Australian Ethical vs HESTA
ASX share holdings of Australian Ethical Super's Balanced option and HESTA's Balanced Growth option at 30 June 2026.
Overlap by weight
51%
100% means identical ASX portfolios
Stocks in common
108
42 only in Australian Ethical, 232 only in HESTA
Australian Ethical ASX holdings
$1.3bn
24% of the option
HESTA ASX holdings
$17.2bn
22% of the option
Australian Ethical leans towards
| Stock | Australian Ethical | HESTA |
|---|---|---|
| QUB Qube Holdings | 2.32% | 0.22% |
| WBC Westpac Banking Corporation | 5.42% | 3.67% |
| PLS PLS Group | 2.37% | 0.69% |
| NAB National Australia Bank | 5.07% | 3.56% |
| RWC Reliance Worldwide Corporation | 1.70% | 0.26% |
| PXA PEXA Group | 1.46% | 0.06% |
| COL Coles Group | 2.44% | 1.11% |
| SDR Siteminder | 1.31% | 0.00% |
| MGR Mirvac Group | 1.56% | 0.28% |
| MQG Macquarie Group | 4.37% | 3.19% |
HESTA leans towards
| Stock | Australian Ethical | HESTA |
|---|---|---|
| BHP BHP Group | 0.00% | 10.49% |
| ANZ ANZ Group Holdings | 0.00% | 3.38% |
| RIO RIO Tinto | 0.00% | 2.57% |
| CBA Commonwealth Bank of Australia | 6.81% | 8.99% |
| WDS Woodside Energy Group | 0.00% | 1.89% |
| ALL Aristocrat Leisure | 0.00% | 1.17% |
| FMG Fortescue | 0.00% | 1.03% |
| STO Santos | 0.00% | 0.93% |
| TCL Transurban Group | 0.54% | 1.43% |
| WES Wesfarmers | 2.32% | 3.16% |
Largest shared holdings
| Stock | Australian Ethical weight | HESTA weight |
|---|---|---|
| CBA Commonwealth Bank of Australia | 6.81% | 8.99% |
| WBC Westpac Banking Corporation | 5.42% | 3.67% |
| NAB National Australia Bank | 5.07% | 3.56% |
| MQG Macquarie Group | 4.37% | 3.19% |
| GMG Goodman Group | 3.39% | 2.44% |
| WES Wesfarmers | 2.32% | 3.16% |
| CSL CSL | 2.94% | 1.88% |
| TLS Telstra Group | 2.48% | 1.87% |
| WOW Woolworths Group | 2.10% | 1.69% |
| QBE QBE Insurance Group | 1.74% | 1.38% |
| BXB Brambles | 1.12% | 1.16% |
| COL Coles Group | 2.44% | 1.11% |
| RMD Resmed | 1.56% | 0.83% |
| CPU Computershare | 0.77% | 0.84% |
| RHC Ramsay Health Care | 0.83% | 0.75% |
| PLS PLS Group | 2.37% | 0.69% |
| IAG Insurance Australia Group | 1.02% | 0.67% |
| EVN Evolution Mining | 0.62% | 0.93% |
| ALQ ALS | 1.08% | 0.62% |
| NST Northern Star Resources | 0.61% | 0.76% |
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.