Stocks / Financial Services
Helia Group ASX:HLI
Held by 23 of the 26 super funds covered, in each fund's headline option, at 30 June 2026. It ranks #194 by value held across these funds.
Which super funds own Helia Group
| Fund | Option | Units | Value | % of register | Change in units | Change ($) |
|---|---|---|---|---|---|---|
| Aware Super | High Growth | 2,541,541 | $14.1m | 0.93% | −1,293,457 since Jun 2023 | −$7.2m |
| Rest | Growth | 1,809,162 | $10.0m | 0.66% | −35,830 since Jun 2025 | −$198k |
| Australian Retirement Trust | Lifecycle Balanced Pool | 1,406,135 | $7.8m | 0.52% | +486,344 since Dec 2024 | +$2.7m |
| HESTA | Balanced Growth | 1,376,726 | $7.6m | 0.50% | −234,605 since Dec 2025 | −$1.3m |
| CareSuper (incl. Spirit Super) | Balanced | 1,125,841 | $6.2m | 0.41% | +1,081,315 since Jun 2025 | +$6.0m |
| UniSuper | Balanced | 671,048 | $3.7m | 0.25% | +404,211 since Dec 2025 | +$2.2m |
| Brighter Super | MySuper | 558,684 | $3.1m | 0.20% | −27,990 since Jun 2025 | −$155k |
| Russell Investments Master Trust | GoalTracker (MySuper) | 549,634 | $3.0m | 0.20% | −342,277 since Dec 2023 | −$1.9m |
| MLC Super Fund (Insignia) | MySuper Growth Portfolio | 520,988 | $2.9m | 0.19% | – | – |
| Australian Ethical Super | Balanced | 387,926 | $2.1m | 0.14% | −731,558 since Dec 2024 | −$4.1m |
| Equip Super | MySuper | 359,490 | $2.0m | 0.13% | +255,732 since Jun 2025 | +$1.4m |
| Vision Super | Balanced Growth | 326,044 | $1.8m | 0.12% | −491,759 since Jun 2024 | −$2.7m |
| AustralianSupernew | Balanced | 320,255 | $1.8m | 0.12% | +320,255 since Jun 2025 | +$1.8m |
| Cbus Super | Growth (MySuper) | 299,798 | $1.7m | 0.11% | −961,572 since Jun 2025 | −$5.3m |
| Hostplus | Balanced | 298,223 | $1.7m | 0.11% | −99,147 since Jun 2025 | −$549k |
| Mercer Super Trust | Mercer SmartPath - Born 1969 to 1973 | 287,004 | $1.6m | 0.11% | – | – |
| AMP Super Fund | AMP MySuper 1980s | 193,061 | $1.1m | 0.07% | – | – |
| legalsupernew | MySuper Balanced | 176,449 | $978k | 0.06% | +176,449 since Jun 2025 | +$978k |
| Prime Super | MySuper | 167,611 | $929k | 0.06% | −193,481 since Dec 2025 | −$1.1m |
| BUSSQnew | MySuper Balanced Growth | 57,346 | $318k | 0.02% | +57,346 since Dec 2024 | +$318k |
| Vanguard Super | High Growth (Accumulation) | 47,403 | $263k | 0.02% | +27,905 since Dec 2024 | +$155k |
| Commonwealth Superannuation Corporation (PSSap) | PSSap MySuper Balanced | 13,664 | $76k | 0.01% | −37,123 since Dec 2024 | −$206k |
| ADF Supernew | MySuper Balanced | 1,483 | $8k | 0.00% | +1,483 since Jun 2023 | +$8k |
Units and values are for each fund's headline option (usually its MySuper or default option), as disclosed. The headline option shows what a typical member's money holds and keeps funds comparable; the next table adds up every option. Shares on issue from ASX as at 26 October 2026. Listed shares are not tagged as internally or externally managed in the disclosures. Share counts are shown as disclosed; buying and selling figures allow for share splits, detected when every fund's count jumps by the same ratio as the price falls.
All investment options
Every investment option each fund publishes, added up: default, choice, pension and defined benefit money. Each option's disclosure is its own share of the fund, so the options add up to the fund's whole holding. Latest disclosure only.
