Overview
Services

SBI Global Asset Management Co.,Ltd.

SBI Global Asset Management operates two core business segments: an Asset Management business, which involves the establishment,募集, and management of investment trusts (primarily publicly offered equity funds and privately placed bond funds), as well as investment advisory services including fund-of-funds and defined contribution pension consulting. Its Financial Services business collects, analyzes, and distributes financial information—including fund analysis reports, stock data, and custom fund data—to financial institutions, media, and individual investors, while also operating financial comparison websites (WealthAdvisor, Searchina) and providing iDeCo/NISA-related web content and life planning tools.

Market Cap
¥82.6B
US$527M
EV
¥57.4B
US$366M
Stock¥598▼-0.17%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
7.1
x
LTM EV/EBIT
6.5
x
LTM PER
20.9
x
LTM PBR
2.6
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-18.4%pt
100
Oct 24, 25 – Oct 23, 26StockTOPIX
MC → EV Bridge
82.6BUS$527MMarket Cap0.09BUS$0.55M+ Debt23.8BUS$152M− Cash11.2BUS$71.7M− Inv. Sec.9.69BUS$61.8M+ NCI57.4BUS$366MEV
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Performance & Balance
Revenue 5Y (¥B)
8.12US$51.8M'22/38.75US$55.8M'23/310.1US$64.6M'24/311.6US$73.8M'25/327.9US$178M'26/3
EBITDA 5Y (¥B)
2.58US$16.4M'22/32.26US$14.4M'23/32.51US$16.0M'24/32.70US$17.2M'25/35.87US$37.4M'26/3
Net Income 5Y (¥B)
1.45US$9.27M'22/35.44US$34.7M'23/31.59US$10.1M'24/31.65US$10.5M'25/33.07US$19.6M'26/3
Capital Structure
100%
EquityD/E 0.00xDebt
Liquidity vs Debt 5Y (¥B)▲ Net Cash
CashInv. Sec.Debt
7.80US$49.8M0.07US$0.44M'22/36.01US$38.3M0.25US$1.62M'23/312.4US$78.8M0.22US$1.38M'24/311.7US$74.7M0.18US$1.12M'25/332.7US$208M0.10US$0.66M'26/3
Shareholders
Top 10 hold 66.6%
1
SBI Asset Management Group Co., Ltd.
43.70%
2
SBI Financial Services Co., Ltd.
12.60%
3
MORNINGSTAR,INC. (Standing Proxy: Daiwa Securities Co. Ltd.)
3.00%
4
The Master Trust Bank of Japan, Ltd. (Trust Account)
2.30%
5
Tomohiro SUZUKI
2.00%
6
SBI Holdings,Inc.
1.20%
7
Custody Bank of Japan, Ltd. (Trust Account)
0.60%
8
Wisteria Co., Ltd.
0.50%
9
Mitsuhiro YUASA
0.40%
10
Satoshi KOMATSU
0.30%
Management
8 officers
Tomoya ASAKURA
Representative Director, President
Apr 1989 Joined Hokkaido Takushoku Bank, Ltd. Jan 1990 Joined Merrill Lynch Japan Inc. (currently BofA Securities Japan Co., Ltd.) Jun 1995 Joined SoftBank Corp. (currently SoftBank Group Corp.) Nov 1998 Joined the Company Feb 2000 Head of Internet Business Division, the Company Mar 2000 Director, Head of Internet Business Division, the Company Mar 2001 Managing Director, the Company May 2001 Director, Morningstar Asset Management Co., Ltd. (currently Wealth Advisor Co., Ltd.) Mar 2004 Representative Director, Senior Managing Director, the Company Jul 2004 Representative Director, President, the Company Mar 2005 Representative Director, Executive Officer, CEO, the Company Dec 2005 Representative Director, Executive Officer, COO, the Company Jun 2006 Director, Kabushiki Shimbun Co., Ltd. (currently the Company) Jun 2007 Director, Executive Officer, SBI Holdings, Inc. Oct 2007 Director, MS Investment Services May 2009 Representative Director, President, Morningstar Asset Management Co., Ltd. (currently Wealth Advisor Co., Ltd.) (current) May 2009 Director, Wall Street Journal Japan, Inc. Mar 2010 Representative Director, Vice Chairman, Searchina Co., Ltd. (currently the Company) Apr 2011 Director, SBI Asset Management Co., Ltd. Jun 