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South32 Limited (ASX: S32) - ETF Exposure

Current share price for S32 : $5.130 0.06 (1.18%)+

South32 Limited is a global mining and metals company, producing commodities that are used in many aspects of modern life and will play a critical role in a low-carbon future. They produce commodities including bauxite, alumina, aluminium, copper, zinc, lead, silver, nickel, manganese and metallurgical coal from our operations in Australia, Southern Africa and South America. Their operations, development projects and options, and exploration prospects are diversified by commodity and geography.

S32 General Information +

ASX Code S32
Website http://www.south32.net
Industry/Sector Diversified Metals & Mining
Market Cap ($M) 23,015
S32 Share Price $5.130
Day High $5.180
Day Low $5.040
Last Close $5.070
S32 Share Price Movement $0.06 ( 1.18% )
Prices as at 16:35, 25 Aug 2026
+Security prices are delayed by at least 20 minutes and are indicative only.

Already own an Australian ETF? You may already have meaningful exposure to S32

As one of Australia's largest companies by market capitalisation, S32 is held across 32 ETFs spanning strategies that include diversified metals & mining exposure . Its weighting in those funds means performance can have an outsized influence - when S32 moves, funds like MVR, ISLM, DVDY, OZR and QRE that hold it can move with it.

For more concentrated exposure, ETFs such as MVR (VanEck Australian Resources ETF) allocate about 4.5% to S32 , while the average exposure across all 32 ETFs that hold it is around 1.2% .

Top ETF holdings

Last updated: ETF data and holdings as at 24 August 2026

Own S32 directly or through an ETF?

How does holding South32 Limited (S32) shares directly compare to ETFs that include it?

S32 Direct
MVR
ASX
ISLM
ASX
DVDY
ASX
OZR
ASX
QRE
ASX
Holdings 1 company 35 holdings 34 holdings 49 holdings 92 holdings 56 holdings
S32 Weight 100% 4.5% 3.1% 2.8% 2.6% 2.4%
Diversification Single Stock Broad Broad Broad Broad Broad
Annual Cost Brokerage only 0.35% p.a. 1.89% p.a. 0.35% p.a. 0.34% p.a. 0.34% p.a.
Approx. Yield - 2.33% 6.11% - 2.12% 2.05%
Star Ratings - starstarstarstar star starstarstar starstarstarstar starstarstarstar

Yields and costs are approximate. ETF yields reflect the fund's dividend distributions, not S32's direct yield. Annual cost uses each ETF's MER.

S32 Exposure on $10,000 investment

How a $10,000 investment in South32 Limited (S32) one week ago compares with ETFs that hold it.

Security Investment type Current price 7-day price movement Dollar change Value today
South32 Limited (S32) Direct share $5.130 4.27% +$427 $10,427
VanEck Australian Resources ETF (MVR) Equity - Australia Sectors $50.670 3.16% +$316 $10,316
Hejaz Equities Fund (Managed Fund) (ISLM) Equity - Global Strategy $1.155 -0.43% -$43 $9,957
VanEck Morningstar Australian Moat Income ETF (DVDY) Equity - Australia Strategy $19.900 -0.55% -$55 $9,945
SPDR S&P/ASX200 Resources Fund (OZR) Equity - Australia Sectors $19.190 6.32% +$632 $10,632
Betashares Australian Resources Sector ETF (QRE) Equity - Australia Sectors $11.040 6.46% +$646 $10,646

Assumes $10,000 invested 7 days ago. Figures are based on price movement only and exclude distributions, fees and brokerage.

