First Super vs MLC
ASX share holdings of First Super's Balanced (MySuper) option and MLC Super Fund (Insignia)'s MySuper Growth Portfolio option at 30 June 2026.
Overlap by weight
75%
100% means identical ASX portfolios
Stocks in common
142
11 only in First Super, 178 only in MLC
First Super ASX holdings
$1.1bn
23% of the option
MLC ASX holdings
$9.3bn
24% of the option
First Super leans towards
| Stock | First Super | MLC |
|---|---|---|
| BSL Bluescope Steel | 1.86% | 0.48% |
| JHX James Hardie Industries | 1.67% | 0.60% |
| SIG Sigma Healthcare | 0.95% | 0.00% |
| ALL Aristocrat Leisure | 2.23% | 1.49% |
| IGO IGO | 1.21% | 0.49% |
| XRO Xero | 1.08% | 0.40% |
| SFR Sandfire Resources | 1.24% | 0.56% |
| PNI Pinnacle Investment Management Group | 0.73% | 0.06% |
| NWS News Corporation | 0.75% | 0.11% |
| NAB National Australia Bank | 4.33% | 3.72% |
MLC leans towards
| Stock | First Super | MLC |
|---|---|---|
| CBA Commonwealth Bank of Australia | 7.85% | 9.74% |
| WBC Westpac Banking Corporation | 1.97% | 3.77% |
| WOW Woolworths Group | 0.71% | 1.47% |
| QBE QBE Insurance Group | 0.55% | 1.30% |
| WDS Woodside Energy Group | 0.78% | 1.52% |
| BHP BHP Group | 11.12% | 11.86% |
| TCL Transurban Group | 0.65% | 1.36% |
| SUN Suncorp Group | 0.30% | 0.92% |
| COL Coles Group | 0.75% | 1.35% |
| BXB Brambles | 0.38% | 0.93% |
Largest shared holdings
| Stock | First Super weight | MLC weight |
|---|---|---|
| BHP BHP Group | 11.12% | 11.86% |
| CBA Commonwealth Bank of Australia | 7.85% | 9.74% |
| NAB National Australia Bank | 4.33% | 3.72% |
| MQG Macquarie Group | 3.51% | 3.98% |
| ANZ ANZ Group Holdings | 3.13% | 3.62% |
| GMG Goodman Group | 2.85% | 2.76% |
| RIO RIO Tinto | 3.00% | 2.62% |
| WES Wesfarmers | 2.54% | 2.86% |
| WBC Westpac Banking Corporation | 1.97% | 3.77% |
| CSL CSL | 1.88% | 1.82% |
| TLS Telstra Group | 1.77% | 1.78% |
| ALL Aristocrat Leisure | 2.23% | 1.49% |
| EVN Evolution Mining | 1.16% | 1.09% |
| QAN Qantas Airways | 1.13% | 1.00% |
| STO Santos | 0.84% | 1.11% |
| RMD Resmed | 0.83% | 0.81% |
| LYC Lynas Rare Earths | 1.10% | 0.81% |
| WDS Woodside Energy Group | 0.78% | 1.52% |
| COL Coles Group | 0.75% | 1.35% |
| TLC The Lottery Corporation | 0.76% | 0.75% |
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.