2011 Director, Shanghai Xinzheng Financial Information Consulting Co., Ltd. Oct 2011 Representative Director, President, E*Advisor Co., Ltd. (currently Wealth Advisor Co., Ltd.) Feb 2012 Representative Director, President, SBI Searchina Co., Ltd. (currently the Company) Jun 2012 Director, Executive Managing Officer, SBI Holdings, Inc. Jun 2012 Director, SBI Financial Services Co., Ltd. Jul 2012 Director, SBI Insurance Co., Ltd. Jul 2012 Representative Director, President, the Company (current) Dec 2012 Director, SBI Small Amount Short-Term Insurance Holdings Co., Ltd. Mar 2013 Director, Ikiiki Seidai Co., Ltd. (currently SBI Ikiiki Small Amount Short-Term Insurance Co., Ltd.) Jun 2013 Director, Executive Managing Officer, SBI Holdings, Inc. Feb 2015 Director, PCA Life Insurance Co., Ltd. (currently SBI Life Insurance Co., Ltd.) Feb 2015 Representative Director, SBI Small Amount Short-Term Insurance Holdings Co., Ltd. Nov 2015 Director, SBI Energy Co., Ltd. Nov 2015 Representative Director, President and CEO, SBI Global Asset Management Co., Ltd. (currently SBI Asset Management Group Co., Ltd.) Dec 2015 Representative Director, Chairman, SBI Bond Investment Management Co., Ltd. (currently SBI Asset Management Co., Ltd.) Feb 2016 Director, SBI Estate Finance Co., Ltd. Sep 2016 Director, SBI Small Amount Short-Term Insurance Holdings Co., Ltd. Sep 2016 Director, SBI Carret Inc. Oct 2016 Representative Director, SBI Gold Co., Ltd. Mar 2017 Representative Director, President, MS Credit Research Co., Ltd. (currently Wealth Advisor Co., Ltd.) Oct 2017 Director, SBI Insurance Group Co., Ltd. (current) Oct 2017 Director, SBI Cryptocurrency Holdings Co., Ltd. (currently SBI Digital Asset Holdings Co., Ltd.) Dec 2017 Representative Director, SBI CoVenture Asset Management Co., Ltd. Mar 2018 Director, SBI CoVenture Asset Management Co., Ltd. (currently SBI Alternative Investment Management Co., Ltd.) (current) Mar 2018 Director, SBI Regional Revitalization Asset Management Co., Ltd. (currently SBI Asset Management Co., Ltd.) Mar 2018 Representative Director, SBI Alternative Investments Co., Ltd. (currently SBI Asset Management Co., Ltd.) Jun 2018 Senior Managing Director, SBI Holdings, Inc. Feb 2019 Director, Carret Holdings, Inc. (current) Feb 2019 Director, SBI Regional Business Succession Investment Co., Ltd. (current) Mar 2019 Duty Executor, FIGS Inc. Japan LLC (currently Wealth Advisor Co., Ltd.) Mar 2019 Director, MoneyTap Co., Ltd. (current) May 2019 Chairman, Director, SBI Bond Investment Management Co., Ltd. (currently SBI Asset Management Co., Ltd.) Jun 2019 Director, SBI Global Asset Management Co., Ltd. (currently SBI Asset Management Group Co., Ltd.) Jul 2019 Director, SBI I Bond Investment Management Co., Ltd. (currently SBI Asset Management Co., Ltd.) Jul 2019 Director, FIGS Inc. Japan Co., Ltd. (currently Wealth Advisor Co., Ltd.) Sep 2019 Representative Director, SBI Asset Management Group Co., Ltd. Oct 2019 Representative Director, President, E*Advisor Co., Ltd. (currently Wealth Advisor Co., Ltd.) Jun 2020 Director, SBI Neo Financial Services Co., Ltd. (current) Jul 2020 Director, SBI Alternative Investments Co., Ltd. Dec 2021 Director, Sumishin SBI Net Bank, Ltd. Jul 2022 Vice President, Director, SBI Holdings, Inc. Oct 2022 (entry truncated in source)
1966-03-16
Yoshitaka KITAO
Director
