Inside Temasek’s Treasure Chest: How Much Does Your Portfolio Overlap?

Temasek Holdings has released its latest data, showing a record net portfolio value of SGD 434 billion as of March 31, with a staggering SGD 45 billion increase in just the past year! Local Singaporean giants like DBS Bank, Singapore Airlines (SIA), and Singtel make up 41% of Temasek’s portfolio. Meanwhile, 36% of its assets are in global direct investments, targeting industry leaders aligned with key trends

avatarStar in the Sky
07-15
I'm so happy for Temasek. Well done.. I'm proud to hold that under the Temasek umbrella. Singtel, Sembcorp and SIA.
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avatarMyrttle
07-15
I would like to invest in some of the Singaporean banks like $DBS(D05.SI)$. I wonder if they make up any proportion of the global indexes like $BETASHARES GLOBAL SHARES ETF(BGBL.AU)$ and $VANGUARD MSCI IND INTL ETF(VGS.AU)$
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avataricycrystal
07-14
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avatarZarkness
07-14
Replying to @koolgal:Good morning Shi fu ! I joined 😘//@koolgal: @rL @icycrystal @Zarkness @Shyon @KienBoon please join me in this exciting event to win more Tiger Coins 🥰🥰🥰//@koolgal:🌟🌟🌟As of March 2025, Temasek's top holding by market value is $DBS Group Holdings(D05.SI)$ with a 28% stake valued at approxim
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avatarZarkness
07-14
Replying to @Zarkness: @MojoStellar @icycrystal @SPACE ROCKET @melson @Barcode @Shernice軒嬣 2000 come join in to have ur views and win rewards !//@Zarkness:Congratulations 🍾 🎉 It’s very proud moment to see temasek to have such a good performance year to date results. Hopefully they can cash some profits out and put it to great use . I have some of the st
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avatarZarkness
07-14
Congratulations 🍾 🎉 It’s very proud moment to see temasek to have such a good performance year to date results. Hopefully they can cash some profits out and put it to great use . I have some of the stocks which is overlapping with temasek . Like Singtel , Ocbc. Shengsiong . Been selling abit to cash out the profits . Will get in again when drop . 🌹🙏
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avatarkoolgal
07-14
🌟🌟🌟As of March 2025, Temasek's top holding by market value is $DBS Group Holdings(D05.SI)$ with a 28% stake valued at approximately SGD 132.2 billion.  DBS continues to anchor Temasek's Singapore based portfolio, reflecting its strategic importance and consistent performance as Singapore's No. 1 bank and the largest in South East Asia. I am so fortunate to have DBS as my top holding stock too as I believe in its solid fundamentals, excellent management team and nice, juicy dividends that it pays every 3 months. As a Singaporean I am also very proud of how far DBS has progressed to have won so many accolades and awards over the years, the best being the Safest Bank in Asia for 16 consecutive years from 2009 to 2024 by Global Finance.
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avatarKKLEE
07-13
Temasek just released its annual portfolio review — and once again, investors around the region are eagerly diving in to see where Singapore’s state investment giant is placing its long-term bets. With a portfolio worth over S$400 billion and holdings that span across tech, finance, biotech, and green energy, Temasek’s strategy often signals deeper trends in the global investment landscape. But beyond the headlines and big numbers, here’s the real question: how much does your own portfolio overlap with Temasek’s? What’s Inside the Chest? Temasek’s latest breakdown shows a continued focus on three broad areas: Innovation & Technology Temasek has doubled down on semiconductors, AI infrastructure, and cloud services. Names like Nvidia, AMD, Applied Materials, and ASML feature prominently
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avatarECLC
07-13
Noted the strong performance compared to previous fiscal year and can consider to monitor the stocks inside Temasek's "treasure chest". DBS has kept my portfolio very green.
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avatarIsleigh
07-13

