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Rakuten Investment Management, Inc.
Masayuki Azuma · Asset Manager · Index/Passive
Rakuten Investment Management, Inc. is a prominent Japanese asset management firm and a subsidiary of the Rakuten Group. Established in 2006 and headquartered in Tokyo, the company serves as the group's dedicated investment arm, specializing in the development and management of investment trusts and exchange-traded funds (ETFs). The firm plays a vital role within the Rakuten FinTech ecosystem, working alongside Rakuten Securities and Rakuten Bank to offer integrated financial solutions. Rakuten Investment Management focuses on empowering retail investors by providing access to sophisticated, technology-driven investment products that are both cost-efficient and transparent. Its product lineup prominently features low-cost index funds and innovative ETFs designed to track major Japanese and international indices. By utilizing the Rakuten Group's technological infrastructure and extensive membership base, the institution aims to simplify asset management and help individuals achieve their long-term financial objectives through data-driven and accessible investment tools.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +52.7% |
| YTD return | +21.0% |
| Sharpe ratio | 4.87 |
| Win rate | 45% |
| AUM | $6.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $6.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.rakuten-toushin.co.jp/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 17.9% | +13.1% |
| ASTS | Ast Spacemobile Inc | 15.1% | -5.6% |
| GOOGL | Alphabet Inc Class A | 12.0% | +4.9% |
| MSFT | Microsoft Corporation | 11.7% | +21.5% |
| MU | Micron Technology Inc | 6.3% | +72.0% |
| AVGO | Broadcom Inc | 5.8% | -1.2% |
| META | Meta Platforms Inc. | 5.0% | +18.4% |
| TSLA | Tesla Inc | 3.8% | -6.7% |
| JPM | JPMorgan Chase & Co | 2.5% | +11.8% |
| LLY | Eli Lilly and Company | 2.5% | +14.1% |
| INTC | Intel Corporation | 2.3% | +34.0% |
| WMT | Walmart Inc. Common Stock | 1.9% | -13.1% |
| XOM | Exxon Mobil Corp | 1.8% | +4.8% |
| PLTR | Palantir Technologies Inc. | 1.8% | +6.2% |
| JNJ | Johnson & Johnson | 1.8% | +15.8% |
| CSCO | Cisco Systems Inc | 1.7% | -5.0% |
| V | Visa Inc. Class A | 1.7% | +11.1% |
| COST | Costco Wholesale Corp | 1.6% | -9.5% |
| SNDK | Sandisk Corp | 1.5% | +1.5% |
| ABBV | AbbVie Inc | 1.3% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | META | 4.5% → 5.0% |
| Sep 21, 2026 | BUY | SNDK | 1.4% → 1.5% |
| Sep 21, 2026 | SELL | ASTS | 15.8% → 15.1% |
| Sep 21, 2026 | BUY | GOOGL | 11.4% → 12.0% |
| Sep 21, 2026 | BUY | V | 1.7% → 1.7% |
Investment Style Analysis
Rakuten Investment Management, Inc. is widely recognized for employing a Index/Passive strategy. As of Sep 21, 2026, the firm oversees approximately $6.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Rakuten Investment Management, Inc. made a significant move by reducing the position in META. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Rakuten Investment Management’s core philosophy is built upon the mission of empowering investors through innovation and financial democratization. The institution seeks to eliminate the complexities of asset management by offering highly sophisticated yet easy-to-understand products tailored for the general public. By prioritizing cost-efficiency and transparency, the firm focuses on index-tracking strategies and specialized ETFs that allow individual investors to build diversified portfolios with minimal friction. The company leverages the broader Rakuten Ecosystem and advanced financial technologies to deliver tools that foster long-term wealth creation, aiming to provide institutional-grade investment opportunities to the retail market.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Rakuten Investment Management, Inc..
Similar Investment Style
Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for Rakuten Investment Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Rakuten Investment Management, Inc.'s largest holding?
As of the latest filing, Rakuten Investment Management, Inc.'s top position is NVIDIA Corporation (NVDA), representing 17.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Rakuten Investment Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +52.7% with a win rate of 45%. Notably, the portfolio maintains a Sharpe Ratio of 4.87, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Rakuten Investment Management, Inc. primarily invest in?
Rakuten Investment Management, Inc. has a strong preference for the Semiconductors sector, which makes up 32.3% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Rakuten Investment Management, Inc.'s portfolio concentrated or diversified?
Rakuten Investment Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 45.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Rakuten Investment Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Rakuten Investment Management, Inc. tracks a Year-to-Date (YTD) return of +21.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Masayuki Azuma manage Rakuten Investment Management, Inc. directly?
Yes, Masayuki Azuma serves as the key portfolio manager for Rakuten Investment Management, Inc., overseeing the investment strategy and final capital allocation decisions.