"Thank You, Samsung Electronics and SK Hynix" National Pension Service Earns 189 Trillion Won from Domestic Stocks in Three Months

79.8% of the Increase Driven by Samsung Electronics and SK hynix
Losses Recorded in Mirae Asset, LG Energy Solution, Kakao, and Naver

The National Pension Service is estimated to have earned 189 trillion won from the domestic stock market in the second quarter of this year alone.

National Pension Service Happiness Pension Hall. The Asia Business Daily DB

According to financial information provider FnGuide on July 8, as of July 6, the market value of stocks in 270 listed companies in which the National Pension Service holds more than a 5% stake amounted to 486.0118 trillion won. This represents a sharp increase of 189.5684 trillion won (63.9%) compared to the end of March.

In particular, the combined increase in the market value of Samsung Electronics and SK hynix holdings accounted for 151 trillion won, representing 79.8% of the total increase.

As of the end of March, the market value of SK hynix held by the National Pension Service stood at 43.156 trillion won, but surged to 125.2968 trillion won, an increase of 82.1407 trillion won (190.3%), significantly exceeding the 69.1626 trillion won (90.1%) increase in Samsung Electronics.

Accordingly, the combined share of these two stocks in the total domestic stock holdings of the National Pension Service expanded significantly from 40.4% to 55.7%.

Other stocks such as SK Square, Samsung Electro-Mechanics, Samsung C&T, Samsung Life Insurance, and SK also contributed to the increase in total market value thanks to rising share prices.

On the other hand, the market value of stocks such as Mirae Asset Securities, LG Energy Solution, Hanwha Systems, Kakao, and Naver decreased.

Among all stocks, the National Pension Service increased its stake the most in BH. Its shareholding ratio rose from 7.47% at the end of March to 13.35%. The stake in DL E&C also increased from 8.06% to 11.44%. In contrast, the shareholding ratios in LG and SK Chemicals decreased from 9.19% to 6.42% and from 8.50% to 6.51%, respectively.

The number of stocks in which the National Pension Service holds at least a 5% stake slightly declined from 274 at the end of March to 270 as of July 6. The number of stocks with a holding ratio of at least 10% also decreased from 34 to 32 during the same period. Currently, the company with the highest shareholding ratio by the National Pension Service is Hyundai Department Store at 13.49%.

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