logo

Investment

Stocks that advisers favoured in February 2025

11 Mar 2025
From

Banks stocks appear to be diminishing in popularity with investors, with trading data from AUSIEX for February noting no banks in the top five buys for advised clients, non-advised investors and SMSF clients.

However, there was a marked difference in the companies theses cohorts bought instead of banks. Advised investors and SMSF trustees both opted for a broad range of stocks across sectors, including Telstra, Goodman Group, CSL and Scentre Group.

By contrast, non-advised investors prioritised resource companies over others by buying shares such as Fortescue, Mineral Resources and BHP.

Advised investors also sold more banks stocks than they bought, according to data from the wholesale trading platform. AUSIEX accounts for a third the wholesale trading market in Australia.

SMSF top five buys of January 2025

  • CSL
  • BHP
  • Telstra
  • Woodside
  • Goodman Group

Most sold – Wesfarmers, Commonwealth Bank, Westpac, BHP and National Australia Bank.

Advised top five bought stocks for February 2025

  • Telstra
  • Goodman Group
  • CSL
  • Scentre Group
  • BHP

Most sold – Commonwealth Bank, Westpac, Wesfarmers and Fortescue.

Non-advised top five buys of January 2025

  • Fortescue
  • Mineral Resources
  • BHP
  • Appen
  • Woodside

Most sold – BHP, Westpac, Commonwealth Bank, Fortescue and Appen

———-

(Note: These were not overall holdings, but rather the most bought listed investments last month. Investors of all types continued to hold a wide range of stocks).

0 comments

You must be logged in to post or view comments.

Earn CPD Points

  • CPD: The private credit zeitgeist

    Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]

  • CPD: Why tailored retirement income strategies matter for advisers

    More than one hundred thousand Australians retire each year[1], creating an array of scenarios to which financial advisers must match retirement income strategies (RIS). Effectively catering to each of these [...]

  • CPD: The year ahead for fixed income markets

    The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in [...]

  • CPD: Seeking stability

    At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical [...]

  • CPD: Ethics and financial abuse

    Financial abuse is becoming more prevalent in Australian society. This article, proudly sponsored by GSFM, examines financial abuse in the context of an ethical financial advice practice. A lot of [...]

View more CPD