South32 Limited (S32) ETFs

32 ETFs hold South32 Limited (S32).

ETF S32 Weight MER Yield
VanEck Australian Resources ETF (MVR) 4.5% 0.35% 2.33%
Hejaz Equities Fund (Managed Fund) (ISLM) 3.1% 1.89% 6.11%
VanEck Morningstar Australian Moat Income ETF (DVDY) 2.8% 0.35% -
SPDR S&P/ASX200 Resources Fund (OZR) 2.6% 0.34% 2.12%
Betashares Australian Resources Sector ETF (QRE) 2.4% 0.34% 2.05%
Betashares Australian Ex-20 Portfolio Diversifier ETF (EX20) 1.8% 0.2% 2.65%
Perennial Income Generator Fund (Managed Fund) (EIGA) 1.7% 0.65% 5.55%
Betashares Geared Australian Equity Fund (GEAR) 1.5% 2.11% 1.69%
VanEck Australian Equal Weight ETF (MVW) 1.4% 0.35% 3.3%
SPDR S&P/ASX 200 ESG Fund (E200) 1.2% 0.05% 4.37%

View all 32 ETFs

South32 Limited (S32) Upcoming Dividends & Yields

Distribution Type Dividend Franking Ex-dividend date Payment date Current Price+ Price 7D Avg Dividend Yield
Result 5.52¢ 100% 5 Mar 2026 2 Apr 2026 - - -
HFResult 3.93¢ 100% 18 Sep 2025 16 Oct 2025 - - -
Result 5.4¢ 100% 6 Mar 2025 3 Apr 2025 - - -

See all dividends from South32 Limited (S32) or use our Upcoming Dividends tool to search for dividends across all ASX-listed securities.

South32 Limited (S32) price-sensitive announcements

S32 - 61% Increase in Sierra Gorda Ore Reserve Estimate
South32 Limited announced a significant 61% increase in the Ore Reserve estimate for the S
South32 Limited (S32)
25 Aug 2026 | 8:33 AM
S32 - JUNE 2026 QUARTERLY REPORT
The June 2026 Quarterly Report of South32 Limited indicates strong operational performance
South32 Limited (S32)
20 Jul 2026 | 8:35 AM
S32 - AAI: Alcoa Announces Acquisition of Certain South32 Assets
Alcoa announced a definitive agreement to acquire South32 Limited’s interests in certain b
South32 Limited (S32)
1 Jul 2026 | 7:39 AM
S32 - Agreement to Sell Aluminium Value Chain Assets
South32 Limited has announced a significant transaction involving the sale of its Aluminiu
South32 Limited (S32)
1 Jul 2026 | 7:30 AM

South32 Limited (S32) Recent ASX Announcements

Company Sector Market Cap ($m) Headline Release
date/time+
Price at
release+
Current
price+
Gain/Loss View
South32 Limited (S32)
ORDINARY FULLY PAID
Materials $23,016 61% Increase in Sierra Gorda Ore Reserve Estimate 25 Aug 2026 8:33AM $5.070 $5.130 risen by 1.18%
South32 Limited (S32)
ORDINARY FULLY PAID
Materials $23,016 Appendix 3Y - Wayne Osborn 7 Aug 2026 6:15PM $4.960 $5.130 risen by 3.43%
South32 Limited (S32)
ORDINARY FULLY PAID
Materials $23,016 JUNE 2026 QUARTERLY REPORT 20 Jul 2026 8:35AM $3.900 $5.130 risen by 31.54%
South32 Limited (S32)
ORDINARY FULLY PAID
Materials $23,016 Notification of cessation of securities - S32 9 Jul 2026 3:13PM $3.810 $5.130 risen by 34.65%
South32 Limited (S32)
ORDINARY FULLY PAID
Materials $23,016 Notification regarding unquoted securities - S32 9 Jul 2026 3:13PM $3.810 $5.130 risen by 34.65%
South32 Limited (S32)
ORDINARY FULLY PAID
Materials $23,016 Notification regarding unquoted securities - S32 9 Jul 2026 3:10PM $3.810 $5.130 risen by 34.65%

S32 Financial Summary

Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2026F $1,052.74 $23.72 108.90% 14.51 9.47 2.75% 100.0%
2025F $508.72 $11.35 -10.60% 30.30 4.52 1.31% 100.0%
2024A $573.93 $12.70 -57.50% 26.79 5.29 1.55% 100.0%

