Seoul Economic Daily EnglishCodex · 实盘不做把握 3/10
北京时间·🕒 发布 08:59:21时区推断·⟳ 抓取 09:26:17·⚡ 决策 07-28 09:27:02 +45s·91.5 天前
KB证券称二季度退休金非保本产品收益率在韩国主要券商中排名第一
该信号主要是券商退休金产品收益率排名与服务能力宣传，未披露新增合同、费率、资产流入或利润增量。
📄 原文Seoul Economic Daily English↗ 原文
KB Securities Tops Brokerage Sector in Non-Principal-Guaranteed DC, IRP Returns
KB Securities said on the 28th that it ranked first among major brokerages in the non-principal-guaranteed segment of r…
不做 KB金融集团（105560.KS）
退休金产品收益率排名属于品牌宣传/经营背景，缺少新增资金流、费率、订单或业绩指引变化，无法形成短周期正期望交易。
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研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 low · price-in 风险 medium ↗
关键理由
- 该信号主要是券商退休金产品收益率排名与服务能力宣传，未披露新增合同、费率、资产流入或利润增量。
- 文末财务数据属于已披露季度经营表现摘要，无法从本条新闻单独形成短周期可交易预期差。
主要风险
- 若后续出现可量化的退休金账户新增资金流入或正式业绩指引上修，需按新事件重判。
原文全文
展开原文 · 2,345 字
KB Securities said on the 28th that it ranked first among major brokerages in the non-principal-guaranteed segment of retirement pension provider disclosure returns in the second quarter of this year.
Among major brokerages subject to disclosure as of the second quarter, KB Securities took the top spot in one-year returns for non-principal-guaranteed products (ETFs, funds, etc.), with 60.13% in defined contribution (DC) plans and 52.98% in individual retirement pensions (IRP). Its three-year returns also led both segments, at 24.47% for DC and 23.33% for IRP.
KB Securities explained that the results reflected not only short-term returns but also a combination of long-term asset allocation strategies and customized pension management services. The company said it achieved stable long-term performance through asset management tailored to investment profiles and continuous follow-up management, even in an environment of increased market volatility.
The company analyzes each customer's pension status and investment profile centered on its specialized pension consulting unit, the "Pension Master PB (Private Banker)," and provides portfolio consultations that take into account retirement timing and asset size. It also supports customers' pension asset management through regular reviews.
The competitiveness of its digital platform is also cited as a factor behind the improved returns. Through its mobile trading system (MTS), "KB M-able," the company enables customers to manage various pension investment products such as ETFs, funds, bonds, and default options, and it has strengthened its artificial intelligence (AI)-based investment solutions and digital asset management functions.
"These results were created together by our management capabilities and continuous communication and management with customers," said Song Sang-eun, head of KB Securities' pension group. "Going forward, we will continue to support customers' stable retirement preparation based on the Pension Master PB, digital platform, and customized content."
Meanwhile, KB Securities posted an operating profit of 600.6 billion won and net profit of 450.8 billion won on a consolidated basis in the second quarter of this year, up 175.5% and 180.6%, respectively, from the same period last year. Revenue rose 281.7% year-on-year to 12.2779 trillion won.
Among major brokerages subject to disclosure as of the second quarter, KB Securities took the top spot in one-year returns for non-principal-guaranteed products (ETFs, funds, etc.), with 60.13% in defined contribution (DC) plans and 52.98% in individual retirement pensions (IRP). Its three-year returns also led both segments, at 24.47% for DC and 23.33% for IRP.
KB Securities explained that the results reflected not only short-term returns but also a combination of long-term asset allocation strategies and customized pension management services. The company said it achieved stable long-term performance through asset management tailored to investment profiles and continuous follow-up management, even in an environment of increased market volatility.
The company analyzes each customer's pension status and investment profile centered on its specialized pension consulting unit, the "Pension Master PB (Private Banker)," and provides portfolio consultations that take into account retirement timing and asset size. It also supports customers' pension asset management through regular reviews.
The competitiveness of its digital platform is also cited as a factor behind the improved returns. Through its mobile trading system (MTS), "KB M-able," the company enables customers to manage various pension investment products such as ETFs, funds, bonds, and default options, and it has strengthened its artificial intelligence (AI)-based investment solutions and digital asset management functions.
"These results were created together by our management capabilities and continuous communication and management with customers," said Song Sang-eun, head of KB Securities' pension group. "Going forward, we will continue to support customers' stable retirement preparation based on the Pension Master PB, digital platform, and customized content."
Meanwhile, KB Securities posted an operating profit of 600.6 billion won and net profit of 450.8 billion won on a consolidated basis in the second quarter of this year, up 175.5% and 180.6%, respectively, from the same period last year. Revenue rose 281.7% year-on-year to 12.2779 trillion won.
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