Pilbara Min. (PLS) is held by 33 ASX ETFs. Over the last 3 months it fell 25.5%: on $10,000, −$2553. We explain 3 big moves in that time.
About PLS
- SectorMaterials
- IndustryMaterials
- Size$12.5b
- Held by33 ETFs
- Big moves3 in 3M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −5.4%9 Oct 2026· Unknown
Pilbara Minerals fell sharply alongside a broad sell-off in the ASX Materials sector, which dropped around 2% on the day.
- +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.
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 5.4% on 9 Oct 2026?
Pilbara Min.
Pilbara Minerals fell sharply alongside a broad sell-off in the ASX Materials sector, which dropped around 2% on the day.
The ASX Materials sector (^AXMJ) fell 2.0%, which is directionally consistent and proportionate enough to partially explain the move, but PLS dropped 5.4% — more than 2.5x the sector index move — suggesting a stock-specific factor may also be at play. No company announcement was filed, no news was triggered, and same-industry peer median was flat (0%), meaning the broader peer group did not move in sympathy, weakening the pure sector-flow thesis. The evidence points loosely toward sector/commodity pressure (likely lithium price softness) but without a confirmed commodity signal or news catalyst, confidence remains low.
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
Sector / macro signals
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−$49
- XMET4.25% of the fund−$23
- MVR2.84% of the fund−$15
- MTUM2.69% of the fund−$15
- FAIR2.57% of the fund−$14
- ALFA2.21% of the fund−$12
- GMTL1.94% of the fund−$11
- ACDC1.87% of the fund−$10
- GRNV1.66% of the fund−$9
- OZR1.59% of the fund−$9
The 10 that hold it most. All 33 are listed on the page under Held by.