Initiatives to Improve Corporate Value
Major Fee Businesses (1) (AUM)
(1) Insurance
AUM income
■(2) Investment trust (sales commission)
■(3) Investment trust (trust fees)
(4) Fund wrap
(5) Resona Asset Management
(6) Securities trust
(JPY bn)
FY'20
HD
Consolidated
Balance of asset formation support products
sold to individuals
Foreign currency deposits, Public bonds etc.
■Insurance
■Investment trusts *1
Asset formation support product ratio²²
14.0%
■Fund wrap*1
13.7%
13.4%
(JPY tn)
6.08
5.95
FY'21
FY'22
5.68
0.52
0.42
44.6
52.1
51.0 (2.0)%
0.55
2.71
25.8
26.2
26.1
2.86
2.59
24.5
24.9
4.0
4.4
0.49
0.65
0.62
6.3
4.8
20.0
6.9
2.04
2.19
2.03
2021/3
2022/3
2023/3
5.2
6.2
(1)
4.0
3.8
6.1
2.2
(2)
3.8
7.1
6.7
7.0
6.7
6.3
(3)
5.7
4.4
3.8
4.6
4.4
(4)
2.5
3.0
(5)
3.0
3.2
3.6
3.7
3.4
3.5
(6)
0.9
0.9
1.0
1.1
1.1
0.9
1H
2H
1H
2H
1H
2H
FY2020
FY2021
FY2022
Balance of fund wrap*1:
'23/3 JPY744.2 bn (including corporation*³)
Change in balance of investment trust and
fund wrap: FY'22 Approx. JPY(170.0) bn
● Net inflow (new purchase - withdrawal and redemption):
Approx. +JPY30.0 bn
Number of individual customers having investment trust,
fund wrap and insurance products :
'23/3 977 thousand, +9 thousand, YoY
Of which, NISA account holders*4: 412 thousand, +6.0%, YoY
iDeCo participants *5: '23/3 171 thousand, +11.2%, YoY
■ Securities trust (total assets in custody): '23/3 JPY42.1 tn
*1. Based on market value *2. Balance of asset formation support products sold to individuals / (balance of asset formation support products
sold to individuals and yen deposits held by individuals) *3. Including external group 4. NISA, Junior NISA, Cumulative NISA
*5. iDeco participants + members giving investment instructions
Resona Holdings, Inc.
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