CIK: 0001441689
Total reported value
$48.3B
Reporting period: 2026-03-31 · Number of holdings: 688
Korea Investment CORP disclosed 688 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $48.3B and a quarterly turnover rate of 22.8%.
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Korea Investment CORP's disclosed holdings carry a Herfindahl concentration index of 0.017 — mathematically equivalent to about 58 equally-sized positions, well below its 688 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.30), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
-3.8% -$688.6M
Add IVV
+10.1% $123.9M
Trim NVDA
-3.8% -$354.4M
Trim AAPL
-3.6% -$302.2M
Add XOM
-5.7% $122.7M
Trim META
-4.7% -$194.7M
Korea Investment CORP is methodically trimming its core mega-cap tech positions while seeding a new stake in defensive pharma AZN — this is textbook capital rotation, not panic. The strategy reduces beta and increases resilience, signaling a shift from growth-at-any-price to capital preservation with selective alpha hunting.
KIC's flows price in a slowdown narrative: betting that the extraordinary momentum in large-cap tech is peaking and that mean reversion will favor stable cash-flow names like AZN. The opposing thesis is that the AI-driven capex cycle still has legs, and trimming now means leaving significant upside on the table in a winner-take-most market.
IT still represents 31.6% of the portfolio — the trims were incremental, not structural. If tech multiples compress further, the AZN fillip won't cushion the fall. Extreme diversification masks that many positions are correlated to the same macro factor, creating a false sense of risk reduction.
AI-assisted summary drawn from public regulatory disclosures, covering historical data only. Not a substitute for professional investment advice.
Showing top 200 holdings (of 688 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.55% | -0.37% | -3.84% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.66% | -0.31% | -3.55% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.43% | +0.51% | +10.05% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.98% | -1.16% | -3.82% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.15% | -0.19% | -0.74% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.53% | -0.16% | -2.73% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.17% | -0.13% | -1.77% | |
| 8 | AVGO | Broadcom INC | Stock-Tech | 2.11% | -0.27% | -5.66% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -0.29% | -4.74% | |
| 10 | TSLA | Tesla INC | Stock-Consumer Disc | 1.62% | -0.27% | -1.55% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.36% | -0.12% | +1.42% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.08% | -2.99% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | — | +1.56% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | +0.30% | -5.73% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | +0.19% | -1.00% | |
| 16 | WMT | Walmart INC | Stock-Consumer Staples | 0.90% | — | -6.06% | |
| 17 | NFLX | Netflix INC | Stock-Comm Services | 0.73% | — | +2.79% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.11% | -3.62% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | +0.14% | +3.63% | |
| 20 | MU | Micron Technology INC | Stock-Tech | 0.60% | -0.09% | -31.15% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.57% | +0.17% | -0.30% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 0.57% | — | +2.66% | |
| 23 | ABBV | Abbvie INC | Stock-Healthcare | 0.57% | -0.11% | -16.43% | |
| 24 | MA | Mastercard INC - A | Stock-Financials | 0.56% | -0.10% | -7.30% | |
| 25 | CAT | Caterpillar INC | Stock-Industrials | 0.55% | +0.12% | -2.79% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | — | +11.22% | |
| 27 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.54% | +0.54% | NEW | |
