[Alpha Biz=(Chicago) Reporter Paul Lee] The most sweeping sectors of the National Pension Service in the past year were 'IT, Electricity, and Electronics'.

According to the CEO Score of the Corporate Data Research Institute on the 18th, the number of companies that invested 5% or more in the National Pension Service was 281 as of the end of last year, down six from 287 at the end of 2022.

On the other hand, the number of stocks invested more than 10% increased by seven from 36 in 2022 to 43 last year.

While the local KOSPI index soared more than 400 points from 2236.40 at the end of 2022 to 2655.28 at the end of last year, the National Pension Service is believed to have increased investment in solid companies to enhance stable performance and disperse risks.

The sectors in which the National Pension Service invested more than 5% were IT, electricity, and electronics. The number of IT, electricity and electronics stocks, which stood at 37 (12.9%) at the end of 2022, increased by four to 41 (14.6%) last year. It was followed by 40 holding companies (14.2%), 26 petrochemicals (9.3%), 24 services (8.5%), and 23 shipbuilding, machinery and facilities (8.2%).

LS had the largest stake in the National Pension Service. The stake in LS increased 0.31% point from 13.54% in 2022 to 13.85% last year. During the same period, LIG Nex1's stake rose 0.84 percentage point to 13.53 percent, ranking second.

The "top five" shares included two cosmetics ODM (manufacturer development and production) companies, including Cosmax (13.35%, 3rd) and Kolmar Korea (13.2%, 5th).

Hyosung Heavy Industries (6.04%→11.29%) was the company that the National Pension increased its stake the most last year.

The stake in SoluM (5%→10.19%) also increased by 5.19% points due to expectations of growth in the electric vehicle charging business.

Among the holding companies, the stake in CJ (7.84%→12.94%) increased the most.

On the other hand, the National Pension Service's stake in SK Rent-a-Car (8.66%→0.6%) dropped sharply by 8.06% in a year. This seems to be because SK Rental Car will be incorporated as a subsidiary of SK Networks.

Doosan (13.6%→6.19%) had the largest drop in equity among holding companies. It is interpreted that the National Pension Service has also withdrawn its investment as Doosan Robotics, a net subsidiary, was listed in October last year, lowering its corporate evaluation of Doosan.

The decline in equity ratio was followed by the Content Tree Central (-6.86 percentage points), POSCO International (-5.26 percentage points), Hyundai GF Holdings (-4.94 percentage points) and SM (-4.64 percentage points).

 

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Meanwhile, among the stocks invested by the National Pension Service more than 5%, Samsung Electronics had the largest stake value. At the end of last year, the National Pension Service's stake in Samsung Electronics reached 7.35%, with its value reaching 34.4646 trillion won. It is about 25% of the total equity value (138.2732 trillion won) of the national pension investment of more than 5%.

SK Hynix, which recorded a 7.9% stake last year, ranked second with a stake value of KRW 8.1396 trillion.

LG Energy Solutions (5.74%, 5.7378 trillion won), Samsung BioLogics (6.72%, 3.6354 trillion won), Naver (9.34%, 3.3961 trillion won), Hyundai Motor (7.35%, 3.1619 trillion won), and Kia (7.17%, 2.8843 trillion won).

The number of investment stocks with the largest shareholders of the National Pension Service totaled eight in 2022, including DGB Financial Group, KB Financial Group, KT, KT & G, Naver, Shinhan Financial Group, POSCO Holdings and Hana Financial Group, but dropped to seven last year when KT & G was excluded.

 

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