Expansion of Satellite Portfolios and Internationally Diversified Investment
First written in FY2016. 32 of 36 entries say "Advanced", first in FY2017-Q2. Latest entry: FY2026.
15 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「Risk-bearing assets were increased to ¥109.0 trillion, mainly through foreign corporate bonds and other investment-grade assets.」
Risk-bearing assets increased from ¥107.9 trillion to ¥109.0 trillion, while managed assets, including internationally diversified investments, continued to expand. - 2026-05-15AdvancedEarnings presentation materials
「リスク性資産残高 109.0兆円 114兆円程度 戦略投資領域 15.1兆円」
リスク性資産残高は前年度末の107.9兆円から109.0兆円へ、戦略投資領域は13.3兆円から15.1兆円へ拡大し、KPIの進捗を更新した。 - FY2026-H1AdvancedAnnual report
「Risk assets (Note 2) 1,079,149 1,082,543 Foreign securities and other assets 779,159 780,223 Strategic investment areas (Note 3) 133,672 137,249」
Risk assets increased from ¥107.9149 trillion to ¥108.2543 trillion, while foreign securities and other assets amounted to approximately ¥78 trillion and strategic investment areas increased to ¥13.7249 trillion. - FY2025AdvancedAnnual report
「We expanded the balance of risk assets to ¥107.9 trillion, mainly through investments in foreign corporate bonds and other assets in the investment-grade segment. Within risk assets, we made selective investments in high-quality opportunities in strategic investment areas, including private equity funds, bringing the balance to ¥13.3 trillion.」
The balance of risk assets was ¥107.9 trillion and strategic investment areas ¥13.3 trillion, expanding the balances of internationally diversified and diversified managed assets. - FY2025-H1AdvancedAnnual report
「Risk assets (Note 2) 1,074,391 1,075,561 Foreign securities and other assets 780,903 776,167 Strategic investment areas (Note 3) 121,481 131,004」
As of the end of September 2024, risk assets amounted to ¥107.5561 trillion and strategic investment areas to ¥13.1004 trillion, with balances expanding from the end of March 2024, particularly in strategic investment areas. - FY2024AdvancedAnnual report
「We expanded the balance of risk assets to ¥107.4 trillion, mainly through investments in foreign corporate bonds and other assets in the investment-grade segment.」
Risk assets, including international diversification, expanded to ¥107.4 trillion. We also began shifting investments from deposits with the Bank of Japan to Japanese government bonds. - FY2024-Q3AdvancedAnnual report
「Of the managed assets at the end of the third-quarter accounting period, government bonds amounted to ¥41.6 trillion and other securities to ¥83.3 trillion.」
Other securities increased from ¥78.3 trillion at the end of the previous fiscal year to ¥83.3 trillion. By component, foreign bonds amounted to ¥28.0 trillion and investment trusts to ¥55.2 trillion, expanding managed assets including international diversification. - FY2024-Q2AdvancedAnnual report
「Risk assets (Note 2) 994,542 1,030,844 Foreign securities and other assets 713,073 740,876 Strategic investment areas (Note 3) 101,262 112,055」
Risk assets increased from ¥99.4542 trillion to ¥103.0844 trillion, while foreign securities and other assets increased from ¥71.3073 trillion to ¥74.0876 trillion. Managed assets, including international diversification, continued to expand. - FY2024-Q1AdvancedAnnual report
「Of the managed assets at the end of the first-quarter accounting period, government bonds amounted to ¥37.6 trillion and other securities to ¥80.6 trillion.」
Other securities increased from approximately ¥78.3 trillion at the end of March 2023 to ¥80.6 trillion. By component, foreign bonds amounted to ¥27.6 trillion and investment trusts to ¥52.8 trillion, expanding the balance of diversified managed assets. - FY2023AdvancedAnnual report
「We expanded the balance of risk assets to ¥99.4 trillion, mainly through investments in foreign corporate bonds and other assets in the investment-grade segment. Within risk assets, we made selective investments in high-quality opportunities in strategic investment areas, including private equity funds, bringing the balance to ¥10.1 trillion.」
The balance of risk assets was expanded to ¥99.4 trillion and strategic investment areas to ¥10.1 trillion, representing progress in the balances of internationally diversified and diversified managed assets. - FY2023-Q3AdvancedAnnual report
