NPS Samsung SK Hynix 2026 stock rally pushes holdings to $183 billion
NPS stock holdings reached $183 billion as of Jan 2026, driven by a 35% jump led by Samsung and SK Hynix. Explore the impact of the semiconductor supercycle on the pension fund.
$183 billion. That's the colossal value of listed shares held by South Korea's National Pension Service (NPS) as of this past Friday. According to data from market researcher FnGuide, the fund's equity portfolio witnessed a massive 35% surge since September 30, 2025, when it stood at 196.4 trillion won.
Fueling the NPS Samsung SK Hynix 2026 stock rally
The explosive growth wasn't an accident; it was powered by a historic semiconductor boom. Samsung Electronics saw its share price soar by 63.9%, while SK hynix shares more than doubled during the same period. This rally reflects the intense global demand for high-performance chips, placing South Korea's tech giants at the center of investor interest.
Record Profits in a Supercycle
The market's optimism is backed by hard numbers. Samsung estimates a record-breaking 20 trillion won operating profit for Q4. As the semiconductor supercycle continues to accelerate, the pension fund’s heavy weighting in these two stocks has translated into unprecedented gains for the nation's retirement pool.
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