SBI Securities Surpasses 20 Trillion Yen in Investment Trust Assets

SBI Securities, headquartered in Minato-ku, Tokyo, has reached a significant milestone, with its investment trust assets exceeding 20 trillion yen as of the end of July 2025. This achievement signals a robust growth trajectory for the company, which has seen impressive gains in investment trust sales since the implementation of Japan's new NISA system.

The new NISA, launched in January 2024, has played a critical role in fostering a conducive investment climate. Between January and June 2025, SBI Securities recorded a total sales figure of 3.7 trillion yen in investment trusts, surpassing the previous year's period by approximately 12%. Furthermore, the total amount for NISA-based investment trust sales during the same period saw a notable increase, and the amount set for systematic investment has risen by around 13% compared to the same month in the previous year.

Despite navigating through a market correction in April 2025, investor sentiment remained strong, as the number of customers focused on long-term asset formation continued to rise. SBI Securities aims to maintain this momentum through enhanced customer engagement initiatives, including a wider selection of investment trust products, site renewals, and a mileage program that rewards clients based on their holdings.

As a result of these efforts, the total number of accounts has reached 14 million, reflecting robust customer support and trust in SBI Securities' capabilities.

The company is planning further enhancements in services this year, including a revamped