Sustainable growth centered on expanding assets under custody
First written in FY2016. 23 of 40 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-07-30.
The whole theme swung hardest in 2023: 2 of 8 companies on the "Worse" side.
6 other companies' latest entry also says "Advanced".
- FY2026RaisedAnnual report
「Under "Target 5 <ONE TEAM>," we will seek to expand assets under custody to ¥5 trillion over the four years through the end of March 2030.」
The target for assets under custody was raised from the ¥3 trillion target in the previous medium-term management plan "3D" to ¥5 trillion, with the deadline set for the end of March 2030. Assets under custody at the end of the current fiscal year were ¥2.6475 trillion, up 20.1% from the end of the previous fiscal year. - FY2026-H1AdvancedAnnual report
「We continue to work to increase stock-based assets through fund wraps and investment trusts, with the aim of building a customer-focused "stock-based business model" and achieving the ¥3 trillion target for assets under custody set in the medium-term management plan "3D." At the end of the current fiscal year, assets under custody were ¥2.4850 trillion, up 12.7% from the end of the previous fiscal year.」
While maintaining the ¥3 trillion target for assets under custody, the balance at the end of the current fiscal year was ¥2.4850 trillion, up 12.7% from the end of the previous fiscal year, continuing to expand. - FY2025Decline in assets under custodyAnnual report
「At the end of the current fiscal year, assets under custody were ¥2.2050 trillion, down 2.5% from the end of the previous fiscal year.」
While maintaining the ¥3 trillion target for assets under custody, the balance at the end of the current fiscal year was ¥2.2050 trillion, down 2.5% from the end of the previous fiscal year. - FY2025-H1Decline in assets under custodyAnnual report
「At the end of the current fiscal year, assets under custody were ¥2.2400 trillion, down 1.0% from the end of the previous fiscal year.」
While maintaining the ¥3 trillion target for assets under custody, the balance at the end of the current fiscal year was ¥2.2400 trillion, down 1.0% from the end of the previous fiscal year. - FY2024AdvancedAnnual report
「At the end of the current fiscal year, assets under custody were ¥2.2617 trillion, up 18.5% from the end of the previous fiscal year.」
Assets under custody increased from ¥1.9081 trillion at the end of the previous fiscal year to ¥2.2617 trillion, continuing to expand toward the ¥3 trillion target. - FY2024-Q3AdvancedAnnual report
「To expand assets under custody to the ¥3 trillion target set in the medium-term management plan "3D," we are working to double stock-based assets through fund wraps and investment trusts. At the end of the current fiscal year, assets under custody were ¥2.0768 trillion, up 8.8% from the end of the previous fiscal year.」
While maintaining the ¥3 trillion target for assets under custody, the balance at the end of the current fiscal year was ¥2.0768 trillion, up 8.8% from the end of the previous fiscal year, continuing to expand. - FY2024-Q2AdvancedAnnual report
「At the end of the current fiscal year, assets under custody were ¥2.0459 trillion, up 7.2% from the end of the previous fiscal year.」
While maintaining the ¥3 trillion target for assets under custody, the balance at the end of the current fiscal year was ¥2.0459 trillion, up 7.2% from the end of the previous fiscal year. - FY2023Continued decline in assets under custodyAnnual report
「Under "3D," we aim to expand assets under custody to ¥3 trillion and double stock-based assets through fund wraps and investment trusts. At the end of the current fiscal year, assets under custody were ¥1.9081 trillion, down 2.2% from the end of the previous fiscal year.」
The ¥3 trillion target for assets under custody and the means of expanding stock-based assets through fund wraps and investment trusts were carried forward to the new "3D" plan. Meanwhile, assets under custody at the end of the current fiscal year were ¥1.9081 trillion, down 2.2% from the end of the previous fiscal year. - FY2023-Q3Continued decline in assets under custodyAnnual report
「Against this backdrop, we continued to pursue "decisive reform" with the aim of building a customer-focused "stock-based business model." This year is also the final year of the medium-term management plan "Attack 3," formulated to build that model. We are intensifying our efforts to expand assets under custody to the ¥3 trillion numerical target and achieve a 60% cost coverage ratio by making maximum use of Ichiyoshi's group capabilities, namely Ichiyoshi Securities' advisory capabilities, Ichiyoshi Research Institute's research capabilities, and Ichiyoshi Asset Management's asset management capabilities, as well as our compliance capabilities, reflected in customer satisfaction. At the end of the current fiscal year, assets under custody were ¥1.8500 trillion, down 5.2% from the end of the previous fiscal year.」
