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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
SMLF icon
401
iShares US Small Cap Equity Factor ETF
SMLF
$4.17B
$13.2M 0.02%
177,187
-16,382
-8% -$1.17M
DAL icon
402
Delta Air Lines
DAL
$60.2B
$13.1M 0.02%
231,247
+34,196
+17% +$1.95M
WMB icon
403
Williams Companies
WMB
$86.1B
$13.1M 0.02%
207,106
+37,996
+22% +$2.23M
BMY icon
404
Bristol-Myers Squibb
BMY
$134B
$13M 0.02%
288,285
+41,405
+17% +$1.93M
CDNS icon
405
Cadence Design Systems
CDNS
$92.6B
$12.8M 0.02%
36,369
-3,378
-8% -$1.16M
CI icon
406
Cigna
CI
$74.5B
$12.7M 0.02%
44,219
-12,057
-21% -$3.57M
IYW icon
407
iShares US Technology ETF
IYW
$24.1B
$12.7M 0.02%
64,767
+17,842
+38% +$3.26M
CBRE icon
408
CBRE Group
CBRE
$43B
$12.6M 0.02%
80,225
+168
+0.2% +$26K
AMP icon
409
Ameriprise Financial
AMP
$48.8B
$12.6M 0.02%
25,557
-1,543
-6% -$791K
POWA icon
410
Invesco Bloomberg Pricing Power ETF
POWA
$179M
$12.4M 0.02%
137,388
-253
-0.2% -$22.5K
SAN icon
411
Banco Santander
SAN
$206B
$12.4M 0.02%
1,179,588
+14,851
+1% +$138K
NOBL icon
412
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$12.3M 0.02%
239,004
+210,858
+749% +$10.9M
EMB icon
413
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$12.3M 0.02%
128,841
+89,919
+231% +$8.42M
IGSB icon
414
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$12.2M 0.02%
230,813
-76,733
-25% -$4.05M
SPGI icon
415
S&P Global
SPGI
$123B
$12.1M 0.02%
24,958
+824
+3% +$441K
RBLX icon
416
Roblox
RBLX
$26.2B
$11.9M 0.02%
86,249
+33,664
+64% +$4.18M
PSA icon
417
Public Storage
PSA
$60.9B
$11.9M 0.02%
41,306
+4,022
+11% +$1.15M
WM icon
418
Waste Management
WM
$90.5B
$11.9M 0.02%
53,970
+5,529
+11% +$1.25M
NUE icon
419
Nucor
NUE
$59.5B
$11.9M 0.02%
87,948
+37,861
+76% +$5.36M
NULG icon
420
Nuveen ESG Large-Cap Growth ETF
NULG
$2.7B
$11.9M 0.02%
119,486
+105,312
+743% +$10.2M
CSX icon
421
CSX Corp
CSX
$92.3B
$11.9M 0.02%
333,829
-27,477
-8% -$938K
ACWV icon
422
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.32B
$11.8M 0.02%
97,991
+18,904
+24% +$2.24M
SPTS icon
423
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$11.7M 0.02%
+400,368
New +$11.7M
CCI icon
424
Crown Castle
CCI
$33.5B
$11.7M 0.02%
120,979
+79,607
+192% +$8.06M
USB icon
425
US Bancorp
USB
$99.6B
$11.7M 0.02%
241,277
+57,242
+31% +$2.71M
15 16
17
18 19

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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.