Australian sector · 20 holdings

Australian Financials

This tracks how Australian Financials is performing against the ASX 200: the relative-strength read traders use to find sectors 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

Australian Financials is outperforming the ASX 200 and still gaining ground (the leading zone of the rotation chart). It is up 7.4% over the past month and 3.3% year to date. 14 of 20 stocks are above their 50-day average, with broad participation across the sector. On 3-month relative strength, AMP.AU, CPU.AU and CGF.AU lead the sector.

1D+0.75%
1W+2.13%
1M+7.35%
YTD+3.29%
RS vs ASX 200103.8
RS momentum102.6
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-weightCap-weightASX 200

Equal-weight tracks the typical stock (sector breadth); Cap-weight is driven by the largest names. The gap between them shows how broad the move is.

Australian Financials vs ASX 200

Rising = outperforming

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

Equal-weight minus cap-weight

Participation, not a forecast

Above zero = broad participation (typical stock leading the largest names); below zero = narrow, megacap-driven.

What's underneath the leaders

End of day

Above 50-day MA70%Share of holdings in an uptrend
Effective N8.0 of 20Independent names driving it

Latest-day drivers

  • HUB.AU+6.44%+0.32%
  • SUN.AU-3.72%-0.19%
  • CBA.AU+2.41%+0.12%

Top 3 account for 45% of the total move.

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

Emerging leaders (3-month rank)

  • 1AMP.AU+19
  • 2CPU.AU+15
  • 3CGF.AU+13
  • 4MQG.AU+1
  • 5SDF.AU+14

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

AFI.AU

Australian Foundation Investment Company Ltd

Last
$6.88
1D
+0.44%
Weight
5.0%
Contribution
+0.02%

AMP.AU

AMP Ltd

Last
$1.715
1D
+2.08%
Weight
5.0%
Contribution
+0.10%

ANZ.AU

ANZ Group Holdings Ltd

Last
$35.26
1D
+1.35%
Weight
5.0%
Contribution
+0.07%

ARG.AU

Argo Investments Ltd

Last
$9.08
1D
+0.44%
Weight
5.0%
Contribution
+0.02%

ASX.AU

ASX Ltd

Last
$52.25
1D
-1.60%
Weight
5.0%
Contribution
-0.08%

BEN.AU

Bendigo and Adelaide Bank Ltd

Last
$10.41
1D
+0.77%
Weight
5.0%
Contribution
+0.04%

CBA.AU

Commonwealth Bank of Australia

Last
$165.02
1D
+2.41%
Weight
5.0%
Contribution
+0.12%

CGF.AU

Challenger Ltd

Last
$10.33
1D
+1.57%
Weight
5.0%
Contribution
+0.08%

CPU.AU

Computershare Ltd

Last
$38.24
1D
-1.14%
Weight
5.0%
Contribution
-0.06%

GQG.AU

GQG Partners Inc

Last
$1.47
1D
+0.34%
Weight
5.0%
Contribution
+0.02%

HUB.AU

HUB24 Ltd

Last
$81.04
1D
+6.44%
Weight
5.0%
Contribution
+0.32%

IAG.AU

Insurance Australia Group Ltd

Last
$8.12
1D
-0.98%
Weight
5.0%
Contribution
-0.05%

MPL.AU

Medibank Private Ltd

Last
$5.00
1D
+0.20%
Weight
5.0%
Contribution
+0.01%

MQG.AU

Macquarie Group Ltd

Last
$251.65
1D
+0.56%
Weight
5.0%
Contribution
+0.03%

NAB.AU

National Australia Bank Ltd

Last
$38.57
1D
+0.42%
Weight
5.0%
Contribution
+0.02%

QBE.AU

QBE Insurance Group Ltd

Last
$24.83
1D
-1.00%
Weight
5.0%
Contribution
-0.05%

SDF.AU

Steadfast Group Ltd

Last
$5.07
1D
0.00%
Weight
5.0%
Contribution
0.00%

SOL.AU

Washington H Soul Pattinson & Company Ltd

Last
$45.50
1D
+1.56%
Weight
5.0%
Contribution
+0.08%

SUN.AU

Suncorp Group Ltd

Last
$18.63
1D
-3.72%
Weight
5.0%
Contribution
-0.19%

WBC.AU

Westpac Banking Corporation

Last
$35.69
1D
+0.65%
Weight
5.0%
Contribution
+0.03%

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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Compare every Australian sector and theme on the rotation chart and leaderboard.

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Methodology

Equal weighted. Membership is recalculated nightly from end-of-day data: active Australian common stocks in the Financial Services sector with a market cap of at least AUD 100 million and a 90-day average daily value traded of at least AUD 500,000, ranked by market cap, top 20. The published index is equal-weighted, tracking the typical stock; a market-cap-weighted companion line (capped at 20% per stock) is shown for comparison. The gap between the two is a participation gauge, not a forecast.

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

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