Adviser Profile

As of Date 06/29/2026
Registration SEC, Approved, 05/22/1985
ADV Location TOKYO, Japan
Contact Info 81 xxxxxxx
Websites
AUM* 601,786,763,078 19%
of that, discretionary 593,256,029,535 19%
Number of Employees 960 5%
of those in investment advisory functions 310 3%
Private Fund GAV* 0
Avg Account Size 351,510,960 39%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

599B 513B 428B 342B 257B 171B 86B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$3,153,755,250 % Position8.00% $ Change105004.00% # Change112296.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$1,613,663,503 % Position4.00% $ Change78511.00% # Change87804.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$1,515,303,953 % Position4.00% $ Change-5.00% # Change1.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$1,193,463,616 % Position3.00% $ Change-23.00% # Change1.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$856,641,240 % Position2.00% $ Change3.00% # Change13.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$845,075,935 % Position2.00% $ Change44429.00% # Change49250.00%
Stck Ticker00287Y109 Stock NameABBVIE INC $ Position$195,255,562 % Position1.00% $ Change-2.00% # Change3.00%
Stck Ticker038222105 Stock NameAPPLIED MATLS INC $ Position$354,863,809 % Position1.00% $ Change150.00% # Change88.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$241,248,448 % Position1.00% $ Change-2.00% # Change3.00%
Stck Ticker149123101 Stock NameCATERPILLAR INC $ Position$252,329,364 % Position1.00% $ Change40.00% # Change14.00%

Brochure Summary