「Of the managed assets at the end of the third-quarter accounting period, government bonds amounted to ¥37.0 trillion and other securities to ¥77.9 trillion.」
Other securities increased from ¥74.1 trillion at the end of the previous fiscal year to ¥77.9 trillion, while foreign bonds amounted to ¥24.9 trillion and investment trusts to ¥52.9 trillion. The composition of managed assets, including international diversification, expanded. - FY2023-Q2AdvancedAnnual report
「Of the managed assets at the end of the second-quarter accounting period, government bonds amounted to ¥41.9 trillion and other securities to ¥78.3 trillion.」
Other securities increased from ¥74.1 trillion at the end of March 2022 to ¥78.3 trillion, while foreign bonds increased to ¥25.9 trillion and investment trusts to ¥52.3 trillion. Risk assets also reached ¥99.9 trillion. - FY2023-Q1AdvancedAnnual report
「Of the managed assets at the end of the first-quarter accounting period, government bonds amounted to ¥47.2 trillion and other securities to ¥76.3 trillion.」
Within managed assets, government bonds decreased from the previous fiscal year-end, while other securities increased from ¥74.1 trillion to ¥76.3 trillion. By component, foreign bonds increased to ¥25.6 trillion and investment trusts to ¥50.7 trillion, expanding the balance of diversified managed assets. - FY2022AdvancedAnnual report
「For risk assets, we will build up balances mainly in investment-grade credit assets, including domestic and foreign corporate bonds. Within risk assets, we will continue to make selective investments in high-quality funds in the strategic investment area (Note 7), taking a medium- to long-term perspective.」
The medium- to long-term investment policy has been translated into specific measures: building up risk assets centred on investment-grade credit assets and making selective investments in high-quality funds. In practice, risk assets reached ¥94.9 trillion. - FY2022-Q3AdvancedAnnual report
「Of the managed assets at the end of the third-quarter accounting period, government bonds amounted to ¥49.3 trillion and other securities to ¥73.7 trillion.」
Other securities increased from approximately ¥71.2 trillion at the end of the previous fiscal year to ¥73.7 trillion. Diversified managed assets, including foreign securities and investment trusts, continued to expand. - FY2022-Q2AdvancedAnnual report
「Risk assets (Note 2) 911,207 927,987 Municipal bonds 54,938 55,451 Corporate bonds and other debt securities 75,342 75,065 Foreign securities and other assets 682,131 689,050 Loans 26,373 27,271 Equities and other assets (money held in trust) 29,768 26,833 Strategic investment areas (Note 3) 42,652 54,315」
Risk assets increased from ¥91.1207 trillion at the end of March 2021 to ¥92.7987 trillion at the end of September, while foreign securities and other assets amounted to ¥68.9050 trillion and strategic investment areas to ¥5.4315 trillion. - FY2022-Q1AdvancedAnnual report
「Of the managed assets at the end of the first-quarter accounting period, government bonds amounted to ¥51.0 trillion and other securities to ¥72.9 trillion.」
Other securities increased by ¥1.8082 trillion from the previous fiscal year-end to ¥72.9 trillion. By component, foreign bonds increased to ¥24.0686 trillion and investment trusts to ¥48.8286 trillion. - FY2021AdvancedAnnual report
「We expanded the balance of risk assets to ¥91.1 trillion as of 31 March 2021, while taking into account risk-return profiles and credit quality, including the creditworthiness of investees.」
The balance of risk assets increased from ¥84.9 trillion at the end of March 2020 to ¥91.1 trillion, advancing international diversification and the diversification of asset management. - FY2021-Q3AdvancedAnnual report
「Of the managed assets at the end of the third-quarter accounting period, government bonds amounted to ¥50.2 trillion and other securities to ¥70.0 trillion.」
Other securities increased from the previous fiscal year-end to ¥70.0 trillion. While government bonds decreased, diversified managed assets continued to expand. - FY2021-Q2AdvancedAnnual report
「Of the managed assets at the end of the second-quarter accounting period, government bonds amounted to ¥52.8 trillion and other securities to ¥70.2 trillion.」