While maintaining the ¥3 trillion target for assets under custody, the balance at the end of the current fiscal year was ¥1.8500 trillion, down 5.2% from the end of the previous fiscal year. - FY2023-Q2Continued decline in assets under custodyAnnual report
「This year marks the final year of the medium-term management plan "Attack 3," formulated to build a "stock-based business model." We are intensifying our efforts to expand assets under custody to the ¥3 trillion numerical target and achieve a 60% cost coverage ratio. At the end of the current fiscal year, assets under custody were ¥1.8718 trillion, down 4.1% from the end of the previous fiscal year.」
While maintaining the ¥3 trillion target for assets under custody, the balance at the end of the current fiscal year was ¥1.8718 trillion, down 4.1% from the end of the previous fiscal year. - FY2023-Q1Continued decline in assets under custodyAnnual report
「At the end of the current fiscal year, assets under custody were ¥1.8847 trillion, down 3.4% from the end of the previous fiscal year.」
While maintaining the ¥3 trillion target for assets under custody, assets under custody at the end of the current fiscal year were ¥1.8847 trillion, down 3.4% from the end of the previous fiscal year. - FY2022Decline in assets under custodyAnnual report
「At the end of the current fiscal year, assets under custody were ¥1.9517 trillion, down 1.9% from the end of the previous fiscal year.」
While maintaining the ¥3 trillion target for assets under custody, the balance at the end of the current fiscal year was ¥1.9517 trillion, down 1.9% from the end of the previous fiscal year. - FY2022-Q3AdvancedAnnual report
「At the end of the current fiscal year, assets under custody were ¥1.9968 trillion, up 0.4% from the end of the previous fiscal year.」
Assets under custody increased 0.4% from the end of the previous fiscal year to ¥1.9968 trillion, continuing to expand. - FY2022-Q2AdvancedAnnual report
「At the end of the current fiscal year, assets under custody were ¥2.0461 trillion, up 2.8% from the end of the previous fiscal year.」
Assets under custody increased 2.8% from the end of the previous fiscal year to ¥2.0461 trillion, continuing to expand. - FY2022-Q1AdvancedAnnual report
「At the end of the first quarter of the current fiscal year, assets under custody were ¥2.0101 trillion, up 1.0% from the end of the previous fiscal year.」
Assets under custody increased 1.0% from ¥1.9895 trillion at the end of the previous fiscal year to ¥2.0101 trillion. - FY2021AdvancedAnnual report
「At the end of the current fiscal year, assets under custody were ¥1.9895 trillion, up 29.5% from the end of the previous fiscal year.」
Assets under custody increased 29.5% from the end of the previous fiscal year to ¥1.9895 trillion, continuing to expand. - FY2021-Q3AdvancedAnnual report
「Against this backdrop, to achieve the medium-term management plan "Attack 3," we continued to implement measures to meet customer needs, including proposing value stocks focused on stability and dividends in a low-interest-rate environment, as well as investments in small and mid-cap growth companies drawing on the strength of our group's research capabilities. At the end of the third quarter of the current fiscal year, assets under custody were ¥1.8817 trillion, up 22.5% from the end of the previous fiscal year.」
Assets under custody increased 22.5% from the end of the previous fiscal year to ¥1.8817 trillion, continuing to expand. - FY2021-Q2AdvancedAnnual report
「At the end of the second quarter of the current fiscal year, assets under custody were ¥1.8446 trillion, up 20.1% from the end of the previous fiscal year.」
Assets under custody increased 20.1% from the end of the previous fiscal year to ¥1.8446 trillion, continuing to expand. - FY2021-Q1AdvancedAnnual report
「We also announced the new medium-term management plan, "Attack 3," targeting the end of March 2023. At the end of the first quarter of the current fiscal year, assets under custody were ¥1.7305 trillion, up 12.7% from the end of the previous fiscal year.」
With the end-March 2023 target for "Attack 3" in place, assets under custody increased 12.7% from the end of the previous fiscal year to ¥1.7305 trillion. - FY2020SoftenedAnnual report
「Under "Attack 3," the company will seek to expand assets under custody to ¥3 trillion over the 3 years to the end of March 2023.」
The target for assets under custody was reduced from the previous ¥3.5 trillion to ¥3 trillion, and the deadline was changed from the end of March 2020 to the end of March 2023. - FY2020-Q3AdvancedAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. To expand assets under custody, it is first targeting approximately ¥980 trillion in household cash and deposits, seeking to expand its base assets through (1) services centered on Dream Collection (nickname: DoriCore) and investment trusts, and (2) medium- to long-term investment in dividend-paying stocks. It will then build and expand active assets on top of these two base assets, constructing portfolios of customer assets that meet each customer's needs and thereby expanding assets under custody. Assets under custody at the end of the third quarter of the current consolidated fiscal year were ¥1.8823 trillion, up 5.0% from the end of the previous consolidated fiscal year.」
