In the Taiwanese stock market, the ETF rebalancing trend is gaining momentum, with several financial holdings emerging strongly. Fubon Financial has recently seen a significant rise in stock price. Currently, there are 20 ETFs in the Taiwanese market holding shares of Fubon Financial. Among them, only two ETFs have maintained a return of over 2% amidst the recent market downturn: KGI Selected 30 (00938) and Prudential Market Value Momentum 50 (009803).

KGI Selected 30 (00938) has performed remarkably well, showing returns of over 2% on both a daily and weekly basis. Despite a slight decline of 0.84% this year due to substantial market corrections, it remains the second-best performing ETF in the Taiwanese market this year. Market analysts indicate that under the recent rebalancing of major ETFs, Fubon Financial and Cathay Financial have emerged as strong investment options attracting substantial capital.

KGI Selected 30 holds nearly 15% of Fubon Financial and, along with other financial holdings, accounts for about 50% of its portfolio. Observers note that even though adjustments are being made to the ETF components, the weight of financial holdings is likely to remain stable, benefiting from the ongoing high dividend yield selections in ETFs.

The research team for KGI Selected 30 ETF has stated that the financial sector, having reported excellent profits last year, has considerable potential for dividends this year. With the backdrop of high dividend yields, the stock price momentum for financial stocks is worth watching, and investors are encouraged to gradually build positions through ETFs that hold related component stocks to seize future growth opportunities.