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Asset Manager ← All Institutions

Mirae Asset Global Investments Co., Ltd.

TOWER 1, 33, JONG-RO JONGNO-GU, SEOUL, M5 03159 • 000-000-0000

Q2 2025 · Filed 2025-07-21
Market Value
$28.6B
+17.0%
Holdings
1,619
-19
New Purchases
77
Added To
978
Closed
81
Reduced
437
Top 10 Concentration
36.5%
Turnover
9.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 6.69% 5.42% +1.27% $1.9B
MSFT 5.65% 4.86% +0.79% $1.6B
AVGO 3.02% 2.23% +0.78% $863M
META 2.72% 2.37% +0.35% $777M
NFLX 1.33% 1.00% +0.33% $379M
SPLG 0.59% 0.37% +0.22% $170M
OEF 0.21% 0.00% +0.21% $59M
PLTR 0.45% 0.28% +0.18% $129M
MBB 0.45% 0.29% +0.16% $129M
SHOP 0.17% 0.06% +0.11% $49M
MU 0.61% 0.51% +0.11% $176M
ZROZ 0.64% 0.54% +0.10% $183M
EZU 0.10% 0.00% +0.10% $28M
AMD 0.65% 0.55% +0.10% $185M
IEMG 0.58% 0.48% +0.09% $165M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.44% 5.35% -0.90% $1.3B
IVV 1.20% 2.07% -0.87% $342M
VOO 4.86% 5.28% -0.42% $1.4B
QQQM 0.52% 0.85% -0.32% $150M
QQQ 0.80% 1.12% -0.32% $228M
LLY 0.64% 0.81% -0.17% $183M
TLT 0.82% 0.99% -0.17% $234M
LQD 0.29% 0.45% -0.16% $83M
SPY 0.68% 0.82% -0.14% $193M
V 0.52% 0.62% -0.11% $147M
UNH 0.17% 0.28% -0.11% $48M
NVO 0.24% 0.35% -0.11% $69M
VZ 0.60% 0.70% -0.10% $173M
CVX 0.44% 0.54% -0.10% $126M
COP 0.38% 0.47% -0.10% $109M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 90.8%
Technology 4.1%
Communication Services 1.2%
Consumer Cyclical 1.0%
Healthcare 0.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $16.5B 57.9%
Large Cap 748 $10.6B 37.1%
Mid Cap 426 $959M 3.4%
Small Cap 296 $377M 1.3%
Micro Cap 81 $118M 0.4%

Portfolio Analytics

Avg Market Cap
$57.7B
Median Market Cap
$10.1B
Avg P/E
33.4
Median P/E
22.3
Avg Dividend Yield
0.04%
Avg Beta
1.00
# Stocks
1,345
# ETFs / Funds
274

