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The Shimizu Bank (8364) · InitiativeThe increase in retail assets held acceleratedLatest Earnings (2026-08-03): "Advanced"

Expanding retail customer assets under custody in response to diversifying customer needs

First written in FY2017-Q1. 4 of 38 entries say "Restated". Latest entry: 2026-08-03.

38entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2018-Q1 – FY2026-H12016: 220162017: 420172018: 420182019: 420192020: 420202021: 420212022: 420222023: 420232024: 220242025: 220252026: 42026
Same theme, other companies
Expansion of the customer asset base comprising deposits and customer assets under custodyA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

1 other company's latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-03AdvancedEarnings

    「Assets held for individuals totaled ¥1,485.3 billion, as investment trusts, individual annuity insurance and other assets increased while we responded to customers’ increasingly diverse needs. (Up ¥56.6 billion year on year and ¥28.4 billion from the end of the previous fiscal year)」

    The Bank continued responding to customer needs, and assets held for individuals increased by ¥28.4 billion from the end of the previous fiscal year.
  2. FY2026The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥45.4 billion from the end of the previous fiscal year to ¥1.4568 trillion, as retail deposits, investment trusts and other products increased while responding to customers’ diversifying needs.」

    Retail customer assets increased by ¥45.4 billion from the end of the previous fiscal year due to the response to customer needs and increases in retail deposits, investment trusts and other products. The increase widened from ¥31.1 billion in the previous fiscal year.
  3. FY2026-H1The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥25.6 billion from the end of the previous fiscal year to ¥1.4370 trillion, as investment trusts, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to respond to customer needs, with retail customer assets increasing by ¥25.6 billion from the end of the previous fiscal year due to increases in investment trusts, individual annuity insurance and other products.
  4. FY2025The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥31.1 billion from the end of the previous fiscal year to ¥1.4114 trillion, as investment trusts, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Retail customer assets increased by ¥31.1 billion from the end of the previous fiscal year through the response to customer needs and increases in investment trusts, individual annuity insurance and other products.
  5. FY2025-H1Continued increase in retail customer assetsAnnual report

    「Retail customer assets increased by ¥22.5 billion from the end of the previous fiscal year to ¥1.4028 trillion, as investment trusts, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Retail customer assets increased by ¥22.5 billion from the end of the previous fiscal year due to increases in investment trusts, individual annuity insurance and other products.
  6. FY2024-Q3The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥37.4 billion from the end of the previous fiscal year to ¥1.3746 trillion, as investment trusts, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to respond to customer needs, with the increase in retail customer assets from the end of the previous fiscal year widening from ¥19.5 billion in the previous second quarter to ¥37.4 billion due to increases in investment trusts, individual annuity insurance and other products.
  7. FY2024-Q2Continued increase in retail customer assetsAnnual report

    「Retail customer assets increased by ¥19.5 billion from the end of the previous fiscal year to ¥1.3567 trillion, as investment trusts, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to respond to customer needs, with retail customer assets increasing by ¥19.5 billion from the end of the previous fiscal year due to increases in investment trusts, individual annuity insurance and other products. The increase widened from ¥17.8 billion in the previous first quarter.
  8. FY2024-Q1Continued increase in retail customer assetsAnnual report

    「Retail customer assets increased by ¥17.8 billion from the end of the previous fiscal year to ¥1.3550 trillion, as investment trusts and individual annuity insurance increased while responding to customers’ diversifying needs.」

    Continued to respond to customer needs, with retail customer assets increasing by ¥17.8 billion from the end of the previous fiscal year due to increases in investment trusts and individual annuity insurance.
  9. FY2023Retail customer assets continued to increase, but the increase narrowedAnnual report

    「Retail customer assets increased by ¥30.2 billion from the end of the previous fiscal year to ¥1.3371 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to expand retail customer assets through increases in retail deposits, individual annuity insurance and other products. The increase narrowed from ¥53.1 billion in the previous fiscal year.
  10. FY2023-Q3The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥32.8 billion from the end of the previous fiscal year to ¥1.3397 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to respond to customer needs and increase retail deposits, individual annuity insurance and other products, with retail customer assets increasing by ¥32.8 billion from the end of the previous fiscal year. The increase widened from ¥16.0 billion in the previous second quarter.
  11. FY2023-Q2The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥16.0 billion from the end of the previous fiscal year to ¥1.3229 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to expand retail customer assets by responding to customer needs and increasing retail deposits, individual annuity insurance and other products. The increase widened from ¥13.7 billion in the previous quarter.
  12. FY2023-Q1Narrower increase in retail customer assetsAnnual report

    「Retail customer assets increased by ¥13.7 billion from the end of the previous fiscal year to ¥1.3206 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to respond to customer needs and increase retail deposits, individual annuity insurance and other products. Retail customer assets increased by ¥13.7 billion from the end of the previous fiscal year, but the increase narrowed from ¥53.1 billion at the end of the previous fiscal year.
  13. FY2022Continued increase in retail customer assetsAnnual report