While maintaining its target and means of expanding assets under custody, assets under custody at the end of the third quarter reached ¥1.8823 trillion, up 5.0% from the end of the previous consolidated fiscal year, indicating progress. - FY2020-Q2AdvancedAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. To expand assets under custody, it is first targeting approximately ¥980 trillion in household cash and deposits, seeking to expand its base assets through (1) services centered on Dream Collection (nickname: DoriCore) and investment trusts, and (2) medium- to long-term investment in dividend-paying stocks. It will then build and expand active assets on top of these two base assets, constructing portfolios of customer assets that meet each customer's needs and thereby expanding assets under custody. Assets under custody at the end of the second quarter of the current consolidated fiscal year were ¥1.7963 trillion, up 0.2% from the end of the previous consolidated fiscal year.」
While maintaining its target and means of expanding assets under custody, assets under custody at the end of the second quarter increased slightly to ¥1.7963 trillion, up 0.2% from the end of the previous consolidated fiscal year. - FY2020-Q1Continued decline in assets under custodyAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. To expand assets under custody, it is first targeting approximately ¥980 trillion in household cash and deposits, seeking to expand its base assets through (1) services centered on Dream Collection (nickname: DoriCore) and investment trusts, and (2) medium- to long-term investment in dividend-paying stocks. It will then build and expand active assets on top of these two base assets, constructing portfolios of customer assets that meet each customer's needs and thereby expanding assets under custody. Assets under custody at the end of the first quarter of the current consolidated fiscal year were ¥1.7535 trillion, down 2.2% from the end of the previous consolidated fiscal year.」
While maintaining the target of expanding assets under custody and the means of building up DoriCore, investment trusts, dividend-paying stocks, and active assets, assets under custody at the end of the fiscal year declined 2.2% from the end of the previous consolidated fiscal year. - FY2019Continued decline in assets under custodyAnnual report
「Assets under custody at the end of the current consolidated fiscal year were ¥1.7929 trillion, down 7.6% from the end of the previous consolidated fiscal year, mainly due to deterioration in market conditions and other factors.」
While maintaining its policy of making expansion of assets under custody its most important management objective and source of growth, as well as its target of ¥3.5 trillion, assets under custody at the end of the fiscal year declined 7.6% from the end of the previous fiscal year due to deterioration in market conditions and other factors. - FY2019-Q3Decline in assets under custodyAnnual report
「Assets under custody at the end of the third quarter of the current consolidated fiscal year were ¥1.6971 trillion, down 12.5% from the end of the previous consolidated fiscal year, mainly due to deterioration in market conditions and other factors.」
While maintaining its target of expanding assets under custody, assets under custody fell 12.5% from the end of the previous consolidated fiscal year to ¥1.6971 trillion, mainly due to deterioration in market conditions and other factors. - FY2019-Q2AdvancedAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. To expand assets under custody, it is first targeting approximately ¥960 trillion in household cash and deposits, seeking to expand its base assets through (1) services centered on Dream Collection (nickname: DoriCore) and investment trusts, and (2) medium- to long-term investment in dividend-paying stocks. It will then build and expand active assets on top of these two base assets, constructing portfolios of customer assets that meet each customer's needs and thereby expanding assets under custody. Assets under custody at the end of the second quarter of the current consolidated fiscal year were ¥1.9627 trillion, up 1.2% from the end of the previous consolidated fiscal year.」
While maintaining its target and means of expanding assets under custody, assets under custody increased 1.2% from the end of the previous consolidated fiscal year to ¥1.9627 trillion. - FY2019-Q1RestatedAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. To expand assets under custody, it is first targeting approximately ¥960 trillion in household cash and deposits, seeking to expand its base assets through (1) services centered on Dream Collection (nickname: DoriCore) and investment trusts, and (2) medium- to long-term investment in dividend-paying stocks. It will then build and expand active assets on top of these two base assets,」
