Samsung Asset Management's 'KODEX AI Semiconductor TOP2 Plus' Newly Adds SK Square to Portfolio

SK Square Newly Added to Portfolio
39% Return Achieved Since May Renewal

Samsung Asset Management's 'KODEX AI Semiconductor TOP2 Plus' newly included SK Square in its portfolio during the regular June rebalancing.

Samsung Asset Management announced on June 16 that it had completed the regular June rebalancing, which included this change. On the first trading day after the rebalancing, KODEX AI Semiconductor TOP2 Plus surged by 7.15%.

In this rebalancing, SK Square, which holds shares in SK hynix, was newly added to the portfolio. SK Square is expected to serve as a strong driver for the ETF’s overall share price, moving in line with the growth of the AI semiconductor market going forward.

The sharp increase on the previous day was the result of strong performance across key large-cap stocks in the portfolio. A representative from Samsung Asset Management explained, "Not only did existing core holdings such as Samsung Electronics and SK hynix perform well, but newly added SK Square and Samsung Electro-Mechanics, which was included last month, also rose in tandem, demonstrating the optimal asset allocation effect from the very first day of the rebalancing."

KODEX AI Semiconductor TOP2 Plus underwent a renewal on May 13, changing both its product name and index methodology. Since the renewal, the fund has delivered a return of 39% in just over a month. The year-to-date return also reached an impressive 197.3%.

The main factor behind these strong results was the outstanding performance of Samsung Electro-Mechanics, which had been proactively included during the previous renewal. In about a month since inclusion, Samsung Electro-Mechanics grew by 108.7%, significantly boosting the overall fund return.

Investor inflows have also continued. Since the renewal, the cumulative net purchase amount by individual investors has reached 382.6 billion won, and the cumulative amount since the beginning of the year surpassed 613.4 billion won. The combination of rapid returns and ongoing capital inflow created a synergy effect, driving total net assets to 4 trillion won.

Dae-hwan Lee, a manager at Samsung Asset Management, stated, "In May, we expanded the weight of the two leading domestic semiconductor stocks (TOP2) to 50% through the renewal, and now, by adding SK Square in the June rebalancing, we have further enhanced the completeness of the portfolio. We will continue to focus our management expertise so that investors can efficiently and intuitively concentrate their investments in Korea’s key AI semiconductor companies through a single ETF."

This content was produced with the assistance of AI translation services.