Apr 1974 Joined Nomura Securities Co., Ltd. Jun 1978 Graduated, Faculty of Economics, University of Cambridge, UK Nov 1989 Managing Director, Wasserstein Perella International Ltd. (London) Jun 1991 Director, Nomura Business Information Co., Ltd. Jun 1992 General Manager, Corporate Business Division 3, Nomura Securities Co., Ltd. Jun 1995 Managing Director, SoftBank Corp. (currently SoftBank Group Corp.) Mar 1999 Representative Director, SoftBank Finance Corp. (currently SoftBank Corp.) Jul 1999 Representative Director, President, SBI Holdings, Inc. Jun 2000 Director, SoftBank Corp. (currently SoftBank Group Corp.) Nov 2001 Representative Director, CEO, SoftBank Finance Corp. (currently SoftBank Corp.) Jun 2003 Representative Director, Executive Officer, CEO, SBI Holdings, Inc. Jul 2004 Chairman, Director, E*Trade Securities Co., Ltd. (currently SBI Securities Co., Ltd.) Jun 2005 Representative Director, Executive Officer, CEO, SBI Ventures Co., Ltd. (currently SBI Investment Co., Ltd.) Oct 2005 Director, SBI Children's Hope Foundation (currently public interest incorporated foundation) (current) Nov 2006 Chairman, Jitokuin Social Welfare Corporation (current) Jun 2007 Director, SBI VEN Holdings Pte. Ltd. (current) Dec 2007 Chairman, SBI University (current) Apr 2008 Representative Director, Executive Officer, CEO, SBI Ala Promo Co., Ltd. (currently SBI Pharmaceuticals Co., Ltd.) Jul 2008 Chairman, Director, SBI Liquidity Market Co., Ltd. (current) Oct 2010 Representative Director, Chairman, SBI Securities Co., Ltd. (current) Feb 2011 Director, SBI Japannext Securities Co., Ltd. (currently Japannext Securities Co., Ltd.) (current) Jun 2012 Representative Director, Executive Officer, President, SBI Holdings, Inc. Jul 2012 Director, the Company (current) Jul 2012 Representative Director, SBI Hong Kong Holdings Co., Limited (current) May 2013 Representative Director, Executive Officer, Chairman, SBI Investment Co., Ltd. Jun 2014 Chairman, Director, SBI Financial Services Co., Ltd. Jun 2014 Chairman, Director, SBI Capital Management Co., Ltd. Nov 2015 Representative Director, Chairman, SBI Global Asset Management Co., Ltd. (currently SBI Asset Management Group Co., Ltd.) Apr 2016 Director, SBI ALA Hong Kong Co., Limited (currently SBI ALApharma Co., Limited) (current) Jun 2016 Representative Director, Executive Officer, President, SBI Pharmaceuticals Co., Ltd. (current) Nov 2016 Representative Director, SBI Virtual Currencies Co., Ltd. (currently SBI VC Trade Co., Ltd.) Sep 2017 Visiting Professor, Faculty of Environment and Information Studies, Keio University (current) Oct 2017 Representative Director, President, SBI Cryptocurrency Holdings Co., Ltd. (currently SBI Digital Asset Holdings Co., Ltd.) Jun 2018 Representative Director, Chairman, SBI Financial Services Co., Ltd. Jun 2018 Representative Director, President, SBI Holdings, Inc. Jul 2018 Representative Director, SBI Neo Financial Services Co., Ltd. Jun 2019 Representative Director, President, SBI Global Asset Management Co., Ltd. (currently SBI Asset Management Group Co., Ltd.) Jun 2020 Representative Director, Chairman, SBI Digital Asset Holdings Co., Ltd. Aug 2020 Representative Director, President, Chihou Sousei Partners Co., Ltd. (current) Jun 2021 Director, Chairman, SBI Financial Services Co., Ltd. (current) Jan 2022 Representative Director, President, SBI Capital Management Co., Ltd. (current) Feb 2022 Representative Director, Executive Officer, Chairman and President, SBI Investment Co., Ltd. (current) Apr 2022 Representative Director, Chairman, Japan Digital Space Economy Federation (current) Jul 2022 Representative Director, Chairman and President, SBI Holdings, Inc. (current) Jun 2023 Director, Chairman, SBI Asset Management Group Co., Ltd. (current) Sep 2023 Representative Director, SBI ALA Pharma Co., Ltd. (current) May 2025 Representative Director, Chairman, SBI NeoMedia Holdings Co., Ltd. (current) Feb 2026 Representative Director, SBI Global Credit Capital Co., Ltd. (current)
