ART vs HESTA
ASX share holdings of Australian Retirement Trust's Lifecycle Balanced Pool option and HESTA's Balanced Growth option at 30 June 2026.
Overlap by weight
90%
100% means identical ASX portfolios
Stocks in common
317
60 only in ART, 23 only in HESTA
ART ASX holdings
$7.3bn
24% of the option
HESTA ASX holdings
$17.2bn
22% of the option
ART leans towards
| Stock | ART | HESTA |
|---|---|---|
| ANZ ANZ Group Holdings | 3.94% | 3.38% |
| WBC Westpac Banking Corporation | 4.21% | 3.67% |
| MIN Mineral Resources | 0.46% | 0.00% |
| NAB National Australia Bank | 3.89% | 3.56% |
| CBA Commonwealth Bank of Australia | 9.28% | 8.99% |
| BHP BHP Group | 10.76% | 10.49% |
| WES Wesfarmers | 3.43% | 3.16% |
| ALL Aristocrat Leisure | 1.41% | 1.17% |
| WOW Woolworths Group | 1.92% | 1.69% |
| S32 South32 | 0.62% | 0.39% |
HESTA leans towards
| Stock | ART | HESTA |
|---|---|---|
| SOL Washington H. Soul Pattinson and Company | 0.00% | 0.40% |
| FPH Fisher & Paykel Healthcare Corporation | 0.29% | 0.68% |
| SIG Sigma Healthcare | 0.57% | 0.89% |
| RHC Ramsay Health Care | 0.43% | 0.75% |
| BRG Breville Group | 0.16% | 0.46% |
| RIO RIO Tinto | 2.32% | 2.57% |
| GMG Goodman Group | 2.19% | 2.44% |
| AAI Alcoa Corporation | 0.12% | 0.37% |
| GMD Genesis Minerals | 0.23% | 0.46% |
| NEM Newmont Corporation | 0.40% | 0.63% |
Largest shared holdings
| Stock | ART weight | HESTA weight |
|---|---|---|
| BHP BHP Group | 10.76% | 10.49% |
| CBA Commonwealth Bank of Australia | 9.28% | 8.99% |
| WBC Westpac Banking Corporation | 4.21% | 3.67% |
| NAB National Australia Bank | 3.89% | 3.56% |
| ANZ ANZ Group Holdings | 3.94% | 3.38% |
| MQG Macquarie Group | 3.18% | 3.19% |
| WES Wesfarmers | 3.43% | 3.16% |
| RIO RIO Tinto | 2.32% | 2.57% |
| GMG Goodman Group | 2.19% | 2.44% |
| WDS Woodside Energy Group | 2.08% | 1.89% |
| CSL CSL | 2.02% | 1.88% |
| TLS Telstra Group | 2.08% | 1.87% |
| WOW Woolworths Group | 1.92% | 1.69% |
| TCL Transurban Group | 1.50% | 1.43% |
| QBE QBE Insurance Group | 1.34% | 1.38% |
| ALL Aristocrat Leisure | 1.41% | 1.17% |
| COL Coles Group | 1.13% | 1.11% |
| FMG Fortescue | 1.17% | 1.03% |
| BXB Brambles | 0.96% | 1.16% |
| STO Santos | 0.92% | 0.93% |
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.