ART vs Russell Investments
ASX share holdings of Australian Retirement Trust's Lifecycle Balanced Pool option and Russell Investments Master Trust's GoalTracker (MySuper) option at 30 June 2026.
Overlap by weight
88%
100% means identical ASX portfolios
Stocks in common
308
69 only in ART, 19 only in Russell Investments
ART ASX holdings
$7.3bn
24% of the option
Russell Investments ASX holdings
$1.9bn
34% of the option
ART leans towards
| Stock | ART | Russell Investments |
|---|---|---|
| CBA Commonwealth Bank of Australia | 9.28% | 8.24% |
| TCL Transurban Group | 1.50% | 0.96% |
| WBC Westpac Banking Corporation | 4.21% | 3.69% |
| IAG Insurance Australia Group | 0.84% | 0.43% |
| RMD Resmed | 0.72% | 0.31% |
| WOW Woolworths Group | 1.92% | 1.52% |
| NST Northern Star Resources | 0.90% | 0.55% |
| WDS Woodside Energy Group | 2.08% | 1.72% |
| WES Wesfarmers | 3.43% | 3.12% |
| RIO RIO Tinto | 2.32% | 2.07% |
Russell Investments leans towards
| Stock | ART | Russell Investments |
|---|---|---|
| JHX James Hardie Industries | 0.45% | 0.99% |
| MQG Macquarie Group | 3.18% | 3.67% |
| NAB National Australia Bank | 3.89% | 4.37% |
| XYZ Block, | 0.19% | 0.63% |
| BSL Bluescope Steel | 0.41% | 0.83% |
| BHP BHP Group | 10.76% | 11.15% |
| SFR Sandfire Resources | 0.40% | 0.76% |
| SOL Washington H. Soul Pattinson and Company | 0.00% | 0.36% |
| 360 Life360 | 0.25% | 0.60% |
| PNI Pinnacle Investment Management Group | 0.13% | 0.47% |
Largest shared holdings
| Stock | ART weight | Russell Investments weight |
|---|---|---|
| BHP BHP Group | 10.76% | 11.15% |
| CBA Commonwealth Bank of Australia | 9.28% | 8.24% |
| ANZ ANZ Group Holdings | 3.94% | 3.95% |
| NAB National Australia Bank | 3.89% | 4.37% |
| WBC Westpac Banking Corporation | 4.21% | 3.69% |
| MQG Macquarie Group | 3.18% | 3.67% |
| WES Wesfarmers | 3.43% | 3.12% |
| GMG Goodman Group | 2.19% | 2.34% |
| RIO RIO Tinto | 2.32% | 2.07% |
| TLS Telstra Group | 2.08% | 2.03% |
| CSL CSL | 2.02% | 2.13% |
| WDS Woodside Energy Group | 2.08% | 1.72% |
| WOW Woolworths Group | 1.92% | 1.52% |
| ALL Aristocrat Leisure | 1.41% | 1.75% |
| QBE QBE Insurance Group | 1.34% | 1.44% |
| COL Coles Group | 1.13% | 0.97% |
| FMG Fortescue | 1.17% | 0.97% |
| TCL Transurban Group | 1.50% | 0.96% |
| STO Santos | 0.92% | 1.04% |
| 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.