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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.3%
This Fund
S&P 500
This Quarter Est. Return
+6.92%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$59.9B
AUM Growth
+$10.8B
Cap. Flow
+$7.92B
Cap. Flow %
13.22%
Top 10 Hldgs %
36.76%
Holding
2,762
New
514
Increased
1,374
Reduced
710
Closed
129

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.37B
2
NVDA icon
NVIDIA
NVDA
+$1.02B
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$631M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$490M
5
META icon
Meta Platforms (Facebook)
META
+$320M

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$63M
2
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$48.4M
3
ABBV icon
AbbVie
ABBV
+$32.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$31.6M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$27.7M

Sector Composition

Rank Sector Weight
1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW
226
Charles Schwab
SCHW
$184B
$29.9M 0.05%
313,178
+69,366
+28% +$6.58M
VGLT icon
227
Vanguard Long-Term Treasury ETF
VGLT
$10B
$29.4M 0.05%
+517,776
New +$28.9M
SCZ icon
228
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$29.3M 0.05%
381,567
+342,521
+877% +$25.6M
NULV icon
229
Nuveen ESG Large-Cap Value ETF
NULV
$2.23B
$29.2M 0.05%
666,023
+210,324
+46% +$8.97M
UAL icon
230
United Airlines
UAL
$41.6B
$28.9M 0.05%
299,591
+26,642
+10% +$2.56M
IBTG icon
231
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
$28.9M 0.05%
1,257,685
+606,461
+93% +$13.9M
UNP icon
232
Union Pacific
UNP
$172B
$28.6M 0.05%
120,880
+1,860
+2% +$419K
DES icon
233
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
$28.5M 0.05%
845,624
+255,451
+43% +$8.49M
CMF icon
234
iShares California Muni Bond ETF
CMF
$4.59B
$28.4M 0.05%
497,273
+114,740
+30% +$6.42M
AMD icon
235
Advanced Micro Devices
AMD
$790B
$28.3M 0.05%
+175,109
New +$28.3M
VWOB icon
236
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$27.8M 0.05%
+416,075
New +$27.4M
IBMO icon
237
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$576M
$27.4M 0.05%
1,069,676
+122,334
+13% +$3.14M
WAB icon
238
Wabtec
WAB
$50B
$27.4M 0.05%
136,830
+11,197
+9% +$2.21M
AFL icon
239
Aflac
AFL
$64.4B
$27.3M 0.05%
+252,457
New +$26.5M
SPTL icon
240
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
$27.1M 0.05%
1,006,106
+996,287
+10,147% +$26.3M
VOX icon
241
Vanguard Communication Services ETF
VOX
$5.8B
$27M 0.05%
143,613
+139,550
+3,435% +$24.9M
XCEM icon
242
Columbia EM Core ex-China ETF
XCEM
$1.93B
$27M 0.05%
+742,036
New +$25.9M
COP icon
243
ConocoPhillips
COP
$144B
$26.5M 0.04%
279,785
+4,143
+2% +$392K
INTU icon
244
Intuit
INTU
$88B
$26.5M 0.04%
38,733
-255
-0.7% -$184K
CAH icon
245
Cardinal Health
CAH
$54.8B
$26.4M 0.04%
168,457
+10,826
+7% +$1.67M
NKE icon
246
Nike
NKE
$63.2B
$26.3M 0.04%
377,194
+29,885
+9% +$2.23M
DIS icon
247
Walt Disney
DIS
$170B
$26.2M 0.04%
228,773
+17,041
+8% +$2.01M
WRD
248
WeRide Inc
WRD
$1.93B
$25.9M 0.04%
+2,619,333
New +$24.8M
GEV icon
249
GE Vernova
GEV
$268B
$25.6M 0.04%
41,648
+1,652
+4% +$1M
CMI icon
250
Cummins
CMI
$89.5B
$25.2M 0.04%
59,778
+10,544
+21% +$4.04M
8 9
10
11 12

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Mercer Global Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Mercer Global Advisors held 2,762 positions worth $59.9B, up 22% from $49.1B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Mercer Global Advisors deployed $7.92B of net new capital in Q3 2025, opening 514 new positions and adding to 1,374 existing holdings. Its largest new stake was Apple: 6,050,013 shares worth $1.53B.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, up from 4.1% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Short-Term Corporate Bond ETF, an estimated $63M trimmed.

  • Mercer Global Advisors's largest Q3 2025 buy was Apple: 6,050,013 shares worth $1.53B.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q3 2025, an estimated $490M increase.
  • Mercer Global Advisors's biggest Q3 2025 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $63M.
  • Mercer Global Advisors fully exited Virtus Private Credit Strategy ETF in Q3 2025, selling an estimated $9.11M.
  • Mercer Global Advisors's ten largest holdings make up 37% of its $59.9B portfolio in Q3 2025.
  • Mercer Global Advisors opened 514 new positions and closed 129 in Q3 2025.
  • Mercer Global Advisors's portfolio value rose 22% quarter-over-quarter to $59.9B.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.