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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 Q1 in 2019)

Asset Value Of the Overseas Equities 133.4, Weight in the Total Fund 19.7%, In-house Management Portion of the Overeas Equities 35.8%

Overview (Unit: KRW in Trillion)
year In-house Total
2014 11.7 56.6
2015 20.0 69.9
2016 28.2 85.7
2017 37.1 108.3
2018 40.5 113.0
2019. Q1 47.7 133.4
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 2018)
Overseas Equities Portfolio Breakdown Sector Diagram - Industry is Financials: 16.90%, IT: 14.261%, Health Care: 12.97%, Consumer Discretionary: 10.70%, Industrials: 9.68%, Telecom : 8.59%, Cons. Staples, Energy, Commodities, , Utility, Real Estate, etc.: 26.91%, Geography is North America: 56.82%, Europe: 21.77%, Asia Pacific: 10.89%, Japan: 6.58%, Latin America: 1.48%, Africa/Mideast: 1.05%, Others : 1.42%
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 2018)
Overseas Equities Top 10 list
No. Company Amount Weight Holding
1 MICROSOFT CORP 1.78 1.57% 0.20%
2 APPLE INC 1.37 1.21% 0.16%
3 AMAZON.COM INC 1.37 1.21% 0.17%
4 ALPHABET INC CL C 0.97 0.86% 0.24%
5 TENCENT HOLDINGS LTD 0.83 0.74% 0.20%
6 JOHNSON + JOHNSON 0.79 0.70% 0.21%
7 PFIZER INC 0.78 0.69% 0.28%
8 ORACLE CORP 0.70 0.62% 0.39%
9 ALPHABET INC CL A 0.70 0.62% 0.20%
10 UNITEDHEALTH GROUP INC 0.68 0.60% 0.25%
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.