Shinhan Asset Management’s SOL AI Semiconductor TOP2 Plus ETF Surpasses 1 Trillion Won in Net Assets

by Song Hwajung

Published 06 May.2026 09:22(KST)

Shinhan Asset Management’s “SOL AI Semiconductor TOP2 Plus” exchange-traded fund (ETF) has joined the ranks of mega ETFs, surpassing 1 trillion won in net assets in just about 50 days since its listing. Launched on March 17, this product quickly absorbed investment demand for leading domestic semiconductor stocks and set a new record as the fastest among the SOL ETF series to reach 1 trillion won in net assets.

Shinhan Asset Management’s SOL AI Semiconductor TOP2 Plus ETF Surpasses 1 Trillion Won in Net Assets

According to the Korea Exchange, this ETF started out with a scale of 11 billion won, surpassed 500 billion won in net assets within the first month after listing, and then reached 1 trillion won in just about ten more days, showing a sharp inflow of capital. In particular, individual investors showed exceptional interest, with cumulative net purchases totaling 541.4 billion won since listing, the highest figure among domestic semiconductor ETFs during the same period. In addition, the inflow of funds from institutional and pension accounts contributed to its rapid growth as a super-sized ETF.

This performance is attributed to its differentiated portfolio, which was designed to capture the expanding benefits of the artificial intelligence (AI) semiconductor market extending to major memory stocks and key value chain companies. The ETF enhances investment efficiency in core AI memory companies by focusing on Samsung Electronics and SK hynix, while also including SK Square, SK hynix’s holding company. As of May 4, the main portfolio weights were SK hynix at 23.94%, Samsung Electronics at 20.15%, Samsung Electro-Mechanics at 18.75%, and SK Square at 16.83%.

Furthermore, the ETF is structured to broadly respond to market changes by including not only semiconductor companies but also core value chain firms such as Samsung Electro-Mechanics and ISU Petasys, which have secured growth drivers in the substrate and MLCC sectors-essential components in the AI era. In the most recent regular rebalancing in April, LG Innotek, which stands out in the semiconductor substrate business, and ISC, which is highlighted as a beneficiary in the test socket sector, were newly added to actively reflect the latest industry trends.

Kim Junghyun, Head of the ETF Business Group at Shinhan Asset Management, said, “As the core benefits of the AI semiconductor market spread to major memory stocks and key value chain companies, the differentiated portfolio of SOL AI Semiconductor TOP2 Plus is being chosen by investors. The stock composition strategy, based on research into the domestic semiconductor industry, is leading to differentiated results and large-scale capital inflows, particularly among individual investors.” He added, “We will continue to proactively capture opportunities arising from market changes and industry trends, and consistently introduce ETFs that contribute to investors’ asset growth through timely product offerings.”