legalsuper vs Mercer
ASX share holdings of legalsuper's MySuper Balanced option and Mercer Super Trust's Mercer SmartPath - Born 1969 to 1973 option at 30 June 2026.
Overlap by weight
74%
100% means identical ASX portfolios
Stocks in common
226
40 only in legalsuper, 134 only in Mercer
legalsuper ASX holdings
$872.5m
23% of the option
Mercer ASX holdings
$2.6bn
30% of the option
legalsuper leans towards
| Stock | legalsuper | Mercer |
|---|---|---|
| AN3 Australia and New Zealand Banking Group | 4.20% | 0.00% |
| SPY State Street SPDR S&P 500 ETF | 0.91% | 0.00% |
| SUN Suncorp Group | 1.39% | 0.48% |
| AMC Amcor | 0.98% | 0.19% |
| ALL Aristocrat Leisure | 2.35% | 1.64% |
| VEU Vanguard All-World Ex-Us Shares Index ETF | 0.71% | 0.00% |
| FBU Fletcher Building | 0.72% | 0.03% |
| ANN Ansell | 0.74% | 0.12% |
| CGF Challenger | 0.76% | 0.19% |
| RWC Reliance Worldwide Corporation | 0.65% | 0.13% |
Mercer leans towards
| Stock | legalsuper | Mercer |
|---|---|---|
| ANZ ANZ Group Holdings | 0.00% | 3.76% |
| BHP BHP Group | 9.75% | 11.91% |
| CBA Commonwealth Bank of Australia | 7.32% | 9.01% |
| TLS Telstra Group | 1.30% | 2.56% |
| GMG Goodman Group | 1.78% | 2.73% |
| WBC Westpac Banking Corporation | 2.79% | 3.73% |
| NAB National Australia Bank | 3.42% | 4.30% |
| EVN Evolution Mining | 0.55% | 1.26% |
| QBE QBE Insurance Group | 1.05% | 1.63% |
| MQG Macquarie Group | 2.80% | 3.33% |
Largest shared holdings
| Stock | legalsuper weight | Mercer weight |
|---|---|---|
| BHP BHP Group | 9.75% | 11.91% |
| CBA Commonwealth Bank of Australia | 7.32% | 9.01% |
| NAB National Australia Bank | 3.42% | 4.30% |
| WES Wesfarmers | 2.99% | 3.12% |
| RIO RIO Tinto | 2.87% | 3.04% |
| MQG Macquarie Group | 2.80% | 3.33% |
| WBC Westpac Banking Corporation | 2.79% | 3.73% |
| CSL CSL | 2.25% | 1.96% |
| GMG Goodman Group | 1.78% | 2.73% |
| ALL Aristocrat Leisure | 2.35% | 1.64% |
| WOW Woolworths Group | 1.67% | 1.63% |
| TLS Telstra Group | 1.30% | 2.56% |
| WDS Woodside Energy Group | 1.27% | 1.69% |
| STO Santos | 1.30% | 1.09% |
| QBE QBE Insurance Group | 1.05% | 1.63% |
| TCL Transurban Group | 1.39% | 0.99% |
| BXB Brambles | 0.86% | 0.87% |
| RMD Resmed | 1.17% | 0.85% |
| FMG Fortescue | 0.74% | 1.07% |
| BSL Bluescope Steel | 0.79% | 0.72% |
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.