Top Holdings (1,619 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.69% 12,116,987 $1.9B $157.99 $590M -743,418 -5.8%
2 MSFT 5.65% 3,251,275 $1.6B $497.41 $429M -737,320 -18.5%
3 VOO 4.86% 2,446,557 $1.4B $568.03 $99M -82,173 -3.2%
4 AAPL 4.44% 6,194,450 $1.3B $205.17 -$36M -737,679 -10.6%
5 AMZN 3.50% 4,562,520 $1.0B $219.39 $142M -684,063 -13.0%
6 AVGO 3.02% 3,131,699 $863M $275.65 $317M -176,766 -5.3%
7 META 2.72% 1,053,323 $777M $738.09 $198M -172,084 -14.0%
8 GOOGL 2.46% 3,987,851 $703M $176.23 $80M -841,321 -17.4%
9 TSLA 1.84% 1,657,645 $527M $317.66 $98M -5,308 -0.3%
10 NFLX 1.33% 283,345 $379M $1,339.13 $135M +2,856 +1.0%
11 IVV 1.20% 551,344 $342M $620.90 -$164M -354,697 -39.1%
12 TSM 1.17% 1,481,644 $336M $226.49 $61M -1,263,013 -46.0%
13 TLT 0.82% 2,655,359 $234M $88.25 -$8M -28,459 -1.1%
14 QQQ 0.80% 413,738 $228M $551.64 -$45M -176,033 -29.9%
15 TXN 0.79% 1,087,978 $226M $207.62 $46M +22,160 +2.1%
16 JPM 0.75% 742,305 $215M $289.91 $38M +586 +0.1%
17 CSCO 0.72% 2,984,602 $207M $69.38 $40M +232,930 +8.5%
18 GOOG 0.71% 1,150,136 $204M $177.39 $34M +62,937 +5.8%
19 SPY 0.68% 312,756 $193M $617.85 -$7M -47,367 -13.2%
20 AMD 0.65% 1,302,333 $185M $141.90 $50M -23,642 -1.8%
21 LLY 0.64% 234,609 $183M $779.53 -$16M -563,318 -70.6%
22 ZROZ 0.64% 2,723,767 $183M $67.07 $52M +866,574 +46.7%
23 SPTL 0.62% 6,724,257 $179M $26.58 $9M +435,453 +6.9%
24 MU 0.61% 1,426,406 $176M $123.25 $51M +8,215 +0.6%
25 VZ 0.60% 3,991,306 $173M $43.27 $689K +172,500 +4.5%
26 SPLG 0.59% 2,335,301 $170M $72.69 $79M +950,983 +68.7%
27 IEMG 0.58% 2,745,943 $165M $60.03 $47M +570,199 +26.2%
28 MRK 0.57% 2,045,163 $162M $79.16 $988K +244,520 +13.6%
29 COST 0.57% 163,477 $162M $989.94 $22M +13,251 +8.8%
30 VGLT 0.56% 2,858,699 $160M $56.12 $14M +89,776 +3.2%
31 PEP 0.56% 1,206,911 $159M $132.04 $5M +169,125 +16.3%
32 QCOM 0.55% 987,601 $157M $159.26 $12M +9,273 +0.9%
33 AMGN 0.53% 543,933 $152M $279.21 $2M +56,183 +11.5%
34 QQQM 0.52% 660,258 $150M $227.10 -$57M -410,780 -38.4%
35 HD 0.52% 408,867 $150M $366.64 $17M +38,528 +10.4%
36 ABBV 0.52% 798,259 $148M $185.62 $4M +85,260 +12.0%
37 V 0.52% 415,304 $147M $355.05 -$5M -28,733 -6.5%
38 KO 0.49% 1,994,550 $141M $70.75 $16M +219,131 +12.3%
39 AMAT 0.47% 728,053 $133M $183.07 $29M +8,288 +1.1%
40 PLTR 0.45% 948,476 $129M $136.32 $62M +154,773 +19.5%
41 MBB 0.45% 1,373,804 $129M $93.89 $58M +619,114 +82.0%
42 LRCX 0.44% 1,293,768 $126M $97.34 $30M -34,151 -2.6%
43 CVX 0.44% 876,570 $126M $143.19 -$6M +84,253 +10.6%
44 ISRG 0.44% 229,842 $125M $543.41 $20M +15,879 +7.4%
45 KLAC 0.42% 135,504 $121M $895.74 $28M -3,486 -2.5%
46 IEFA 0.41% 1,412,753 $118M $83.48 $29M +245,362 +21.0%
47 WMT 0.39% 1,154,081 $113M $97.78 $18M +52,793 +4.8%
48 COP 0.38% 1,210,860 $109M $89.74 -$7M +71,651 +6.3%
49 ASML 0.38% 135,434 $109M $801.39 $14M -21,239 -13.6%
50 CRWD 0.37% 209,817 $107M $509.31 $35M -16,293 -7.2%
51 ADI 0.37% 448,602 $107M $238.02 $24M +31,492 +7.5%
52 MO 0.37% 1,795,899 $105M $58.63 $7M +113,863 +6.8%
53 BRK-B 0.36% 213,733 $104M $485.77 $3M +21,802 +11.4%
