Advancing Portfolio Rebalancing
First written in FY2017-Q1. 35 of 36 entries say "Advanced", first in FY2017-Q2. Latest entry: 2026-08-07.
15 other companies' latest entry also says "Advanced".
- 2026-08-07AdvancedEarnings
「Decreased as a result of portfolio rebalancing from the perspective of generating future earnings.」
Portfolio rebalancing continued, and the securities balance declined from the end of the previous consolidated fiscal year. - FY2026AdvancedAnnual report
「Securities decreased by ¥48.773 billion from the end of the previous fiscal year to ¥1.288228 trillion, reflecting decreases in municipal bonds, corporate bonds and other securities.」
While portfolio management continued, municipal and corporate bonds and other securities decreased, and the securities balance fell by ¥48.773 billion from the previous fiscal year-end. Meanwhile, the composition ratio of equities and other securities increased. - 2026-05-12AdvancedEarnings
「Decreased as a result of portfolio rebalancing from the perspective of future earnings.」
The bank rebalanced its portfolio from the perspective of future earnings, and the securities balance declined by ¥48.7 billion from the end of the previous fiscal year. - FY2026-H1AdvancedAnnual report
「Securities increased by ¥24.2 billion from the end of the previous fiscal year to ¥1.3612 trillion, reflecting increases in equities and other securities.」
The securities balance increased by ¥24.2 billion from the previous fiscal year-end through portfolio management that increased equities and other securities. - FY2025AdvancedAnnual report
「Securities decreased by ¥59.625 billion from the end of the previous fiscal year to ¥1.337002 trillion, reflecting decreases in government bonds, municipal bonds and other securities.」
While portfolio management continued, government bonds, municipal bonds and other securities decreased, and the securities balance fell by ¥59.625 billion from the previous fiscal year-end. - FY2025-H1AdvancedAnnual report
「Securities decreased by ¥12.072 billion from the end of the previous fiscal year to ¥1.384554 trillion, reflecting a decrease in corporate bonds and other securities.」
While portfolio management continued, the securities balance decreased by ¥12.072 billion from the previous fiscal year-end due to a decrease in corporate bonds and other securities. - FY2024AdvancedAnnual report
「Securities increased by ¥8.425 billion from the end of the previous fiscal year to ¥1.396627 trillion, reflecting increases in equities and government bonds.」
Portfolio management continued to increase equities and government bonds, and the securities balance rose by ¥8.425 billion from the previous fiscal year-end. - FY2024-Q3AdvancedAnnual report
「Securities decreased by ¥7.118 billion from the end of the previous fiscal year to ¥1.381083 trillion, as decreases in other securities, municipal bonds and corporate bonds outweighed increases in equities and government bonds.」
Equities and government bonds increased while other securities, municipal bonds and corporate bonds decreased, and the securities balance fell by ¥7.118 billion from the previous fiscal year-end as the portfolio composition continued to change. - FY2024-Q2AdvancedAnnual report
「Securities decreased by ¥42.838 billion from the end of the previous fiscal year to ¥1.345364 trillion, reflecting decreases in other securities, municipal bonds and government bonds.」
While portfolio management continued, other securities, municipal bonds and government bonds decreased, and the securities balance fell by ¥42.838 billion from the previous fiscal year-end. - FY2024-Q1AdvancedAnnual report
「Securities increased by ¥6.06 billion from the end of the previous fiscal year to ¥1.394262 trillion, as increases in government bonds and equities more than offset decreases in other securities and municipal bonds.」
Other securities and municipal bonds decreased while government bonds and equities increased, and the securities balance rose by ¥6.06 billion from the previous fiscal year-end as the portfolio composition continued to change. - FY2023AdvancedAnnual report
「Securities increased by ¥100.518 billion from the end of the previous fiscal year to ¥1.388202 trillion, reflecting an increase in investment trusts and other securities.」
The securities balance increased significantly due to an increase in investment trusts and other securities, and changes in the composition of portfolio investments continued. - FY2023-Q3AdvancedAnnual report
「Securities increased by ¥11.964 billion from the end of the previous fiscal year to ¥1.299647 trillion, as an increase in other securities more than offset decreases in corporate, municipal and government bonds.」
Corporate, municipal and government bonds decreased while other securities increased, and the securities balance rose by ¥11.964 billion from the previous fiscal year-end as the portfolio composition continued to change. - FY2023-Q2AdvancedAnnual report
「Securities increased by ¥276 million from the end of the previous fiscal year to ¥1.28796 trillion, as an increase in other securities more than offset decreases in government and corporate bonds.」
