ART vs CFS
ASX share holdings of Australian Retirement Trust's Lifecycle Balanced Pool option and Colonial First State FirstChoice's CFS Lifestage (1975-1979) option at 30 June 2026.
Overlap by weight
79%
100% means identical ASX portfolios
Stocks in common
236
141 only in ART, 8 only in CFS
ART ASX holdings
$7.3bn
24% of the option
CFS ASX holdings
$772.8m
26% of the option
ART leans towards
CFS leans towards
| Stock | ART | CFS |
|---|---|---|
| BHP BHP Group | 10.76% | 11.94% |
| CBA Commonwealth Bank of Australia | 9.28% | 10.34% |
| NAB National Australia Bank | 3.89% | 4.84% |
| MQG Macquarie Group | 3.18% | 4.04% |
| TLS Telstra Group | 2.08% | 2.87% |
| QBE QBE Insurance Group | 1.34% | 2.13% |
| RIO RIO Tinto | 2.32% | 3.08% |
| EVN Evolution Mining | 0.80% | 1.35% |
| ORI Orica | 0.47% | 0.98% |
| ORG Origin Energy | 0.60% | 0.99% |
Largest shared holdings
| Stock | ART weight | CFS weight |
|---|---|---|
| BHP BHP Group | 10.76% | 11.94% |
| CBA Commonwealth Bank of Australia | 9.28% | 10.34% |
| WBC Westpac Banking Corporation | 4.21% | 4.50% |
| ANZ ANZ Group Holdings | 3.94% | 4.28% |
| NAB National Australia Bank | 3.89% | 4.84% |
| MQG Macquarie Group | 3.18% | 4.04% |
| RIO RIO Tinto | 2.32% | 3.08% |
| GMG Goodman Group | 2.19% | 2.14% |
| TLS Telstra Group | 2.08% | 2.87% |
| CSL CSL | 2.02% | 2.11% |
| WDS Woodside Energy Group | 2.08% | 2.02% |
| WOW Woolworths Group | 1.92% | 2.10% |
| ALL Aristocrat Leisure | 1.41% | 1.49% |
| QBE QBE Insurance Group | 1.34% | 2.13% |
| FMG Fortescue | 1.17% | 1.30% |
| BXB Brambles | 0.96% | 1.24% |
| STO Santos | 0.92% | 1.16% |
| EVN Evolution Mining | 0.80% | 1.35% |
| CPU Computershare | 0.76% | 0.81% |
| IAG Insurance Australia Group | 0.84% | 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.