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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $80.9B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
+15.29%
1 Year Est. Return
+26.08%
3 Year Est. Return
+67.01%
5 Year Est. Return
+69.81%
10 Year Est. Return
–
AUM
$80.9B
AUM Growth
+$13.4B
Cap. Flow
+$5.4B
Cap. Flow %
6.67%
Top 10 Hldgs %
36.15%
Holding
3,793
New
566
Increased
2,077
Reduced
950
Closed
140

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$559M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$407M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$366M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$147M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$143M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$190M
2
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$116M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$81M
4
INTC icon
Intel
INTC
+$69.6M
5
ORKA
Oruka Therapeutics
ORKA
+$39.4M

Sector Composition

Rank Sector Weight
1 Miscellaneous 70.89%
2 Technology 11.16%
3 Financials 3.75%
4 Industrials 2.85%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVR icon
451
NVR
NVR
$16.7B
$14.6M 0.02%
2,147
+643
+43% +$4.08M
UNM icon
452
Unum
UNM
$15.2B
$14.6M 0.02%
163,483
+20,731
+15% +$1.72M
CMCSA icon
453
Comcast
CMCSA
$86.7B
$14.6M 0.02%
594,165
-16,812
-3% -$434K
WM icon
454
Waste Management
WM
$86.8B
$14.5M 0.02%
65,041
-1,911
-3% -$425K
RS icon
455
Reliance Steel & Aluminium
RS
$20B
$14.5M 0.02%
38,688
-191
-0.5% -$69.8K
VDC icon
456
Vanguard Consumer Staples ETF
VDC
$7.74B
$14.4M 0.02%
63,874
-4,268
-6% -$973K
SHEL icon
457
Shell
SHEL
$283B
$14.3M 0.02%
184,687
+7,336
+4% +$633K
MCO icon
458
Moody's
MCO
$80.9B
$14.2M 0.02%
31,397
+8,010
+34% +$3.6M
PEG icon
459
Public Service Enterprise Group
PEG
$35.1B
$14.2M 0.02%
174,897
+45,585
+35% +$3.64M
FNDX icon
460
Schwab Fundamental US Large Company Index ETF
FNDX
$27.7B
$14.1M 0.02%
452,039
+59,979
+15% +$1.81M
SNPS icon
461
Synopsys
SNPS
$70.5B
$14M 0.02%
31,444
+19,977
+174% +$9.39M
AZN icon
462
AstraZeneca
AZN
$251B
$14M 0.02%
73,904
-2,492
-3% -$469K
VBK icon
463
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.8B
$13.9M 0.02%
38,090
+152
+0.4% +$51.8K
APP icon
464
Applovin
APP
$111B
$13.9M 0.02%
27,013
+1,170
+5% +$565K
BBVA icon
465
Banco Bilbao Vizcaya Argentaria
BBVA
$159B
$13.9M 0.02%
553,887
-11,963
-2% -$273K
FHI icon
466
Federated Hermes
FHI
$4.35B
$13.9M 0.02%
250,866
+81,922
+48% +$4.63M
LHX icon
467
L3Harris
LHX
$46.5B
$13.8M 0.02%
47,459
+13,253
+39% +$4.21M
MRSH
468
Marsh
MRSH
$85.8B
$13.8M 0.02%
82,638
-13,889
-14% -$2.32M
USMC icon
469
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$5.05B
$13.8M 0.02%
185,788
-6,096
-3% -$435K
CDNS icon
470
Cadence Design Systems
CDNS
$75.4B
$13.8M 0.02%
36,648
+2,730
+8% +$957K
BSJQ icon
471
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$800M
$13.7M 0.02%
598,587
-24,829
-4% -$574K
BSJS icon
472
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$769M
$13.7M 0.02%
629,699
+56,973
+10% +$1.24M
SPYG icon
473
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.6B
$13.7M 0.02%
114,837
+11,557
+11% +$1.32M
AGX icon
474
Argan
AGX
$5.45B
$13.6M 0.02%
17,012
-1,742
-9% -$1.16M
JEF icon
475
Jefferies Financial Group
JEF
$11.3B
$13.6M 0.02%
271,560
+51,308
+23% +$2.65M
17 18
19
20 21

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Mercer Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Mercer Global Advisors held 3,793 positions worth $80.9B, up 20% from $67.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mercer Global Advisors deployed $5.4B of net new capital in Q2 2026, opening 566 new positions and adding to 2,077 existing holdings. Its largest new stake was FedEx Freight: 104,106 shares worth $15.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $190M trimmed.

  • Mercer Global Advisors's largest Q2 2026 buy was FedEx Freight: 104,106 shares worth $15.7M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $559M increase.
  • Mercer Global Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $190M.
  • Mercer Global Advisors fully exited Oruka Therapeutics in Q2 2026, selling an estimated $39.4M.
  • Mercer Global Advisors's ten largest holdings make up 36% of its $80.9B portfolio in Q2 2026.
  • Mercer Global Advisors opened 566 new positions and closed 140 in Q2 2026.
  • Mercer Global Advisors's portfolio value rose 20% quarter-over-quarter to $80.9B.

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