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全球最大主權基金持倉公佈,重倉騰訊、臺積電!

北京時間8月18日,全球最大主權基金——挪威政府全球養老金在官網發佈半年度財報。財報顯示,該基金2021年上半年取得9%的回報,相當於9900億挪威克朗,摺合人民幣約7217億元。

根據公開數據估算,挪威65歲以上人口約有93萬(截至2020年),相當於挪威養老金上半年給每位老人賺了約77.6萬元人民幣。

阿裏退出十大重倉

截至2021年6月30日,挪威養老基金的規模爲11.67萬億挪威克朗,約摺合85106億元人民幣。其中,72.4%的基金資產投資於權益資產,25.1%投資於固定收益類資產,2.4%投資於未上市房地產。

從回報類別來看,權益類資產在上半年貢獻了13.7%的回報,固定收益投資回報爲-2.0%,未上市房地產回報爲4.6%。

挪威養老基金十大持倉(截至2021年6月30日)

在挪威養老金投資的權益資產中,臺積電與騰訊均位居前十大持倉。其持有價值712.2億挪威克朗的臺積電股份,摺合人民幣約519億元;持有536.4億挪威克朗的騰訊股份,摺合人民幣390.9億元。

此外,挪威養老金的前十大持倉還包括蘋果、微軟、谷歌、亞馬遜、臉書、雀巢、生物製藥龍頭羅氏控股以及半導體製造商艾司摩爾。

值得注意的是,去年年底時,挪威養老金的第十大持倉是阿裏巴巴,持倉市值達496.6億挪威克朗,高於同期對騰訊的持倉市值。但在今年的半年報中,阿裏巴巴已經退出十大重倉股名單。因此,挪威養老金很可能在今年上半年對阿裏巴巴進行了減持。

中國資產提供高收益

相較於2020年底,挪威養老金對中國股票的投資佔比有所下降。截至今年6月30日,中國權益市場投資佔基金權益投資的4.9%。即便如此,挪威養老金在報中稱,其對美國、中國股市的投資獲得了最高的相對收益,而澳大利亞股市的收益貢獻最差。

此外,挪威養老金在半年報中揭示了他們觀察到的市場規律:近半年,在挪威養老金全球範圍的權益投資中,收益最大的行業均與通貨膨脹有緊密聯繫,如能源、金融、材料、房地產、工業等板塊。而且,與往年從成長股中獲得超額收益不同,今年上半年挪威養老金的高回報均來源於價值股。 

挪威養老金權益投資絕對收益貢獻前十大個股

從個股來看,上半年穀歌爲挪威養老金帶來的投資回報最高,高達380億挪威克朗,其次是微軟和臉書。臺積電也爲其帶來了100億挪威克朗的收益。

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