ASE Technology Co. in Focus as Institutional Stake Changes – NYSE:ASX, SOX, S&P 500

May 01, 2025 07:44 PM AEST | By Team Kalkine Media
 ASE Technology Co. in Focus as Institutional Stake Changes – NYSE:ASX, SOX, S&P 500
Image source: Shutterstock

Highlights:

  • HSBC Holdings PLC reduced its stake in ASE Technology Co. during the last quarter

  • Several institutions made adjustments to their exposure in the semiconductor company

  • ASE Technology trades on the NYSE under the ticker ASX and is part of the SOX and S&P 500 indices

ASE Technology Holding Co., Ltd., listed on the New York Stock Exchange under the ticker (NYSE:ASX), operates in the global semiconductor sector, which is tracked by key indices including the SOX and S&P 500. The company is involved in backend manufacturing services like semiconductor packaging, testing, and electronics manufacturing across multiple regions including the United States, Asia, and Europe.

During a recent quarter, HSBC Holdings PLC adjusted its position in ASE Technology, reducing its share volume. This move was documented in a filing submitted to the Securities and Exchange Commission, outlining institutional changes in the company's shareholding pattern.

Institutional Changes Across the Board

Multiple financial entities made notable portfolio adjustments involving ASE Technology. Steward Partners Investment Advisory LLC increased its interest during the same reporting period, while Allworth Financial LP also expanded its position. Additional entities such as R Squared Ltd and Whipplewood Advisors LLC initiated new positions, reflecting an overall reshuffling within the institutional segment. These changes occurred across different quarters and suggest an active environment in the semiconductor equity space.

These organizations collectively account for a small fraction of ASE Technology's publicly available shares, yet their transactions reflect ongoing shifts in exposure among entities with varying portfolio strategies. The company’s listing on a prominent exchange and its inclusion in major indices have kept it within the scope of institutional tracking.

Market Performance and Financial Overview

ASE Technology began recent trading sessions at a share price below its mid-year average. Over recent months, its market valuation has adjusted within a defined range. The company’s valuation metrics include a moderate price-to-earnings ratio and a steady beta coefficient, indicating relative movement with broader market trends.

In its most recent earnings disclosure, ASE Technology reported figures that fell short of expectations set by financial consensus. Metrics such as net margins and return on equity provided further insight into operational efficiency during the period. Forward-looking numbers were outlined without commentary from company executives.

Core Business and Service Footprint

ASE Technology provides a comprehensive suite of backend manufacturing services to semiconductor clients worldwide. Beyond traditional chip packaging and testing, the company operates in real estate development, equipment leasing, and software services. Its broad portfolio includes electronic component processing and support functions such as logistics, warehousing, and peripheral distribution.

The company also engages in the management of facilities like parking services and commercial complexes. This diversified approach enables ASE Technology to operate not only in the semiconductor vertical but across adjacent service markets linked to electronics and real estate.

Broader Industry Context

As a participant in the SOX index, ASE Technology operates within a competitive landscape alongside other semiconductor service providers. This sector includes businesses involved in fabrication, design, testing, and distribution of microelectronic products. Its listing on the S&P 500 adds another layer of visibility, placing it among the more broadly followed corporations on Wall Street.

Semiconductor companies such as ASE Technology are influenced by trends in technology adoption, global supply chains, and capital expenditures from end-use markets like mobile, automotive, and industrial electronics. The firm's international presence allows it to navigate demand shifts across multiple geographies.

 


Disclaimer

The content, including but not limited to any articles, news, quotes, information, data, text, reports, ratings, opinions, images, photos, graphics, graphs, charts, animations and video (Content) is a service of Kalkine Media Pty Ltd (Kalkine Media, we or us), ACN 629 651 672 and is available for personal and non-commercial use only. The principal purpose of the Content is to educate and inform. The Content does not contain or imply any recommendation or opinion intended to influence your financial decisions and must not be relied upon by you as such. Some of the Content on this website may be sponsored/non-sponsored, as applicable, but is NOT a solicitation or recommendation to buy, sell or hold the stocks of the company(s) or engage in any investment activity under discussion. Kalkine Media is neither licensed nor qualified to provide investment advice through this platform. Users should make their own enquiries about any investments and Kalkine Media strongly suggests the users to seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice), as necessary. Kalkine Media hereby disclaims any and all the liabilities to any user for any direct, indirect, implied, punitive, special, incidental or other consequential damages arising from any use of the Content on this website, which is provided without warranties. The views expressed in the Content by the guests, if any, are their own and do not necessarily represent the views or opinions of Kalkine Media. Some of the images/music that may be used on this website are copyright to their respective owner(s). Kalkine Media does not claim ownership of any of the pictures displayed/music used on this website unless stated otherwise. The images/music that may be used on this website are taken from various sources on the internet, including paid subscriptions or are believed to be in public domain. We have used reasonable efforts to accredit the source wherever it was indicated as or found to be necessary.


AU_advertise

Advertise your brand on Kalkine Media

Sponsored Articles


Investing Ideas

Previous Next
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.