    「Retail customer assets increased by ¥53.1 billion from the end of the previous fiscal year to ¥1.3068 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    The increase in retail customer assets continued through the response to customer needs and increases in retail deposits, individual annuity insurance and other products.
  14. FY2022-Q3Significantly wider increase in retail customer assetsAnnual report

    「Retail customer assets increased by ¥52.6 billion from the end of the previous fiscal year to ¥1.3063 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to expand retail customer assets by responding to customer needs and increasing retail deposits, individual annuity insurance and other products. The increase widened from ¥25.9 billion in the previous second quarter to ¥52.6 billion.
  15. FY2022-Q2The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥25.9 billion from the end of the previous fiscal year to ¥1.2796 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to expand retail customer assets by responding to customer needs and increasing retail deposits, individual annuity insurance and other products. The increase widened from ¥19.8 billion in the previous first quarter.
  16. FY2022-Q1Retail customer assets increased by ¥19.8 billionAnnual report

    「Retail customer assets increased by ¥19.8 billion from the end of the previous fiscal year to ¥1.2735 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    By responding to customer needs and increasing retail deposits, individual annuity insurance and other products, retail customer assets increased by ¥19.8 billion from the end of the previous fiscal year.
  17. FY2021Significantly wider increase in retail customer assetsAnnual report

    「Retail customer assets increased by ¥75.0 billion from the end of the previous fiscal year to ¥1.2537 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to respond to customer needs and increase retail deposits, individual annuity insurance and other products, with retail customer assets increasing by ¥75.0 billion from the end of the previous fiscal year. The increase widened from ¥24.0 billion at the end of the previous fiscal year.
  18. FY2021-Q3The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥64.7 billion from the end of the previous fiscal year to ¥1.2433 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to expand retail customer assets by responding to customer needs and increasing retail deposits, individual annuity insurance and other products. The increase widened from ¥42.7 billion in the previous second quarter.
  19. FY2021-Q2The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥42.7 billion from the end of the previous fiscal year to ¥1.2213 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to expand retail customer assets by responding to customer needs and increasing retail deposits, individual annuity insurance and other products. The increase widened from ¥31.2 billion in the previous first quarter.
  20. FY2021-Q1The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥31.2 billion from the end of the previous fiscal year to ¥1.2099 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to expand retail customer assets by responding to customer needs and increasing retail deposits, individual annuity insurance and other products. The increase from the end of the previous fiscal year widened from ¥24.0 billion at the end of the previous fiscal year to ¥31.2 billion.
  21. FY2020Retail customer assets increased, but the retail deposit target was not achievedAnnual report

    「Retail customer assets increased by ¥24.0 billion from the end of the previous fiscal year to ¥1.1786 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Retail customer assets increased by ¥24.0 billion from the end of the previous fiscal year. The retail deposit balance was ¥985.0 billion, below the previous ¥1 trillion target.
  22. FY2020-Q3The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥34.3 billion from the end of the previous fiscal year to ¥1.1889 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to expand retail customer assets by responding to customer needs and increasing retail deposits, individual annuity insurance and other products. The increase widened from ¥16.3 billion in the previous second quarter to ¥34.3 billion.
  23. FY2020-Q2The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥16.3 billion from the end of the previous fiscal year to ¥1.1709 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to respond to customer needs and increase retail deposits, individual annuity insurance and other products. The increase from the end of the previous fiscal year widened from ¥13.8 billion in the previous first quarter to ¥16.3 billion.
  24. FY2020-Q1Narrower increase in retail customer assetsAnnual report

    「Retail customer assets increased by ¥13.8 billion from the end of the previous fiscal year to ¥1.1683 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    Continued to respond to customer needs and increase retail deposits, individual annuity insurance and other products. Retail customer assets increased by ¥13.8 billion from the end of the previous fiscal year, but the increase narrowed from ¥38.7 billion in the previous fiscal year.
  25. FY2019The increase in retail assets held acceleratedAnnual report

    「Retail customer assets increased by ¥38.7 billion from the end of the previous fiscal year to ¥1.1545 trillion, as retail deposits, individual annuity insurance and other products increased while responding to customers’ diversifying needs.」

    By responding to customer needs and increasing retail deposits, individual annuity insurance and other products, retail customer assets increased by ¥38.7 billion from the end of the previous fiscal year. The increase widened from ¥16.4 billion in the previous fiscal year.
  26. FY2019-Q3The increase in retail assets held acceleratedAnnual report

    「Retail assets held increased by ¥35.1 billion from the end of the previous fiscal year to ¥1.1508 trillion, as retail deposits, personal annuity insurance and other products increased while the bank responded to customers’ increasingly diverse needs.」

    Continued to expand retail customer assets by responding to customer needs and increasing retail deposits, individual annuity insurance and other products. The increase widened from ¥22.1 billion in the previous second quarter.
  27. FY2019-Q2The increase in retail assets held acceleratedAnnual report

