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Global Equity

We invest in a range of equities in global market, especially listed equities, as part of the investment diversification strategy. Our internal investment is conducted for the assets within the pre-arranged pool of investable assets. Our external investment is managed in accordance with the portfolio managing strategies by sub-asset class.

Overview

(Unit: KRW in Trillion, as of the end of Q4 in 2020)

Asset Value Of the Overseas Equities 192.8, Weight in the Total Fund 23.1%, In-house Management Portion of the Overeas Equities 38.1%

Overview (Unit: KRW in Trillion)
year In-house Total
2015 20.0 69.9
2016 28.2 85.7
2017 37.1 108.3
2018 40.5 113.0
2019 64.1 166.5
2020. Q4 73.4 192.8
Note: The figures above might not add up due to rounding. Until the fund management result is determined, only provisional data are provided.

Breakdown

(As of the end of 2019)
Overseas Equities Portfolio Breakdown Sector Diagram - Industry is IT: 16.52%, Financials: 16.41%, Health Care: 12.41%, Consumer Discretionary: 10.88%, Industrials: 10.35%, Telecom : 8.68%, Cons. Staples, Energy, Commodities, , Utility, Real Estate, etc.: 24.76%, Geography is North America: 58.32%, Europe: 21.08%, Asia Pacific: 10.72%, Japan: 6.46%, Others : 1.40% Latin America: 1.24%, Africa/Mideast: 0.79%,
Note: The data on the owned assets by sector, industry, issuer or type as of the end of the fiscal year is disclosed in the third quarter of the following year according to Article 25 of the Fund Management Guideline and Article 39 of the Fund Management Regulations.

Top 10 Holdings

(Unit: KRW 1 trillion, as of the end of 2019)
Overseas Equities Top 10 list
No. Company Amount Weight Holding
1 MICROSOFT CORP 3.33 2.00% 0.24%
2 APPLE INC 3.14 1.89% 0.21%
3 AMAZON.COM INC 1.99 1.20% 0.19%
4 ALPHABET INC CL C 1.56 0.94% 0.30%
5 FACEBOOK INC CLASS A 1.55 0.93% 0.27%
6 ALIBABA GROUP HOLDING SP ADR 1.40 0.84% 0.21%
7 ALPHABET INC CL A 1.18 0.71% 0.25%
8 MASTERCARD INC A 1.06 0.63% 0.31%
9 ROCHE HOLDING AG GENUSSCHEIN 1.05 0.63% 0.40%
10 TENCENT HOLDINGS LTD 1.05 0.63% 0.20%
Note: The data on the owned assets by sector, industry, issuer or type as of the end of the fiscal year is disclosed in the third quarter of the following year according to Article 25 of the Fund Management Guideline and Article 39 of the Fund Management Regulations.