[Edaily Reporter Park Soon-yeop] Samsung Asset Management is launching an exchange-traded fund (ETF) that invests in key companies within Hyundai Motor Group’s robotics value chain. This product targets the growth potential of Hyundai Motor Group’s robotics business amid the expanding “physical AI” market, where artificial intelligence (AI) is spreading to actual manufacturing sites, robotics, and mobility.
Samsung Asset Management announced that it will list the “KODEX Hyundai Motor Robotics Value Chain TOP3 Plus ETF” on the 9th. This ETF focuses on investments in Hyundai Motor Group’s robotics value chain; unlike existing automotive-themed ETFs or simple group stock ETFs, it targets the expansion of Hyundai Motor Group’s robotics business.

The portfolio is centered on #Hyundai Motor, #Kia, and #Hyundai Mobis, the core affiliates of the Hyundai Motor Group’s robotics division. It concentrates investments in these three stocks, allocating 25% to each, for a total of up to 75% or more. Hyundai Motor and Kia are enhancing the potential for robot commercialization based on their global manufacturing infrastructure and mass production capabilities, while Hyundai Mobis possesses core robotics component capabilities, such as sensors and actuators.
#HyundaiAutoEver and #HyundaiGlovis are also included as key holdings. Hyundai AutoEver is responsible for software and smart factory capabilities within the group, while Hyundai Glovis holds a stake in Boston Dynamics. Samsung Asset Management explained that through this, the portfolio reflects Hyundai Motor Group’s vertically integrated robotics structure, which spans from hardware component manufacturing to application in finished vehicle production sites and software control.
This ETF is designed to allow for the special inclusion of companies related to the Hyundai Motor Group’s robotics value chain should they be newly listed. If Boston Dynamics goes public in the future, it could be included in the portfolio at a weighting of up to 25%. This structure ensures that the ETF can quickly reflect the growth potential of key companies in the robotics industry as they enter the stock market.
Interest in Hyundai Motor Group’s AI and robotics businesses has been growing in the market recently. Following the announcement by Jensen Huang, CEO of NVIDIA, that the company would partner with Hyundai Motor Group to establish the “Saemangeum AI Valley” in Saemangeum, North Jeolla Province, the possibility of constructing an AI research center, data center, and AI smart factory has been raised. As NVIDIA emphasizes AI robotics as a key growth driver for the future, the robotics competitiveness of Hyundai Motor Group—which owns Boston Dynamics—is once again drawing attention.
Hyundai Motor Group is expanding its business into the fields of humanoid robots and smart factories, centered around Boston Dynamics. The group is strengthening its competitiveness in the robotics sector by leveraging manufacturing data secured from its global production bases, mass production capabilities for hardware, and experience in standardized process operations. In particular, at its smart factory, HMGMA, the group is working to establish a virtuous cycle of data: utilizing robots in actual production sites to collect physical data, and then using that data to improve robot performance.
Hyundai Motor Group plans to officially open the Robot Meta-Plant Application Center (RMAC) within the year. It is also preparing to establish Robotics America, the U.S. production subsidiary of Boston Dynamics, and to begin mass production of the next-generation electric humanoid robot, “Atlas.”
Song Ah-hyun, a manager at Samsung Asset Management, stated, “When investing in the robotics industry, it is essential to distinguish between companies that can generate economic returns through actual mass production and business applications.” She added, “KODEX Hyundai Motor Robotics Value Chain TOP3 Plus will serve as a solution that allows investors to focus on the core value chain of Hyundai Motor Group, which is evolving into a global robotics leader.”