SBI Global Asset Management

4765.TTSE PRIMEServices
Filed as Morningstar Japan K.K. (2022-06–2023-02)
Major holders (5%+) · 2
HolderStakeChangeFiled
SBI Asset Management Group Co., Ltd.43.71%0.00pp2026-01-07
SBI FINANCIAL SEVICES Co., Ltd.12.63%0.00pp2026-01-07

Each holder's own ratio from its most recent large-shareholding report.

Former and minor holders (below 5%) · 2
Morningstar, Inc.4.75%2026-01-14
SBI Holdings, Inc.1.01%2026-01-07
Tender offers · 1
FiledOfferorPricePeriod endsStatusFilings
2023-01-30Esubiaiasettomanejimentogurupu——Result filed3

Grouped by EDINET filing links. Price and outcome as stated in filings.

Ownership history · 19
FiledHolderRatioChangePurpose
2026-01-14AmendedMorningstar, Inc.2026-01-14 · amended4.75%-1.92ppPure investment
2026-01-07AmendedSBI Holdings, Inc.2026-01-07 · amended1.01%no changeStable shareholder
2026-01-07AmendedSBI FINANCIAL SEVICES Co., Ltd.2026-01-07 · amended12.63%no changeStable shareholder
2026-01-07AmendedSBI Asset Management Group Co., Ltd.2026-01-07 · amended43.71%no changeStable shareholder; Long-term holding
2026-01-07AmendedSBI Holdings, Inc.2026-01-07 · amended1.01%newStable shareholder
2026-01-07AmendedSBI FINANCIAL SEVICES Co., Ltd.2026-01-07 · amended12.63%no changeStable shareholder
2026-01-07AmendedSBI Asset Management Group Co., Ltd.2026-01-07 · amended43.71%no changeStable shareholder; Long-term holding
2025-12-08AmendedSBI FINANCIAL SEVICES Co., Ltd.2025-12-08 · amended12.63%no changeStable shareholder
2025-12-08AmendedSBI Asset Management Group Co., Ltd.2025-12-08 · amended43.71%no changeStable shareholder; Long-term holding
2025-12-08AmendedSBI FINANCIAL SEVICES Co., Ltd.2025-12-08 · amended12.63%newStable shareholder
2025-12-08AmendedSBI Asset Management Group Co., Ltd.2025-12-08 · amended43.71%-14.96ppStable shareholder; Long-term holding
2025-11-25AmendedMorningstar, Inc.2025-11-25 · amended6.67%-1.00ppPure investment
2025-10-30AmendedMorningstar, Inc.2025-10-30 · amended7.67%-1.43ppPure investment
2025-09-19AmendedSBI Asset Management Group Co., Ltd.2025-09-19 · amended58.67%newStable shareholder; Long-term holding
2025-08-14AmendedMorningstar, Inc.2025-08-14 · amended9.10%-3.05ppPure investment
2024-09-27AmendedMorningstar, Inc.2024-09-27 · amended12.15%-0.24ppPure investment
2024-09-27AmendedMorningstar, Inc.2024-09-27 · amended12.39%+2.29ppPure investment
2024-07-03AmendedMorningstar, Inc.2024-07-03 · amended10.10%-1.01ppPure investment
2024-02-07AmendedMorningstar, Inc.2024-02-07 · amended11.11%newPure investment

Each holder in 5% reports, joint holders included. Purpose is classified from the filed text.