Portfolio management continued to shift the composition from government and corporate bonds to other securities, and the securities balance increased by ¥276 million from the previous fiscal year-end. - FY2023-Q1AdvancedAnnual report
「Securities increased by ¥48.389 billion from the end of the previous fiscal year to ¥1.336073 trillion, as increases in other securities and government bonds more than offset a decrease in corporate bonds.」
Corporate bonds decreased while other securities and government bonds increased, and the securities balance rose by ¥48.389 billion from the previous fiscal year-end. Changes in portfolio composition and growth in the balance continued. - FY2022-Q3AdvancedAnnual report
「Securities increased by ¥45.938 billion from the end of the previous fiscal year to ¥1.31588 trillion, as increases in government and municipal bonds more than offset a decrease in corporate bonds.」
Corporate bonds decreased while government and municipal bonds increased, and the securities balance rose by ¥45.938 billion from the previous fiscal year-end as the portfolio composition continued to change. - FY2022-Q2AdvancedAnnual report
「Securities increased by ¥35.479 billion from the end of the previous fiscal year to ¥1.305421 trillion, as increases in government and municipal bonds more than offset decreases in corporate bonds and other securities.」
Government and municipal bonds increased while corporate bonds and other securities decreased, and the securities balance rose by ¥35.479 billion from the previous fiscal year-end as the portfolio composition continued to change. - FY2022-Q1AdvancedAnnual report
「Securities decreased by ¥7.643 billion from the end of the previous fiscal year to ¥1.262297 trillion, as decreases in corporate bonds and other securities outweighed an increase in government bonds.」
Government bonds increased while corporate bonds and other securities decreased, and the securities balance fell by ¥7.643 billion from the previous fiscal year-end. Changes in portfolio composition continued. - FY2021AdvancedAnnual report
「Securities increased by ¥174.63 billion from the end of the previous fiscal year to ¥1.269941 trillion, reflecting increases in other securities, municipal bonds and government bonds.」
The securities balance increased by ¥174.63 billion from the previous fiscal year-end through portfolio management that increased other securities, municipal bonds and government bonds. - FY2021-Q3AdvancedAnnual report
「Securities increased by ¥148.705 billion from the end of the previous fiscal year to ¥1.244016 trillion, reflecting increases in other securities, municipal bonds, government bonds and corporate bonds.」
Other securities, municipal bonds, government bonds and corporate bonds increased, and the securities balance rose by ¥148.705 billion from the previous fiscal year-end. - FY2021-Q2AdvancedAnnual report
「Securities increased by ¥152.796 billion from the end of the previous fiscal year to ¥1.248107 trillion, reflecting increases in other securities, municipal bonds, government bonds and corporate bonds.」
The securities balance increased by ¥152.796 billion from the previous fiscal year-end through portfolio management that increased other securities, municipal bonds, government bonds and corporate bonds. - FY2021-Q1AdvancedAnnual report
「Securities increased by ¥67.605 billion from the end of the previous fiscal year to ¥1.162916 trillion, as increases in other securities, government bonds and municipal bonds more than offset a decrease in equities.」
Equities decreased while other securities, government bonds and municipal bonds increased, and the securities balance rose by ¥67.605 billion from the fiscal year-end. - FY2020AdvancedAnnual report
「Securities decreased by ¥24.255 billion from the end of the previous fiscal year to ¥1.095311 trillion, reflecting decreases in municipal bonds and foreign securities and other securities.」
As efforts to change the securities composition continued, the balance also decreased due to decreases in municipal bonds and foreign securities and other securities. - FY2020-Q3AdvancedAnnual report
「Securities increased by ¥50.863 billion from the end of the previous fiscal year to ¥1.17043 trillion, as increases in government bonds, equities, investment trusts and other securities more than offset a decrease in municipal bonds.」
Municipal bonds decreased while government bonds, equities, investment trusts and other securities increased, and the securities balance rose by ¥50.863 billion from the fiscal year-end. Changes in portfolio composition and growth in the balance continued. - FY2020-Q2AdvancedAnnual report
「Securities increased by ¥48.639 billion from the end of the previous fiscal year to ¥1.168206 trillion, reflecting increases in corporate bonds, investment trusts and other securities.」
The securities balance increased by ¥48.639 billion from the fiscal year-end, reflecting increases in corporate bonds, investment trusts and other securities. - FY2020-Q1AdvancedAnnual report
「Securities decreased by ¥5.129 billion from the end of the previous fiscal year to ¥1.114437 trillion, as decreases in government bonds and other securities outweighed increases in corporate bonds and equities.」