| Fund | Options holding it | Units | Value | % of register |
|---|---|---|---|---|
| Australian Retirement Trust | 29 | 16,764,755 | $92.9m | 6.14% |
| Aware Super | 20 | 5,838,448 | $32.3m | 2.14% |
| Mercer Super Trust | 78 | 2,527,796 | $14.0m | 0.93% |
| Rest | 10 | 2,205,012 | $12.2m | 0.81% |
| HESTA | 12 | 1,928,196 | $10.7m | 0.71% |
| CareSuper (incl. Spirit Super) | 16 | 1,579,571 | $8.8m | 0.58% |
| AMP Super Fund | 33 | 1,493,909 | $8.2m | 0.55% |
| Hostplus | 56 | 1,373,526 | $7.6m | 0.50% |
| MLC Super Fund (Insignia) | 44 | 1,366,532 | $7.6m | 0.50% |
| UniSuperpartial | 6 | 1,165,020 | $6.5m | 0.43% |
| AustralianSuper | 14 | 1,157,168 | $6.4m | 0.42% |
| Russell Investments Master Trust | 11 | 1,124,435 | $6.2m | 0.41% |
| Brighter Super | 16 | 1,104,281 | $6.1m | 0.40% |
| Vision Super | 23 | 978,677 | $5.4m | 0.36% |
| Equip Super | 16 | 862,502 | $4.8m | 0.32% |
| Australian Ethical Super | 8 | 651,588 | $3.6m | 0.24% |
| Cbus Super | 18 | 402,795 | $2.2m | 0.15% |
| legalsuper | 13 | 383,391 | $2.1m | 0.14% |
| Prime Super | 12 | 215,088 | $1.2m | 0.08% |
| Vanguard Superpartial | 12 | 182,599 | $1.0m | 0.07% |
| BUSSQ | 4 | 69,068 | $383k | 0.03% |
| Commonwealth Superannuation Corporation (PSSap) | 10 | 18,716 | $104k | 0.01% |
| ADF Super | 3 | 2,051 | $11k | 0.00% |
| Total | 43,395,125 | $240.4m | 15.90% |
"Partial" means the options we hold for that fund add up to less than its assets reported to APRA suggest, so some of its money may be missing and its figure is a floor. See the fund's page.
Held by platform members
Platforms such as HUB24 and Macquarie Wrap are super funds where members, usually with an adviser, pick their own shares. These are their choices, not a fund manager's, so they are shown separately and not added to the figures above. "Through managed accounts" means inside a model portfolio run by a manager. About platforms.
| Platform | Value | Picked directly | Managed accounts |
|---|---|---|---|
| BT Panorama | $778k | not stated | not stated |
| Netwealth | $528k | $528k | $0 |
| HUB24 | $496k | $496k | $0 |
| Macquarie Wrap | $494k | $172k | $322k |
| Total | $2.3m | $1.2m | $322k |
Together 0.12% of Helia Group's shares on issue.
Share of super's holding by fund
History
Shares held by each fund at each disclosure we hold. A dash means we do not have that fund's file for that date; older files survive only where funds keep them or the Internet Archive saved a copy.
| Fund | Jun 2026 | Dec 2025 | Jun 2025 | Dec 2024 | Jun 2024 | Dec 2023 | Jun 2023 | Dec 2022 | Jun 2022 | Dec 2021 |
|---|---|---|---|---|---|---|---|---|---|---|
| Aware Super | 2,541,541 | – | – | – | – | – | 3,834,998 | 3,365,146 | 0 | – |
| Rest | 1,809,162 | – | 1,844,992 | 881,350 | – | – | – | – | – | – |
| ART | 1,406,135 | – | – | 919,791 | – | 4,654,123 | – | 3,483,086 | – | – |
| HESTA | 1,376,726 | 1,611,331 | 1,299,427 | 1,509,096 | 1,446,453 | – | 41,534 | 44,438 | 0 | 0 |
| CareSuper | 1,125,841 | – | 44,526 | 58,127 | 361,446 | 52,269 | 0 | 0 | 0 | – |
| UniSuper | 671,048 | 266,837 | 25,954 | 61,011 | 49,321 | 109,981 | 0 | – | 0 | 0 |
| Brighter Super | 558,684 | – | 586,674 | – | – | – | – | – | – | – |
| Russell Investments | 549,634 | – | – | – | – | 891,911 | – | – | – | – |
| MLC | 520,988 | – | – | – | – | – | – | – | – | – |
| Australian Ethical | 387,926 | – | – | 1,119,484 | – | – | 3,213,768 | – | – | – |
| Equip | 359,490 | – | 103,758 | – | 483,326 | 124,306 | 9,757 | 0 | – | – |
| Vision Super | 326,044 | – | – | – | 817,803 | – | – | – | – | – |
| AustralianSuper | 320,255 | – | 0 | – | – | – | 0 | – | – | 0 |
| Cbus | 299,798 | – | 1,261,369 | – | 1,390,120 | – | 1,377,702 | – | 0 | – |
| Hostplus | 298,223 | – | 397,370 | – | 318,488 | 436,103 | – | – | 0 | – |
| Mercer | 287,004 | – | – | – | – | – | – | – | – | – |
| AMP | 193,061 | – | – | – | – | – | – | – | – | – |
| legalsuper | 176,449 | – | 0 | – | 0 | – | – | – | – | – |
| Prime Super | 167,611 | 361,092 | 414,664 | – | – | – | – | – | – | – |
| BUSSQ | 57,346 | – | – | 0 | – | – | – | – | – | – |
| Vanguard Super | 47,403 | – | – | 19,498 | – | – | – | – | – | – |
| CSC | 13,664 | – | – | 50,787 | – | – | 0 | – | – | – |
| ADF Super | 1,483 | – | – | – | – | – | 0 | – | – | – |