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Korea Investment Corp.

CIK:0001441689
Sovereign Wealth Fund
$200B AUM
699 holdings
Seoul, South Korea
Founded:2005
Latest filing:Jun 30, 2025

Korea Investment Corporation (KIC) is South Korea’s sovereign wealth fund, headquartered in Seoul, established in 2005 by the government and the Bank of Korea. KIC manages over $200 billion in public funds as of late 2024/mid-2025, investing across global financial assets. It is tasked with enhancing international purchasing power, supporting Korea’s financial industry, and serves as a long-term institutional investor for the country. KIC employs a global staff (exact number not disclosed) and operates additional offices worldwide.

Investment Strategy

KIC employs a globally diversified investment strategy, aiming to deliver consistent and sustainable returns exceeding inflation and relevant benchmarks. Its portfolio consists of approximately 78% traditional assets (public equities and bonds) and 22% alternative assets (private equity, real estate, infrastructure, and hedge funds), with a target to increase alternatives to 25% by 2027. KIC's philosophy emphasizes broad diversification, risk management, flexibility to capture investment opportunities, and a growing focus on sustainability and long-term value creation, under its 'Innovating our future 2035' vision.

Top Buys
N
NVDANVIDIA CORPORATION
+$842.3M
M
MSFTMICROSOFT CORP
+$625.9M
A
AVGOBROADCOM INC
+$377.9M
M
METAMETA PLATFORMS INC
+$267.6M
A
AMZNAMAZON COM INC
+$200.0M
Top Sells
A
AAPLAPPLE INC
-$264.7M
U
UNHUNITEDHEALTH GROUP INC
-$165.8M
T
TMOTHERMO FISHER SCIENTIFIC INC
-$72.0M
W
WMWASTE MGMT INC DEL
-$60.2M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$56.3M

Top Holdings

N
NVDANVIDIA CORPORATION
+6.6%$2.99B
M
MSFTMICROSOFT CORP
+6.0%$2.69B
A
AAPLAPPLE INC
+5.1%$2.29B
A
AMZNAMAZON COM INC
+3.6%$1.64B
M
METAMETA PLATFORMS INC
+2.8%$1.28B

Equity Positions (695)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION6.64%$2.99B18,897,274$18.25$157.99+$842.3M
M
MSFT
MICROSOFT CORP5.98%$2.69B5,403,540$119.08$497.41+$625.9M
A
AAPL
APPLE INC5.09%$2.29B11,146,008$63.80$205.17-$264.7M
A
AMZN
AMAZON COM INC3.64%$1.64B7,454,803$93.54$219.39+$200.0M
M
META
META PLATFORMS INC2.84%$1.28B1,731,325$185.32$738.09+$267.6M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.0%
SEMICONDUCTORS & RELATED DEVICES
+10.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.0%
ELECTRONIC COMPUTERS
+5.2%
PHARMACEUTICAL PREPARATIONS
+4.0%