Announced details
Asset Management
Assets under management surpassed approximately ¥2.7 trillion
Total assets under management (AUM): approximately more than ¥2.7 trillion as of 3 June 2026
SBI Okasan Asset Management Co., Ltd. is listed as a group company of the Company, but details of the capital relationship are not disclosed.
Financial Instruments Business Operator, Director of the Kanto Local Finance Bureau (Kinsho) No. 370; member of the Investment Management Association, Japan
Chuo-ku, Tokyo
In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.
| Item | Details |
|---|---|
| Names of Products / Services Covered | Asset management services, including investment trusts, investment advisory services, investment management services and US dollar-denominated money market funds |
| Relationship with the Company | SBI Okasan Asset Management Co., Ltd. is listed as a group company of the Company, but details of the capital relationship are not disclosed. |
| Applicable area | Asset Management |
| 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 | Chuo-ku, Tokyo |
| Quantitative Effects | Assets under management surpassed approximately ¥2.7 trillion |
| Usage history | Total assets under management (AUM): approximately more than ¥2.7 trillion as of 3 June 2026 |
Items this document does not state (11)
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.This figure represents the total assets under management through investment trusts, investment advisory services and investment management services, including US dollar-denominated money market funds. The amounts were converted into yen at ¥159.99 per US dollar.