ART Diversified Socially Conscious Balanced
What Australian Retirement Trust's Diversified Socially Conscious Balanced option holds, as disclosed at 30 June 2026. Source: ART portfolio holdings disclosure.
ART's main (default) option is Lifecycle Balanced Pool, shown on the ART page with changes over time. This option is shown for reference and is not counted in the site's totals.
Option size
$927.5m
sum of disclosed assets
Listed shares
$472.0m
51% of the option
ASX holdings
$222.8m
61 stocks
Overseas shares
$266.4m
116 companies
Top ASX holdings
| Stock | Value | % of register |
|---|---|---|
| CBA Commonwealth Bank of Australia | $21.8m | 0.01% |
| FMG Fortescue | $14.5m | 0.02% |
| ANZ ANZ Group Holdings | $13.5m | 0.01% |
| MQG Macquarie Group | $10.6m | 0.01% |
| WES Wesfarmers | $9.8m | 0.01% |
| WBC Westpac Banking Corporation | $8.9m | 0.01% |
| BXB Brambles | $8.4m | 0.03% |
| NAB National Australia Bank | $8.3m | 0.01% |
| QBE QBE Insurance Group | $6.8m | 0.02% |
| SFR Sandfire Resources | $5.7m | 0.06% |
| IAG Insurance Australia Group | $5.4m | 0.03% |
| CSL CSL | $5.3m | 0.01% |
| SGM Sims | $5.3m | 0.10% |
| GMG Goodman Group | $5.2m | 0.01% |
| ALQ ALS | $4.7m | 0.04% |
| CPU Computershare | $4.0m | 0.02% |
| EVN Evolution Mining | $4.0m | 0.02% |
| TLS Telstra Group | $3.7m | 0.01% |
| SUL Super Retail Group | $3.5m | 0.12% |
| MPL Medibank Private | $3.4m | 0.03% |
| NST Northern Star Resources | $3.3m | 0.01% |
| RMS Ramelius Resources | $3.2m | 0.06% |
| SCG Scentre Group | $3.1m | 0.02% |
| LYC Lynas Rare Earths | $2.8m | 0.02% |
| PME Pro Medicus | $2.6m | 0.01% |
Where the option is invested
Overseas shares
Top overseas holdings
| Company | Value | % of listed shares |
|---|---|---|
| Nvidia NVDA | $12.6m | 2.57% |
| Apple AAPL | $10.9m | 2.22% |
| Alphabet (Google) GOOG | $9.5m | 1.93% |
| Amazon.com AMZN | $8.4m | 1.71% |
| Microsoft MSFT | $6.9m | 1.42% |
| Broadcom AVGO | $6.3m | 1.29% |
| TSMC (Taiwan Semiconductor Manufacturing) 2330 | $5.7m | 1.17% |
| CrowdStrike CRWD | $5.6m | 1.14% |
| Samsung Electronics 005930 | $5.4m | 1.10% |
| ASML ASML | $4.9m | 1.01% |
| Citigroup C | $4.8m | 0.99% |
| Micron Technology MU | $4.7m | 0.96% |
| Palo Alto Networks PANW | $4.6m | 0.93% |
| SK Square 402340 | $4.6m | 0.93% |
| JPMorgan Chase JPM | $4.5m | 0.92% |
| Seagate Technology Holdings STX | $4.4m | 0.90% |
| Advanced Micro Devices AMD | $4.2m | 0.87% |
| SAP SAP | $4.0m | 0.82% |
| Eli Lilly LLY | $3.2m | 0.65% |
| Sumitomo Mitsui Financial Group 8316 | $3.2m | 0.65% |
Listed shares by country
Country where the company is based (from its ISIN or home listing), not where the shares trade.
How much is ART Diversified Socially Conscious Balanced invested in the US, China or India?
- Australia: $222.8m, 45.5% of ART's Diversified Socially Conscious Balanced option's listed shares, at 30 June 2026.
- The US: $158.4m in companies based in the US, 32.4% of its listed shares.
- The UK: $13.0m in companies based in the UK, 2.7% of its listed shares.
- Japan: $17.5m in companies based in Japan, 3.6% of its listed shares.
- China: $3.2m in companies based in China, 0.64% of its listed shares.
- India: $548k in companies based in India, 0.11% of its listed shares.
- South Korea: $10.6m in companies based in South Korea, 2.2% of its listed shares.
- Germany: $7.3m in companies based in Germany, 1.5% of its listed shares.
- Canada: $6.7m in companies based in Canada, 1.4% of its listed shares.
Many Chinese companies are incorporated in the Cayman Islands or listed in Hong Kong, and count there: Hong Kong 0.20% and Cayman Islands 0.34%.
ART's other options
Lifecycle Balanced Pool (main option) Lifecycle High Growth PoolDiversified High GrowthDiversified BalancedDiversified Balanced Risk-AdjustedAustralian Shares IndexInternational Shares Hedged IndexDiversified Conservative-BalancedCashDiversified ConservativeInternational Shares Unhedged IndexLifecycle Cash PoolDiversified Balanced IndexDiversified High Growth IndexBonds IndexListed Property IndexUnlisted Assets