Announced details
Asset management, investment trusts, alternative asset management and digital asset management
Assets under management increased by ¥1 trillion, from ¥12 trillion on 7 January 2026 to ¥13 trillion on 20 April 2026.
Assets under management stood at ¥13 trillion as of 20 April 2026, up ¥1 trillion from ¥12 trillion as of 7 January 2026.
The company provides investment strategies through partnerships and joint ventures with overseas asset managers. Details of the capital relationships are Not disclosed.
Man Group is a UK-based asset manager, while KKR is a US alternative asset manager. Other details are Not disclosed.
Financial instruments business operator registration number: Director of the Kanto Local Finance Bureau (Kinsho) No. 311. Other details are Not disclosed.
The specific impact on sales and profit is Not disclosed.
The company does not address Contract Value / Offering price.
The Investment Trusts Association, Japan (aggregate net assets by asset manager)
Wealth Advisor data dated 20 April 2026 (SBI Asset Management survey)
| Item | Details |
|---|---|
| Names of Products / Services Covered | Investment products and publicly offered investment trusts managed by SBI Asset Management, SBI Okasan Asset Management and Rheos Capital Works |
| Counterparty | Man Group, KKR |
| Counterparty overview | Man Group is a UK-based asset manager, while KKR is a US alternative asset manager. Other details are Not disclosed. |
| Relationship with the Company | The company provides investment strategies through partnerships and joint ventures with overseas asset managers. Details of the capital relationships are Not disclosed. |
| Applicable area | Asset management, investment trusts, alternative asset management and digital asset management |
| Registration number and expiry date | Financial instruments business operator registration number: Director of the Kanto Local Finance Bureau (Kinsho) No. 311. Other details are Not disclosed. |
| Quantitative Effects | Assets under management increased by ¥1 trillion, from ¥12 trillion on 7 January 2026 to ¥13 trillion on 20 April 2026. |
| Usage history | Assets under management stood at ¥13 trillion as of 20 April 2026, up ¥1 trillion from ¥12 trillion as of 7 January 2026. |
| Impact on Business Performance | The specific impact on sales and profit is Not disclosed. |
| Source | The Investment Trusts Association, Japan (aggregate net assets by asset manager), Wealth Advisor data dated 20 April 2026 (SBI Asset Management survey) |
Items this document does not state (8)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The company cited continued strong inflows into the group and the combined strength of the 3 companies following the group restructuring as the drivers of rapid growth.