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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
UGI icon
1326
UGI
UGI
$7.62B
$1.11M ﹤0.01%
33,235
-1,970
-6% -$68.9K
ALK icon
1327
Alaska Air
ALK
$5.81B
$1.1M ﹤0.01%
22,153
+1,736
+9% +$96.5K
IHG icon
1328
InterContinental Hotels
IHG
$23.7B
$1.1M ﹤0.01%
9,089
+3,306
+57% +$396K
ACM icon
1329
Aecom
ACM
$9.63B
$1.1M ﹤0.01%
8,418
-258
-3% -$31.2K
PXH icon
1330
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.96B
$1.1M ﹤0.01%
43,140
+10,300
+31% +$251K
FHN icon
1331
First Horizon
FHN
$12.4B
$1.1M ﹤0.01%
48,472
+21,142
+77% +$470K
IDCC icon
1332
InterDigital
IDCC
$8.53B
$1.09M ﹤0.01%
3,167
+1,365
+76% +$371K
REGL icon
1333
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.81B
$1.09M ﹤0.01%
12,784
+1,127
+10% +$95K
ZION icon
1334
Zions Bancorporation
ZION
$10.5B
$1.09M ﹤0.01%
19,269
+10,176
+112% +$566K
SBRA icon
1335
Sabra Healthcare REIT
SBRA
$5.39B
$1.09M ﹤0.01%
58,458
+12,205
+26% +$228K
CHRD icon
1336
Chord Energy
CHRD
$7.32B
$1.09M ﹤0.01%
10,941
+5,771
+112% +$607K
KEX icon
1337
Kirby Corp
KEX
$7.01B
$1.09M ﹤0.01%
13,023
-1,478
-10% -$148K
B
1338
Barrick Mining
B
$68.8B
$1.09M ﹤0.01%
33,113
+14,019
+73% +$355K
EAT icon
1339
Brinker International
EAT
$9.69B
$1.08M ﹤0.01%
8,508
+1,782
+26% +$278K
ATR icon
1340
AptarGroup
ATR
$8.69B
$1.08M ﹤0.01%
8,050
+5,959
+285% +$862K
PDEC icon
1341
Innovator US Equity Power Buffer ETF December
PDEC
$995M
$1.07M ﹤0.01%
25,547
+15,368
+151% +$629K
JHMM icon
1342
John Hancock Multifactor Mid Cap ETF
JHMM
$6.07B
$1.07M ﹤0.01%
16,566
-4,164
-20% -$263K
DBA icon
1343
Invesco DB Agriculture Fund
DBA
$1.23B
$1.07M ﹤0.01%
40,000
– –
GOF icon
1344
Guggenheim Strategic Opportunities Fund
GOF
$2.23B
$1.07M ﹤0.01%
71,433
+9
+0% +$135
BDYN
1345
iShares Dynamic Equity Active ETF
BDYN
$3.11B
$1.07M ﹤0.01%
+42,253
New +$1.07M
OWL icon
1346
Blue Owl Capital
OWL
$7.81B
$1.07M ﹤0.01%
63,125
+14,175
+29% +$270K
STAG icon
1347
STAG Industrial
STAG
$7.19B
$1.06M ﹤0.01%
30,148
+2,754
+10% +$98.2K
XPO icon
1348
XPO
XPO
$23.4B
$1.06M ﹤0.01%
8,230
+2,402
+41% +$312K
SAIC icon
1349
Saic
SAIC
$5.09B
$1.06M ﹤0.01%
10,696
+500
+5% +$55.9K
KOCT icon
1350
Innovator US Small Cap Power Buffer ETF October
KOCT
$136M
$1.06M ﹤0.01%
+32,158
New +$1.02M
52 53
54
55 56

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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.