🪙 Temasek's Treasure Chest: What I Learned from Studying Their Portfolio

Temasek just posted a record SGD 434B portfolio—up SGD 45B in 12 months. That's not luck. It's strategy. 📌 What stood out to me: Local anchors: 41% in Singapore giants like DBS, SIA, and Singtel. It's a strong home bias, but one rooted in stability and cash flow. Global ambition: 36% in direct global investments. These are forward-looking bets—AI, biotech, climate tech, fintech. 💡 What this means for retail investors like us: Don't blindly copy Temasek—but observe how they balance core vs growth. You don't need SGD billions. Just a smart allocation mindset: 40% in stable, dividend-rich plays 30% in long-term global megatrends 20% in swing trades and momentum 10% for conviction/lottos 🔥 My portfolio overlaps with Temasek in $DBS, $TSLA, and a few climate ETFs. But the real inspiration is ho
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🪙 Temasek's Treasure Chest: What I Learned from Studying Their Portfolio
avatarLanceljx
07-13
Temasek Holdings’ latest report highlights several key developments and signals strategic priorities that are worth unpacking: --- 🔷 Key Highlights from Temasek’s 2025 Portfolio Update Net Portfolio Value: SGD 434 billion as of 31 March 2025 – a record high. This reflects a +SGD 45 billion increase year-on-year, suggesting strong portfolio performance across local and global holdings. Singapore Core Remains Strong: Approximately 41% of the portfolio remains in domestic champions like: DBS Bank – a consistent dividend payer and strong performer in the ASEAN region. Singapore Airlines (SIA) – rebounded strongly post-pandemic with robust air travel recovery. Singtel – undergoing digital transformation and regional expansion through digital banking and data infrastructure. Global Direct Invest
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avatarAN88
07-13
None. Temasek is good but not buying 
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avatarDragon Zzzz
07-13
Ace treasure Fuyooo .  Let hunt 
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avatar1PC
07-12
I am lucky to catch DBS & UOB as part of my revamp SG portfolio..  I'm glad to make this choices after cutting and kicking out the non-performing stocks [Anger]  [Anger]  [Anger]  ... Deadwood. But most important is the Banks Must continue to perform & sustained the growth 📈. Let's go 📈🚀
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avatarSuccess88
07-12
I can 80% of my portfolio follow Temasek. Temasek has been invest heavily in India and Europe. Bitcoin and gold too. Congratulations to Temasek having such a great achievement.
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avatarhighhand
07-12
Oh I got $DBS GROUP HOLDINGS LTD(D05.SI)$  and $SIA(C6L.SI)$   Dbs is the strongest bank, while SiA is our beloved first class airline paying 7% dividend. I don't have singtel though as growth is slow. Just not a believer.
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avatarkoolgal
07-12

Investing Like A Sovereign Force - The Temasek Trinity Unlocked

🌟🌟🌟Most portfolios whisper.  My portfolio has done well because tucked inside it lies DBS, SGX and ST Engineering, 3 Singapore Giants lifted straight from Temasek's treasure chest. A Glimpse into Temasek's Origins Temasek was established in 1974 as Singapore's sovereign wealth fund which emerged from a bold idea - To separate state from business and let a commercially minded entity steer the nation's corporate crown jewels.  Temasek took over 35 government linked companies, from airlines to shipyards and started building an empire of strategic conviction.   Temasek wasn't just a holding company.  It has become a generational investor, focusing on long term value creation, global expansion and strategic influence.  Today with a portfolio of SGD 434 billion
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Investing Like A Sovereign Force - The Temasek Trinity Unlocked
avatarLiverpoolRed
07-12
I do not have DBS but I do have Singtel, SIA & SEA shares. I am hold ing on these shares for many years.
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avatarTheStrategist
07-11
Wow
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avatarDiAngel
07-11
I only hold SIA (xxxxx units) & SingTel (xxxxx units). Didn’t keep track of profits gain this week as my mind was on my iphone14 and customer’s issue. But I was very happy with the $$$$$$. I couldn’t believe with my own eyes. Just check and I confirmed the $$$$$$. Of course, these are paper gain. Unfortunately, I won’t be cashing out as I just want dividends. The stocks will be transferred to my beneficiary when I RIP. 🙏🙏🙏 Even my UT is overall green - both cash n SRS. My China UT USD was at a huge loss of xxxxx. But I m glad other UT managed to pull overall green.🍀🍀🍀🍀🍀🍀 I have a terrible week due to my iphone14 screen issue but seeing 🍀🍀🍀🍀🍀🍀 and $$$$$$[USD][USD] makes my day. [LOL][Happy][Smile][Chuckle]
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