1.59% | 0.61% |
| NST Northern Star Resources | 0.61% | 0.68% |
| IAG Insurance Australia Group | 1.02% | 0.59% |
Weights are each stock's share of the option's ASX holdings, not of the whole option. A fund can hold a stock directly and also through pooled vehicles; this page shows what is disclosed for the headline option.