HESTA vs Mercer
ASX share holdings of HESTA's Balanced Growth option and Mercer Super Trust's Mercer SmartPath - Born 1969 to 1973 option at 30 June 2026.
Overlap by weight
88%
100% means identical ASX portfolios
Stocks in common
317
23 only in HESTA, 43 only in Mercer
HESTA ASX holdings
$17.2bn
22% of the option
Mercer ASX holdings
$2.6bn
30% of the option
HESTA leans towards
Mercer leans towards
| Stock | HESTA | Mercer |
|---|---|---|
| BHP BHP Group | 10.49% | 11.91% |
| NAB National Australia Bank | 3.56% | 4.30% |
| TLS Telstra Group | 1.87% | 2.56% |
| QAN Qantas Airways | 0.51% | 1.15% |
| MIN Mineral Resources | 0.00% | 0.55% |
| RIO RIO Tinto | 2.57% | 3.04% |
| ALL Aristocrat Leisure | 1.17% | 1.64% |
| MPL Medibank Private | 0.31% | 0.74% |
| ANZ ANZ Group Holdings | 3.38% | 3.76% |
| EVN Evolution Mining | 0.93% | 1.26% |
Largest shared holdings
| Stock | HESTA weight | Mercer weight |
|---|---|---|
| BHP BHP Group | 10.49% | 11.91% |
| CBA Commonwealth Bank of Australia | 8.99% | 9.01% |
| WBC Westpac Banking Corporation | 3.67% | 3.73% |
| NAB National Australia Bank | 3.56% | 4.30% |
| ANZ ANZ Group Holdings | 3.38% | 3.76% |
| MQG Macquarie Group | 3.19% | 3.33% |
| WES Wesfarmers | 3.16% | 3.12% |
| RIO RIO Tinto | 2.57% | 3.04% |
| GMG Goodman Group | 2.44% | 2.73% |
| CSL CSL | 1.88% | 1.96% |
| TLS Telstra Group | 1.87% | 2.56% |
| WDS Woodside Energy Group | 1.89% | 1.69% |
| WOW Woolworths Group | 1.69% | 1.63% |
| QBE QBE Insurance Group | 1.38% | 1.63% |
| ALL Aristocrat Leisure | 1.17% | 1.64% |
| FMG Fortescue | 1.03% | 1.07% |
| TCL Transurban Group | 1.43% | 0.99% |
| STO Santos | 0.93% | 1.09% |
| EVN Evolution Mining | 0.93% | 1.26% |
| COL Coles Group | 1.11% | 0.91% |
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.