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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
IBTL icon
926
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$650M
$2.63M ﹤0.01%
127,733
+116,255
+1,013% +$2.38M
KRC icon
927
Kilroy Realty
KRC
$4.51B
$2.63M ﹤0.01%
62,133
+14,181
+30% +$559K
ADM icon
928
Archer Daniels Midland
ADM
$37.8B
$2.62M ﹤0.01%
43,901
-5,744
-12% -$336K
ING icon
929
ING
ING
$103B
$2.61M ﹤0.01%
100,181
-3,415
-3% -$82.3K
SPSM icon
930
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$2.6M ﹤0.01%
56,177
-2,439
-4% -$109K
IBTP
931
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$286M
$2.6M ﹤0.01%
+100,410
New +$2.58M
IP icon
932
International Paper
IP
$22.5B
$2.59M ﹤0.01%
55,902
-35,321
-39% -$1.72M
TYL icon
933
Tyler Technologies
TYL
$12.6B
$2.58M ﹤0.01%
4,939
+50
+1% +$28.1K
IBTO icon
934
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$463M
$2.58M ﹤0.01%
+104,586
New +$2.56M
IBTM icon
935
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$559M
$2.58M ﹤0.01%
+111,430
New +$2.56M
ALLE icon
936
Allegion
ALLE
$14.2B
$2.57M ﹤0.01%
14,518
-1,587
-10% -$262K
DUOL icon
937
Duolingo
DUOL
$6.24B
$2.56M ﹤0.01%
7,947
+4,818
+154% +$1.61M
AEE icon
938
Ameren
AEE
$30B
$2.55M ﹤0.01%
24,409
+1,764
+8% +$176K
PPC icon
939
Pilgrim's Pride
PPC
$6.26B
$2.55M ﹤0.01%
62,533
+48,397
+342% +$2.2M
CORP icon
940
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$2.55M ﹤0.01%
25,817
+145
+0.6% +$14.1K
USFD icon
941
US Foods
USFD
$22B
$2.55M ﹤0.01%
33,222
+4,411
+15% +$351K
JBL icon
942
Jabil
JBL
$36B
$2.54M ﹤0.01%
11,681
+2,468
+27% +$537K
RYAAY icon
943
Ryanair
RYAAY
$31.8B
$2.52M ﹤0.01%
41,825
+6,033
+17% +$368K
BCC icon
944
Boise Cascade
BCC
$2.99B
$2.52M ﹤0.01%
32,547
+1,418
+5% +$121K
ZBRA icon
945
Zebra Technologies
ZBRA
$17.7B
$2.52M ﹤0.01%
8,464
+2,748
+48% +$878K
PLUG icon
946
Plug Power
PLUG
$2.9B
$2.51M ﹤0.01%
1,078,209
-357,515
-25% -$606K
FUTY icon
947
Fidelity MSCI Utilities Index ETF
FUTY
$2.28B
$2.5M ﹤0.01%
44,193
+31,934
+260% +$1.74M
HMC icon
948
Honda
HMC
$39.9B
$2.49M ﹤0.01%
80,777
-4,168
-5% -$136K
NYT icon
949
New York Times
NYT
$10.3B
$2.48M ﹤0.01%
43,274
+23,443
+118% +$1.34M
FITB
950
Fifth Third Bancorp
FITB
$52.5B
$2.47M ﹤0.01%
55,368
+2,105
+4% +$92.2K
36 37
38
39 40

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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.