Insurance · Fiscal year end 3月末日

Sony Financial Group Inc.

8729

ソニーフィナンシャルグループ株式会社

FIGI BBG000TBW3568729.T8729 JPCorp. no. 4010401053410

Latest half-year results

First half · fiscal year to 2026-03 · filed 2025-11-27

For the first half of the fiscal year to 2026-03: Revenue ¥1.53 trillion (+19.4% YoY), Ordinary income ¥-19.4 billion (-175.4% YoY), Net income ¥-17.5 billion (-198.1% YoY).

	This period	Year on year
Revenue	¥1.5tn	+19.4%
Ordinary profit	−¥19.4bn	-175.4%
Net profit to owners	−¥17.5bn	-198.1%

From the securities report on EDINET, which states no forecast. History via /v1/companies/8729/earnings-releases.

Financials

Japan GAAP · consolidated · fiscal year to 2026-03-31

Revenue: ¥2.9tn
Net income: ¥55.5bn
ROE: 8.6%
Equity ratio: 2.6%
Dividend / share: ¥3.8
Employees: 14,042

Revenue · ¥tn

Net income · ¥bn

Fiscal year	Revenue	Net income	Total assets	Net assets	ROE	EPS	Operating CF
2026-03-31	¥2.9tn	¥0.1tn	¥23.8tn	¥0.6tn	8.6%	¥7.96	¥0.4tn
2025-03-31	¥2.6tn	¥0.1tn	¥23.4tn	¥0.7tn	12.5%	¥11.02	¥1.5tn
2024-03-31	¥3.5tn	¥0.0tn	¥22.1tn	¥0.6tn	6.7%	¥5.76	¥0.8tn
2023-03-31	¥2.1tn	¥0.1tn	¥20.0tn	¥0.6tn	18.4%	¥16.58	¥0.4tn
2022-03-31	¥2.2tn	¥0.0tn	¥19.0tn	¥0.6tn	6.2%	¥5.82	¥1.1tn

Indicators

Computed by us from filings · fiscal year to 2026-03-31

Metric	Value	Percentile among listed companies
ROE, %	8.55	49.4
Ordinary margin	0.0295	23.7
Equity ratio, %	2.64	0.7
Revenue growth	0.0964	68.5
Net income growth	-0.2956	18.9
Operating cash flow / assets	0.0187	23

Policy-uncertainty measure0.69 Share of the report's text discussing policy-related uncertainty, by policy area. Proprietary text method.

Trade & tariffs 1 Fiscal & tax 1 Regulation 2 Politics & geopolitics 1

Ownership activity 0 filer(s) stated they may make proposals in 365 days; 0 new 5% holder(s) in 180 days; net stake change 0.00pt in 90 days; 0.0% held by other listed companies.

Results wording balance: 0.00. Proprietary text method; it describes the wording only and does not interpret context.

Via /v1/companies/8729/indicators. Descriptive figures, not a rating and not investment advice.

From other filings

As the company states them

Bond ratings stated in filings: R&I A+ (2025-12-12). One bond's rating on that date, as the company stated it; it may have changed. The agencies' opinions, not ours. /v1/companies/8729/credit-ratings

Share buyback, report to —: ¥69.8bn acquired of a ¥100.0bn limit. /v1/companies/8729/buybacks

Internal control, 2026-06-17: see filing 上記の評価の結果、当事業年度末日現在において、当社の財務報告に係る内部統制は有効であると判断した。 Filing

Segments, votes and tender offers

Stated in EDINET filings

Segments: Life Insurance, Assurance, Bank, Other. /v1/companies/8729/segments

Latest voting result: 2026-06-25 · Proposal · passed. /v1/companies/8729/voting

Ownership changes

All companies →

2026-06-05

Below 5%−2.18pt

BlackRock Japan Co., Ltd. cut holdings in Sony Financial Group Inc. (8729) to 4.21% from 6.39%, below the 5% threshold.

S100Y8R8Filer profile Original filing (PDF, Japanese)
2025-10-03

New 5% stake

BlackRock Japan Co., Ltd. disclosed a 6.39% stake in Sony Financial Group Inc. (8729), crossing the 5% reporting threshold.

S100WTAFFiler profile Original filing (PDF, Japanese)
2025-10-01

New 5% stake

Sony Group Corporation disclosed a 100.00% stake in Sony Financial Group Inc. (8729), crossing the 5% reporting threshold.

S100WSLIFiler profile Original filing (PDF, Japanese)
2025-10-01

Threshold

Holdings of Sony Group Corporation in Sony Financial Group Inc. (8729) moved above 10% (new -> 100.00%).

