Mirae Asset Securities Reports 61% Increase in Overseas Stock Valuation Gains This Year... Valuation Gains Up by 14.6 Trillion Won

Mirae Asset Securities announced on the 19th that this year, customers' unrealized gains from overseas stocks increased by approximately 14.6 trillion KRW, resulting in a customer evaluation profit rate of 61.7% through overseas stock investments, which recorded a higher growth rate compared to Nasdaq (33%), S&P 500 (27%), and KOSPI (-7%).

Mirae Asset Securities surpassed 40 trillion KRW in overseas stocks following the 40 trillion KRW in pension assets last November, exceeding 40 trillion KRW in both overseas stocks and pension assets. The global asset value increase trend has manifested as an increase in unrealized gains for customers investing in overseas stocks, with the overseas stock balance expanding from 30 trillion KRW as of June this year to 40 trillion KRW in just half a year.

This upward trend has led to an increase in high-net-worth individuals. Among Mirae Asset Securities' trading customers, the number of customers with overseas stock valuations exceeding 100 million KRW increased by 64% year-on-year to 61,005. Notably, about 60% of customers who newly became high-net-worth individuals with assets over 100 million KRW this year increased their assets through overseas stock investments, and those with assets over 100 million KRW hold 87% of all overseas stocks.

Mirae Asset Securities cited an uncompromising organizational culture focused on customer returns as the background enabling such customer co-growth. Wealth Management (WM) branch employees continue efforts to improve investment performance through customer return competitions. Additionally, at the monthly Customer Asset Allocation Committee, global asset allocation strategies are presented, and customers are supported to easily experience overseas stock investments through AI-based company analysis reports, hyper-personalized robo-advisors, and wealth tech services.

In the pension sector as well, asset value growth through overseas investments led pension assets to exceed 40 trillion KRW on the 6th of last month. Since the end of October, when physical transfers of retirement pensions became possible, about 200 billion KRW has been transferred to Mirae Asset Securities, accelerating the money move toward an 'investing pension.'

The proportion of overseas assets is increasing across individual pensions, defined contribution (DC) plans, and individual retirement pensions (IRP). As of the end of November, 75% of individual pension assets and 68% of retirement pension assets invested in funds or exchange-traded funds (ETFs) are invested overseas.

A Mirae Asset Securities representative stated, "Customers are gradually increasing overseas stock investments as access to investment information using AI and the growth potential of overseas markets improve. Global assets are not just simple investment tools but essential elements like insurance that respond to economic changes and protect assets. We will continue to do our best to support customers' asset growth and a peaceful retirement."