Pilbara Min. (PLS) is held by 33 ASX ETFs. Over all time it rose 24.0%: on $10,000, +$2400. We explain 39 big moves in that time.
About PLS
- SectorMaterials
- IndustryMaterials
- Size$11.8b
- Held by33 ETFs
- Big moves39 in all time
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- +7.9%24 Aug 2026· Commodity
Pilbara Minerals rose sharply alongside a broad materials sector rally, likely driven by a positive move in lithium or battery metals commodity prices
- +5.0%21 Aug 2026· Sector Flow
Pilbara Minerals rose with the broader ASX Materials sector, which gained over 3.6% on the day, likely driven by a broad sector rotation or commodity tailwind lifting lithium and mining stocks.
- +8.4%25 Mar 2026· Commodity
PLS shares rose sharply amid record production and a broad lithium price recovery led by a 6% surge in Chinese lithium futures.
- +8.2%26 Feb 2026· Commodity
Lithium prices surged on the combination of a major producer export curtailment and Zimbabwe's lithium export ban, boosting PLS shares.
- −6.5%30 Jan 2026· Sector Flow
PLS Group shares fell 6.54% on January 29, 2026, likely due to profit-taking and sector rotation in lithium stocks after a massive 309% run-up since June, despite positive sector-wide news about lithium price recovery and expansion plans.
- +9.5%6 Jan 2026· Commodity
Pilbara Minerals shares surged as lithium prices rallied and ASX lithium miners benefited from renewed demand.
- −6.9%21 Nov 2025· Sector Flow
Pilbara Minerals shares fell despite a broader lithium sector rally, likely due to profit-taking after a strong run and a market-wide selloff on November 21.
- +10.2%13 Nov 2025· Sector Flow
PLS rose as lithium sector rallied on booming battery demand and spodumene prices passing US$1000/t.
- +7.5%11 Nov 2025· Sector Flow
PLS stock surged as part of a broad lithium sector rally driven by booming battery demand and positive sector news, including MinRes's lithium deal with POSCO.
- −6.1%28 Oct 2025· Analyst
Pilbara Minerals shares fell due to a broker downgrade to 'sell' and a broad sell-off in critical minerals stocks.
- +9.1%24 Oct 2025· Operational
Pilbara Minerals' shares surged 9.12% on strong September quarter production and cost performance, despite a slower POSCO JV due to EV policy headwinds.
- −6.3%1 Oct 2025· Sector Flow
Pilbara Minerals shares fell as the broader ASX lithium sector was dumped on news that Chinese mines may restart lithium production.
- +9.1%15 Sep 2025· Sector Flow
Pilbara Minerals shares recovered as the market digested recent losses and persistent lithium price pressure, suggesting a sector-level rebound rather than company-specific news.
- −17.3%10 Sep 2025· Commodity
Pilbara Minerals shares plunged as Chinese battery giant CATL restarted its lithium mine, raising fears of increased supply and lower lithium prices.
- +6.5%29 Aug 2025· Operational
Pilbara Minerals shares rose after reporting record spodumene production and receiving a bullish analyst upgrade from UBS, alongside a broader lithium sector rally.
- +8.8%27 Aug 2025· Analyst
Pilbara Minerals' shares rose on strong post-results analyst sentiment and a UBS lithium price upgrade, alongside short seller unwinding in lithium stocks.
- −7.9%20 Aug 2025· Commodity
Pilbara Minerals shares fell sharply amid concerns that the lithium rally is losing momentum, as reflected in a bearish market article.
- −6.6%13 Aug 2025· Unknown
PLS shares fell despite a sector-wide lithium rally, likely due to profit-taking or company-specific factors not covered in the news.
- +19.7%11 Aug 2025· Commodity
Lithium stocks, including PLS, surged after a major Chinese lithium mine closed, tightening supply expectations.
- +9.0%8 Aug 2025· Sector Flow
Lithium stocks, including Pilbara Minerals, surged following news that a major Chinese lithium mine (CATL's) suspended operations, boosting the commodity price outlook.
- −7.0%31 Jul 2025· Sector Flow
Pilbara Minerals shares fell as part of a broad sell-off in travel and mining stocks on July 31, 2025, despite strong Q4 production results.
- −11.7%28 Jul 2025· Sector Flow
Pilbara Minerals shares fell sharply on 28 July 2025 amid a broader ASX sell-off and sector rotation, with a follow-up report noting the stock was sinking along with other ASX names.
- +8.6%18 Jul 2025· Unknown
Insufficient evidence; no relevant news article explains the price move.