| 28 | GE | General Electric | Stock-Industrials | 0.51% | — | -1.49% | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | — | -5.55% | |
| 30 | HD | Home Depot INC | Stock-Consumer Disc | 0.51% | — | -6.33% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | — | +2.09% | |
| 32 | GEV | GE Vernova INC | Stock-Industrials | 0.48% | +0.21% | +29.13% | |
| 33 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.47% | — | -5.43% | |
| 34 | CSCO | Cisco Systems INC | Stock-Tech | 0.47% | — | +0.51% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | — | -9.21% | |
| 36 | LRCX | Lam Research CORP | Stock-Tech | 0.45% | — | -3.59% | |
| 37 | AMAT | Applied Materials INC | Stock-Tech | 0.44% | — | -9.31% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | -0.08% | -9.23% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.41% | — | +1.09% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.39% | — | +6.84% | |
| 41 | PEP | Pepsico INC | Stock-Consumer Staples | 0.39% | +0.11% | +21.01% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.39% | — | +48.00% | |
| 43 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.39% | — | +20.25% | |
| 44 | IHS | IHS Holding Limited | Stock-Other | 0.37% | — | — | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.18% | -16.39% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.35% | — | -4.36% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | — | +1.13% | |
| 48 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.34% | -0.08% | -5.25% | |
| 49 | C | Citigroup INC | Stock-Financials | 0.34% | — | -10.80% | |
| 50 | WELL | Welltower INC | Stock-Real Estate | 0.33% | — | +26.19% |
Performance for Q3 2026
+3.3%
Performance Last 4 Quarters
+22.7%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 688 | $48.3B | 23 | |
| 2025-12-31 | 692 | $50.8B | 18 | |
| 2025-09-30 | 687 | $48.6B | 30 | |
| 2025-06-30 | 699 | $44.9B | 0 | |
| 2025-03-31 | 719 | $41.3B | 100 | |
| 2024-12-31 | 726 | $42.2B | 0 | |
| 2024-09-30 | 733 | $42.1B | 0 | |
| 2024-06-30 | 742 | $39.7B | 0 | |
| 2024-03-31 | 743 | $39.4B | 0 | |
| 2023-12-31 | 745 | $38.1B | 0 | |
| 2023-09-30 | 758 | $33.9B | 0 | |
| 2023-06-30 | 752 | $35.6B | 0 | |
| 2023-03-31 | 752 | $34.3B | 0 | |
| 2022-12-31 | 751 | $31.8B | 0 | |
| 2022-09-30 | 756 | $32.5B | 0 | |
| 2022-06-30 | 762 | $32.7B | 0 | |
| 2022-03-31 | 743 | $40.4B | 0 | |
| 2021-12-31 | 723 | $38.5B | 0 | |
| 2021-09-30 | 730 | $33.5B | 0 | |
| 2021-06-30 | 741 | $34.9B | 95 | |
| 2021-03-31 | 716 | $31.7B | 21 | |
| 2020-12-31 | 704 | $33.3B | 27 | |
| 2020-09-30 | 678 | $28.3B | 19 | |
| 2020-06-30 | 719 | $27.2B | 31 | |
| 2020-03-31 | 749 | $22.8B | 33 | |
| 2019-12-31 | 646 | $27.4B | 19 | |
| 2019-09-30 | 652 | $23.7B | 17 | |
| 2019-06-30 | 664 | $23.3B | 17 | |
| 2019-03-31 | 647 | $22.2B | 25 | |
| 2018-12-31 | 663 | $18.4B | 23 | |
| 2018-09-30 | 693 | $21.7B | 25 | |
| 2018-06-30 | 712 | $21.9B | 100 | |
| 2018-03-31 | 666 | $21.5B | 0 | |
| 2017-12-31 | 652 | $22.0B | 28 | |
| 2017-09-30 | 654 | $21.6B | 15 | |
| 2017-06-30 | 655 | $21.5B | 17 | |
| 2017-03-31 | 643 | $20.2B | 27 | |
| 2016-12-31 | 620 | $20.8B | 23 | |
| 2016-09-30 | 545 | $18.8B | 22 | |
| 2016-06-30 | 556 | $16.8B | 27 | |
| 2016-03-31 | 544 | $13.7B | 36 | |
| 2015-12-31 | 644 | $14.4B | 26 | |
| 2015-09-30 | 619 | $12.6B | 24 | |
| 2015-06-30 | 627 | $11.7B | 20 | |
| 2015-03-31 | 617 | $12.8B | 29 | |
| 2014-12-31 | 565 | $12.2B | 19 | |
| 2014-09-30 | 564 | $12.3B | 21 | |
| 2014-06-30 | 551 | $12.0B | 28 | |
| 2014-03-31 | 610 | $11.3B | 31 | |
| 2013-12-31 | 561 | $10.6B | 29 | |
| 2013-09-30 | 548 | $9.4B | 31 | |
| 2013-06-30 | 575 | $8.3B | 0 |
Korea Investment CORP's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Trim: Microsoft CORP (MSFT) — shares -3.82%; Add: Ishares Core S&p 500 ETF (IVV) — shares +10.05%; Trim: Nvidia CORP (NVDA) — shares -3.84%; Trim: Apple INC (AAPL) — shares -3.55%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.5% | +10.05% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.3% | -5.73% | Trim |
