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Adviser Profile

As of Date 06/29/2026
Registration SEC, Approved, 12/17/1997
ADV Location TOKYO, Japan
Contact Info 81- xxxxxxx
Websites
AUM* 470,542,380,723 3%
of that, discretionary 470,542,380,723 3%
Number of Employees 950 3%
of those in investment advisory functions 290 7%
Private Fund GAV* 0
Avg Account Size 270,271,327 9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

515B 441B 368B 294B 221B 147B 74B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker464287200 Stock NameISHARES TR $ Position$2,436,154,148 % Position6.00% $ Change16.00% # Change1.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$2,152,760,707 % Position6.00% $ Change11.00% # Change-3.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$1,940,754,882 % Position5.00% $ Change16.00% # Change2.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$1,277,810,971 % Position3.00% $ Change3.00% # Change2.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$1,030,916,675 % Position3.00% $ Change30.00% # Change4.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$1,110,907,268 % Position3.00% $ Change16.00% # Change1.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$811,363,181 % Position2.00% $ Change21.00% # Change-1.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$604,432,702 % Position2.00% $ Change-1.00% # Change0.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$781,363,502 % Position2.00% $ Change20.00% # Change-2.00%
Stck Ticker46434G103 Stock NameISHARES INC $ Position$585,515,440 % Position2.00% $ Change17.00% # Change-2.00%

Brochure Summary