1951-01-21
Billy Wade WILDER
Outside Director
May 1967 Enlisted, U.S. Army May 1970 Technician, Western Electric Apr 1977 Contractor, Overseas Technical Publications, Fujitsu Ltd. Nov 1979 Service Support Engineer and Head of Technical Publications, Hewlett Packard Japan Apr 1986 Head of Japanese Equity Research, Schroder Securities Japan Dec 1992 Joined Fidelity Investment Trust Management Co., Ltd. Sep 1995 Representative Director, President, Fidelity Investment Trust Management Co., Ltd. Jul 2004 Representative Director, President, Nikko Asset Management Co., Ltd. Jan 2014 Director, GIC Securities K.K. (currently GI Capital Management K.K.) Sep 2014 Senior Consultant and Chief Investment Officer, MATT.ER K.K. (current) Apr 2016 Outside Director, Monex Group, Inc. Apr 2016 Advisor, Prospect Co. Jun 2019 Outside Director, the Company (current)
1950-02-06
Kotaro YAMAZAWA
Outside Director
Apr 1980 Joined Bank of Japan May 1998 Sales Section Chief, Osaka Branch, Bank of Japan Jul 2000 Personnel Section Chief, Personnel Department, Bank of Japan Mar 2004 General Manager, Hakodate Branch, Bank of Japan Apr 2010 Director, Managing Executive Officer, Osaka Securities Exchange Co., Ltd. Jan 2013 Managing Executive Officer, Japan Exchange Group, Inc. Jun 2014 Senior Managing Executive Officer, Japan Exchange Group, Inc.; Director, Senior Managing Executive Officer, Osaka Securities Exchange Co., Ltd. Apr 2015 Director, Vice President, Osaka Exchange, Inc. Jun 2017 Outside Audit & Supervisory Board Member, AEON Financial Service Co., Ltd. Jun 2017 Outside Director, Tokyo Commodity Exchange, Inc. Sep 2018 Outside Audit & Supervisory Board Member, WingArc1st Inc. Jun 2019 Outside Director, AEON Financial Service Co., Ltd. (current) Nov 2019 Outside Director, WingArc1st Inc. (current) May 2020 Outside Director, HiJoJo Partners Inc. (current) Jul 2021 Full-time Audit & Supervisory Board Member, Agrimedia Inc. Jun 2022 Outside Director, the Company (current)
1956-10-08
Akihiro HORIE
Outside Director
Oct 1989 Joined Ohta Showa Audit Corporation (currently EY ShinNihon LLC) Apr 1993 Registered as Certified Public Accountant Jul 2002 Managing Partner, Brain Sogo Accounting Tax Corporation Dec 2006 Director, Partners Holdings Co., Ltd. Apr 2008 Director, Global Partners Consulting Co., Ltd. (current) Jun 2016 Outside Audit & Supervisory Board Member, Tsukui Staff Co., Ltd. Jun 2018 Outside Director (Audit and Supervisory Committee Member), Tsukui Staff Co., Ltd. Jun 2022 Outside Director, the Company (current)
1959-11-03
Atsuo GOTO
Full-time Corporate Auditor
Apr 1983 Joined Daiwa Investment Trust & Sales Co., Ltd. (currently Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.) Oct 1987 Participated in establishment of Universal Investment Trust Co., Ltd. Jan 2000 Merged into Partners Investment Trust Co., Ltd. (currently Mitsubishi UFJ Asset Management Co., Ltd.); transferred from Operations Management Department to Internal Audit Department Sep 2003 Legal and Compliance Department, Nissay Asset Management Corporation Jul 2005 Compliance Department General Manager and Internal Audit Department General Manager, United Investment Trust Co., Ltd. Sep 2007 Legal and Compliance Department General