SBI Securities Announces Investment Trust Assets Under Management Exceeding 30 Trillion Yen

SBI SECURITIES Co., Ltd. (Headquarters: Minato-ku, Tokyo; President: Masato Takamura; hereinafter 'the Company') announces that its investment trust assets under management* exceeded 30 trillion yen as of the end of May 2026.

Triggered by the new NISA launched in 2024, customers' interest in long-term, accumulated, and diversified investment utilizing investment trusts has further increased. The Company's investment trust AUM, which surpassed 20 trillion yen at the end of July 2025, has continued to expand steadily backed by the support of many customers, reaching a new milestone of 30 trillion yen.

We believe that reaching the 30 trillion yen milestone in investment trust AUM is the result of many customers supporting our various initiatives that improve the convenience of purchasing, holding, and selling investment trusts. This includes not only the growing need for asset building utilizing NISA but also our continuous efforts to expand our product lineup, develop a service foundation that makes it easy to continue accumulation investment, and respond to withdrawal needs after asset building.

Under our management philosophy of 'Customer-centricity,' the Company will continue striving to provide the 'industry's highest standard of service at the industry's lowest standard of commissions.' Through the further expansion of products, services, and functions, we will fully support the asset building and utilization of each individual customer.

* Total balance of investment trusts handled by the Company (including MRF, foreign currency-denominated MMF, ETF, REIT, foreign-domiciled investment trusts, and wrap-exclusive funds).

■ Main Features of SBI Securities' Investment Trust Services

1. Extensive Investment Trust Lineup Highly Compatible with NISA
We offer a wide range of investment trusts, from low-cost index funds to active funds, meeting the diverse asset building needs of our customers.

2. Mechanisms for Effortless Continuous Accumulation via Credit Card, Bank Debit, and SBI Hybrid Deposit Integration
By providing multiple highly convenient funding methods such as investment trust accumulation via credit card payments, bank debit services, and integration with SBI Hybrid Deposits, we offer mechanisms to effortlessly continue accumulation investments.

3. Encouragement of Long-Term Holding via Investment Trust Mileage Service
Through the 'Investment Trust Mileage Service*,' where points are accumulated based on the holding balance of eligible investment trusts, we support the asset building of customers aiming for long-term holding of investment trusts.
* The Investment Trust Mileage Service applies to Internet Course (including Call Center Course) customers. Customers in the Direct Course, Face-to-Face Course, IFA Course, and IFA Course (Plan A) are excluded. Customers who opened accounts via financial instruments intermediary service providers are generally excluded, with some exceptions.

4. Exit Strategy Support via Periodic Withdrawal Service
With the investment trust periodic withdrawal service, which supports three methods ('fixed amount,' 'fixed rate,' and 'designated period'), we address the need for systematic withdrawal after asset building.

5. End-to-End Support from Asset Building to Utilization
We provide an environment where accumulation, holding, and withdrawal can be managed within a single securities account, supporting asset management according to the customer's life stage.

< Disclosures under the Financial Instruments and Exchange Act, etc. >
Trade Name, etc.: SBI SECURITIES Co., Ltd. Financial Instruments Business Operator, Commodity Futures Business Operator
Registration Number: Director of the Kanto Local Finance Bureau (Kinsho) No. 44
Member Associations: Japan Securities Dealers Association, Financial Futures Association of Japan, Type II Financial Instruments Firms Association, Japan Asset Management Association, Japan Security Token Offering Association, Japan Commodity Futures Industry Association, Japan Virtual and Crypto assets Exchange Association.

< Regarding Fees and Risk Information >
Account opening and management fees for a general securities account at SBI Securities are free. Investments in products handled by SBI Securities may require prescribed fees and necessary expenses for each product. In addition, there is a risk of loss due to price fluctuations in each product. The fees and risks associated with investing in each product vary, so for details, please check the page of the relevant product on the SBI Securities website.