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Global Equity active

RISE US AI Tech Active (495940)

Update : 2025.12.05

NAV

13,559KRW

+303.05상승 (2.29%)

Market Price per share (KRW)

13,645KRW

+375상승 (2.83%)

※ t-1 last price

trading volume

16,254shares

AUM

KRW 35.9billion

RISE US AI Tech Active (495940)

KEY POINT

Investing in the U.S. AI industry with long-term growth potential, considering industry cycles.

KEY POINT

An ETF that proactively invests in next-generation AI companies.

Basic information

Download trading information

Update : 2025.12.05
ETF name(Code), Benchmark Index, Inception date, creation unit, Net Asset (KRW 0.1 billion), Trustee, Rule of Dividend payment, Market Price per share (KRW), iNAV per share (KRW), trading volume (share), Total Expense ratio table
ETF Name (code) Benchmark Index Inception date Creation Unit AUM (KRW)
KB RISE US AI Tech Active ETF
(495940)
Solactive US AI Tech Active Index 2024.11.26 50,000 35,931,176,556
Trustee Market Price per share (KRW) NAV Trading Volume (shares)
홍콩상하이은행 (HSBC은행) 13,645
※ t-1 last price
13,558 16,254
ETF name(Code), Benchmark Index, Inception date, creation unit, AUM(0.1 billion) (KRW), Trustee, Rule of Dividend payment, Market Price per share (KRW), iNAV per share (KRW), trading volume (share), Total Expense ratio table
ETF Name(Code) Benchmark Index
KB RISE US AI Tech Active ETF

(495940)
Solactive US AI Tech Active Index
Inception date Creation Unit
2024.11.26 50,000
AUM(0.1 billion) (KRW) Trustee
35,931,176,556 홍콩상하이은행 (HSBC은행)
Market Price per share (KRW) iNAV per share (KRW)
13,645
※ t-1 last price
13,558
Trading Volume (shares)
16,254

Index Introduction

The Solactive US AI Tech Active Index is an index calculated and published by Solactive AG. It invests in a total of 30 U.S.-listed companies, categorized into AI hardware, AI software, and AI applications/services, with 10 companies selected from each category. The index applies a market capitalization-weighted investment approach.

View detailed index information

TOP 10 Holdings

Update : 2025-12-05
Rank , Name, proportion table
Rank Name Weight (%)
1 ALPHABET INC 9.22
2 ROBINHOOD MARKETS INC - A 8.21
3 APPLOVIN CORP-CLASS A 7.89
4 REDDIT INC-CL A 7.78
5 PALANTIR TECHNOLOGIES INC-A 6.24
6 TESLA INC 6.10
7 CREDO TECHNOLOGY GROUP HOLDI 5.98
8 BLOOM ENERGY CORP- A 5.92
9 OKLO INC 5.81
10 NVIDIA CORP 5.80

proportion by sectors

*The proportion of investment stocks

Update : 2025.12.05
Rank , Name, proportion table
Rank Name Weight (%)
1 Information Technology 47.10
2 Communication Services 16.60
3 Consumer Discretionary 10.95
4 Industrials 10.55
5 Financials 8.23
6 Utilities 6.56

Performance

performance

excel download

Update : 2025-12-05

 (as of Oct : %)

The result of above Net Asset Value performance is the rate of return assuming distribution reinvestment.

classification, 1Month, 3Month, 6Month, 1year, 3year, YTD (Year to date), Since inception, NAV, Benchmark Index, Outperformance table
classification 1Month 3Month 6Month 1year 3year YTD
(Year to date)
Since
inception
NAV -1.57 15.97 33.03 27.61 - 21.10 35.59
Benchmark Index - - - - - - -
Outperformance -1.57 15.97 33.03 27.61 - 21.1 35.59

