First Super vs Mercer
ASX share holdings of First Super's Balanced (MySuper) option and Mercer Super Trust's Mercer SmartPath - Born 1969 to 1973 option at 30 June 2026.
Overlap by weight
76%
100% means identical ASX portfolios
Stocks in common
148
5 only in First Super, 212 only in Mercer
First Super ASX holdings
$1.1bn
23% of the option
Mercer ASX holdings
$2.6bn
30% of the option
First Super leans towards
| Stock | First Super | Mercer |
|---|---|---|
| BSL Bluescope Steel | 1.86% | 0.72% |
| JHX James Hardie Industries | 1.67% | 0.65% |
| 360 Life360 | 1.11% | 0.32% |
| IGO IGO | 1.21% | 0.46% |
| SFR Sandfire Resources | 1.24% | 0.50% |
| PNI Pinnacle Investment Management Group | 0.73% | 0.05% |
| CNU Chorus | 0.67% | 0.04% |
| ALL Aristocrat Leisure | 2.23% | 1.64% |
| NWS News Corporation | 0.75% | 0.17% |
| MND Monadelphous Group | 0.64% | 0.08% |
Mercer leans towards
| Stock | First Super | Mercer |
|---|---|---|
| WBC Westpac Banking Corporation | 1.97% | 3.73% |
| CBA Commonwealth Bank of Australia | 7.85% | 9.01% |
| QBE QBE Insurance Group | 0.55% | 1.63% |
| WOW Woolworths Group | 0.71% | 1.63% |
| WDS Woodside Energy Group | 0.78% | 1.69% |
| BHP BHP Group | 11.12% | 11.91% |
| TLS Telstra Group | 1.77% | 2.56% |
| ANZ ANZ Group Holdings | 3.13% | 3.76% |
| FMG Fortescue | 0.46% | 1.07% |
| WES Wesfarmers | 2.54% | 3.12% |
Largest shared holdings
| Stock | First Super weight | Mercer weight |
|---|---|---|
| BHP BHP Group | 11.12% | 11.91% |
| CBA Commonwealth Bank of Australia | 7.85% | 9.01% |
| NAB National Australia Bank | 4.33% | 4.30% |
| MQG Macquarie Group | 3.51% | 3.33% |
| ANZ ANZ Group Holdings | 3.13% | 3.76% |
| RIO RIO Tinto | 3.00% | 3.04% |
| GMG Goodman Group | 2.85% | 2.73% |
| WES Wesfarmers | 2.54% | 3.12% |
| WBC Westpac Banking Corporation | 1.97% | 3.73% |
| CSL CSL | 1.88% | 1.96% |
| TLS Telstra Group | 1.77% | 2.56% |
| ALL Aristocrat Leisure | 2.23% | 1.64% |
| EVN Evolution Mining | 1.16% | 1.26% |
| QAN Qantas Airways | 1.13% | 1.15% |
| STO Santos | 0.84% | 1.09% |
| RMD Resmed | 0.83% | 0.85% |
| WDS Woodside Energy Group | 0.78% | 1.69% |
| ORG Origin Energy | 0.77% | 0.75% |
| COL Coles Group | 0.75% | 0.91% |
| MPL Medibank Private | 0.86% | 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.