QFII's heavy holdings in banks and electronics sectors in the first quarter

According to statistics, by the end of the first quarter of 2026, QFII collectively held shares in 1,518 listed companies, with a total market value of approximately 194.67B yuan.
By industry, QFII holdings are mainly concentrated in banking and electronics sectors, with market values of 47.4B yuan and 33.59B yuan respectively; telecommunications, machinery equipment, non-ferrous metals, and other sectors follow closely, with holdings each exceeding 10 billion yuan.
In terms of changes in holdings, QFII newly increased positions in 683 stocks in the first quarter, increased holdings in 472 stocks, reduced holdings in 336 stocks, and maintained unchanged positions in 27 stocks. (Securities Times)

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