Manager, Internal Audit in charge, Shinsei Investment Management Co., Ltd. (internal audit outsourced to Shinsei Bank Audit Department) Oct 2014 Compliance Department General Manager, Internal Audit in charge, Chibagin Asset Management Co., Ltd. (internal audit conducted by Chiba Bank Audit Department) Apr 2016 Compliance Department General Manager, Asset Management Business Preparation Office, ORIX Bank Corporation Jan 2017 Compliance Department General Manager, Ichiyoshi Asset Management Co., Ltd. Apr 2018 Compliance Officer, SBI Asset Management Co., Ltd. Oct 2018 Compliance Department General Manager, SBI Regional Revitalization Asset Management Co., Ltd. Jan 2020 General Manager, Internal Audit Department, the Company Jun 2021 Audit & Supervisory Board Member, SBI Asset Management Co., Ltd. (current) Mar 2023 Full-time Corporate Auditor, the Company (current) Mar 2023 Audit & Supervisory Board Member, SBI Asset Management Group Co., Ltd. Mar 2023 Audit & Supervisory Board Member, Wealth Advisor Co., Ltd. (current)
1960-07-23
Kazuo NAGANO
Outside Corporate Auditor
Apr 1975 Joined Fuji Bank, Ltd. (currently Mizuho Bank, Ltd.) Apr 2002 General Manager, Otemachi Sales Division 5, Mizuho Corporate Bank, Ltd. (currently Mizuho Bank, Ltd.) Apr 2004 Executive Officer, General Manager, Otemachi Sales Division 5, Mizuho Corporate Bank Apr 2005 Executive Officer, General Manager, Sales Division 17, Mizuho Corporate Bank; Director, Mizuho Financial Group, Inc. Oct 2005 Director, Vice President, Mizuho Private Wealth Management, Inc. Jun 2009 Director and Executive Officer, NOF Corporation Jun 2011 Director and Managing Executive Officer, NOF Corporation Jun 2016 Outside Audit & Supervisory Board Member, Nichirei Corporation; Outside Director, Oval Corporation Jun 2017 Outside Corporate Auditor, the Company (current)
1952-08-07
Masanobu KOTAKE
Outside Corporate Auditor
Apr 1978 Joined Fuji Bank, Ltd. (currently Mizuho Bank, Ltd.) May 1996 Deputy General Manager, Funds Department, Fuji Bank May 1999 General Manager, Iidabashi Branch, Fuji Bank Apr 2002 General Manager, Public Corporations Department, Mizuho Corporate Bank, Ltd. (currently Mizuho Bank, Ltd.) Apr 2004 General Manager, Kyoto Branch, Mizuho Bank, Ltd. Jul 2006 Managing Director, Rokkatei Confectionery Co., Ltd. Dec 2011 Managing Officer in charge, Sales Planning Department, Head Office Sales Division, Japan Post Bank Co., Ltd. Apr 2012 Head, Corporate Sales Office, Sales Promotion Department, Head Office Sales Division, Japan Post Bank Jun 2012 Head, Corporate Sales Office, Sales Promotion Department, Head Office Sales Division, Japan Post Bank; Deputy Head, Tokyo Area Headquarters (Sales) Apr 2014 Full-time Audit & Supervisory Board Member, Mizuho Loan Experts Co., Ltd. Jan 2017 Senior Advisor, Individual Retention Promotion Department, Mizuho Bank, Ltd. Jun 2017 Outside Corporate Auditor, the Company (current) Jun 2017 Outside Corporate Auditor, SBI Japannext Securities Co., Ltd. (currently Japannext Securities Co., Ltd.) Jun 2017 Outside Corporate Auditor, Newton Financial Consulting Co., Ltd. (currently NFC Holdings Co., Ltd.) Aug 2017 Corporate Auditor, SBI Prime Securities Co., Ltd. Jun 2022 Audit & Supervisory Board Member, SBI Investment Co., Ltd. (current) Jun 2022 to Jun 2023 Audit & Supervisory Board Member, SBI Neo Financial Services Co., Ltd. (current) Jun 2023 Audit & Supervisory Board Member, SBI Capital Management Co., Ltd. (current)
1955-02-23
Large Shareholding Reports
SBI Asset Management Group Co., Ltd.
