National Pension Service’s Listed Holdings Surge 35% on Samsung, SK Hynix Rally
Updated (2 articles)
NPS Listed-Share Value Climbs to 266.1 Trillion Won The National Pension Service’s listed‑share portfolio rose to 266.1 trillion won, up from 196.4 trillion won at the end of September, marking a 35 percent increase[1]. FnGuide compiled the data, confirming the sharp appreciation occurred over the last quarter. The surge underscores the fund’s heavy weighting toward large‑cap Korean technology equities.
Samsung Electronics Drives Majority of Portfolio Gain Samsung Electronics stock surged 63.9 percent during the same period, accounting for the largest share of the pension fund’s uplift[1]. The rally positioned Samsung as the primary catalyst behind the overall 35 percent jump in NPS holdings. Analysts note the company’s strong earnings and global demand for semiconductors as key drivers.
SK Hynix Shares More Than Double, Boosting Fund SK Hynix shares more than doubled, adding substantial value to the pension’s holdings and reinforcing the tech‑heavy composition of the portfolio[1]. The dual surge of Samsung and SK Hynix lifted the combined value reported by FnGuide. The fund’s exposure to these two giants highlights its reliance on the semiconductor sector’s performance.
Timeline
Sept 30, 2025 – The National Pension Service’s listed‑share portfolio is valued at 196.4 trillion won, establishing the baseline that later shows a 35 % jump (source [1]).
Dec 23, 2025 – Lee Jae‑yong tops Korea’s stock‑rich list as his total equity climbs to 23.4 trillion won, driven by his Samsung Electronics stake rising to 10.4 trillion won and Samsung C&T and Samsung Life Insurance gains of 116.9 % and 63.5 % respectively (source [2]).
Dec 2025 – Lee Jae‑yong prepares to inherit a 1.06 % stake in Samsung C&T from his mother Hong Ra‑hee in January 2026, further consolidating the founding family’s control of the conglomerate (source [2]).
Jan 11, 2026 – The National Pension Service’s listed‑share holdings surge 35 % to 266.1 trillion won, up from the Sept. 30 figure, as Samsung Electronics shares climb 63.9 % and SK Hynix more than doubles, underscoring the fund’s heavy exposure to Korea’s leading tech stocks (source [1]).