ART vs Mercer
ASX share holdings of Australian Retirement Trust's Lifecycle Balanced Pool option and Mercer Super Trust's Mercer SmartPath - Born 1969 to 1973 option at 30 June 2026.
Overlap by weight
87%
100% means identical ASX portfolios
Stocks in common
313
64 only in ART, 47 only in Mercer
ART ASX holdings
$7.3bn
24% of the option
Mercer ASX holdings
$2.6bn
30% of the option
ART leans towards
| Stock | ART | Mercer |
|---|---|---|
| TCL Transurban Group | 1.50% | 0.99% |
| WBC Westpac Banking Corporation | 4.21% | 3.73% |
| WDS Woodside Energy Group | 2.08% | 1.69% |
| WES Wesfarmers | 3.43% | 3.12% |
| WOW Woolworths Group | 1.92% | 1.63% |
| CBA Commonwealth Bank of Australia | 9.28% | 9.01% |
| SUN Suncorp Group | 0.75% | 0.48% |
| IAG Insurance Australia Group | 0.84% | 0.59% |
| PME Pro Medicus | 0.40% | 0.16% |
| EDV Endeavour Group | 0.28% | 0.04% |
Mercer leans towards
| Stock | ART | Mercer |
|---|---|---|
| BHP BHP Group | 10.76% | 11.91% |
| RIO RIO Tinto | 2.32% | 3.04% |
| QAN Qantas Airways | 0.52% | 1.15% |
| GMG Goodman Group | 2.19% | 2.73% |
| TLS Telstra Group | 2.08% | 2.56% |
| EVN Evolution Mining | 0.80% | 1.26% |
| NAB National Australia Bank | 3.89% | 4.30% |
| XYZ Block, | 0.19% | 0.57% |
| SOL Washington H. Soul Pattinson and Company | 0.00% | 0.37% |
| MPL Medibank Private | 0.41% | 0.74% |
Largest shared holdings
| Stock | ART weight | Mercer weight |
|---|---|---|
| BHP BHP Group | 10.76% | 11.91% |
| CBA Commonwealth Bank of Australia | 9.28% | 9.01% |
| NAB National Australia Bank | 3.89% | 4.30% |
| ANZ ANZ Group Holdings | 3.94% | 3.76% |
| WBC Westpac Banking Corporation | 4.21% | 3.73% |
| MQG Macquarie Group | 3.18% | 3.33% |
| WES Wesfarmers | 3.43% | 3.12% |
| RIO RIO Tinto | 2.32% | 3.04% |
| GMG Goodman Group | 2.19% | 2.73% |
| TLS Telstra Group | 2.08% | 2.56% |
| CSL CSL | 2.02% | 1.96% |
| WDS Woodside Energy Group | 2.08% | 1.69% |
| WOW Woolworths Group | 1.92% | 1.63% |
| ALL Aristocrat Leisure | 1.41% | 1.64% |
| QBE QBE Insurance Group | 1.34% | 1.63% |
| FMG Fortescue | 1.17% | 1.07% |
| TCL Transurban Group | 1.50% | 0.99% |
| STO Santos | 0.92% | 1.09% |
| COL Coles Group | 1.13% | 0.91% |
| BXB Brambles | 0.96% | 0.87% |
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.