    「Retail assets held increased by ¥22.1 billion from the end of the previous fiscal year to ¥1.1379 trillion, as retail deposits, personal annuity insurance and other products increased while the bank responded to customers’ increasingly diverse needs.」

    The bank continued to expand retail assets held by responding to customer needs and increasing retail deposits, personal annuity insurance and other products. The increase was larger than the ¥16.7 billion increase in the previous first quarter.
  28. FY2019-Q1The increase in retail assets held acceleratedAnnual report

    「Retail assets held increased by ¥16.7 billion from the end of the previous fiscal year to ¥1.1324 trillion, as retail deposits, personal annuity insurance and other products increased while the bank responded to customers’ increasingly diverse needs.」

    Retail assets held increased by ¥16.7 billion from the end of the previous fiscal year through responses to customer needs and increases in retail deposits, personal annuity insurance and other products.
  29. FY2018Annual growth in retail assets held confirmedAnnual report

    「Retail assets held increased by ¥16.4 billion from the end of the previous fiscal year to ¥1.1157 trillion, as retail deposits, personal annuity insurance and other products increased while the bank responded to customers’ increasingly diverse needs.」

    Retail assets held increased by ¥16.4 billion from the end of the previous fiscal year through responses to customer needs and increases in retail deposits, personal annuity insurance and other products.
  30. FY2018-Q3The increase in retail assets held acceleratedAnnual report

    「Retail assets held increased by ¥25.9 billion from the end of the previous fiscal year to ¥1.1251 trillion, as retail deposits, personal annuity insurance and other products increased while the bank responded to customers’ increasingly diverse needs.」

    The bank continued to respond to customer needs and increase retail deposits, personal annuity insurance and other products, and the increase in retail assets held from the end of the previous fiscal year widened from ¥11.8 billion to ¥25.9 billion.
  31. FY2018-Q2RestatedAnnual report

    「Retail assets held increased by ¥11.8 billion from the end of the previous fiscal year to ¥1.1111 trillion, as retail deposits, personal annuity insurance and other products increased while the bank responded to customers’ increasingly diverse needs.」

    The expansion of retail assets held through responses to customer needs and increases in retail deposits, personal annuity insurance and other products continues.
  32. FY2018-Q1RestatedAnnual report

    「Retail assets held increased by ¥11.2 billion from the end of the previous fiscal year to ¥1.1104 trillion, as retail deposits, personal annuity insurance and other products increased while the bank responded to customers’ increasingly diverse needs.」

    The expansion of retail assets held through responses to customer needs and increases in retail deposits, personal annuity insurance and other products continues.
  33. FY2017AdvancedAnnual report

    「Retail deposit balance of at least ¥1 trillion / The bank will seek to expand its retail customer base by opening an internet branch and launching credit cards with integrated cash-card functionality, among other measures.」

    Retail assets held increased by ¥21.9 billion from the end of the previous fiscal year to ¥1.0992 trillion. The bank also set a target of a retail deposit balance of at least ¥1 trillion for the fiscal year ending March 2032, explicitly identifying an internet branch and integrated cards as means of achieving it.
  34. FY2017-Q3RestatedAnnual report

    「Retail assets held increased by ¥24.8 billion from the end of the previous fiscal year to ¥1.1022 trillion, as retail deposits, personal annuity insurance and other products increased while the bank responded to customers’ increasingly diverse needs.」

    The strategy of expanding retail assets held by responding to customer needs continues. Increases in retail deposits, personal annuity insurance and other products are indicated.
  35. FY2017-Q2RestatedAnnual report

    「Retail assets held increased by ¥7.1 billion from the end of the previous fiscal year to ¥1.0845 trillion, as retail deposits, personal annuity insurance and other products increased while the bank responded to customers’ increasingly diverse needs.」

    The strategy of expanding retail assets held by responding to customer needs continues. Increases in retail deposits, personal annuity insurance and other products are indicated.
  36. FY2017-Q1First statedAnnual report

    「Retail assets held increased by ¥9.5 billion from the end of the previous fiscal year to ¥1.0869 trillion, as personal annuity insurance and other products increased while the bank responded to customers’ increasingly diverse needs.」

    A strategy to expand retail assets held by responding to customer needs. The increase in personal annuity insurance and other products, and the ¥9.5 billion increase in the balance from the end of the previous fiscal year, are indicated.
Moved together

"Meeting Customers' Funding Needs Closely" moved the same way as this thread, in the same document, in 4 of its 38 moves.

4332★1234
  1. ★This thread
  2. 1Meeting Customers' Funding Needs Closely4×
  3. 2Expansion of a Community-Based Business Platform3×
  4. 3Flexible Securities Portfolio Management with Close Monitoring of Market Trends3×
  5. 4Risk-Monitored Loans and Provisions for Loan Losses2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for The Shimizu Bank yet. It last moved in the Earnings of 2026-08-03: "Advanced".
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