Bloomo Securities Adds Bill Ackman to Official Portfolio 'Institutional Investor' Series
Bloomo Securities has added Bill Ackman's concentrated investment strategy to its US stock/ETF app 'Bloomo', allowing retail investors to easily copy his 7-stock portfolio that returned ~34% in 2025.
📋 Article Processing Timeline
- 📰 Published: April 6, 2026 at 20:00
- 🔍 Collected: April 6, 2026 at 11:30
- 🤖 AI Analyzed: April 21, 2026 at 01:14 (349h 44m after Collected)
Bloomo Securities Co., Ltd. (Headquarters: Chuo-ku, Tokyo, Representative Director and CEO: Jin Nakamura, hereafter 'Bloomo Securities'), which provides world-class asset management services, announces that it has added the portfolio of Bill Ackman (Founder and CEO of Pershing Square Capital Management) to the official portfolio 'Institutional Investor' series on its US stock and ETF investment app 'Bloomo'.
With this addition, there are now 10 types in the official portfolio 'Institutional Investor' series, expanding the lineup that allows Japanese retail investors to easily replicate the strategies of world-leading investors such as Warren Buffett and Ray Dalio.
◾️ Responding to 'Concentrated Investment' Needs Under Geopolitical Risks
Due to rising geopolitical risks since February 2026, retail investors are being forced to review their investment portfolios. In this context, we focused on the concentrated investment strategy of Bill Ackman, founder and CEO of hedge fund Pershing Square Capital Management, who is known as the 'modern-day Buffett'.
Specifically, considering that Pershing Square applied for listing in March 2026, evolving his investment style to be more long-term and robust, and that he has a track record of outperforming the market in 2025, we determined that offering Bill Ackman's new portfolio at this timing would be beneficial to Japanese retail investors, and thus added it.
Bill Ackman's portfolio added this time consists of a carefully selected list of just 7 stocks, combining three tech giants with stocks rooted in the real economy, such as Uber (mobility), Brookfield (infrastructure/real estate), and Restaurant Brands (food service).
In addition, its investment performance last year recorded a return of about 34%, exceeding the S&P 500 return for the same year.
◾️ Features of the Official Portfolio 'Institutional Investor' Series
Bloomo's 'Institutional Investor' series is an official portfolio feature that constructs the portfolios of globally renowned investors and institutional investors based on 13F reports, allowing Japanese retail investors to copy them with a single tap.
With the addition of Bill Ackman this time, it has become a total of 10 types.
All 10 Types of Official Portfolio 'Institutional Investor' Series:
- [NEW] Bill Ackman
- Warren Buffett
- Warren Buffett (including cash)
- Bill Gates
- Ray Dalio
- Tiger Global
- Polen Capital
- TCI
- Himalaya Capital
- Nancy Pelosi
◾️ About the US Stock/ETF Investment App 'Bloomo'
The US stock and ETF investment app 'Bloomo' was launched in May 2024 as a service that easily realizes advanced asset management with US stocks and ETFs.
By simply setting the stocks you want to invest in and their target ratios, it provides cutting-edge and unique features such as the 'Portfolio Investment Feature,' which handles tedious currency exchange, trading, and rebalancing, and the 'Portfolio Copy Feature,' which allows users to copy the portfolios of famous investors like Warren Buffett with a single tap or use other users' portfolios as a reference, and is used by many users.
US Stock/ETF Investment App 'Bloomo'...
With this addition, there are now 10 types in the official portfolio 'Institutional Investor' series, expanding the lineup that allows Japanese retail investors to easily replicate the strategies of world-leading investors such as Warren Buffett and Ray Dalio.
◾️ Responding to 'Concentrated Investment' Needs Under Geopolitical Risks
Due to rising geopolitical risks since February 2026, retail investors are being forced to review their investment portfolios. In this context, we focused on the concentrated investment strategy of Bill Ackman, founder and CEO of hedge fund Pershing Square Capital Management, who is known as the 'modern-day Buffett'.
Specifically, considering that Pershing Square applied for listing in March 2026, evolving his investment style to be more long-term and robust, and that he has a track record of outperforming the market in 2025, we determined that offering Bill Ackman's new portfolio at this timing would be beneficial to Japanese retail investors, and thus added it.
Bill Ackman's portfolio added this time consists of a carefully selected list of just 7 stocks, combining three tech giants with stocks rooted in the real economy, such as Uber (mobility), Brookfield (infrastructure/real estate), and Restaurant Brands (food service).
In addition, its investment performance last year recorded a return of about 34%, exceeding the S&P 500 return for the same year.
◾️ Features of the Official Portfolio 'Institutional Investor' Series
Bloomo's 'Institutional Investor' series is an official portfolio feature that constructs the portfolios of globally renowned investors and institutional investors based on 13F reports, allowing Japanese retail investors to copy them with a single tap.
With the addition of Bill Ackman this time, it has become a total of 10 types.
All 10 Types of Official Portfolio 'Institutional Investor' Series:
- [NEW] Bill Ackman
- Warren Buffett
- Warren Buffett (including cash)
- Bill Gates
- Ray Dalio
- Tiger Global
- Polen Capital
- TCI
- Himalaya Capital
- Nancy Pelosi
◾️ About the US Stock/ETF Investment App 'Bloomo'
The US stock and ETF investment app 'Bloomo' was launched in May 2024 as a service that easily realizes advanced asset management with US stocks and ETFs.
By simply setting the stocks you want to invest in and their target ratios, it provides cutting-edge and unique features such as the 'Portfolio Investment Feature,' which handles tedious currency exchange, trading, and rebalancing, and the 'Portfolio Copy Feature,' which allows users to copy the portfolios of famous investors like Warren Buffett with a single tap or use other users' portfolios as a reference, and is used by many users.
US Stock/ETF Investment App 'Bloomo'...