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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $80B
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
+15.32%
1 Year Est. Return
+26.12%
3 Year Est. Return
+67.06%
5 Year Est. Return
+69.86%
10 Year Est. Return
AUM
$80B
AUM Growth
+$12.5B
Cap. Flow
+$4.61B
Cap. Flow %
5.76%
Top 10 Hldgs %
36.37%
Holding
6,143
New
2,908
Increased
2,019
Reduced
1,106
Closed
40

Sector Composition

Rank Sector Weight
1 Technology 11.19%
2 Financials 3.76%
3 Industrials 2.88%
4 Healthcare 2.54%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACTG icon
3651
Acacia Research
ACTG
$448M
$128K ﹤0.01%
+27,379
New +$132K
STK
3652
Columbia Seligman Premium Technology Growth Fund
STK
$938M
$128K ﹤0.01%
+2,368
New +$118K
AKBA icon
3653
Akebia Therapeutics
AKBA
$242M
$127K ﹤0.01%
111,756
+100,064
+856% +$119K
SOUN icon
3654
SoundHound AI
SOUN
$3.3B
$127K ﹤0.01%
19,691
+31
+0.2% +$240
RIGL icon
3655
Rigel Pharmaceuticals
RIGL
$795M
$127K ﹤0.01%
+3,241
New +$100K
XME icon
3656
State Street SPDR S&P Metals & Mining ETF
XME
$4.53B
$127K ﹤0.01%
+1,185
New +$139K
SNSR icon
3657
Global X Internet of Things ETF
SNSR
$223M
$127K ﹤0.01%
+2,533
New +$118K
CYTK icon
3658
Cytokinetics
CYTK
$10.3B
$127K ﹤0.01%
+1,485
New +$107K
BBCP icon
3659
Concrete Pumping Holdings
BBCP
$484M
$126K ﹤0.01%
10,490
+251
+2% +$2.15K
VRDN icon
3660
Viridian Therapeutics
VRDN
$2.5B
$126K ﹤0.01%
+6,851
New +$110K
IRON icon
3661
Disc Medicine
IRON
$3.03B
$126K ﹤0.01%
+1,720
New +$118K
BITW
3662
Bitwise 10 Crypto Index ETF
BITW
$604M
$126K ﹤0.01%
+3,345
New +$155K
BBN icon
3663
BlackRock Taxable Municipal Bond Trust
BBN
$979M
$125K ﹤0.01%
+7,760
New +$125K
NEXN
3664
Nexxen International
NEXN
$583M
$125K ﹤0.01%
+13,889
New +$110K
PBW icon
3665
Invesco WilderHill Clean Energy ETF
PBW
$465M
$125K ﹤0.01%
+3,211
New +$125K
CZA icon
3666
Invesco Zacks Mid-Cap ETF
CZA
$193M
$125K ﹤0.01%
+1,019
New +$119K
WSE
3667
Wise Group
WSE
$12.9B
$125K ﹤0.01%
+10,490
New +$125K
FUN icon
3668
Cedar Fair
FUN
$1.68B
$125K ﹤0.01%
+5,856
New +$120K
TK icon
3669
Teekay
TK
$1.09B
$125K ﹤0.01%
12,470
+1,710
+16% +$21.4K
CLB icon
3670
Core Laboratories
CLB
$571M
$124K ﹤0.01%
+10,672
New +$152K
PBR.A icon
3671
Petrobras Class A
PBR.A
$104B
$124K ﹤0.01%
+8,483
New +$150K
BSRR icon
3672
Sierra Bancorp
BSRR
$532M
$124K ﹤0.01%
+3,036
New +$115K
FLGB icon
3673
Franklin FTSE United Kingdom ETF
FLGB
$925M
$124K ﹤0.01%
+3,506
New +$125K
FIGS icon
3674
FIGS
FIGS
$2.44B
$124K ﹤0.01%
12,094
-1,264
-9% -$16.6K
CSD icon
3675
Invesco S&P Spin-Off ETF
CSD
$237M
$124K ﹤0.01%
+825
New +$110K

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Mercer Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Mercer Global Advisors held 6,143 positions worth $80B, up 18% from $67.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mercer Global Advisors deployed $4.61B of net new capital in Q2 2026, opening 2,908 new positions and adding to 2,019 existing holdings. Its largest new stake was FedEx Freight: 103,902 shares worth $15.7M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.5% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $195M trimmed.

  • Mercer Global Advisors's largest Q2 2026 buy was FedEx Freight: 103,902 shares worth $15.7M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $509M increase.
  • Mercer Global Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $195M.
  • Mercer Global Advisors fully exited Coterra Energy in Q2 2026, selling an estimated $7.45M.
  • Mercer Global Advisors's ten largest holdings make up 36% of its $80B portfolio in Q2 2026.
  • Mercer Global Advisors opened 2,908 new positions and closed 40 in Q2 2026.
  • Mercer Global Advisors's portfolio value rose 18% quarter-over-quarter to $80B.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.