Review of the Economic Rationale for Strategic Shareholdings and Their Reduction
First written in FY2022. 1 of 2 entries say "Advanced", first in FY2026. Latest entry: FY2026.
- FY2026AdvancedAnnual report
「As a result of these ongoing reduction efforts, listed shares among investment securities held for purposes other than pure investment, namely policy-held shares, represented 2.45% of consolidated net assets as of the end of March 2026.」
The bank continues to verify the rationale for holding policy-held shares and reduce holdings each year, and disclosed that listed policy-held shares represented 2.45% of consolidated net assets. - FY2022First statedAnnual report
「For each individual issue, we will assess the need to hold it by considering its medium- to long-term economic rationale, future outlook and relationship with the local economy in light of the cost of capital and other factors, and by comparing and verifying these against the benchmark yield we expect when deploying funds as loans. We will reduce holdings of shares that we determine have no economic rationale for continued ownership.」
The bank has stated that it will compare and verify policy-held shares against the cost of capital and benchmark lending yields, and reduce holdings that lack a rational basis.