Australian Ethical vs CareSuper
ASX share holdings of Australian Ethical Super's Balanced option and CareSuper (incl. Spirit Super)'s Balanced option at 30 June 2026.
Overlap by weight
50%
100% means identical ASX portfolios
Stocks in common
90
60 only in Australian Ethical, 144 only in CareSuper
Australian Ethical ASX holdings
$1.3bn
24% of the option
CareSuper ASX holdings
$9.7bn
20% of the option
Australian Ethical leans towards
| Stock | Australian Ethical | CareSuper |
|---|---|---|
| QUB Qube Holdings | 2.32% | 0.09% |
| WBC Westpac Banking Corporation | 5.42% | 3.38% |
| CSL CSL | 2.94% | 1.31% |
| RWC Reliance Worldwide Corporation | 1.70% | 0.11% |
| COL Coles Group | 2.44% | 0.87% |
| PLS PLS Group | 2.37% | 0.82% |
| GMG Goodman Group | 3.39% | 1.84% |
| MGR Mirvac Group | 1.56% | 0.01% |
| PXA PEXA Group | 1.46% | 0.03% |
| CWY Cleanaway Waste Management | 1.52% | 0.11% |
CareSuper leans towards
| Stock | Australian Ethical | CareSuper |
|---|---|---|
| BHP BHP Group | 0.00% | 12.66% |
| ANZ ANZ Group Holdings | 0.00% | 2.53% |
| ALL Aristocrat Leisure | 0.00% | 2.39% |
| RIO RIO Tinto | 0.00% | 2.26% |
| BSL Bluescope Steel | 0.00% | 2.02% |
| JHX James Hardie Industries | 0.00% | 1.76% |
| WDS Woodside Energy Group | 0.00% | 1.75% |
| QAN Qantas Airways | 0.00% | 1.63% |
| NEM Newmont Corporation | 0.00% | 1.15% |
| WES Wesfarmers | 2.32% | 3.25% |
Largest shared holdings
| Stock | Australian Ethical weight | CareSuper weight |
|---|---|---|
| CBA Commonwealth Bank of Australia | 6.81% | 6.89% |
| NAB National Australia Bank | 5.07% | 4.93% |
| MQG Macquarie Group | 4.37% | 4.13% |
| WBC Westpac Banking Corporation | 5.42% | 3.38% |
| WES Wesfarmers | 2.32% | 3.25% |
| GMG Goodman Group | 3.39% | 1.84% |
| QBE QBE Insurance Group | 1.74% | 1.62% |
| TLS Telstra Group | 2.48% | 1.59% |
| WOW Woolworths Group | 2.10% | 1.46% |
| XRO Xero | 1.59% | 1.35% |
| CSL CSL | 2.94% | 1.31% |
| RMD Resmed | 1.56% | 1.21% |
| IAG Insurance Australia Group | 1.02% | 1.14% |
| COL Coles Group | 2.44% | 0.87% |
| RHC Ramsay Health Care | 0.83% | 1.07% |
| PLS PLS Group | 2.37% | 0.82% |
| ALQ ALS | 1.08% | 0.76% |
| CHC Charter Hall Group | 0.97% | 0.75% |
| XYZ Block, | 0.67% | 0.81% |
| DOW Downer Edi | 0.79% | 0.64% |
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.