Mercer vs Russell Investments
ASX share holdings of Mercer Super Trust's Mercer SmartPath - Born 1969 to 1973 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
304
56 only in Mercer, 23 only in Russell Investments
Mercer ASX holdings
$2.6bn
30% of the option
Russell Investments ASX holdings
$1.9bn
34% of the option
Mercer leans towards
| Stock | Mercer | Russell Investments |
|---|---|---|
| RIO RIO Tinto | 3.04% | 2.07% |
| BHP BHP Group | 11.91% | 11.15% |
| CBA Commonwealth Bank of Australia | 9.01% | 8.24% |
| RMD Resmed | 0.85% | 0.31% |
| TLS Telstra Group | 2.56% | 2.03% |
| QAN Qantas Airways | 1.15% | 0.64% |
| NEM Newmont Corporation | 0.72% | 0.22% |
| EVN Evolution Mining | 1.26% | 0.81% |
| GMG Goodman Group | 2.73% | 2.34% |
| MPL Medibank Private | 0.74% | 0.39% |
Russell Investments leans towards
| Stock | Mercer | Russell Investments |
|---|---|---|
| SUN Suncorp Group | 0.48% | 0.97% |
| BOQ Bank of Queensland | 0.08% | 0.54% |
| PNI Pinnacle Investment Management Group | 0.05% | 0.47% |
| TLC The Lottery Corporation | 0.33% | 0.71% |
| MQG Macquarie Group | 3.33% | 3.67% |
| BEN Bendigo and Adelaide Bank | 0.08% | 0.42% |
| JHX James Hardie Industries | 0.65% | 0.99% |
| RRL Regis Resources | 0.15% | 0.47% |
| CAR CAR Group | 0.24% | 0.55% |
| 360 Life360 | 0.32% | 0.60% |
Largest shared holdings
| Stock | Mercer weight | Russell Investments weight |
|---|---|---|
| BHP BHP Group | 11.91% | 11.15% |
| CBA Commonwealth Bank of Australia | 9.01% | 8.24% |
| NAB National Australia Bank | 4.30% | 4.37% |
| ANZ ANZ Group Holdings | 3.76% | 3.95% |
| WBC Westpac Banking Corporation | 3.73% | 3.69% |
| MQG Macquarie Group | 3.33% | 3.67% |
| WES Wesfarmers | 3.12% | 3.12% |
| GMG Goodman Group | 2.73% | 2.34% |
| RIO RIO Tinto | 3.04% | 2.07% |
| TLS Telstra Group | 2.56% | 2.03% |
| CSL CSL | 1.96% | 2.13% |
| WDS Woodside Energy Group | 1.69% | 1.72% |
| ALL Aristocrat Leisure | 1.64% | 1.75% |
| WOW Woolworths Group | 1.63% | 1.52% |
| QBE QBE Insurance Group | 1.63% | 1.44% |
| STO Santos | 1.09% | 1.04% |
| FMG Fortescue | 1.07% | 0.97% |
| TCL Transurban Group | 0.99% | 0.96% |
| COL Coles Group | 0.91% | 0.97% |
| BXB Brambles | 0.87% | 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.