Australian Ethical vs UniSuper
ASX share holdings of Australian Ethical Super's Balanced option and UniSuper's Balanced option at 30 June 2026.
Overlap by weight
51%
100% means identical ASX portfolios
Stocks in common
109
41 only in Australian Ethical, 202 only in UniSuper
Australian Ethical ASX holdings
$1.3bn
24% of the option
UniSuper ASX holdings
$14.5bn
23% of the option
Australian Ethical leans towards
| Stock | Australian Ethical | UniSuper |
|---|---|---|
| COL Coles Group | 2.44% | 0.85% |
| RWC Reliance Worldwide Corporation | 1.70% | 0.20% |
| PXA PEXA Group | 1.46% | 0.06% |
| PLS PLS Group | 2.37% | 0.98% |
| WBC Westpac Banking Corporation | 5.42% | 4.07% |
| SGM Sims | 1.38% | 0.08% |
| NHF NIB Holdings | 1.35% | 0.05% |
| MGR Mirvac Group | 1.56% | 0.27% |
| SDR Siteminder | 1.31% | 0.05% |
| CWY Cleanaway Waste Management | 1.52% | 0.28% |
UniSuper leans towards
| Stock | Australian Ethical | UniSuper |
|---|---|---|
| BHP BHP Group | 0.00% | 11.61% |
| ANZ ANZ Group Holdings | 0.00% | 3.55% |
| RIO RIO Tinto | 0.00% | 3.35% |
| CBA Commonwealth Bank of Australia | 6.81% | 9.77% |
| ALL Aristocrat Leisure | 0.00% | 1.98% |
| TLC The Lottery Corporation | 0.00% | 1.52% |
| ORG Origin Energy | 0.00% | 1.49% |
| JHX James Hardie Industries | 0.00% | 1.17% |
| NEM Newmont Corporation | 0.00% | 0.95% |
| BSL Bluescope Steel | 0.00% | 0.85% |
Largest shared holdings
| Stock | Australian Ethical weight | UniSuper weight |
|---|---|---|
| CBA Commonwealth Bank of Australia | 6.81% | 9.77% |
| NAB National Australia Bank | 5.07% | 4.35% |
| WBC Westpac Banking Corporation | 5.42% | 4.07% |
| MQG Macquarie Group | 4.37% | 3.99% |
| GMG Goodman Group | 3.39% | 3.60% |
| WES Wesfarmers | 2.32% | 3.07% |
| CSL CSL | 2.94% | 2.20% |
| TLS Telstra Group | 2.48% | 2.02% |
| QBE QBE Insurance Group | 1.74% | 2.07% |
| WOW Woolworths Group | 2.10% | 1.38% |
| QUB Qube Holdings | 2.32% | 1.16% |
| IAG Insurance Australia Group | 1.02% | 1.00% |
| PLS PLS Group | 2.37% | 0.98% |
| COL Coles Group | 2.44% | 0.85% |
| CHC Charter Hall Group | 0.97% | 0.76% |
| RMD Resmed | 1.56% | 0.68% |
| SUN Suncorp Group | 1.10% | 0.62% |
| NST Northern Star Resources | 0.61% | 0.93% |
| EVN Evolution Mining | 0.62% | 0.55% |
| TCL Transurban Group | 0.54% | 1.39% |
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.