Australian Ethical vs CFS
ASX share holdings of Australian Ethical Super's Balanced option and Colonial First State FirstChoice's CFS Lifestage (1975-1979) option at 30 June 2026.
Overlap by weight
47%
100% means identical ASX portfolios
Stocks in common
85
65 only in Australian Ethical, 159 only in CFS
Australian Ethical ASX holdings
$1.3bn
24% of the option
CFS ASX holdings
$772.8m
26% of the option
Australian Ethical leans towards
| Stock | Australian Ethical | CFS |
|---|---|---|
| COL Coles Group | 2.44% | 0.00% |
| WES Wesfarmers | 2.32% | 0.00% |
| QUB Qube Holdings | 2.32% | 0.33% |
| PLS PLS Group | 2.37% | 0.56% |
| RWC Reliance Worldwide Corporation | 1.70% | 0.02% |
| RMD Resmed | 1.56% | 0.00% |
| PXA PEXA Group | 1.46% | 0.00% |
| CWY Cleanaway Waste Management | 1.52% | 0.12% |
| MGR Mirvac Group | 1.56% | 0.20% |
| SDR Siteminder | 1.31% | 0.01% |
CFS leans towards
| Stock | Australian Ethical | CFS |
|---|---|---|
| BHP BHP Group | 0.00% | 11.94% |
| ANZ ANZ Group Holdings | 0.00% | 4.28% |
| CBA Commonwealth Bank of Australia | 6.81% | 10.34% |
| RIO RIO Tinto | 0.00% | 3.08% |
| WDS Woodside Energy Group | 0.00% | 2.02% |
| ALL Aristocrat Leisure | 0.00% | 1.49% |
| FMG Fortescue | 0.00% | 1.30% |
| STO Santos | 0.00% | 1.16% |
| SCG Scentre Group | 0.00% | 1.00% |
| ORG Origin Energy | 0.00% | 0.99% |
Largest shared holdings
| Stock | Australian Ethical weight | CFS weight |
|---|---|---|
| CBA Commonwealth Bank of Australia | 6.81% | 10.34% |
| NAB National Australia Bank | 5.07% | 4.84% |
| WBC Westpac Banking Corporation | 5.42% | 4.50% |
| MQG Macquarie Group | 4.37% | 4.04% |
| TLS Telstra Group | 2.48% | 2.87% |
| GMG Goodman Group | 3.39% | 2.14% |
| CSL CSL | 2.94% | 2.11% |
| WOW Woolworths Group | 2.10% | 2.10% |
| QBE QBE Insurance Group | 1.74% | 2.13% |
| BXB Brambles | 1.12% | 1.24% |
| CHC Charter Hall Group | 0.97% | 0.80% |
| CPU Computershare | 0.77% | 0.81% |
| GPT GPT Group | 1.20% | 0.74% |
| ALQ ALS | 1.08% | 0.71% |
| IAG Insurance Australia Group | 1.02% | 0.71% |
| EVN Evolution Mining | 0.62% | 1.35% |
| PLS PLS Group | 2.37% | 0.56% |
| CGF Challenger | 0.79% | 0.53% |
| RHC Ramsay Health Care | 0.83% | 0.52% |
| SFR Sandfire Resources | 0.50% | 0.74% |
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.