Which super funds hold BANK OF MONTREAL?
As at 31 December 2025, 71 Australian super investment options in our dataset held BANK OF MONTREAL, the largest weighting being 0.15% in Defensive (Income) (Aware Super).
Options holding it
71
Largest weighting
0.15%
Defensive (Income) · Aware Super
Funds & options holding BANK OF MONTREAL
Australian super investment options disclosing a holding in BANK OF MONTREAL. Figures aggregate each option's disclosed line items for this security, as at each option's own reporting date.
| Fund | Phase | Option | Weighting | Value (AUD) | As at |
|---|---|---|---|---|---|
| Aware Super | Accumulation | High Growth (Accumulation) | 0.02% | $17,087,498 | 31 December 2025 |
| AustralianSuper | Accumulation | Balanced (Accumulation) | 0.01% | $15,742,447 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Lifecycle High Growth Pool (Accumulation) | 0.02% | $15,315,860 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | International Shares Hedged Index (Accumulation) | 0.11% | $6,630,999 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | International Shares Unhedged Index (Accumulation) | 0.11% | $6,039,235 | 31 December 2025 |
| Aware Super | Retirement | Defensive (Income) | 0.15% | $5,921,176 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified High Growth (Accumulation) | 0.02% | $5,874,764 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Lifecycle Balanced Pool (Accumulation) | 0.02% | $5,004,522 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Balanced (Accumulation) | 0.02% | $4,303,748 | 31 December 2025 |
| Aware Super | Accumulation | Defensive (Accumulation) | 0.15% | $4,006,494 | 31 December 2025 |
| Aware Super | Accumulation | Balanced (Accumulation) | 0.01% | $3,878,634 | 31 December 2025 |
| CareSuper | Accumulation | Balanced (Accumulation) | 0.01% | $3,669,373 | 31 December 2025 |
| Aware Super | Retirement | Conservative (Income) | 0.05% | $3,435,023 | 31 December 2025 |
| Aware Super | Accumulation | International Shares (Accumulation) | 0.12% | $3,394,127 | 31 December 2025 |
| AustralianSuper | Accumulation | High Growth (Accumulation) | 0.01% | $3,272,052 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Balanced Risk-Adjusted (Income) | 0.02% | $3,203,266 | 31 December 2025 |
| Aware Super | Accumulation | Conservative Balanced (Accumulation) | 0.01% | $2,671,687 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Balanced Risk-Adjusted (Accumulation) | 0.02% | $2,096,121 | 31 December 2025 |
| AustralianSuper | Retirement | Balanced (Income) | 0.01% | $2,084,167 | 31 December 2025 |
| AustralianSuper | Accumulation | International Shares (Accumulation) | 0.02% | $1,659,715 | 31 December 2025 |
| AustralianSuper | Accumulation | Index Diversified (Accumulation) | 0.04% | $1,584,949 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Balanced (Income) | 0.02% | $1,323,546 | 31 December 2025 |
| AustralianSuper | Retirement | Conservative Balanced (Income) | 0.01% | $1,266,523 | 31 December 2025 |
| Aware Super | Accumulation | Conservative (Accumulation) | 0.06% | $1,250,888 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Balanced Index (Accumulation) | 0.05% | $1,120,123 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Asset-class International Shares Hedged Index (Income) | 0.11% | $1,101,039 | 31 December 2025 |
| AustralianSuper | Accumulation | Conservative Balanced (Accumulation) | 0.01% | $1,050,569 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Conservative-Balanced (Income) | 0.01% | $1,013,000 | 31 December 2025 |
| Australian Retirement Trust | Retirement | International Shares Unhedged Index (Income) | 0.11% | $907,017 | 31 December 2025 |
| AustralianSuper | Accumulation | Stable (Accumulation) | 0.02% | $896,367 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Conservative-Balanced (Accumulation) | 0.01% | $870,411 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified High Growth Index (Accumulation) | 0.06% | $829,591 | 31 December 2025 |
| AustralianSuper | Retirement | Stable (Income) | 0.02% | $822,407 | 31 December 2025 |
