Chris Hill
The top 10 most bought shares by retail investors at the start of the new financial year comprised mostly resources companies along with a few bank stocks.
By contrast, advised investors bought a more diversified portfolio of industrial stocks. The difference was even more pronounced among non-advised and advised self-managed super funds (SMSFs) with balances of more than $3 million.
Data from the nation’s leading whole trading platform AUSIEX reveals advised investors bought up CSL, Scentre Group, Woolworths, James Hardie Industries, Cochlear and REA Group among other blue chip names.
“The new 2025-26 financial year has seen the gap between advised and non-advised investors stock trades continue to widen, with advised investors increasing their diversification,” says Chris Hill, National Manager of Strategic Relationships at AUSIEX.
SMSFs with more than $3 million
“This is even more pronounced among wealthier investors,” Mr Hill notes.
SMSFs with over $3 million in holdings “focused on a mix of stocks and exchange traded funds that included blue chip industrials, with just a few resource stocks and banks.”
By contrast, he points out “non-advised SMSF investors with over $3m focused on resources with Woodside, BHP, Many Peak Minerals, Rio Tinto and Pilbara Minerals accounted for half their top stock buys over the first month of this new financial year.”
Retail investors’ top 10 buys July 2025
- Pilbara Minerals
- DroneShield
- Boss Energy
- BHP
- Mineral Resources
- Fortescue Mining Group
- Commonwealth Bank
- Appen
- Northern Star Resources
- Westpac Bank
Most sold included Woodside, ANZ Bank and ZIP among others.
Advised investors top 10 buy July 2025
- CSL
- National Australia Bank
- Scentre Group
- BHP
- Woolworths
- James Hardie Industries
- Cochlear
- Woodside
- REA Group
- Rio Tinto
Most sold stocks included Commonwealth Bank, Telstra, Westpac, Fortescue, Endeavour Group, Resmed and Sigma Healthcare among others
Advised HNWI SMSFs accounts over $3m – top 10 buys July 2025
- CSL
- Golden Horse Minerals
- VanEck S&P/ASX MidCap ETF
- Scentre Group
- Sigma Healthcare
- BHP
- National Australian Bank
- Vaneck Global Defence ETF
- Treasury Wine Estates
- Woolworths
Most sold stocks included Commonwealth Bank, Resmed, Westpac, Future Generation, Telstra, SCG, Wesfarmers and Australian Strategic Materials.
Retail HNWI SMSFs accounts over $3m – top 10 buys July 2025
- Woodside
- Nine Entertainment
- BHP
- Many Peak Minerals
- Pepper Money
- McMillan Shakespeare
- Rio Tinto
- Commonwealth Bank
- CSL
- Pilbara Minerals
Most sold included ANZ, Westpac, Acorn Capital, Unibail-Rodamco-Westfield CDI, National Australia Bank, Wesfarmers, Macquire Group. Paladin Energy and Telstra.
Media contact:
Guy McKanna
Honner
0430 355 985
[email protected]
About AUSIEX
With over 25 years of experience in the market and the backing of NRI, a global powerhouse in technology and operations services, we have a depth and breadth of knowledge within the Australian equities market, enabling us to understand the world our clients operate in and the challenges they face. AUSIEX currently supports over 4,400 advisers from over 1,000 dealer groups Australia-wide.
Supporting all segments of the Australian wholesale market, we provide choice and flexibility across the entire trade lifecycle. Our offering covers domestic and international trade execution, clearing and settlement services, online corporate actions, portfolio administration, tax reporting, fully supported B2B platforms and everything in between.
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Disclaimer
This information has been prepared by Australian Investment Exchange Limited (‘AUSIEX’) ABN 71 076 515 930, AFSL 241400, a wholly owned subsidiary of Nomura Research Institute, Ltd. (‘NRI’). AUSIEX is a Market Participant of ASX Limited (‘ASX’) and Cboe Australia Pty Ltd (‘Cboe’), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.
This information contains general advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider its appropriateness, having regard to your objectives, financial situation and needs. Investors should read the relevant disclosure document and seek professional advice before making any decision based on this information.
