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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
WBX
5801
Wallbox
WBX
$72.3M
$542 ﹤0.01%
+142
New +$432
HSAI
5802
Hesai Group
HSAI
$3.03B
$537 ﹤0.01%
+29
New +$593
DOYU
5803
DouYu International Holdings
DOYU
$136M
$535 ﹤0.01%
+115
New +$556
ABOS icon
5804
Acumen Pharmaceuticals
ABOS
$184M
$534 ﹤0.01%
+200
New +$494
BILT
5805
iShares Infrastructure Active ETF
BILT
$115M
$533 ﹤0.01%
+19
New +$550
RSSX
5806
Return Stacked U.S. Stocks & Gold/Bitcoin ETF
RSSX
$66.3M
$529 ﹤0.01%
+23
New +$594
SPBO icon
5807
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.1B
$523 ﹤0.01%
+18
New +$522
LOHA
5808
Roundhill HALO ETF
LOHA
$47.4M
$517 ﹤0.01%
+20
New +$504
LASE icon
5809
Laser Photonics
LASE
$68.7M
$510 ﹤0.01%
+309
New +$424
DFNS
5810
T3 Defense Inc
DFNS
$34.9M
$503 ﹤0.01%
+24
New +$1.25K
AMTX icon
5811
Aemetis
AMTX
$126M
$500 ﹤0.01%
+305
New +$746
GTBP icon
5812
GT Biopharma
GTBP
$10.7M
$490 ﹤0.01%
+1,000
New +$406
FITZ
5813
Fitz-Gerald Must Have Portfolio ETF
FITZ
$86.6M
$487 ﹤0.01%
+20
New +$487
FHYS icon
5814
Federated Hermes Short Duration High Yield ETF
FHYS
$55.2M
$484 ﹤0.01%
+21
New +$486
GALT icon
5815
Galectin Therapeutics
GALT
$356M
$483 ﹤0.01%
104
-10,009
-99% -$25.9K
SKYQ
5816
Sky Quarry Inc
SKYQ
$13.1M
$481 ﹤0.01%
+131
New +$566
BPI
5817
Grayscale Bitcoin Premium Income ETF
BPI
$3.06M
$480 ﹤0.01%
+25
New +$594
TEO icon
5818
Telecom Argentina
TEO
$5.75B
$468 ﹤0.01%
+36
New +$453
HERZ
5819
Herzfeld Credit Income Fund
HERZ
$33.2M
$464 ﹤0.01%
+27
New +$464
TLSA icon
5820
Tiziana Life Sciences
TLSA
$132M
$448 ﹤0.01%
+350
New +$455
VERI icon
5821
Veritone
VERI
$139M
$447 ﹤0.01%
+326
New +$623
TGS icon
5822
Transportadora de Gas del Sur
TGS
$4.2B
$446 ﹤0.01%
+15
New +$464
INSG icon
5823
Inseego
INSG
$77.7M
$444 ﹤0.01%
+43
New +$576
SMOG icon
5824
VanEck Low Carbon Energy ETF
SMOG
$135M
$438 ﹤0.01%
+3
New +$446
ZENA
5825
ZenaTech Inc
ZENA
$189M
$420 ﹤0.01%
+280
New +$502

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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.