Announced details
Asset Management
It took 11 months for assets under management to increase from ¥6 trillion to ¥7 trillion, 5 months to increase from ¥7 trillion to ¥8 trillion, and approximately 5 months to increase from ¥8 trillion to ¥9 trillion.
SBI Asset Management’s assets under management exceeded ¥9 trillion on 12 August 2026. Combined assets under management at the Group’s 3 core companies exceeded ¥14 trillion.
SBI Asset Management Co., Ltd. is a subsidiary of our company. RHEOS Capital Works Inc. and SBI Okasan Asset Management Co., Ltd. are core asset management companies of our Group.
SBI Asset Management Co., Ltd. is a subsidiary of our company. The 3 companies form the core of the asset management business. Other details, including their locations, representatives, capital, and years of establishment, are not disclosed.
In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.
The Investment Trusts Association, Japan, "Status of Asset Changes by Asset Management Company" (as of the end of June 2026). Combined figures for publicly offered and privately placed investment trusts.
| Item | Details |
|---|---|
| Counterparty | SBI Asset Management Co., Ltd., RHEOS Capital Works Inc., and SBI Okasan Asset Management Co., Ltd. |
| Counterparty overview | SBI Asset Management Co., Ltd. is a subsidiary of our company. The 3 companies form the core of the asset management business. Other details, including their locations, representatives, capital, and years of establishment, are not disclosed. |
| Relationship with the Company | SBI Asset Management Co., Ltd. is a subsidiary of our company. RHEOS Capital Works Inc. and SBI Okasan Asset Management Co., Ltd. are core asset management companies of our Group. |
| Applicable area | Asset Management |
| Quantitative Effects | It took 11 months for assets under management to increase from ¥6 trillion to ¥7 trillion, 5 months to increase from ¥7 trillion to ¥8 trillion, and approximately 5 months to increase from ¥8 trillion to ¥9 trillion. |
| Usage history | SBI Asset Management’s assets under management exceeded ¥9 trillion on 12 August 2026. Combined assets under management at the Group’s 3 core companies exceeded ¥14 trillion. |
| Source | The Investment Trusts Association, Japan, "Status of Asset Changes by Asset Management Company" (as of the end of June 2026). Combined figures for publicly offered and privately placed investment trusts. |
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.The Group said it would accelerate growth by increasing inflows into existing asset management companies, expanding its product lineup to address investor needs, strengthening collaboration within and outside the Group, expanding its overseas asset management business, and utilizing M&A.