ART vs CareSuper
ASX share holdings of Australian Retirement Trust's Lifecycle Balanced Pool option and CareSuper (incl. Spirit Super)'s Balanced option at 30 June 2026.
Overlap by weight
75%
100% means identical ASX portfolios
Stocks in common
224
153 only in ART, 10 only in CareSuper
ART ASX holdings
$7.3bn
24% of the option
CareSuper ASX holdings
$9.7bn
20% of the option
ART leans towards
| Stock | ART | CareSuper |
|---|---|---|
| CBA Commonwealth Bank of Australia | 9.28% | 6.89% |
| ANZ ANZ Group Holdings | 3.94% | 2.53% |
| TCL Transurban Group | 1.50% | 0.35% |
| FMG Fortescue | 1.17% | 0.29% |
| WBC Westpac Banking Corporation | 4.21% | 3.38% |
| CSL CSL | 2.02% | 1.31% |
| NST Northern Star Resources | 0.90% | 0.29% |
| TLS Telstra Group | 2.08% | 1.59% |
| CPU Computershare | 0.76% | 0.28% |
| WOW Woolworths Group | 1.92% | 1.46% |
CareSuper leans towards
| Stock | ART | CareSuper |
|---|---|---|
| BHP BHP Group | 10.76% | 12.66% |
| BSL Bluescope Steel | 0.41% | 2.02% |
| JHX James Hardie Industries | 0.45% | 1.76% |
| QAN Qantas Airways | 0.52% | 1.63% |
| NAB National Australia Bank | 3.89% | 4.93% |
| ALL Aristocrat Leisure | 1.41% | 2.39% |
| MQG Macquarie Group | 3.18% | 4.13% |
| XRO Xero | 0.46% | 1.35% |
| NEM Newmont Corporation | 0.40% | 1.15% |
| TWE Treasury Wine Estates | 0.19% | 0.90% |
Largest shared holdings
| Stock | ART weight | CareSuper weight |
|---|---|---|
| BHP BHP Group | 10.76% | 12.66% |
| CBA Commonwealth Bank of Australia | 9.28% | 6.89% |
| NAB National Australia Bank | 3.89% | 4.93% |
| WBC Westpac Banking Corporation | 4.21% | 3.38% |
| WES Wesfarmers | 3.43% | 3.25% |
| MQG Macquarie Group | 3.18% | 4.13% |
| ANZ ANZ Group Holdings | 3.94% | 2.53% |
| RIO RIO Tinto | 2.32% | 2.26% |
| GMG Goodman Group | 2.19% | 1.84% |
| WDS Woodside Energy Group | 2.08% | 1.75% |
| TLS Telstra Group | 2.08% | 1.59% |
| WOW Woolworths Group | 1.92% | 1.46% |
| ALL Aristocrat Leisure | 1.41% | 2.39% |
| QBE QBE Insurance Group | 1.34% | 1.62% |
| CSL CSL | 2.02% | 1.31% |
| COL Coles Group | 1.13% | 0.87% |
| IAG Insurance Australia Group | 0.84% | 1.14% |
| EVN Evolution Mining | 0.80% | 0.82% |
| RMD Resmed | 0.72% | 1.21% |
| ORG Origin Energy | 0.60% | 0.71% |
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.