SPARX Group Co., Ltd.
Announcement of Financial Asset Under Management at the End of March 2026 (Preliminary Figures)
The financial asset under management at the end of March 2026 decreased by 228.3 billion yen from the previous month-end, totaling 2.2428 trillion yen.
Key Figures
- Total Assets Under Management: 2.2428 trillion yen (down 228.3 billion yen from previous month, 9.2% decrease)
- Japanese Equity Assets Under Management: 1.519 trillion yen (previous month: 1.7106 trillion yen)
- OneAsia Assets Under Management: 239.5 billion yen (previous month: 282.0 billion yen)
AI要約
Overview of Assets Under Management
As of the end of March 2026, Sparx Group’s total financial asset under management was 2.2428 trillion yen, down 228.3 billion yen (9.2%) from the previous month-end. The main factors for the decline were decreases in Japanese equity and OneAsia asset under management, which were 1.519 trillion yen (previous month: 1.7106 trillion yen) and 239.5 billion yen (previous month: 282.0 billion yen), respectively. Conversely, real assets and private equity showed an increasing trend, reaching 326.1 billion yen (previous month: 322.5 billion yen) and 158.0 billion yen (previous month: 155.9 billion yen), respectively.
Composition of Assets Under Management and Market Environment
The assets under management consist of four investment strategies: Japanese equities, OneAsia, real assets, and private equity. Foreign exchange fluctuations and fund subscriptions/redemptions have also impacted asset balances. Major market indices in March 2026 declined sharply, with Nikkei 225 at 51,063.72 (down 13.23% month-over-month), and the Tokyo Stock Price Index at 3,497.86 (down 11.19%), contributing to the reduction in assets under management.
