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StocksMediumUpdated×2•Originally published 18 April 2026•Updated 18 April 2026•

1 min read

Mirae Asset and Ninety One Rebalance Portfolios with Focus on Tech and Industrials

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Key Facts

1Mirae Asset increased its stake in NXP Semiconductors by 35.9%, reaching a value of $99.81 million.

about 2 months ago

Version History

1 additional source confirmed this story

Version 2about 2 months ago

What changed: The story was updated to include investment activity from Ninety One North America, specifically new positions in Take-Two Interactive and Valmont Industries, alongside insider selling data.

Version 1about 2 months ago

What changed: The story was updated to include Mirae Asset's reduction in healthcare exposure through a partial divestment from Amgen Inc., despite the company's strong earnings and dividend announcement.

Recent institutional filings reveal significant portfolio rebalancing, with Mirae Asset Global shifting capital toward tech and industrials, led by a 35.9% boost in NXP Semiconductors. Joining this trend, Ninety One North America Inc. established new positions, acquiring a $5.42 million stake in Take-Two Interactive (TTWO) despite recent insider selling totaling $13.98 million. Ninety One also initiated a $9.345 million position in Valmont Industries (VMI), which recently hiked its quarterly dividend to $0.77 per share. Meanwhile, Mirae Asset trimmed its exposure to healthcare and energy, reducing holdings in Amgen and EOG Resources. These collective moves signal a strategic pivot toward high-growth sectors and AI-driven momentum while selectively targeting dividend-growing industrial assets.