National Pension's Domestic Stock Holdings Surge by 224 Trillion Won, Led by Samsung and SK Hynix

The National Pension Service has seen a remarkable increase in its domestic stock holdings, with valuations jumping by 224 trillion won in just over a year. This impressive growth is largely attributed to the booming semiconductor market, which has sent the stock prices of industry leaders like Samsung Electronics and SK Hynix soaring. The surge in these two companies' stock values alone accounts for more than half of the total valuation increase, a sum that rivals the total insurance premiums paid into the pension fund over the past two years.

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The valuation of National Pension's domestic stock holdings increased by 224 trillion won in about 1 year and 3 months.

While semiconductors led the charge, other sectors also contributed to the overall rise. The steel industry, in particular, saw a significant increase in the value of National Pension Service holdings, with a more than fivefold rise in valuation. The securities and shipbuilding/defense sectors also experienced substantial growth, more than tripling and more than doubling their respective valuations, respectively.

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The valuation of our holdings in these two companies alone increased by 121.1631 trillion won, exceeding half of the total increase.

This performance highlights the significant impact of key industries on the pension fund's assets. The substantial gains underscore the importance of strategic investments in sectors poised for growth, particularly in technology and heavy industry, which have a direct bearing on the financial health and future returns of the National Pension Service for its beneficiaries.

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It is a scale comparable to the insurance premiums paid by the Korean people to the National Pension Service over two years (125.6159 trillion won).