- +6.5%14 Jul 2025· Sector Flow
The price move appears driven by broad sector/market flows rather than a stock-specific catalyst, as available news around the date mainly reports a broader ASX 200 record high led by tech and healthcare sectors.
- +11.3%3 Jul 2025· Unknown
Insufficient evidence to determine the cause of the price move.
- +6.6%24 Jun 2025· Stake Change
Insider buying by CEO Dale Henderson boosted investor confidence in PLS shares.
- −6.0%12 Jun 2025· Sector Flow
Likely sector flow or commodity move affecting lithium stocks, as no stock-specific negative news is present.
- +12.5%5 Jun 2025· Unknown
The stock price rise appears to be driven by index inclusion or weight changes from the S&P Dow Jones June 2025 quarterly rebalance announcement, which typically triggers passive fund buying.
- −8.1%2 Jun 2025· Unknown
Insufficient evidence to determine the cause of the price move, as no news articles were found for the event date.
- −9.9%19 May 2025· Commodity
Lithium prices cratering to four-year lows triggered a broad sell-off in ASX lithium stocks, including Pilbara Minerals.
- +12.7%10 Apr 2025· Analyst
PLS shares jumped 12.7% on April 10, 2025, likely driven by a bullish broker note from Macquarie suggesting 73% upside.
- −8.4%9 Apr 2025· Sector Flow
PLS shares fell sharply amid a broad ASX 200 market sell-off that saw many popular stocks crash to multi-year lows.
- −6.8%3 Apr 2025· Sector Flow
PLS fell sharply on April 2, 2025, amid a broad sell-off in ASX lithium and mining stocks, likely driven by weak commodity prices and sector-wide negative sentiment.
- −8.2%31 Mar 2025· Sector Flow
No specific company announcement found; likely driven by broad sector weakness or unrelated market factors.
- −5.9%28 Feb 2025· Unknown
Insufficient evidence to determine the cause of the price decline.
- +6.5%10 Dec 2024· Unknown
The stock rose on a 6.51% move despite only a director interest notice, with no clear company-specific news, suggesting a broader sector or commodity-driven uplift.
- −6.8%22 Nov 2024· Unknown
No specific news found; the drop may reflect broader sector weakness or unrelated factors.
- +7.9%12 Sep 2024· Sector Flow
PLS shares rose after a major Chinese lithium mine suspension spurred a sector-wide surge in lithium stocks.
- +13.1%11 Sep 2024· Commodity
Pilbara Minerals shares surged along with other lithium stocks after Chinese giant CATL suspended a major lithium mine, lifting the lithium price outlook.
Held by 33 ETFs
Of every $10,000 in each fund, how much is in PLS today.
- RESMVANECK RARE EARTH AND STRATEGIC METALS X CHINA ETF$9039.03%
- XMETBetaShares Energy Transition Metals ETF$4254.25%
- MVRVanEck Australian Resources ETF$2842.84%
- MTUMBetaShares Australian Momentum ETF$2692.69%
- FAIRBetaShares Australian Sustainability Leaders ETF$2572.57%
- ALFAVanEck Australian Long Short Complex ETF$2212.21%
- GMTLGlobal X Green Metal Miners ETF$1941.94%
- ACDCGlobal X Battery Tech & Lithium ETF$1871.87%
- GRNVVanEck MSCI Australian Sustainable Equity ETF$1661.66%
- OZRSTATE STREET SPDR S&P/ASX 200 RESOURCES ETF$1591.59%
Why did PLS rise 19.7% on 11 Aug 2025?
Pilbara Min.
Lithium stocks, including PLS, surged after a major Chinese lithium mine closed, tightening supply expectations.
The price move on 2025-08-11 aligns with the article 'Lithium stocks rocket after major Chinese mine closes' published the same day, indicating a commodity-related catalyst. Other articles around the date highlight a broader lithium sector rally, but the specific mine closure is the direct trigger for the sharp price increase.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
What it did to the 33 ETFs holding PLS
On $10,000 in each fund, at the weight it holds today
- RESM9.03% of the fund+$178
- XMET4.25% of the fund+$84
- MVR2.84% of the fund+$56
- MTUM2.69% of the fund+$53
- FAIR2.57% of the fund+$51
- ALFA2.21% of the fund+$44
- GMTL1.94% of the fund+$38
- ACDC1.87% of the fund+$37
- GRNV1.66% of the fund+$33
- OZR1.59% of the fund+$31
The 10 that hold it most. All 33 are listed on the page under Held by.