54 TMUS 0.36% 431,193 $103M $238.26 -$5M +24,905 +6.1%
55 INTU 0.36% 129,740 $102M $787.63 $31M -71,319 -35.5%
56 INTC 0.36% 4,561,546 $102M $22.40 $8M +426,735 +10.3%
57 IEUR 0.35% 1,531,567 $101M $66.20 $9M +6,053 +0.4%
58 MRVL 0.35% 1,296,446 $100M $77.40 $35M +232,253 +21.8%
59 LMT 0.35% 213,457 $99M $463.14 $10M +11,891 +5.9%
60 BMY 0.34% 2,118,317 $98M $46.29 -$137K +454,160 +27.3%
61 AGG 0.33% 959,866 $95M $99.20 $20M +193,672 +25.3%
62 SNPS 0.32% 178,786 $92M $512.68 $15M +2,991 +1.7%
63 EDV 0.32% 1,346,407 $91M $67.30 $6M +132,213 +10.9%
64 BNDX 0.31% 1,784,939 $88M $49.51 $24M +463,906 +35.1%
65 NXPI 0.29% 382,731 $84M $218.49 $17M +14,926 +4.1%
66 LIN 0.29% 176,467 $83M $469.18 $11M +13,791 +8.5%
67 SCHD 0.29% 3,122,121 $83M $26.50 $8M +426,330 +15.8%
68 LQD 0.29% 753,238 $83M $109.61 -$28M -260,283 -25.7%
69 MA 0.28% 143,358 $81M $561.94 $15M +19,070 +15.3%
70 UPS 0.28% 783,656 $79M $100.94 $3M +92,824 +13.4%
71 MELI 0.28% 30,175 $79M $2,613.63 $17M -1,420 -4.5%
72 LI 0.27% 2,885,175 $78M $27.11 $18M -14,038,445 -83.0%
73 EMBD 0.26% 3,239,400 $76M $23.32 $2M +22,000 +0.7%
74 EOG 0.26% 624,295 $75M $119.61 $3M +61,785 +11.0%
75 ORCL 0.26% 338,871 $74M $218.63 $25M -18,285 -5.1%
76 TTWO 0.25% 297,783 $72M $242.85 $21M +52,524 +21.4%
77 CRM 0.25% 260,073 $71M $272.69 $5M -31,810 -10.9%
78 BKNG 0.25% 12,236 $71M $5,789.24 $18M +768 +6.7%
79 ARM 0.25% 435,902 $71M $161.74 $23M -3,024 -0.7%
80 MCHP 0.25% 1,000,341 $70M $70.37 $25M +62,659 +6.7%
81 NVO 0.24% 1,006,406 $69M $69.02 -$16M -588,138 -36.9%
82 XOM 0.24% 643,921 $69M $107.80 -$1M +22,087 +3.5%
83 HDB 0.24% 890,911 $68M $76.67 -$4M -197,574 -18.1%
84 PANW 0.23% 324,055 $66M $204.64 $23M +72,559 +28.9%
85 JNJ 0.23% 425,395 $65M $152.75 $2M +28,828 +7.3%
86 VRTX 0.23% 144,588 $64M $445.20 -$5M +1,270 +0.9%
87 SNPE 0.22% 1,161,700 $64M $55.30 -$2M -167,000 -12.6%
88 PAYX 0.22% 434,739 $63M $145.46 $4M +40,632 +10.3%
89 HON 0.22% 266,526 $62M $232.88 $10M +18,590 +7.5%
90 GILD 0.22% 556,766 $62M $110.87 $4M +42,128 +8.2%
91 FAST 0.21% 1,462,918 $61M $42.00 $11M +805,260 +122.4%
92 ADBE 0.21% 156,107 $60M $386.88 -$1M -3,245 -2.0%
93 OEF 0.21% 193,670 $59M $304.35 +193,670 NEW
94 MPWR 0.20% 77,763 $57M $731.38 $14M +2,989 +4.0%
95 BA 0.20% 267,999 $56M $209.53 $9M -2,017 -0.8%
96 CMCSA 0.19% 1,527,849 $55M $35.69 $4M +134,899 +9.7%
97 NOW 0.19% 52,708 $54M $1,028.08 $19M +8,976 +20.5%
98 CEG 0.19% 167,647 $54M $322.76 $23M -25,789 -13.3%
99 OKE 0.19% 658,947 $54M $81.63 -$5M +58,227 +9.7%
100 PG 0.18% 331,443 $53M $159.32 $80K +17,697 +5.6%

New Positions

SymbolValue% Port
OEF $59M 0.21%
EZU $28M 0.10%
PPA $21M 0.07%
BIL $19M 0.07%
CRWV $7M 0.02%
CLS $6M 0.02%
CRCL $5M 0.02%
TBIL $5M 0.02%
URA $4M 0.01%
GXIG $3M 0.01%
IHF $3M 0.01%
INCO $2M 0.01%
JPST $2M 0.01%
SCS $1M —%
NEAR $1M —%

Sold Out Positions

SymbolValue% Port
ANF —%
FCN —%
BMA —%
W —%
ALLY —%
FNF —%
ALK —%
WLK —%
MMS —%
SLGN —%
MGA —%
BRC —%
HPP —%
ARCO —%
OGN —%
View SEC EDGAR Filings for Mirae Asset Global Investments Co., Ltd. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms