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Other Disclosures4765SBI Global Asset Management Co.,Ltd.Financials (excluding banks)

Notice of SBI Okasan Asset Management's assets under management surpassing ¥2.5 trillion

Assets under management in investment trusts, investment advisory services and other businesses managed by SBI Okasan Asset Management Co., Ltd. exceeded approximately ¥2.5 trillion as of 7 May 2026.

Worth reading
62In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
2.5
¥ trillion
Wording
Definitive
How definitive the wording is.

Announced details

Mutual FundsInvestment advisory and investment management servicesUS dollar-denominated money market funds
Applicable field (uses covered by this announcement)

Asset Management

What the company reported numerically
Quantitative Effects

AUM exceeded approximately ¥2.5 trillion.

Usage history

Total assets under management (AUM): approximately ¥2.5 trillion as of 7 May 2026

Relationship between the counterparty and the company
SBI Global Asset Management Co.,Ltd.4765
Relationship with the Company

SBI Okasan Asset Management Co., Ltd. is a group company of the Company.

Registration number and expiry date

Financial Instruments Business Operator, Director of the Kanto Local Finance Bureau (Kinsho) No. 370; member of the Investment Management Association, Japan

Location (as indicated in this announcement)

Chuo-ku, Tokyo

In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.

Announced details
ItemDetails
Names of Products / Services CoveredMutual Funds, Investment advisory and investment management services, US dollar-denominated money market funds
Relationship with the CompanySBI Okasan Asset Management Co., Ltd. is a group company of the Company.
Applicable areaAsset Management
Registration number and expiry dateFinancial Instruments Business Operator, Director of the Kanto Local Finance Bureau (Kinsho) No. 370; member of the Investment Management Association, Japan
LocationChuo-ku, Tokyo
Quantitative EffectsAUM exceeded approximately ¥2.5 trillion.
Usage historyTotal assets under management (AUM): approximately ¥2.5 trillion as of 7 May 2026
Items this document does not state (11)
CounterpartyCounterparty overviewContract ValueOffering priceContract DateLaunch dateAward/certification nameAwarding / certifying bodyLocation scaleImpact on Business PerformanceSource

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.

AUM increased, including US dollar-denominated money market funds managed through investment trusts and investment advisory and investment management services. No specific reason for the increase was stated.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice of SBI Okasan Asset Management's assets under management surpassing ¥2.5 trillion | SBI Global Asset Management Co.,Ltd. (4765) timely disclosure | Komori