FOLIO Holdings Surpasses 1 Trillion Yen in Total Assets Under Management
FOLIO Holdings, a core FinTech subsidiary of the SBI Group, has surpassed the 1 trillion yen assets under management milestone on April 13, 2026.
This achievement marks a period of hyper-growth for the Tokyo-based firm. In just one year, the company’s asset base grew by approximately 660.4 billion yen—a 3.5-fold increase from the 263.2 billion yen reported at the end of March 2025.
The company attributes this surge to two primary business pillars.
1. AI-Driven Investment Management
FOLIO’s flagship robo-advisor service, "ROBOPRO," developed in partnership with AlpacaTech, has been a significant driver of growth. The service utilizes a proprietary AI engine to predict market fluctuations and dynamically shift asset allocations. Since its inception in January 2020 through March 2026, the service has delivered a cumulative performance of +162.9%. This AI engine is now integrated into nine different investment trusts, including the "ROBOPRO Fund" and various private placement funds covering multi-asset, U.S. equity, and Japanese equity markets.
2. Financial Infrastructure (B2B)
The company has successfully expanded its "4RAP" platform, a SaaS-based investment management infrastructure provided to third-party financial institutions. Currently, 4RAP is utilized by major players including SBI Securities, Ehime Bank, Okasan Securities, and Ashikaga Bank. The platform currently supports 12 different discretionary investment services across these partner institutions, allowing them to offer customized investment products to their own client bases.
Executive Commentary
Shinichiro Kai, President and CEO of FOLIO Holdings, characterized the 1-trillion-yen mark as a "major milestone" resulting from the maturation of the company's business structure. "We have evolved our products, investment platforms, and AI engines in an integrated manner to meet diverse customer needs," Kai stated. "Moving forward, we will continue to advance the nature of asset management by delivering technology and investment expertise under our mission to 'design the finance of tomorrow.'"
FOLIO Holdings is a subsidiary of SBI Holdings, which is listed on the Tokyo Stock Exchange Prime Market. Since its founding in April 2019, FOLIO has positioned itself as a leader in the digitization of Japanese wealth management.
Norbert Gehrke
