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Securities Report (Domestic Investment Trust Beneficiary Certificates) - 41st Period (October 15, 2025 – April 14, 2026)

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Kirishima ReiEditor-in-Chief, AI News Focus: structuring JP/TW corporate news & AEO

Published Jul 14, 2026 6:02 PM ・ Updated Jul 14, 2026 9:13 AM ・ 3 min read ・ Source: PR Times

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⚡ Key Points

Sumitomo Mitsui Trust Asset Management Co., Ltd.
has filed its securities report for the 41st period (October 15, 2025 to April 14, 2026).
This report pertains to domestic investment trust beneficiary certificates and provides detailed disclosures on investment performance and financial status as part of investor transparency.

Sumitomo Mitsui Trust Asset Management Co., Ltd. has filed its securities report for the 41st period (October 15, 2025 to April 14, 2026). This report pertains to domestic investment trust beneficiary certificates and provides detailed disclosures on investment performance and financial status as part of investor transparency.

PRIMARY SOURCE Original source: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC41%E6%9C%9F(2025%2F10%2F15%EF%BC%8D2026%2F04%2F14)-2026-07-14%2009%3A02 Distributor: PR Times
Published: Jul 14, 2026

Sumitomo Mitsui Trust Asset Management Co., Ltd. Securities Report (Domestic Investment Trust Beneficiary Certificates) - 41st Period (October 15, 2025 – April 14, 2026)

This securities report is issued by Sumitomo Mitsui Trust Asset Management Co., Ltd. regarding its domestic investment trusts, in accordance with the Financial Instruments and Exchange Act to disclose information to investors. The reporting period covers the 41st period, spanning six months from October 15, 2025, to April 14, 2026.

The report details the investment performance, changes in asset size, management results, fee structure, risk factors, any changes in investment policy, and significant contractual terms for each investment trust during this period. It also discloses the composition of trust assets, portfolio allocation ratios, and major holdings.

Prepared in compliance with the formats prescribed by the Financial Services Agency, this report aims to provide accurate and clear information to enable investors to make informed decisions. The full report is publicly available on the company’s official website and the Financial Services Agency’s EDINET (Electronic Disclosure for Investors' Network) system, where it can be freely accessed and downloaded.

Sumitomo Mitsui Trust Asset Management is committed to its responsibilities as a trust bank and strives to earn investor trust through transparent disclosure. Going forward, the company will continue to strengthen governance and enhance the quality of asset management by regularly submitting such reports.

FACT BOX

Source: PR Times
Category: News

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Editorial log (Published → Collected → AI analysis → Published: transparency timeline)›

Announced　Jul 14, 2026 6:02 PM — Distributor PR Times
Collected　Jul 14, 2026 9:07 AM
AI structured & analyzed　Jul 14, 2026 9:13 AM
Desk-reviewed & published　Jul 14, 2026 6:02 PM

FAQ

Who is this report for?

Target readers include individual and institutional investors, financial advisors, and regulators.

How often is the report filed?

It's a semi-annual securities report. Period 41 covers Oct 2025 to Apr 2026.

Where can I read the report?

Available free on the company's website or Japan's EDINET financial disclosure system.

What does the report include?

Investment performance, financial statements, risk factors, management policies, and fee structures.

What is the fund's return?

Check the performance section. Returns vary by fund; review individually.

Cite this article — HOW TO CITE

Washin AI News Desk“Securities Report (Domestic Investment Trust Beneficiary Certificates) - 41st Period (October 15, 2025 – April 14, 2026)”AI News by Washin Village（和心村）, Jul 14, 2026. https://aeo.washinmura.jp/ai/%E4%B8%89%E4%BA%95%E4%BD%8F%E5%8F%8B%E3%83%88%E3%83%A9%E3%82%B9%E3%83%88-%E3%82%A2%E3%82%BB%E3%83%83%E3%83%88%E3%83%9E%E3%83%8D%E3%82%B8%E3%83%A1%E3%83%B3%E3%83%88%E6%A0%AA%E5%BC%8F%E4%BC%9A%E7%A4%BE/en/news/2026-07-14-%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8-%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8-%E7%AC%AC41%E6%9C%9F-2025-10-15-2026

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