Other securities increased by approximately ¥4.5606 trillion from the end of the previous fiscal year to ¥70.2 trillion. Investment trusts increased, while foreign bonds decreased, also changing the composition of diversified managed assets. - FY2021-Q1AdvancedAnnual report
「Of the managed assets at the end of the first-quarter accounting period, government bonds amounted to ¥53.5 trillion and other securities to ¥68.8 trillion.」
Other securities increased by approximately ¥3.2 trillion from the end of the previous fiscal year to ¥68.8 trillion. By component, investment trusts increased by approximately ¥3.3 trillion, while foreign bonds decreased by approximately ¥0.1 trillion, changing the balance and composition of diversified assets. - FY2020AdvancedAnnual report
「Risk assets 819,314 848,705 Foreign securities and other assets 601,210 634,023」
Risk assets increased from ¥81.9 trillion to ¥84.9 trillion, while foreign securities and other assets increased from ¥60.1 trillion to ¥63.4 trillion, advancing international diversification and the diversification of managed assets. - FY2020-Q3AdvancedAnnual report
「Of the managed assets at the end of the third-quarter accounting period, government bonds amounted to ¥53.2 trillion and other securities to ¥67.5 trillion.」
Other securities increased from approximately ¥62.5 trillion at the end of the previous consolidated fiscal year to approximately ¥67.5 trillion. By component, foreign bonds amounted to ¥23.8 trillion and investment trusts to ¥43.7 trillion, and diversified managed assets continued to expand. - FY2020-Q2AdvancedAnnual report
「Of the managed assets at the end of the second-quarter accounting period, government bonds amounted to ¥54.6 trillion and other securities to ¥64.8 trillion.」
Other securities increased by ¥2.3487 trillion from the end of the previous fiscal year to ¥64.8 trillion. By component, foreign bonds amounted to ¥22.7 trillion and investment trusts increased to ¥42.1 trillion, expanding diversified managed assets. - FY2020-Q1Changes in the Composition of Managed AssetsAnnual report
「Of the managed assets at the end of the first-quarter accounting period, government bonds amounted to ¥56.8 trillion and other securities to ¥62.7 trillion.」
Other securities increased from the previous fiscal year-end. Investment trusts increased from ¥40.4339 trillion to ¥41.1277 trillion, while foreign bonds decreased from ¥22.0355 trillion to ¥21.5832 trillion. The balance of internationally diversified assets is expanding while its composition is changing. - FY2019AdvancedAnnual report
「As of 31 March 2019, we secured earnings primarily from investment income by managing deposits of ¥180.9 trillion, more than 90% of which were retail deposits, mainly through ¥137.1 trillion in securities, including ¥58.3 trillion in government bonds and ¥62.4 trillion in other securities, comprising foreign bonds and investment trusts whose principal underlying investments are foreign bonds.」
Other securities amounted to ¥62.4 trillion, including ¥22.0 trillion in foreign bonds and ¥40.4 trillion in investment trusts, indicating an expansion in diversified managed assets. - FY2019-Q3AdvancedAnnual report
「Of the managed assets at the end of the third-quarter accounting period, government bonds amounted to ¥59.7 trillion and other securities to ¥61.6 trillion.」
Other securities increased by ¥2.3305 trillion from the end of the previous fiscal year to ¥61.6 trillion. By component, foreign bonds amounted to ¥21.8 trillion and investment trusts to ¥39.8 trillion, indicating an expansion in diversified managed assets. - FY2019-Q2Increase in Foreign Bonds and Decline in Investment TrustsAnnual report
「Of the managed assets at the end of the second-quarter accounting period, government bonds amounted to ¥60.7 trillion and other securities to ¥60.1 trillion.」
Other securities increased by approximately ¥807.1 billion from the end of the previous fiscal year. By component, foreign bonds increased by approximately ¥1.3065 trillion, while investment trusts decreased by approximately ¥511.7 billion, changing the composition of managed assets. - FY2019-Q1Decline and Change in the Composition of Managed AssetsAnnual report
「Of the managed assets at the end of the first-quarter accounting period, government bonds amounted to ¥61.9 trillion and other securities to ¥56.3 trillion.」
