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.
Exposure by fund
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.