ART vs Australian Ethical
ASX share holdings of Australian Retirement Trust's Lifecycle Balanced Pool option and Australian Ethical Super's Balanced option at 30 June 2026.
Overlap by weight
51%
100% means identical ASX portfolios
Stocks in common
111
266 only in ART, 39 only in Australian Ethical
ART ASX holdings
$7.3bn
24% of the option
Australian Ethical ASX holdings
$1.3bn
24% of the option
ART leans towards
| Stock | ART | Australian Ethical |
|---|---|---|
| BHP BHP Group | 10.76% | 0.00% |
| ANZ ANZ Group Holdings | 3.94% | 0.00% |
| CBA Commonwealth Bank of Australia | 9.28% | 6.81% |
| RIO RIO Tinto | 2.32% | 0.00% |
| WDS Woodside Energy Group | 2.08% | 0.00% |
| ALL Aristocrat Leisure | 1.41% | 0.00% |
| FMG Fortescue | 1.17% | 0.00% |
| WES Wesfarmers | 3.43% | 2.32% |
| TCL Transurban Group | 1.50% | 0.54% |
| STO Santos | 0.92% | 0.00% |
Australian Ethical leans towards
| Stock | ART | Australian Ethical |
|---|---|---|
| QUB Qube Holdings | 0.27% | 2.32% |
| PLS PLS Group | 0.58% | 2.37% |
| RWC Reliance Worldwide Corporation | 0.09% | 1.70% |
| PXA PEXA Group | 0.07% | 1.46% |
| MGR Mirvac Group | 0.24% | 1.56% |
| CWY Cleanaway Waste Management | 0.21% | 1.52% |
| COL Coles Group | 1.13% | 2.44% |
| NHF NIB Holdings | 0.09% | 1.35% |
| SDR Siteminder | 0.06% | 1.31% |
| WBC Westpac Banking Corporation | 4.21% | 5.42% |
Largest shared holdings
| Stock | ART weight | Australian Ethical weight |
|---|---|---|
| CBA Commonwealth Bank of Australia | 9.28% | 6.81% |
| WBC Westpac Banking Corporation | 4.21% | 5.42% |
| NAB National Australia Bank | 3.89% | 5.07% |
| MQG Macquarie Group | 3.18% | 4.37% |
| WES Wesfarmers | 3.43% | 2.32% |
| GMG Goodman Group | 2.19% | 3.39% |
| TLS Telstra Group | 2.08% | 2.48% |
| CSL CSL | 2.02% | 2.94% |
| WOW Woolworths Group | 1.92% | 2.10% |
| QBE QBE Insurance Group | 1.34% | 1.74% |
| COL Coles Group | 1.13% | 2.44% |
| BXB Brambles | 0.96% | 1.12% |
| IAG Insurance Australia Group | 0.84% | 1.02% |
| CPU Computershare | 0.76% | 0.77% |
| SUN Suncorp Group | 0.75% | 1.10% |
| RMD Resmed | 0.72% | 1.56% |
| EVN Evolution Mining | 0.80% | 0.62% |
| NST Northern Star Resources | 0.90% | 0.61% |
| PLS PLS Group | 0.58% | 2.37% |
| TCL Transurban Group | 1.50% | 0.54% |
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.