Hanwha Asset Management presented two types of "PLUS Global Humanoid Robot Active" and "PLUS U.S. Robotaxi" ETFs on the 15th as physical AI investments that emerged at "2026 CES".
CES, the world's largest information technology (IT) and home appliance exhibition, is a venue where tech companies from each country show off their technological prowess, and this year, physical AI took the lead. Physical AI refers to AI (artificial intelligence) with a body. Examples are humanoid robots that move like humans, recognize the real world, and act autonomously, autonomous vehicles that judge themselves and operate transportation without human manipulation, and robotaxi.
Nvidia announced its participation in the autonomous driving market in earnest by unveiling the next-generation autonomous driving platform "Alpha Mayo." Hyundai Motor, which newly unveiled its humanoid robot "Atlas" at CES, recently saw its stock price soar as it won the top prize in the robot field. In addition, physical AI, which existed conceptually, such as the appearance of a large number of humanoid robots that can be directly put into homes or factories, has been realized.
In response, Hanwha Asset Management proposed two types of investment products: PLUS Global Humanoid Robot Active and PLUS US Robotaxi ETF as next-generation investment products.
PLUS Global Humanoid RobotActive is an ETF that invests in humanoid-completed robots and materials, parts, and equipment (hereinafter referred to as "small manager") at a ratio of 3:7. It is the only active product among domestic listed humanoid robot ETFs, and when startups make IPOs or global big tech companies start to make progress in the robot business, they will invest preemptively without waiting for the inclusion of the index. It also aims to enjoy the fruits of overall industrial growth evenly as it is investing heavily in key small-scale companies that account for about 66% of robot costs, such as actuators and sensors.
The main components are △Tesla △ Rainbow Robotics △ Robots △ SPG as of January 14. In particular, △ Hyundai Motor (3.76%) and Hyundai Motor's parts makers △ Hyundai Mobis (3.6%) △ HL alone (2.92%) and BostonIt contains more than 12% of △ Hyundai Glovis (2.35%), which owns a stake in Naemix.
Since its listing in April last year, it has returned 88.8%, 65.80% in the last six months, 24.10% in the three months, and 4.84% in the one week. In particular, the returns in the last six months and three months have significantly exceeded those of the same theme passive ETFs. It also outperformed the comparative index by 21.83% after being listed due to active management.
The PLUS U.S. Robotaxi ETF invests evenly in the entire Robotaxi ecosystem, including autonomous driving services, core technology companies, and mobility platform companies. Hanwha Management explains that the robotaxi industry is the first key area where physical AI technology will prove its commercial value extensively.
The main components are △PonyAI △ Baidu △ Weiride △ Uber △ Tesla △ Waymo △ Lift △ Nvidia. It has risen 33.57% over the past six months since it went public in July last year, and has returned 9.77% since the beginning of the year and 4.26% over the past week.
Geum Jung-seop, head of Hanwha Asset Management's ETF business division, predicted that this year will be the first year of full-fledged physical AI competition. "In the early stages of industrial growth, it is not easy to determine the success or failure of individual companies," he said. "It would be a good strategy to enjoy the fruits of growth widely through ETFs that invest in the overall ecosystem."