| Aware Super | Retirement | Balanced (Income) | 0.01% | $821,546 | 31 December 2025 |
| Aware Super | Accumulation | High Growth Indexed (Accumulation) | 0.06% | $791,650 | 31 December 2025 |
| Aware Super | Retirement | International Shares (Income) | 0.12% | $748,880 | 31 December 2025 |
| AustralianSuper | Retirement | Index Diversified (Income) | 0.04% | $721,084 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Balanced Index (Income) | 0.05% | $655,352 | 31 December 2025 |
| Aware Super | Accumulation | Balanced Socially Conscious (Accumulation) | 0.02% | $638,459 | 31 December 2025 |
| CareSuper | Accumulation | Growth (Accumulation) | 0.01% | $528,978 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified High Growth (Income) | 0.02% | $486,236 | 31 December 2025 |
| Aware Super | Retirement | Conservative Balanced Socially Conscious (Income) | 0.03% | $438,002 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Conservative (Income) | 0.01% | $399,731 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Conservative (Accumulation) | 0.01% | $397,825 | 31 December 2025 |
| Aware Super | Retirement | Conservative Socially Conscious (Income) | 0.08% | $326,564 | 31 December 2025 |
| Aware Super | Accumulation | High Growth Socially Conscious (Accumulation) | 0.03% | $304,142 | 31 December 2025 |
| Aware Super | Accumulation | Balanced Indexed (Accumulation) | 0.05% | $303,041 | 31 December 2025 |
| CareSuper | Accumulation | Overseas Shares (Accumulation) | 0.03% | $285,608 | 31 December 2025 |
| Aware Super | Retirement | High Growth (Income) | 0.02% | $265,112 | 31 December 2025 |
| AustralianSuper | Retirement | International Shares (Income) | 0.02% | $248,299 | 31 December 2025 |
| CareSuper | Retirement | Balanced (Income) | 0.01% | $222,395 | 31 December 2025 |
| AustralianSuper | Retirement | High Growth (Income) | 0.01% | $219,594 | 31 December 2025 |
| AustralianSuper | Accumulation | Diversified Fixed Interest (Accumulation) | 0.01% | $161,927 | 31 December 2025 |
| Aware Super | Retirement | Conservative Balanced Indexed (Income) | 0.04% | $144,539 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified High Growth Index (Income) | 0.06% | $109,648 | 31 December 2025 |
| AustralianSuper | Retirement | Diversified Fixed Interest (Income) | 0.01% | $74,567 | 31 December 2025 |
| CareSuper | Accumulation | Conservative Balanced (Accumulation) | 0.01% | $64,007 | 31 December 2025 |
| CareSuper | Retirement | Conservative Balanced (Income) | 0.01% | $62,913 | 31 December 2025 |
| CareSuper | Accumulation | Capital Stable (Accumulation) | 0.00% | $34,829 | 31 December 2025 |
| CareSuper | Retirement | Growth (Income) | 0.01% | $33,405 | 31 December 2025 |
| CareSuper | Retirement | Overseas Shares (Income) | 0.03% | $28,831 | 31 December 2025 |
| Aware Super | Retirement | Conservative Indexed (Income) | 0.03% | $28,191 | 31 December 2025 |
| CareSuper | Retirement | Capital Stable (Income) | 0.00% | $25,423 | 31 December 2025 |
| CareSuper | Accumulation | Alternative Growth (Accumulation) | 0.01% | $11,266 | 31 December 2025 |
| CareSuper | Defined benefit | LCC HCC (Defined Benefit) | 0.01% | $6,023 | 31 December 2025 |
| CareSuper | Retirement | Long Term Pension (Income) | 0.00% | $4,506 | 31 December 2025 |
| CareSuper | Defined benefit | Quadrant (Defined Benefit) | 0.01% | $2,694 | 31 December 2025 |
| Aware Super | Retirement | Conservative Balanced (Income) | 0.00% | $1,412 | 31 December 2025 |
| CareSuper | Retirement | Alternative Growth (Income) | 0.01% | $1,353 | 31 December 2025 |
| AustralianSuper | Accumulation | Socially Aware (Accumulation) | 0.00% | $330 | 31 December 2025 |
| AustralianSuper | Retirement | Socially Aware (Income) | 0.00% | $170 | 31 December 2025 |
This page surfaces figures disclosed by the funds themselves under Portfolio Holdings Disclosure (Schedule 8D), each as at the date shown. It is factual disclosure information, not financial advice or a recommendation.
Methodology — how holdings are sourced, resolved and aggregated.