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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
VLTO icon
701
Veralto
VLTO
$23.5B
$4.59M 0.01%
43,010
+21,423
+99% +$2.26M
BP icon
702
BP
BP
$109B
$4.57M 0.01%
132,687
+32,625
+33% +$1.09M
DRI icon
703
Darden Restaurants
DRI
$23.4B
$4.54M 0.01%
23,838
-844
-3% -$174K
SLV icon
704
iShares Silver Trust
SLV
$28.8B
$4.53M 0.01%
107,022
+9,056
+9% +$325K
RELY icon
705
Remitly
RELY
$5.19B
$4.53M 0.01%
278,122
+2,338
+0.8% +$42K
AIZ icon
706
Assurant
AIZ
$13.9B
$4.53M 0.01%
20,927
+2,916
+16% +$592K
VRSK icon
707
Verisk Analytics
VRSK
$25.1B
$4.51M 0.01%
17,919
+3,351
+23% +$920K
ORI icon
708
Old Republic International
ORI
$10.5B
$4.49M 0.01%
105,759
+48,951
+86% +$1.89M
CFG icon
709
Citizens Financial Group
CFG
$31.1B
$4.48M 0.01%
84,337
+48,059
+132% +$2.39M
AME icon
710
Ametek
AME
$58.2B
$4.47M 0.01%
23,787
+11,114
+88% +$2.05M
ATEC icon
711
Alphatec Holdings
ATEC
$1.59B
$4.47M 0.01%
307,207
+6,202
+2% +$86.3K
IUSB icon
712
iShares Core Universal USD Bond ETF
IUSB
$43.1B
$4.46M 0.01%
95,457
-128,547
-57% -$5.95M
NVDL icon
713
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.63B
$4.45M 0.01%
142,500
-78,000
-35% -$2.18M
BKLN icon
714
Invesco Senior Loan ETF
BKLN
$6.79B
$4.44M 0.01%
212,345
-58,652
-22% -$1.23M
UOCT icon
715
Innovator US Equity Ultra Buffer ETF October
UOCT
$181M
$4.44M 0.01%
+115,518
New +$4.35M
NBIX icon
716
Neurocrine Biosciences
NBIX
$16.9B
$4.44M 0.01%
31,602
+17,641
+126% +$2.39M
AXON
717
Axon Enterprise
AXON
$48.9B
$4.43M 0.01%
6,171
-3,556
-37% -$2.7M
ROP icon
718
Roper Technologies
ROP
$38.8B
$4.42M 0.01%
8,856
-496
-5% -$265K
P
719
Everpure Inc
P
$27.9B
$4.41M 0.01%
52,627
+27,314
+108% +$1.82M
ROBO icon
720
ROBO Global Robotics & Automation Index ETF
ROBO
$2.1B
$4.4M 0.01%
67,156
-14,701
-18% -$930K
TPL icon
721
Texas Pacific Land
TPL
$27.3B
$4.39M 0.01%
14,118
+114
+0.8% +$35.9K
GBTC icon
722
Grayscale Bitcoin Trust
GBTC
$9.65B
$4.37M 0.01%
48,633
+1,670
+4% +$150K
TSCO icon
723
Tractor Supply
TSCO
$17.4B
$4.34M 0.01%
76,340
-1,682
-2% -$99.1K
BDX icon
724
Becton Dickinson
BDX
$46.9B
$4.31M 0.01%
23,034
+4,488
+24% +$834K
NTNX icon
725
Nutanix
NTNX
$16.6B
$4.31M 0.01%
57,949
+35,176
+154% +$2.58M
27 28
29
30 31

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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.