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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
VPU
626
Vanguard Utilities ETF
VPU
$8.43B
$5.63M 0.01%
29,698
+5,308
+22% +$972K
OTIS icon
627
Otis Worldwide
OTIS
$28B
$5.62M 0.01%
61,434
+16,496
+37% +$1.5M
WWD icon
628
Woodward
WWD
$22.1B
$5.55M 0.01%
21,966
+2,655
+14% +$660K
MUFG icon
629
Mitsubishi UFJ Financial
MUFG
$246B
$5.55M 0.01%
348,096
-19,240
-5% -$285K
NXPI icon
630
NXP Semiconductors
NXPI
$59.9B
$5.55M 0.01%
24,356
+8,772
+56% +$1.97M
FSMD icon
631
Fidelity Small-Mid Multifactor ETF
FSMD
$2.59B
$5.53M 0.01%
+125,630
New +$5.4M
ZS icon
632
Zscaler
ZS
$26.4B
$5.48M 0.01%
18,280
+11,556
+172% +$3.29M
PRU icon
633
Prudential Financial
PRU
$42.9B
$5.48M 0.01%
52,791
-3,656
-6% -$385K
LYFT icon
634
Lyft
LYFT
$6.35B
$5.46M 0.01%
248,180
+131,582
+113% +$2.2M
IBTF
635
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$5.43M 0.01%
232,529
-4,287
-2% -$100K
NWG icon
636
NatWest
NWG
$76.1B
$5.43M 0.01%
383,700
+704
+0.2% +$9.93K
NTAP icon
637
NetApp
NTAP
$37.4B
$5.41M 0.01%
45,640
+5,999
+15% +$671K
VTIP icon
638
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$5.41M 0.01%
106,769
+25,558
+31% +$1.29M
EQH icon
639
Equitable Holdings
EQH
$13.2B
$5.38M 0.01%
105,968
+13,251
+14% +$702K
WLDN icon
640
Willdan Group
WLDN
$1.16B
$5.38M 0.01%
+100,759
New +$9.54M
EXAS
641
DELISTED
Exact Sciences
EXAS
$5.36M 0.01%
97,996
+39,170
+67% +$1.96M
DTE icon
642
DTE Energy
DTE
$29.5B
$5.36M 0.01%
37,896
-1,648
-4% -$226K
ESML icon
643
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.93B
$5.33M 0.01%
118,331
-64,249
-35% -$2.79M
DB icon
644
Deutsche Bank
DB
$70.4B
$5.33M 0.01%
150,522
+3,590
+2% +$122K
VRT icon
645
Vertiv
VRT
$104B
$5.32M 0.01%
35,290
+668
+2% +$89.1K
SOXX icon
646
iShares Semiconductor ETF
SOXX
$48.6B
$5.32M 0.01%
19,632
+14
+0.1% +$3.49K
AIG icon
647
American International
AIG
$42.1B
$5.32M 0.01%
67,697
-11,885
-15% -$950K
OHI icon
648
Omega Healthcare
OHI
$14.6B
$5.29M 0.01%
125,401
+33,762
+37% +$1.36M
ROK icon
649
Rockwell Automation
ROK
$49.5B
$5.29M 0.01%
15,143
+2,421
+19% +$836K
LH icon
650
Labcorp
LH
$25.3B
$5.27M 0.01%
18,368
-547
-3% -$147K
24 25
26
27 28

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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.