HESTA Indexed Balanced Growth
What HESTA's Indexed Balanced Growth option holds, as disclosed at 30 June 2026. Source: HESTA portfolio holdings disclosure.
HESTA's main (default) option is Balanced Growth, shown on the HESTA page with changes over time. This option is shown for reference and is not counted in the site's totals.
Option size
$731.7m
sum of disclosed assets
Listed shares
$515.6m
70% of the option
ASX holdings
$236.9m
294 stocks
Overseas shares
$302.3m
1,577 companies
Top ASX holdings
| Stock | Value | % of register |
|---|---|---|
| BHP BHP Group | $26.1m | 0.01% |
| CBA Commonwealth Bank of Australia | $23.8m | 0.01% |
| WBC Westpac Banking Corporation | $10.4m | 0.01% |
| NAB National Australia Bank | $9.8m | 0.01% |
| ANZ ANZ Group Holdings | $9.2m | 0.01% |
| WES Wesfarmers | $8.8m | 0.01% |
| MQG Macquarie Group | $7.5m | 0.01% |
| RIO RIO Tinto | $5.6m | 0.01% |
| GMG Goodman Group | $5.5m | 0.01% |
| TLS Telstra Group | $4.9m | 0.01% |
| WDS Woodside Energy Group | $4.8m | 0.01% |
| CSL CSL | $4.8m | 0.01% |
| WOW Woolworths Group | $4.2m | 0.01% |
| TCL Transurban Group | $3.8m | 0.01% |
| QBE QBE Insurance Group | $3.2m | 0.01% |
| ALL Aristocrat Leisure | $3.2m | 0.01% |
| FMG Fortescue | $2.8m | 0.00% |
| COL Coles Group | $2.8m | 0.01% |
| NST Northern Star Resources | $2.3m | 0.01% |
| BXB Brambles | $2.2m | 0.01% |
| STO Santos | $2.2m | 0.01% |
| EVN Evolution Mining | $2.1m | 0.01% |
| SUN Suncorp Group | $1.8m | 0.01% |
| CPU Computershare | $1.8m | 0.01% |
| SCG Scentre Group | $1.8m | 0.01% |
Where the option is invested
Overseas shares
Top overseas holdings
| Company | Value | % of listed shares |
|---|---|---|
| Nvidia NVDA | $14.0m | 2.60% |
| Apple AAPL | $12.9m | 2.39% |
| Alphabet (Google) GOOG | $11.3m | 2.09% |
| Microsoft MSFT | $8.0m | 1.48% |
| Amazon.com AMZN | $7.0m | 1.30% |
| TSMC (Taiwan Semiconductor Manufacturing) 2330 | $5.7m | 1.05% |
| Broadcom AVGO | $5.2m | 0.96% |
| Micron Technology MU | $4.0m | 0.73% |
| Meta Platforms (Facebook) META | $3.8m | 0.70% |
| Tesla TSLA | $3.6m | 0.67% |
| Samsung Electronics 005930 | $3.4m | 0.63% |
| Eli Lilly LLY | $2.9m | 0.54% |
| SK Hynix 000660 | $2.9m | 0.53% |
| Advanced Micro Devices AMD | $2.9m | 0.53% |
| JPMorgan Chase JPM | $2.7m | 0.50% |
| ASML ASML | $2.3m | 0.43% |
| Berkshire Hathaway BRKB | $2.1m | 0.39% |
| Johnson & Johnson JNJ | $1.9m | 0.35% |
| Intel INTC | $1.9m | 0.35% |
| Exxon Mobil XOM | $1.8m | 0.34% |
Listed shares by country
Country where the company is based (from its ISIN or home listing), not where the shares trade.
How much is HESTA Indexed Balanced Growth invested in the US, China or India?
- Australia: $236.9m, 43.9% of HESTA's Indexed Balanced Growth option's listed shares, at 30 June 2026.
- The US: $186.9m in companies based in the US, 34.7% of its listed shares.
- The UK: $9.2m in companies based in the UK, 1.7% of its listed shares.
- Japan: $16.4m in companies based in Japan, 3.0% of its listed shares.
- China: $3.2m in companies based in China, 0.59% of its listed shares.
- India: $4.0m in companies based in India, 0.73% of its listed shares.
- Taiwan: $10.0m in companies based in Taiwan, 1.8% of its listed shares.
- Canada: $9.2m in companies based in Canada, 1.7% of its listed shares.
- South Korea: $8.8m in companies based in South Korea, 1.6% of its listed shares.
Many Chinese companies are incorporated in the Cayman Islands or listed in Hong Kong, and count there: Hong Kong 0.26% and Cayman Islands 0.74%.