CareSuper vs Mercer
ASX share holdings of CareSuper (incl. Spirit Super)'s Balanced option and Mercer Super Trust's Mercer SmartPath - Born 1969 to 1973 option at 30 June 2026.
Overlap by weight
79%
100% means identical ASX portfolios
Stocks in common
223
11 only in CareSuper, 137 only in Mercer
CareSuper ASX holdings
$9.7bn
20% of the option
Mercer ASX holdings
$2.6bn
30% of the option
CareSuper leans towards
| Stock | CareSuper | Mercer |
|---|---|---|
| BSL Bluescope Steel | 2.02% | 0.72% |
| JHX James Hardie Industries | 1.76% | 0.65% |
| MQG Macquarie Group | 4.13% | 3.33% |
| ALL Aristocrat Leisure | 2.39% | 1.64% |
| BHP BHP Group | 12.66% | 11.91% |
| RHC Ramsay Health Care | 1.07% | 0.32% |
| XRO Xero | 1.35% | 0.61% |
| TWE Treasury Wine Estates | 0.90% | 0.16% |
| NAB National Australia Bank | 4.93% | 4.30% |
| LLC Lendlease Group | 0.62% | 0.04% |
Mercer leans towards
| Stock | CareSuper | Mercer |
|---|---|---|
| CBA Commonwealth Bank of Australia | 6.89% | 9.01% |
| ANZ ANZ Group Holdings | 2.53% | 3.76% |
| TLS Telstra Group | 1.59% | 2.56% |
| GMG Goodman Group | 1.84% | 2.73% |
| RIO RIO Tinto | 2.26% | 3.04% |
| FMG Fortescue | 0.29% | 1.07% |
| CSL CSL | 1.31% | 1.96% |
| TCL Transurban Group | 0.35% | 0.99% |
| STO Santos | 0.47% | 1.09% |
| FPH Fisher & Paykel Healthcare Corporation | 0.00% | 0.53% |
Largest shared holdings
| Stock | CareSuper weight | Mercer weight |
|---|---|---|
| BHP BHP Group | 12.66% | 11.91% |
| CBA Commonwealth Bank of Australia | 6.89% | 9.01% |
| NAB National Australia Bank | 4.93% | 4.30% |
| WBC Westpac Banking Corporation | 3.38% | 3.73% |
| MQG Macquarie Group | 4.13% | 3.33% |
| WES Wesfarmers | 3.25% | 3.12% |
| ANZ ANZ Group Holdings | 2.53% | 3.76% |
| RIO RIO Tinto | 2.26% | 3.04% |
| GMG Goodman Group | 1.84% | 2.73% |
| WDS Woodside Energy Group | 1.75% | 1.69% |
| ALL Aristocrat Leisure | 2.39% | 1.64% |
| QBE QBE Insurance Group | 1.62% | 1.63% |
| TLS Telstra Group | 1.59% | 2.56% |
| WOW Woolworths Group | 1.46% | 1.63% |
| CSL CSL | 1.31% | 1.96% |
| QAN Qantas Airways | 1.63% | 1.15% |
| COL Coles Group | 0.87% | 0.91% |
| RMD Resmed | 1.21% | 0.85% |
| EVN Evolution Mining | 0.82% | 1.26% |
| MPL Medibank Private | 0.75% | 0.74% |
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.