2026-05-08
43.71%→43.71%
Correction filing (name/detail fix only) — ratio carried over from the original filing
Annual report (as of 2026-03-31): 43.70%
SBI Financial Services Co., Ltd.
2026-05-08
12.63%
Annual report (as of 2026-03-31): 12.60%
SBI Asset Management Group Co., Ltd.
2026-05-07
43.71%→43.71%
Annual report (as of 2026-03-31): 43.70%
SBI Asset Management Group Co., Ltd.
2026-05-07
43.71%
Annual report (as of 2026-03-31): 43.70%
Morningstar, Inc.
2026-01-14
6.67%→4.75%
SBI Asset Management Group Co., Ltd.
2026-01-07
43.71%→43.71%
Annual report (as of 2026-03-31): 43.70%
SBI Asset Management Group Co., Ltd.
2025-12-08
58.67%→43.71%
Annual report (as of 2026-03-31): 43.70%
Morningstar, Inc.
2025-11-27
7.67%→6.67%
Correction filing (name/detail fix only) — ratio carried over from the original filing
Morningstar, Inc.
2025-11-25
7.67%→6.67%
Morningstar, Inc.
2025-10-30
9.10%→7.67%
SBI Asset Management Group Co., Ltd.
2025-09-19
52.62%→58.67%
Annual report (as of 2026-03-31): 43.70%
Morningstar, Inc.
2025-08-14
10.10%→9.10%
Disclosures
No disclosures
Primary Source Filings
TDnet
2026-07-27
Q1 Earnings Flash
FY ending Mar 2027
EDINET
2026-06-16
Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINETAmended
2026-05-08
Change Report
EDINETAmended
2026-05-08
Change Report
EDINETAmended
2026-05-07
Change Report
EDINETAmended
2026-05-07
Change Report
TDnet
2026-01-29
Q3 Earnings Flash
FY ending Mar 2026
EDINET
2026-01-14
Large Shareholding Report
EDINET
2026-01-07
Large Shareholding Report
EDINET
2025-12-08
Large Shareholding Report
EDINETAmended
2025-11-27
Change Report
EDINETAmended
2025-11-26
Amended Securities Registration Statement
EDINET
2025-11-25
Large Shareholding Report
EDINETAmended
2025-11-14
Amended Securities Registration Statement
EDINET
2025-11-07
Semi-Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINETAmended
2025-10-31
Amended Securities Registration Statement
EDINET
2025-10-30
Large Shareholding Report
EDINET
2025-10-10
Securities Registration Statement
EDINET
2025-09-19
Large Shareholding Report
EDINETAmended
2025-08-25
Amended Securities Registration Statement
EDINET
2025-08-20
Securities Registration Statement
EDINET
2025-08-14
Large Shareholding Report
TDnet
2025-07-25
Q1 Earnings Flash
FY ending Mar 2026
EDINET
2025-06-17
Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2025-01-30
Q3 Earnings Flash
FY ending Mar 2025
EDINET
2024-11-05
Semi-Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2024-07-25
Q1 Earnings Flash
FY ending Mar 2025
EDINET
2024-06-20
Annual Securities Report
Period: Apr 2023 – Mar 2024
EDINET
2024-02-02
Quarterly Securities Report
Period: Oct 2023 – Dec 2023
EDINET
2023-11-02
Quarterly Securities Report
Period: Jul 2023 – Sep 2023
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