SBI Securities Surpasses 30 Trillion Yen in Investment Trust Balances

In a remarkable achievement, SBI Securities has announced that its investment trust balances have exceeded 30 trillion yen as of the end of May 2026. This significant milestone comes in the wake of the newly introduced NISA program that started in 2024, which has significantly heightened customer interest in long-term, regular, and diversified investments.

Having achieved the previous milestone of 20 trillion yen by July 2025, the company has continued to see robust growth due to the support of a large customer base. The growth reflects a broader trend of increasing asset formation needs among customers utilizing the NISA framework. Furthermore, SBI Securities attributes this success to a combination of factors, including the expansion of its product lineup, the development of a user-friendly service infrastructure for regular investments, and enhanced services addressing post-asset-forming withdrawal needs.

Recent Trends in Investment Trust Balances

SBI Securities is committed to its core philosophy of 'Customer-Centric Management.' The organization strives to provide top-tier services at competitive rates, ensuring enhanced offerings in products, services, and functionalities to support the asset formation and utilization journey of every customer.

Key Features of SBI Securities’ Investment Trust Services

1. Comprehensive Investment Trust Lineup: The company provides a diverse range of investment trusts, from low-cost index funds to active funds, effectively catering to various asset formation needs.

2. Convenient Investment Mechanisms: Customers can utilize processes like credit card installments, bank withdrawals, and SBI Hyper Deposits for hassle-free investment, making it easier to maintain consistent investment practices.

3. Investment Trust Mileage Service: This service encourages long-term holding by allowing customers to accumulate points based on their holdings in applicable investment trusts, thereby supporting their asset formation goals.

4. Structured Exit Strategies with Regular Sale Services: Offering options such as fixed amount sales, fixed ratio sales, and specified period sales, this service assists customers in systematically withdrawing funds post-asset accumulation.

5. Integrated Support from Asset Formation to Utilization: With options to manage accumulation, holding, and withdrawal all within a single securities account, customers can tailor their investment strategies to their life stages effectively.

Conclusion

As the financial landscape continues to evolve, SBI Securities is dedicated to enhancing customer experiences through ongoing product development and by upholding an approach rooted in customer needs. The exceeding of 30 trillion yen in investment trust balances signifies more than just growth; it represents a commitment to facilitating the financial aspirations of countless individuals through strategic and informed investment practices.

This recent accomplishment by SBI Securities underlines the vital role of innovation and customer service in the financial industry. The company aims to continue its trajectory in supporting customer-driven asset management and strategizing for the future.

Note: Balances include various investment trusts handled by SBI Securities, including MRF, foreign currency MMFs, ETFs, REITs, foreign investment trusts, and wrap-exclusive funds.