S32 Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2024 A 2025 F 2026 F 2024 A 2025 F 2026 F 2024 A 2025 F 2026 F
BHP Group Limited (BHP) $331,285M 0.2093 -0.0399 -0.0917 17.2824 18.0015 19.8199 3.84% 3.25% 3.38%
Lynas Rare Earths Limited (LYC) $16,315M -0.8953 29.0000 1.4912 1,706.3158 56.8772 22.8310 0.00% 0.54% 1.22%
PLS Group Limited (PLS) $16,344M -1.7456 0.0000 1.0307 0.0000 25.9468 12.7772 0.00% 0.74% 0.49%
Rio Tinto Limited (RIO) $65,210M -0.1811 0.2123 -0.0024 17.6192 14.5337 14.5680 3.42% 3.78% 3.78%
South32 Limited (S32) $21,939M 1.6398 0.5822 0.0780 24.4378 15.4454 14.3276 2.03% 2.90% 3.01%

S32 Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 2.45 16.00 1.69 0.52
Market 0.64 17.20 1.68 1.33
Sector 2.04 15.40 1.71 0.47

S32 Directors

Name Position Start Date
Mr Matthew (Matt) Daley Chief Executive Officer, Managing Director 1 Jul 2026
Mr Wayne Geoffrey Osborn Non-Executive Director 7 May 2015
Ms Sharon Lee Warburton Non-Executive Director 28 Nov 2023
Dr Xiaoling Liu Non-Executive Director 1 Nov 2017
Ms Sinead Kaufman Non-Executive Director 1 Apr 2026
Mr Carlos Mesquita Non-Executive Director 1 May 2023
Ms Jane Anne Nelson Non-Executive Director 1 May 2023
Ms Mandla Mandlesilo Lambase Bavumile(MSIMANG) Non-Executive Director 1 Feb 2025
Mr Geoffrey Edward Healy Non-Executive Director 2 Dec 2025
Mr Stephen Thomas Pearce Non-Executive Director, Non-Executive Chairman 1 Feb 2025

South32 Limited (S32) Changes in Directors' Interest & Trades

Date of change Director Buy/Sell Security Type Qty Trade Price Value
12 Sep 2025 PEARCE, Stephen Buy Direct Shares 100,000 $2.610 $260,950.000
1 Sep 2025 KERR, Graham Sell Direct Shares 199,092 $2.680 $533,566.560
22 May 2025 NELSON, Jane Buy Direct Shares 40,000 $3.032 $121,260.610

See all changes in directors' interest & trades for South32 Limited (S32) or use our Changes in directors' interest tool to search for changes & trades across all ASX-listed securities.

S32 Management

Name Position
Sandy Sibenaler Chief Financial Officer (CFO)
Vanessa Torres Chief Operating Officer (COO) Australia
Claire Tolcon Company Secretary
Noel Pillay COO Southern Africa and Colombia

S32 Substantial Shareholders

Under ASX rules large investors and investment funds must disclose when they own more than a 5% stake in South32 Limited (S32). However, you won't necessarily see their names in the company’s annual report, as many trade under nominee names. These shareholders are obliged to provide ongoing substantial notices relating to any change of 1% or more.

Holding Name
322,808,238 (7.13%) State Street Corporation and subsidiaries
318,403,413 (6.84%) BlackRock Group
276,360,221 (6.10%) The Vanguard Group,Inc
275,449,382 (6.08%) Australiansuper Pty Ltd

S32 Calendar of Events

Date Event
19 July 2027 Report (Quarterly)
21 April 2027 Report (Quarterly)
11 February 2027 Report (Interim)
21 January 2027 Report (Quarterly)
20 October 2026 Report (Quarterly)
27 August 2026 Report (Annual)
27 August 2026 Report (Prelim)

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