| 3 | GEV | GE Vernova INC | +0.2% | +29.13% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | -1.00% | Trim |
| 5 | CVX | Chevron CORP | +0.2% | -0.30% | Trim |
| 6 | VZ | Verizon Communications INC | +0.2% | +60.34% | Add |
| 7 | EWH | Ishares Msci Hong Kong ETF | +0.1% | +2243.97% | Add |
| 8 | COST | Costco Wholesale CORP | +0.1% | +3.63% | Add |
| 9 | VRT | Vertiv Holdings Co-a | +0.1% | +21.02% | Add |
| 10 | GLW | Corning INC | +0.1% | +5.36% | Add |
| 11 | CAT | Caterpillar INC | +0.1% | -2.79% | Trim |
| 12 | MO | Altria Group INC | +0.1% | +77.24% | Add |
| 13 | TER | Teradyne INC | +0.1% | +57.85% | Add |
| 14 | ROST | Ross Stores INC | +0.1% | +169.97% | Add |
| 15 | AMGN | Amgen INC | +0.1% | +40.31% | Add |
| 16 | PEP | Pepsico INC | +0.1% | +21.01% | Add |
| 17 | EQIX | Equinix INC | +0.1% | +49.30% | Add |
| 18 | T | At&t INC | +0.1% | +33.46% | Add |
| 19 | MCHI | Ishares Msci China ETF | +0.1% | +155.81% | Add |
| 20 | CEG | Constellation Energy | -0.1% | -18.45% | Trim |
| 21 | ISRG | Intuitive Surgical INC | -0.1% | -10.93% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | -2.99% | Trim |
| 23 | BAC | Bank Of America CORP | -0.1% | -9.23% | Trim |
| 24 | UNH | Unitedhealth Group INC | -0.1% | -5.25% | Trim |
| 25 | SHOP | Shopify INC - Class A | -0.1% | -4.21% | Trim |
| 26 | MU | Micron Technology INC | -0.1% | -31.15% | Trim |
| 27 | COF | Capital One Financial CORP | -0.1% | -27.58% | Trim |
| 28 | MA | Mastercard INC - A | -0.1% | -7.30% | Trim |
| 29 | PGR | Progressive CORP | -0.1% | -45.84% | Trim |
| 30 | ABBV | Abbvie INC | -0.1% | -16.43% | Trim |
| 31 | V | Visa Inc-class A Shares | -0.1% | -3.62% | Trim |
| 32 | CRM | Salesforce INC | -0.1% | -5.22% | Trim |
| 33 | SNOW | Snowflake INC | -0.1% | -48.62% | Trim |
| 34 | LLY | Eli Lilly & Co | -0.1% | +1.42% | Add |
| 35 | BSX | Boston Scientific CORP | -0.1% | -20.06% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | -0.1% | -1.77% | Trim |
| 37 | BKNG | Booking Holdings INC | -0.2% | -34.83% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | -0.2% | -2.73% | Trim |
| 39 | KKR | Kkr & Co INC | -0.2% | -86.65% | Trim |
| 40 | ORCL | Oracle CORP | -0.2% | -16.39% | Trim |
| 41 | AMZN | Amazon.com INC | -0.2% | -0.74% | Trim |
| 42 | APP | Applovin Corp-class A | -0.2% | -29.79% | Trim |
| 43 | VOO | Vanguard S&p 500 ETF | -0.2% | -84.73% | Trim |
| 44 | AVGO | Broadcom INC | -0.3% | -5.66% | Trim |
| 45 | TSLA | Tesla INC | -0.3% | -1.55% | Trim |
| 46 | META | Meta Platforms Inc-class A | -0.3% | -4.74% | Trim |
| 47 | AAPL | Apple INC | -0.3% | -3.55% | Trim |
| 48 | NVDA | Nvidia CORP | -0.4% | -3.84% | Trim |
| 49 | MSFT | Microsoft CORP | -1.2% | -3.82% | Trim |
| 50 | AZN | AstraZeneca PLC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-10 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-11 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-08-13 | Amendment | View on EDGAR |
| 2018-03-31 | 2018-05-09 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-12 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-25 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-31 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-25 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-09 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-01 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-13 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-11 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-12 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-06 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-07 | Amendment | View on EDGAR |
| 2013-09-30 | 2013-11-05 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-08 | 13F-HR | View on EDGAR |
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