NPS Sees 173% Jump in Domestic Stock Holdings Value

The value of domestic listed company stocks held by the National Pension Service (NPS) has surged by over 173% in approximately 1 year and 4 months, surpassing 353 trillion won. This represents a significant increase from 129 trillion won at the end of last year, indicating a larger presence for the NPS in the domestic stock market.

This substantial increase in holdings value was primarily attributed to the stock price gains of Samsung Electronics and SK Hynix, with the combined appreciation from these two companies alone accounting for 54% of the total increase.

Leaders Index analyzed the changes in stake percentages for 267 listed companies in which NPS holds over 5%. The analysis revealed that NPS's evaluated domestic stock holdings increased by 173.6% (224.208 trillion won), from 129.161 trillion won at the end of 2024 to 353.3618 trillion won as of the closing price on April 10, 2026.

The value of NPS's stake in Samsung Electronics more than quadrupled, from 23.572 trillion won to 94.788 trillion won. Its holdings in SK Hynix surged more than sixfold, from 9.5583 trillion won to 58.9906 trillion won, contributing 121.1631 trillion won to the overall increase.

Among industries where NPS holds over 5% stakes, the steel sector saw its evaluated holdings increase more than fivefold, from 471.4 billion won to 2.835 trillion won. The securities sector saw more than a threefold increase, and the shipbuilding and defense sectors saw over a 2.3-fold increase.

NPS's average stake percentage saw a slight increase from 7.33% to 7.50%. The number of companies in which NPS holds over 10% stake increased by one, from 38 at the end of 2024 to 39.