Other securities decreased from approximately ¥59.3 trillion at the end of the previous fiscal year to approximately ¥56.4 trillion. By component, foreign bonds increased from approximately ¥20.2 trillion to approximately ¥20.4 trillion, while investment trusts decreased from approximately ¥39.0 trillion to approximately ¥35.9 trillion, indicating a change in the composition of balances related to international diversification. - FY2018AdvancedAnnual report
「The Satellite Portfolio balance increased from approximately ¥4 trillion at the end of fiscal 2007, when the company was privatised, to approximately ¥78 trillion at the end of March 2018.」
The Satellite Portfolio balance increased to approximately ¥78 trillion at the end of March 2018. - FY2018-Q3AdvancedAnnual report
「Third-quarter accounting period (31 December 2017) Other 55,629,934 57,641,604 2,011,669 Of which: foreign bonds 19,412,620 20,905,745 1,493,125 Of which: investment trusts (Note 2) 35,893,374 36,413,251 519,876」
At the end of December 2017, foreign bonds included in other securities had a quarterly balance-sheet carrying amount of ¥20,905 billion, while investment trusts had a carrying amount of ¥36,413 billion. Both increased from the end of March 2017, indicating an expansion in balances related to international diversification. - FY2018-Q2AdvancedAnnual report
「In the Satellite Portfolio, we diversify investments across a range of assets while taking into account their correlation with market fluctuations. Based on market conditions, we have increased investments in eligible government bonds and other assets in the US, Europe and elsewhere from approximately ¥4 trillion at the end of fiscal 2007, when the company was privatised, to approximately ¥72 trillion as of the end of September 2017.」
Investments in eligible government bonds and other assets in the US, Europe and elsewhere within the Satellite Portfolio were expanded to approximately ¥72 trillion as of the end of September 2017. The period-end balance table also shows that the Satellite Portfolio increased from approximately ¥70,452.6 billion to approximately ¥72,911.7 billion. - FY2017AdvancedAnnual report
「In the Satellite Portfolio, we diversify investments across a range of assets while taking into account their correlation with market fluctuations. Based on market conditions, we have increased investments in eligible government bonds and other assets in the US, Europe and elsewhere from approximately ¥4 trillion at the end of fiscal 2007, when the company was privatised, to approximately ¥70 trillion as of the end of March 2017.」
Investments in eligible government bonds and other assets in the US, Europe and elsewhere within the Satellite Portfolio were expanded to approximately ¥70 trillion, and investments in alternative assets were also initiated. - FY2017-Q3AdvancedAnnual report
「Of which: foreign bonds 19,166,864 21,158,925 Of which: investment trusts (Note 2) 29,824,195 30,114,387」
Foreign bonds included in other securities increased from ¥19,732,759 million at the end of the previous fiscal year to ¥21,158,925 million, while investment trusts increased from ¥25,520,966 million to ¥30,114,387 million. The figures indicate an increase in holdings related to international diversification. - FY2017-Q2AdvancedAnnual report
「In the Satellite Portfolio, we diversify investments across a range of assets while taking into account their correlation with market fluctuations. Based on market conditions, we have increased investments in eligible government bonds and other assets in the US, Europe and elsewhere from approximately ¥4 trillion at the end of fiscal 2007, when the company was privatised, to approximately ¥64 trillion as of the end of September 2016.」
The Satellite Portfolio balance increased from approximately ¥61.6 trillion at the end of March 2016 to approximately ¥64.4 trillion at the end of September, while foreign securities reached approximately ¥47.6 trillion. - FY2016First statedAnnual report
「The Satellite Portfolio balance increased from approximately ¥48 trillion as of 31 March 2015 to approximately ¥61 trillion as of 31 March 2016, including approximately ¥45 trillion in foreign securities, achieving the target set in the medium-term management plan ahead of schedule.」
The company states that it expanded diversified investments in foreign securities and other assets, and that the Satellite Portfolio balance exceeded the planned level ahead of schedule.