ART Diversified Balanced Risk-Adjusted
What Australian Retirement Trust's Diversified Balanced Risk-Adjusted option holds, as disclosed at 30 June 2026. Source: ART portfolio holdings disclosure.
ART's main (default) option is Lifecycle Balanced Pool, shown on the ART page with changes over time. This option is shown for reference and is not counted in the site's totals.
Option size
$12.8bn
sum of disclosed assets
Listed shares
$5.4bn
42% of the option
ASX holdings
$2.8bn
377 stocks
Overseas shares
$2.8bn
3,432 companies
Top ASX holdings
| Stock | Value | % of register |
|---|---|---|
| BHP BHP Group | $305.1m | 0.10% |
| CBA Commonwealth Bank of Australia | $263.2m | 0.10% |
| WBC Westpac Banking Corporation | $119.4m | 0.10% |
| ANZ ANZ Group Holdings | $111.7m | 0.10% |
| NAB National Australia Bank | $110.3m | 0.09% |
| WES Wesfarmers | $97.3m | 0.09% |
| MQG Macquarie Group | $90.2m | 0.09% |
| RIO RIO Tinto | $65.8m | 0.10% |
| GMG Goodman Group | $62.1m | 0.10% |
| TLS Telstra Group | $58.9m | 0.10% |
| WDS Woodside Energy Group | $58.9m | 0.11% |
| CSL CSL | $57.4m | 0.10% |
| WOW Woolworths Group | $54.4m | 0.11% |
| TCL Transurban Group | $42.5m | 0.09% |
| ALL Aristocrat Leisure | $39.9m | 0.11% |
| QBE QBE Insurance Group | $38.1m | 0.10% |
| FMG Fortescue | $33.1m | 0.06% |
| COL Coles Group | $32.1m | 0.10% |
| BXB Brambles | $27.2m | 0.10% |
| STO Santos | $26.1m | 0.11% |
| NST Northern Star Resources | $25.6m | 0.09% |
| IAG Insurance Australia Group | $23.7m | 0.13% |
| EVN Evolution Mining | $22.7m | 0.09% |
| CPU Computershare | $21.6m | 0.10% |
| SUN Suncorp Group | $21.2m | 0.10% |
Where the option is invested
Overseas shares
Top overseas holdings
| Company | Value | % of listed shares |
|---|---|---|
| Nvidia NVDA | $111.3m | 1.97% |
| Apple AAPL | $92.9m | 1.65% |
| Alphabet (Google) GOOG | $90.5m | 1.60% |
| TSMC (Taiwan Semiconductor Manufacturing) 2330 | $65.2m | 1.16% |
| Amazon.com AMZN | $65.1m | 1.15% |
| Microsoft MSFT | $61.6m | 1.09% |
| SK Hynix 000660 | $43.9m | 0.78% |
| Broadcom AVGO | $38.8m | 0.69% |
| Micron Technology MU | $34.2m | 0.61% |
| Samsung Electronics 005930 | $30.7m | 0.54% |
| Meta Platforms (Facebook) META | $29.1m | 0.51% |
| Tesla TSLA | $23.7m | 0.42% |
| ASML ASML | $22.6m | 0.40% |
| Eli Lilly LLY | $21.0m | 0.37% |
| Advanced Micro Devices AMD | $20.5m | 0.36% |
| Siemens Energy SIE | $19.4m | 0.34% |
| JPMorgan Chase JPM | $19.2m | 0.34% |
| Visa V | $16.4m | 0.29% |
| Berkshire Hathaway BRKB | $14.9m | 0.26% |
| Seagate Technology Holdings STX | $14.6m | 0.26% |
Listed shares by country
Country where the company is based (from its ISIN or home listing), not where the shares trade.
How much is ART Diversified Balanced Risk-Adjusted invested in the US, China or India?
- Australia: $2.8bn, 50.2% of ART's Diversified Balanced Risk-Adjusted option's listed shares, at 30 June 2026.
- The US: $1.6bn in companies based in the US, 28.9% of its listed shares.
- The UK: $121.1m in companies based in the UK, 2.1% of its listed shares.
- Japan: $153.2m in companies based in Japan, 2.7% of its listed shares.
- China: $29.7m in companies based in China, 0.53% of its listed shares.
- India: $32.2m in companies based in India, 0.57% of its listed shares.
- South Korea: $105.2m in companies based in South Korea, 1.9% of its listed shares.
- Taiwan: $98.9m in companies based in Taiwan, 1.8% of its listed shares.
- Canada: $77.2m in companies based in Canada, 1.4% of its listed shares.
Many Chinese companies are incorporated in the Cayman Islands or listed in Hong Kong, and count there: Hong Kong 0.50% and Cayman Islands 0.65%.
ART's other options
Lifecycle Balanced Pool (main option) Lifecycle High Growth PoolDiversified High GrowthDiversified BalancedAustralian Shares IndexInternational Shares Hedged IndexDiversified Conservative-BalancedCashDiversified ConservativeInternational Shares Unhedged IndexLifecycle Cash PoolDiversified Balanced IndexDiversified High Growth IndexBonds IndexDiversified Socially Conscious BalancedListed Property IndexUnlisted Assets