daily Performance

excel download

date, market price (KRW), NAV (KRW)
date Market price (KRW) NAV (KRW) Standard Tax Base Price (KRW)
closing price Daily Return(%) closing price Daily Return(%)
2025.12.05 13,645 2.825상승 13,558.93 2.286상승 13,558.93
2025.12.04 13,270 0.912상승 13,255.88 1.631상승 13,255.88
2025.12.03 13,150 1.505상승 13,043.03 1.056상승 13,043.03
2025.12.02 12,955 -0.879하락 12,906.66 -1.656하락 12,906.66
2025.12.01 13,070 0.615상승 13,124.04 2.092상승 13,124.04
2025.11.28 12,990 0.932상승 12,855.52 0.387상승 12,855.52
2025.11.27 12,870 1.179상승 12,805.94 1.824상승 12,805.94
2025.11.26 12,720 1.719상승 12,576.49 0.027상승 12,576.49
2025.11.25 12,505 3.775상승 12,573.04 5.483상승 12,573.04
2025.11.24 12,050 -0.165하락 11,919.4 0.006상승 11,919.4
2025.11.21 12,070 -7.792하락 11,919.03 -6.222하락 11,919.03
2025.11.20 13,090 4.845상승 12,709.85 1.266상승 12,709.85
2025.11.19 12,485 -0.952하락 12,550.91 -1.782하락 12,550.91
2025.11.18 12,605 -2.851하락 12,778.7 -0.784하락 12,778.7
2025.11.17 12,975 1.764상승 12,879.77 1.394상승 12,879.77
2025.11.14 12,750 -8.108하락 12,703.05 -7.779하락 12,703.05
2025.11.13 13,875 -0.573하락 13,774.59 -0.377하락 13,774.59
2025.11.12 13,955 -2.582하락 13,826.85 -3.438하락 13,826.85
2025.11.11 14,325 1.812상승 14,319.17 4.465상승 14,319.17
2025.11.10 14,070 1.993상승 13,707.07 -0.137하락 13,707.07
2025.11.07 13,795 -2.852하락 13,726.43 -3.135하락 13,726.43
2025.11.06 14,200 3.310상승 14,170.77 2.874상승 14,170.77

Holdings

Name, Ticker, Number. of shares, Weight(%), market price (KRW)
No. (Number) Name Ticker Number of shares Weight(%) Market price (KRW)
1 설정현금액 CASH00000001 662,794,104 100 662,794,104
2 ALPHABET INC US02079K1079 129.32 9.22 61,095,465
3 ROBINHOOD MARKETS INC - A US7707001027 276.49 8.21 54,446,118
4 APPLOVIN CORP-CLASS A US03831W1080 53.62 7.89 52,323,174
5 REDDIT INC-CL A US75734B1008 158.53 7.78 51,586,336
6 PALANTIR TECHNOLOGIES INC-A US69608A1088 159.43 6.24 41,365,760
7 TESLA INC US88160R1014 61.45 6.1 40,452,639
8 CREDO TECHNOLOGY GROUP HOLDI KYG254571055 142.25 5.98 39,653,925
9 BLOOM ENERGY CORP- A US0937121079 259.98 5.92 39,265,925
10 OKLO INC US02156V1098 270.75 5.81 38,535,263
11 NVIDIA CORP US67066G1040 145.36 5.8 38,465,616
12 BROADCOM INC US11135F1012 66.17 5.6 37,109,938
13 COHERENT INC US19247G1076 145.74 5.54 36,712,253
14 AMAZONCOM INC US0231351067 98.32 5.08 33,666,199
15 GE VERNOVA INC US36828A1016 28.47 3.81 25,254,475
16 IONQ INC US46222L1089 336.04 3.63 24,089,125
17 MICRON TECHNOLOGY INC US5951121038 63.91 3.33 22,049,674
18 LUMENTUM HOLDINGS INC US55024U1097 47.58 3.21 21,243,854
19 원화예금 KRD010010001 5,480,501 0.83 5,480,501
Investment notice
- The information provided on this website is based on reliable sources, but its accuracy and completeness are not guaranteed.
- Financial investment products are not protected by the Korea Deposit Insurance Corporation in accordance with the Depositor Protection Act, and a loss of investment principal may occur, which belongs to the investor.
- Past performance does not guarantee future profits.
- In the case of a collective investment scheme that invests in foreign securities, asset values may be lost due to risks caused by market, political, and economic conditions in the target country.
- Derivatives may lose all or a significant portion of the investment principal in a short period of time due to high price volatility, and there is a risk that the counterparty may not be able to fulfill the terms of the contract when investing in over-the-counter derivatives.
- Before investing, be sure to read the investment prospectus and contract recommendation document regarding the investment subject, redemption method, and fee.