Australian theme · 12 holdings

ASX Diversified Financials

This tracks how ASX Diversified Financials is performing against the ASX 200: the relative-strength read traders use to find themes gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.

Current read · as at 3 July 2026

ASX Diversified Financials is outperforming the ASX 200 and still gaining ground (the leading zone of the rotation chart). It is up 9.9% over the past month but down 4.3% year to date. 10 of 12 stocks are above their 50-day average, with broad participation across the theme. On 3-month relative strength, AMP.AU, CPU.AU and PNI.AU lead the theme.

1D+2.68%
1W+10.03%
1M+9.87%
YTD-4.25%
RS vs ASX 200105.2
RS momentum104.6
QuadrantLeading

Relative strength is measured against ASX 200, centred at 100. Above 100 means it outpaced the benchmark.

Performance charts

Rebased to 100 vs ASX 200

End of day

Equal-weightASX 200

ASX Diversified Financials vs ASX 200

Rising = outperforming

100 = matches benchmark. Above = outpacing it; below = lagging.

What's underneath the leaders

End of day

Above 50-day MA83%Share of holdings in an uptrend
Effective N12.0 of 12Independent names driving it

Latest-day drivers

  • GDG.AU+9.14%+0.76%
  • HUB.AU+6.44%+0.54%
  • MAF.AU+5.18%+0.43%

Top 3 account for 58% of the total move.

Contribution is each holding's weight times its one-day move.

Emerging leaders (3-month rank)

  • 1AMP.AU+9
  • 2CPU.AU+3
  • 3PNI.AU+6
  • 4CGF.AU0
  • 5MQG.AU-3

Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.

Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.

Constituents

Weights and contribution to the basket move

AMP.AU

AMP Ltd

Last
$1.715
1D
+2.08%
Weight
8.3%
Contribution
+0.17%

CGF.AU

Challenger Ltd

Last
$10.33
1D
+1.57%
Weight
8.3%
Contribution
+0.13%

CPU.AU

Computershare Ltd

Last
$38.24
1D
-1.14%
Weight
8.3%
Contribution
-0.09%

GDG.AU

Generation Development Group Ltd

Last
$4.06
1D
+9.14%
Weight
8.3%
Contribution
+0.76%

GQG.AU

GQG Partners Inc

Last
$1.47
1D
+0.34%
Weight
8.3%
Contribution
+0.03%

HUB.AU

HUB24 Ltd

Last
$81.04
1D
+6.44%
Weight
8.3%
Contribution
+0.54%

MAF.AU

MA Financial Group Ltd

Last
$6.30
1D
+5.18%
Weight
8.3%
Contribution
+0.43%

MFG.AU

Magellan Financial Group Ltd

Last
$10.63
1D
-1.94%
Weight
8.3%
Contribution
-0.16%

MQG.AU

Macquarie Group Ltd

Last
$251.65
1D
+0.56%
Weight
8.3%
Contribution
+0.05%

NWL.AU

Netwealth Group Ltd

Last
$22.63
1D
+4.00%
Weight
8.3%
Contribution
+0.33%

PNI.AU

Pinnacle Investment Management Group Ltd

Last
$18.19
1D
+1.90%
Weight
8.3%
Contribution
+0.16%

PPT.AU

Perpetual Ltd

Last
$18.98
1D
+1.33%
Weight
8.3%
Contribution
+0.11%

Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.

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Methodology

Equal weighted. Equal-weighted basket seeded from ASX-listed diversified financials outside the major banks (investment banks, asset and wealth managers, platforms and registries). Listed investment companies and trusts are excluded so the basket tracks operating businesses. Active common stocks only, with a market cap of at least AUD 100 million and a 90-day average daily value traded of at least AUD 250,000.

End-of-day data, delayed. General information only, not financial advice.

ASX Diversified Financials is a Swingfolio calculation over publicly listed Australian stocks. ASX 200 is shown as a benchmark comparison only.