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[BUSINESS] · South Korea · 3 sources

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Part of situation: South Korea National Pension Service developments (2 clusters)

South Korea's National Pension Service posts 27% H1 return

National Pension Service South Korea KOSPI semiconductor industry investment returns

South Korea’s National Pension Service (NPS) reported a preliminary investment return of 27.22% for the first half of 2026. This performance surpasses the fund’s previous full-year record of 18.82% set in 2025.

As of the end of June 2026, the fund’s total assets reached 1,866 trillion won, approximately $1.35 trillion. The primary driver of these gains was domestic equities, which saw a return of 107.37%. This surge was largely attributed to the KOSPI index rally, fueled by high demand in the semiconductor sector, specifically involving companies like Samsung Electronics and SK hynix due to the artificial intelligence investment cycle.

Other asset classes showed varied results. Overseas equities returned 17.81%, while alternative investments posted a 9.6% gain. Overseas bonds yielded 9.22%, but domestic bonds experienced a 3% decline, impacted by rising interest rates. NPS Chair and CEO Kim Sung-joo noted that while volatility is expected in the second half of the year, the fund continues to maintain solid performance.

Entities

KOSPI · Kim Sung-joo · National Pension Service · SK Hynix · Samsung Electronics

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Sources

Güney Kore’nin emeklilik fonu paraya para kattı | EKOTÜRK [www.ekoturk.com]
15 days ago
South Korea's National Pension Service posts 27% return in first half as domestic stocks double [cryptobriefing.com]
15 days ago
NPS posts record 27% return in H1 [www.koreaherald.com]
15 days ago