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High-Net-Worth Investors Shift Portfolios Toward Samsung and SK Hynix
Electronic Technology · Semiconductors · yonhap_finance · 2026-08-25
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As the semiconductor rally continues, high-net-worth investors in Korea are consolidating their portfolios around Samsung Electronics and SK Hynix.
What Happened
Portfolio Rebalancing: Driven by the strong performance of the semiconductor sector, high-net-worth individuals in Korea have significantly adjusted their portfolios. Samsung Electronics and SK Hynix have emerged as the dominant holdings, with SK Hynix climbing to the second spot in popularity among wealthy investors.
Generational Preferences: Investment patterns vary by age, with younger investors (20s and 30s) showing a strong preference for SK Hynix's growth potential. Conversely, investors aged 40 and older continue to prioritize the stability and market leadership of Samsung Electronics, while also showing interest in its preferred shares for dividend yields.
Shifting Market Leaders: Several stocks that were popular last year, such as Kakao and Lotte Chemical, have fallen out of the top holdings list for wealthy investors. This indicates a strategic shift toward companies that are currently driving the broader market rally.
Growth in Wealthy Clientele: Kiwoom Securities reported a sharp increase in its high-net-worth client base, with the number of clients holding over 1 billion KRW rising by 81% year-on-year. Total assets under management at the firm have also seen a substantial increase, reflecting broader trends in domestic equity participation.