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Resona Asset Management Co., Ltd.
Akihiro Nishiyama · Asset Manager · Index/Passive
Resona Asset Management Co., Ltd. is the dedicated investment management subsidiary of the Resona Group, one of Japan's leading retail-focused financial groups. Established in August 2015 and headquartered in Tokyo, the firm provides comprehensive asset management services by consolidating the investment functions of the Resona Group, including the trust management legacy of Resona Bank dating back over 60 years. The company serves a diverse range of clients, including individual retail investors and large institutional pension funds. It is a central player in the Group’s strategy to shift Japanese household savings into investments, offering a wide array of products like fund wraps, mutual funds, and pension solutions. Resona Asset Management is committed to responsible investing and stewardship, aiming to support long-term wealth formation and contribute to a sustainable society in Japan’s aging economy.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.5% |
| YTD return | +9.0% |
| Sharpe ratio | 2.99 |
| Win rate | 55% |
| AUM | $9.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $9.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.resona-am.co.jp |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 16.8% | +18.1% |
| AAPL | Apple Inc | 13.9% | +30.1% |
| MSFT | Microsoft Corporation | 12.0% | -2.2% |
| GOOGL | Alphabet Inc Class A | 11.1% | +40.6% |
| AMZN | Amazon.com Inc | 8.1% | +13.9% |
| AVGO | Broadcom Inc | 5.3% | +5.4% |
| META | Meta Platforms Inc. | 3.7% | -4.2% |
| MU | Micron Technology Inc | 3.0% | +3.0% |
| TSLA | Tesla Inc | 3.0% | -19.5% |
| LLY | Eli Lilly and Company | 2.9% | +35.7% |
| JPM | JPMorgan Chase & Co | 2.8% | +12.9% |
| V | Visa Inc. Class A | 2.7% | +5.9% |
| AMD | Advanced Micro Devices Inc | 2.3% | +8.6% |
| BRK-A | Berkshire Hathaway Inc | 2.1% | +2.6% |
| JNJ | Johnson & Johnson | 2.1% | +41.6% |
| XOM | Exxon Mobil Corp | 2.0% | +41.3% |
| COST | Costco Wholesale Corp | 1.7% | -2.8% |
| MA | Mastercard Inc | 1.5% | +3.6% |
| CSCO | Cisco Systems Inc | 1.4% | -9.6% |
| WMT | Walmart Inc. Common Stock | 1.4% | +3.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | WMT | 0.0% → 1.4% |
| Aug 31, 2026 | BUY | GOOGL | 11.2% → 11.1% |
| Aug 31, 2026 | SELL | XOM | 2.2% → 2.0% |
| Aug 31, 2026 | SELL | TSLA | 3.1% → 3.0% |
| Aug 31, 2026 | BUY | V | 2.6% → 2.7% |
Investment Style Analysis
Resona Asset Management Co., Ltd. is widely recognized for employing a Index/Passive strategy. As of Sep 18, 2026, the firm oversees approximately $9.7B 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 Aug 31, Resona Asset Management Co., Ltd. made a significant move by increasing exposure to WMT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Resona Asset Management's investment philosophy is rooted in its fiduciary duty and a commitment to being a responsible and long-term investor. The firm prioritizes the creation of stable, medium-to-long-term returns through a disciplined approach of diversified dispersed investing across global asset classes. Central to its strategy is the integration of Environmental, Social, and Governance (ESG) factors and active stewardship, where it engages in constructive dialogue with investee companies to promote sustainable corporate growth. The institution aims to provide abundance and security for future generations by aligning its investment practices with the evolving needs of Japan's aging population and the broader goals of a sustainable global economy.
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 Resona Asset Management Co., Ltd..
Similar Investment Style
Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for Resona Asset Management Co., Ltd. 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 Resona Asset Management Co., Ltd.'s largest holding?
As of the latest filing, Resona Asset Management Co., Ltd.'s top position is NVIDIA Corporation (NVDA), representing 16.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Resona Asset Management Co., Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +14.5% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 2.99, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Resona Asset Management Co., Ltd. primarily invest in?
Resona Asset Management Co., Ltd. has a strong preference for the Semiconductors sector, which makes up 27.5% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Resona Asset Management Co., Ltd.'s portfolio concentrated or diversified?
Resona Asset Management Co., Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 42.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Resona Asset Management Co., Ltd. performed in 2026?
Our AI-simulated model portfolio for Resona Asset Management Co., Ltd. tracks a Year-to-Date (YTD) return of +9.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Akihiro Nishiyama manage Resona Asset Management Co., Ltd. directly?
Yes, Akihiro Nishiyama serves as the key portfolio manager for Resona Asset Management Co., Ltd., overseeing the investment strategy and final capital allocation decisions.