Although the securities balance decreased, the portfolio composition shifted toward corporate bonds and equities and away from government bonds and other securities. - FY2019AdvancedAnnual report
「Securities increased by ¥50.33 billion from the end of the previous fiscal year to ¥1.119566 trillion, reflecting increases in municipal and corporate bonds.」
The securities balance increased by ¥50.33 billion from the end of the previous fiscal year, led by municipal and corporate bonds, as changes in portfolio composition and growth in the balance progressed. - FY2019-Q3AdvancedAnnual report
「Securities increased by ¥69.107 billion from the end of the previous fiscal year to ¥1.138344 trillion, as an increase in municipal bonds more than offset decreases in government bonds and equities.」
The change in portfolio composition continued, with municipal bonds increasing while government bonds and equities decreased, and the securities balance increased by ¥69.107 billion from the end of the previous fiscal year. - FY2019-Q2AdvancedAnnual report
「Securities increased by ¥107.813 billion from the end of the previous fiscal year to ¥1.177049 trillion, reflecting increases in municipal bonds, investment trusts and other securities.」
As portfolio rebalancing progressed, municipal bonds, investment trusts and other securities increased, and the securities balance rose by ¥107.813 billion from the fiscal year-end. - FY2019-Q1AdvancedAnnual report
「Securities increased by ¥13.93 billion from the end of the previous fiscal year to ¥1.083166 trillion, as an increase in municipal bonds more than offset decreases in government bonds, investment trusts and other securities.」
Although the term portfolio rebalancing is not used, the disclosure describes a change in the securities composition resulting from decreases in government bonds, investment trusts and other securities and an increase in municipal bonds. The overall securities balance increased by ¥13.93 billion from the fiscal year-end. - FY2018AdvancedAnnual report
「Securities decreased by ¥52.911 billion from the end of the previous fiscal year to ¥1.069236 trillion, reflecting decreases in government and corporate bonds as portfolio rebalancing progressed.」
Portfolio rebalancing continued, and government and corporate bonds were reduced, resulting in a ¥52.911 billion decrease in the securities balance from the end of the previous fiscal year. - FY2018-Q3AdvancedAnnual report
「The securities balance increased by ¥1.7 billion from the end of the previous fiscal year to ¥1.1238 trillion, reflecting increases in foreign securities and equities as portfolio rebalancing progressed.」
Portfolio rebalancing continued, and the securities balance increased by ¥1.7 billion from the end of the previous fiscal year, reflecting increases in foreign securities and equities. - FY2018-Q2AdvancedAnnual report
「The balance of securities decreased by ¥15.3 billion from the end of the previous consolidated fiscal year to ¥1,106.7 billion, as Japanese government and corporate bonds declined despite increases in foreign securities and equities resulting from portfolio rebalancing.」
Portfolio rebalancing continued, shifting the composition from Japanese government and corporate bonds to foreign securities and equities. The total balance of securities decreased by ¥15.3 billion from the end of the fiscal year. - FY2018-Q1AdvancedAnnual report
「The balance of securities increased by ¥20.6 billion from the end of the previous consolidated fiscal year to ¥1,142.7 billion, due to an increase in foreign securities and other assets resulting from portfolio rebalancing.」
Portfolio rebalancing continued, and the balance of securities increased by ¥20.6 billion from the end of the fiscal year due to an increase in foreign securities and other assets. - FY2017-Q3AdvancedAnnual report
「The balance of securities increased by ¥24.7 billion from the end of the previous consolidated fiscal year to ¥1,126.8 billion, due to an increase in investment trusts and other assets resulting from portfolio rebalancing.」
Portfolio rebalancing continued, and the balance of securities increased by ¥24.7 billion from the end of the fiscal year due to an increase in investment trusts and other assets. - FY2017-Q2AdvancedAnnual report
「The balance of securities increased by ¥600 million from the end of the previous consolidated fiscal year to ¥1,102.6 billion, as foreign securities and investment trusts increased despite a decrease in Japanese government bonds, corporate bonds and other securities as portfolio rebalancing progressed.」
Portfolio rebalancing continued, shifting the composition from Japanese government and corporate bonds to foreign securities and investment trusts, and increasing the balance of securities by ¥600 million from the end of the fiscal year. - FY2017-Q1First statedAnnual report
「The balance of securities increased by ¥4.1 billion from the end of the previous consolidated fiscal year to ¥1,106.1 billion, due to an increase in investment trusts and other assets resulting from portfolio rebalancing.」
It states that portfolio rebalancing was advanced and the balance of securities increased by ¥4.1 billion from the end of the previous fiscal year due to an increase in investment trusts and other assets.