InvestSMART

South32 Limited (ASX: S32) - ETF Exposure

Current share price for S32 : $4.955 0.025 (0.51%)+

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 N/A
Industry/Sector Diversified Metals & Mining
Market Cap ($M) 22,214
S32 Share Price $4.955
Day High $5.000
Day Low $4.920
Last Close $4.930
S32 Share Price Movement $0.03 ( 0.51% )
Prices as at 15:35, 5 Oct 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 33 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, OZR, QRE and DVDY that hold it can move with it.

For more concentrated exposure, ETFs such as MVR (VanEck Australian Resources ETF) allocate about 5% to S32 , while the average exposure across all 33 ETFs that hold it is around 1.3% .

Top ETF holdings

Last updated: ETF data and holdings as at 3 October 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 		OZR
ASX 		QRE
ASX 		DVDY
ASX
Holdings 1 company 36 holdings 46 holdings 94 holdings 56 holdings 77 holdings
S32 Weight 100% 5% 3.7% 2.8% 2.8% 2.6%
Diversification Single Stock Broad Broad Broad Broad Broad
Annual Cost Brokerage only 0.35% p.a. 1.89% p.a. 0.34% p.a. 0.34% p.a. 0.35% p.a.
Approx. Yield 2.8% 2.51% 6.05% 2.29% 2.22% -
Star Ratings - starstarstarstar star starstarstarstar starstarstarstar starstarstar

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 $4.955 -0.10% -$10 $9,990
VanEck Australian Resources ETF (MVR) Equity - Australia Sectors $46.990 -1.28% -$128 $9,872
Hejaz Equities Fund (Managed Fund) (ISLM) Equity - Global Strategy $1.165 -1.27% -$127 $9,873
State Street SPDR S&P/ASX 200 Resources ETF (OZR) Equity - Australia Sectors $17.740 -0.56% -$56 $9,944
Betashares Australian Resources Sector ETF (QRE) Equity - Australia Sectors $10.190 -0.39% -$39 $9,961
VanEck Morningstar Australian Moat Income ETF (DVDY) Equity - Australia Strategy $19.900 -0.55% -$55 $9,945

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

South32 Limited (S32) Upcoming Dividends & Yields

Distribution Type Dividend Franking Ex-dividend date Payment date Current Price+ Price 7D Avg Dividend Yield
HFResult 7.55¢ 100% 17 Sep 2026 15 Oct 2026 - - -
Result 5.52¢ 100% 5 Mar 2026 2 Apr 2026 - - -
HFResult 3.93¢ 100% 18 Sep 2025 16 Oct 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 $22,215 Update - Notification of buy-back - S32 2 Oct 2026 8:17AM $4.910 $4.955 risen by 0.92%
South32 Limited (S32)
ORDINARY FULLY PAID
 Materials $22,215 Notification of cessation of securities - S32 1 Oct 2026 5:09PM $4.910 $4.955 risen by 0.92%
South32 Limited (S32)
ORDINARY FULLY PAID
 Materials $22,215 Notification regarding unquoted securities - S32 1 Oct 2026 5:09PM $4.910 $4.955 risen by 0.92%
South32 Limited (S32)
ORDINARY FULLY PAID
 Materials $22,215 Notification regarding unquoted securities - S32 1 Oct 2026 5:06PM $4.910 $4.955 risen by 0.92%
South32 Limited (S32)
ORDINARY FULLY PAID
 Materials $22,215 Notification of cessation of securities - S32 1 Oct 2026 11:06AM $5.015 $4.955 fallen by 1.20%
South32 Limited (S32)
ORDINARY FULLY PAID
 Materials $22,215 Update - Notification of buy-back - S32 30 Sep 2026 8:17AM $5.020 $4.955 fallen by 1.29%

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) $306,373M 0.2093 -0.0411 -0.0799 15.9828 16.6671 18.1146 4.16% 3.44% 3.49%
Lynas Rare Earths Limited (LYC) $12,722M 22.4000 1.6185 0.5923 56.8601 21.7145 13.6369 0.00% 0.52% 0.91%
PLS Group Limited (PLS) $11,775M -3.5619 1.3470 -0.1824 22.6146 9.6357 11.7856 0.00% 1.92% 1.34%
Rio Tinto Limited (RIO) $60,551M -0.1811 0.2121 -0.0024 16.3604 13.4975 13.5293 3.69% 4.07% 4.06%
South32 Limited (S32) $22,029M 0.5182 0.0257 -0.0825 16.1619 15.7574 17.1738 2.76% 2.66% 2.48%

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
1 Sep 2026 NELSON, Jane Buy Indirect Shares 10,000 $5.180 $51,800.000
31 Aug 2026 MANDLESILO LAMBASE BAVUMILE(MSIMANG), Mandla Buy Direct Shares 11,400 $60.908 $694,347.380
28 Aug 2026 DALEY, Matthew (Matt) Sell Indirect Shares 113,924 $5.141 $585,667.221

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 CFO
Claire Tolcon Company Secretary
Noel Pillay COO

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
368,445,878 (8.21%) State Street Corporation and subsidiaries
323,022,923 (7.20%) Australiansuper Pty Ltd
318,403,413 (6.84%) BlackRock Group
276,360,221 (6.10%) The Vanguard Group,Inc

S32 Calendar of Events

Date Event
26 August 2027 Report (Annual)
26 August 2027 Report (Prelim)
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)
15 October 2026 AGM
15 October 2026 Div Pay Date

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
© Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only.