Pilbara Min. (PLS) is held by 33 ASX ETFs. Over the last year it rose 45.7%: on $10,000, +$4567. We explain 11 big moves in that time.
About PLS
- SectorMaterials
- IndustryMaterials
- Size$11.8b
- Held by33 ETFs
- Big moves11 in 1Y
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.
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 fall 6.5% on 30 Jan 2026?
Pilbara Min.
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.
The price fell on January 29, but the news from January 28 and 30 are broadly positive for lithium (China midstream concern, mining expansion plans, lithium miners rally). The only stock-specific mention on the day is a general 'biggest moves' list without negative news. A pullback after a 309% gain in a volatile sector points to profit-taking and sector rotation rather than a specific company announcement.
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−$59
- XMET4.25% of the fund−$28
- MVR2.84% of the fund−$19
- MTUM2.69% of the fund−$18
- FAIR2.57% of the fund−$17
- ALFA2.21% of the fund−$14
- GMTL1.94% of the fund−$13
- ACDC1.87% of the fund−$12
- GRNV1.66% of the fund−$11
- OZR1.59% of the fund−$10
The 10 that hold it most. All 33 are listed on the page under Held by.