The company reaffirmed the numerical target for expanding assets under custody and the means of building up Dream Collection, investment trusts, dividend-paying stocks, and active assets using household cash and deposits as the target pool. Actual assets under custody were ¥1.9395 trillion, essentially unchanged from ¥1.94 trillion at the end of the previous consolidated fiscal year. - FY2018-Q3AdvancedAnnual report
「Assets under custody at the end of the third quarter of the current consolidated fiscal year exceeded ¥2 trillion, reaching ¥2.0329 trillion, with purchases funded by new money in equities, investment trusts, and fund wraps, as well as the market's rise, contributing to the increase. This was up 16.3% from the end of the previous consolidated fiscal year.」
Assets under custody exceeded ¥2 trillion for the first time, reaching ¥2.0329 trillion, up 16.3% from the end of the previous consolidated fiscal year. Purchases funded by new money and the market's rise were cited as factors contributing to the increase. - FY2018-Q2AdvancedAnnual report
「Assets under custody at the end of the second quarter of the current consolidated fiscal year reached ¥1.8897 trillion, with purchases funded by new money in equities, investment trusts, and fund wraps, as well as the market's rise, contributing to the increase. This was up 14.3% from the end of the second quarter of the previous consolidated fiscal year.」
Assets under custody increased from ¥1.6532 trillion at the end of the previous second quarter to ¥1.8897 trillion, with purchases funded by new money and the market's rise cited as factors contributing to the increase. - FY2018-Q1AdvancedAnnual report
「Assets under custody at the end of the first quarter of the current consolidated fiscal fiscal year reached ¥1.815 trillion, with purchases funded by new money in equities, investment trusts, and fund wraps, as well as the market's rise, contributing to the increase. This was up 10.6% from the end of the first quarter of the previous consolidated fiscal year.」
Assets under custody increased from ¥1.7479 trillion at the end of March 2017 to ¥1.815 trillion, with purchases funded by new money and the market's rise cited as factors contributing to the increase. - FY2017RestatedAnnual report
「Against the numerical targets for the end of March 2020 of ¥3.5 trillion in assets under custody, 70 lead-manager mandates, and ROE of at least 15%, assets under custody, lead-manager mandates, and ROE at the end of the current consolidated fiscal year were ¥1.7479 trillion, 45 mandates, and 6.6%, respectively.」
The company continues to maintain its target of ¥3.5 trillion in assets under custody and disclosed actual assets of ¥1.7479 trillion at the end of the current fiscal year. Assets under custody were down 1.5% from the end of the previous consolidated fiscal year. - FY2017-Q3AdvancedAnnual report
「As a result, assets under custody at the end of the third quarter of the current consolidated fiscal year edged up to ¥1.7754 trillion from the end of the previous consolidated fiscal year. Purchases funded by new money in equities, investment trusts, and fund wraps, as well as the market's rise, were factors contributing to the increase, while sales for profit-taking in equities and investment trusts were factors contributing to the decrease.」
Assets under custody edged up from ¥1.775 trillion at the end of the previous consolidated fiscal year to ¥1.7754 trillion, with purchases funded by new money and the market's rise cited as factors contributing to the increase. - FY2017-Q2RaisedAnnual report
「Numerical targets under the New Medium-Term Management Plan Assets under custody ¥3.5 trillion」
The target for assets under custody was raised from ¥3 trillion to ¥3.5 trillion. Actual assets under custody were ¥1.6532 trillion at the end of the second quarter of the current consolidated fiscal year. - FY2017-Q1RestatedAnnual report
「Against this backdrop, in equities the company implemented various measures focused on expanding assets under custody while meeting customer needs, including proposals centered on dividend-paying stocks selected for stability and dividends amid negative interest rates, as well as proposals for investment in small and mid-cap growth companies drawing on the group's research strength.」
The company reaffirmed its policy and measures emphasizing the expansion of assets under custody. Assets under custody at the end of the first quarter were ¥1.6412 trillion, down 7.5% from the end of the previous consolidated fiscal year. - FY2016First statedAnnual report
「Centered on expanding assets under custody, with a target of ¥3 trillion」
The company positions assets under custody as a barometer of customer trust and Ichiyoshi's financial strength, as well as its most important management indicator and a source of growth. Assets under custody at the end of the fiscal year were ¥1.775 trillion, down 7.4% year on year.