Super funds and lithium

How much of each fund's listed shares (Australian and overseas) is in lithium companies, at 30 June 2026. Headline (default) option for each fund.

Which companies count: Lithium miners, developers and refiners. Mineral Resources is excluded because iron ore and mining services are a large part of its business. Unlisted assets and holdings inside external managers' pooled funds are not covered.

Exposure by fund

Australian Ethical

1.4% ($45.7m)

First Super

1.1% ($27.8m)

AustralianSuper

0.69% ($1.1bn)

Russell Investments

0.64% ($26.1m)

Hostplus

0.63% ($256.7m)

CareSuper

0.62% ($144.3m)

Prime Super

0.60% ($23.2m)

UniSuper

0.59% ($202.1m)

BUSSQ

0.59% ($16.9m)

Rest

0.58% ($296.6m)

Equip

0.57% ($44.9m)

Mercer

0.53% ($31.6m)

MLC

0.49% ($110.3m)

NGS Super

0.48% ($28.2m)

ART

0.47% ($71.7m)

CSC

0.43% ($59.4m)

ADF Super

0.43% ($6.5m)

HESTA

0.42% ($182.2m)

Vanguard Super

0.41% ($4.8m)

Vision Super

0.36% ($17.8m)

Brighter Super

0.35% ($36.9m)

Aware Super

0.32% ($238.9m)

AMP

0.31% ($20.9m)

legalsuper

0.31% ($5.7m)

Cbus

0.25% ($114.6m)

CFS

0.24% ($5.3m)

Share of each fund's listed shares by value.

Overseas companies

Company	Country	Held by super	Funds
Quimica Y Minera Chil SQMB	CL	$28.7m	15
Albemarle ALB	US	$12.4m	7
Ganfeng Lithium Group Co L-H 1772	CN	$7.2m	13
Tianqi Lithium 002466	CN	$1.9m	10
Lithium Americas LAC	CA	$8k	1

ASX companies

Company	Held by super	Funds
PLS PLS Group	$2.2bn	26
IGO IGO	$588.4m	26
LTR Liontown	$162.7m	26
VUL Vulcan Energy Resources	$45.8m	21
PMT Pmet Resources	$28.5m	16

Super funds that don't invest in lithium

Every fund covered held at least one of these companies at 30 June 2026.

Headline (default) option only; other options and pooled funds can differ.

Has any fund divested?

No fund sold out of lithium companies entirely since its previous disclosure. Cut its share by half or more: ADF Super.

Every fund, then and now

Fund	Compared with	Then	Now	Change
ADF Super	Jun 2023	0.97%	0.43%	−0.54 pts
Aware Super	Jun 2023	0.62%	0.32%	−0.30 pts
HESTA	Dec 2025	0.44%	0.42%	−0.02 pts
UniSuper	Dec 2025	0.54%	0.59%	+0.04 pts
Vision Super	Jun 2024	0.28%	0.36%	+0.07 pts
Prime Super	Dec 2025	0.52%	0.60%	+0.08 pts
Cbus	Jun 2025	0.11%	0.25%	+0.14 pts
CareSuper	Jun 2025	0.47%	0.62%	+0.16 pts
CSC	Dec 2024	0.25%	0.43%	+0.18 pts
Vanguard Super	Dec 2024	0.21%	0.41%	+0.19 pts
Rest	Jun 2025	0.36%	0.58%	+0.22 pts
ART	Dec 2024	0.25%	0.47%	+0.22 pts
Russell Investments	Dec 2023	0.40%	0.64%	+0.24 pts
Brighter Super	Jun 2025	0.11%	0.35%	+0.24 pts
Hostplus	Jun 2025	0.34%	0.63%	+0.29 pts
legalsuper	Jun 2025	under 0.01%	0.31%	+0.30 pts
NGS Super	Jun 2025	0.17%	0.48%	+0.31 pts
BUSSQ	Dec 2024	0.24%	0.59%	+0.35 pts
Australian Ethical	Dec 2024	0.95%	1.38%	+0.43 pts
Equip	Jun 2025	0.14%	0.57%	+0.43 pts
AustralianSuper	Jun 2025	0.21%	0.69%	+0.48 pts
First Super	Dec 2024	0.55%	1.15%	+0.59 pts

Share of each fund's listed shares in lithium companies, against the same fund's previous disclosure we hold (often six or twelve months earlier). Price moves change these shares too, so a fall is not always selling.

How the list is built

ASX codes checked: PLS, LTR, IGO, AKE, SYA, LRS, VUL, GL1, PMT, WR1, LKE.

Overseas companies whose name matches: albemarle, sociedad quimica y minera, arcadium lithium, ganfeng lithium, tianqi lithium, lithium americas, sigma lithium.