FOLIO Holdings' Total Assets Under Management Surpasses 950 Billion Yen
FOLIO Holdings, part of the SBI Group, announced that its total assets under management exceeded 950 billion yen as of April 3, 2026, driven by its AI-powered ROBOPRO and 4RAP services.
📋 Article Processing Timeline
- 📰 Published: April 6, 2026 at 22:00
- 🔍 Collected: April 6, 2026 at 13:30
- 🤖 AI Analyzed: April 21, 2026 at 04:07 (350h 36m after Collected)
FOLIO Holdings (Headquarters: Chiyoda-ku, Tokyo, Representative Director and CEO: Shinichiro Kai, hereinafter "the Company"), which provides innovative financial solutions within the SBI Group, announced that as of April 3, 2026, the Company's total assets under management (*) has surpassed 950 billion yen.
The Company group provides a variety of financial solutions, including discretionary investment management services utilizing "ROBOPRO®" and "4RAP", as well as investment advisory services utilizing AI prediction. From March 2026, the "Goldman Sachs Corporate Bond / ROBOPRO Strategy Fund 2026-03" (established by SBI Okasan Asset Management Co., Ltd.), for which FOLIO provides investment advice, was launched, leading to an increase in total assets under management.
The Company group will continue to expand its alliances with financial institutions based on the strengths of its operational infrastructure system and AI operational engine, and will continue to contribute to the asset formation of more people through innovative financial solutions.
Breakdown of Total Assets Under Management (As of April 3, 2026. Unit: 100 million yen, rounded down)
* "Total Assets Under Management": The total balance of the following assets in which our subsidiaries are involved.
- "AI Investment Management Business": The total amount of "Assets entrusted in connection with discretionary investment management services directly provided by FOLIO to customers (ROBOPRO, etc.)" and "Assets of financial products for which our subsidiary conducts investment advisory business (ROBOPRO Fund, etc.)". For the "ROBOPRO Fund" item, only public offerings are listed.
- "Financial Infrastructure Business": The total amount of "Assets entrusted for discretionary investment management services utilizing 4RAP at financial institutions such as banks and securities companies".
- The figures provided are preliminary and may be subject to revision in the future.
The Company group provides a variety of financial solutions, including discretionary investment management services utilizing "ROBOPRO®" and "4RAP", as well as investment advisory services utilizing AI prediction. From March 2026, the "Goldman Sachs Corporate Bond / ROBOPRO Strategy Fund 2026-03" (established by SBI Okasan Asset Management Co., Ltd.), for which FOLIO provides investment advice, was launched, leading to an increase in total assets under management.
The Company group will continue to expand its alliances with financial institutions based on the strengths of its operational infrastructure system and AI operational engine, and will continue to contribute to the asset formation of more people through innovative financial solutions.
Breakdown of Total Assets Under Management (As of April 3, 2026. Unit: 100 million yen, rounded down)
* "Total Assets Under Management": The total balance of the following assets in which our subsidiaries are involved.
- "AI Investment Management Business": The total amount of "Assets entrusted in connection with discretionary investment management services directly provided by FOLIO to customers (ROBOPRO, etc.)" and "Assets of financial products for which our subsidiary conducts investment advisory business (ROBOPRO Fund, etc.)". For the "ROBOPRO Fund" item, only public offerings are listed.
- "Financial Infrastructure Business": The total amount of "Assets entrusted for discretionary investment management services utilizing 4RAP at financial institutions such as banks and securities companies".
- The figures provided are preliminary and may be subject to revision in the future.