QFII increased their holdings in banks and electronic sectors in the first quarter, making significant investments in these stocks.

According to statistics, as of the end of the first quarter of 2026, QFII collectively held shares in 1518 listed companies, with a total market value of approximately 194.665 billion yuan. By industry, QFII holdings are mainly concentrated in the banking and electronic sectors, with holdings valued at 47.401 billion yuan and 33.588 billion yuan respectively; followed closely by the telecommunications, machinery equipment, and non-ferrous metals sectors, all with holdings valued at over 10 billion yuan. In terms of changes in holdings, in the first quarter, QFII newly entered 683 stocks, increased holdings in 472 stocks, reduced holdings in 336 stocks, and maintained holdings in 27 stocks. The top holdings by QFII's new entries are BOE A, followed by TCL Technology, ZiJin Mining, and Orient, with holdings of 303 million shares, 166 million shares, 141 million shares, and 113 million shares respectively. It is worth noting that BOE A, TCL Technology, and ZiJin Mining are all newly entered by the Abu Dhabi Investment Authority, while Orient is jointly invested in by five QFII institutions, namely J.P. Morgan, Goldman Sachs Group, Barclays Bank, Morgan Stanley, and UBS.