S100WSLIFiler profile Original filing (PDF, Japanese)
2025-10-01

Threshold

Holdings of Sony Group Corporation in Sony Financial Group Inc. (8729) moved above 20% (new -> 100.00%).

S100WSLIFiler profile Original filing (PDF, Japanese)
2025-10-01

Threshold

Holdings of Sony Group Corporation in Sony Financial Group Inc. (8729) moved above 33.4% (new -> 100.00%).

S100WSLIFiler profile Original filing (PDF, Japanese)
2025-10-01

Threshold

Holdings of Sony Group Corporation in Sony Financial Group Inc. (8729) moved above 50% (new -> 100.00%).

S100WSLIFiler profile Original filing (PDF, Japanese)
2025-10-01

Decrease−83.60pt

Sony Group Corporation reduced holdings in Sony Financial Group Inc. (8729) to 16.40% from 100.00%.

S100WSMQFiler profile Original filing (PDF, Japanese)
2025-10-01

Threshold

Holdings of Sony Group Corporation in Sony Financial Group Inc. (8729) moved below 20% (100.00% -> 16.40%).

S100WSMQFiler profile Original filing (PDF, Japanese)
2025-10-01

Threshold

Holdings of Sony Group Corporation in Sony Financial Group Inc. (8729) moved below 33.4% (100.00% -> 16.40%).

S100WSMQFiler profile Original filing (PDF, Japanese)

Trades by 5% holders

From the 60-day trade tables in 5% reports

Holder	Period	Net shares	Net % of shares	Avg. filed price	Range
ソニーグループ株式会社	2025-08-08 – 2025-10-01	-5,977,139,930	−83.60pt	—	—

Net shares and the average are our calculations. Prices are filed prices as stated by the filer, mostly for off-market trades; they are not market prices. Stock lending, custody transfers and option exercises are excluded from net shares. Every row via /v1/companies/8729/trades.

5% filings

Large shareholding reports on 8729

Filed	Filer	Stake	Change	Stated purpose
2026-06-05	BlackRock Japan Co., Ltd.	4.21%	−2.18pt	pure investment
2025-10-03	BlackRock Japan Co., Ltd.	6.39%	—	pure investment
2025-10-01	SONY GROUP CORPORATION	100.00%	—	—
2025-10-01	SONY GROUP CORPORATION	16.40%	−83.60pt	—

Cross-shareholdings

From the annual report's status of shareholdings

Listed strategic holdings: — issues
Book value: —
Sold in the year: — — issues
Bought in the year: — — issues
Mutual, both reports: 0
Held by listed cos.: 11

Held by: NIPPON CHEMI-CON CORPORATION 6997, Tamron Co.,Ltd. 7740, HIRAKAWA HEWTECH CORP. 5821, YOKOWO CO.,LTD. 6800, KADOKAWA CORPORATION 9468, SMK Corporation 6798, RIVER ELETEC CORPORATION 6666, AOI ELECTRONICS CO.,LTD. 6832, NIHON DENKEI CO.,LTD. 9908, PRONEXUS INC. 7893, COMPUTER ENGINEERING & CONSULTING LTD. 9692

Purposes, all holdings and mutual flags via /v1/companies/8729/cross-holdings. Share changes include stock splits.

Major shareholders

As of fiscal year end 2026-03-31

Shareholder	Shares	Ratio
ソニーグループ株式会社	1,172,219,784	17.39%
日本マスタートラスト信託銀行株式会社(信託口)	871,705,500	12.93%
株式会社日本カストディ銀行(信託口)	232,667,210	3.45%
MOXLEY AND CO LLC	188,644,921	2.80%
individual holder	95,497,870	1.42%
STATE STREET BANK AND TRUST COMPANY 505103	85,256,090	1.27%
JP MORGAN CHASE BANK 385781	84,378,155	1.25%
STATE STREET BANK AND TRUST COMPANY 505001	70,553,767	1.05%
BANK JULIUS BAER AND CO. LTD. SINGAPORE CLIENTS	61,527,601	0.91%
THE BANK OF NEW YORK MELLON 140044	57,494,120	0.85%

U.S. funds holding 8729

SEC Form N-PORT, reports to 2026-07-31

114 U.S. funds held 437,752,111 shares worth $407.3m.

Fund	Shares	Value	% of fund	As of
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS	82,870,555	$80.3m	0.012%	2026-07-31
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS	54,218,240	$47.2m	0.015%	2026-06-30
iShares Core MSCI EAFE ETF iShares Trust	42,133,400	$40.8m	0.021%	2026-07-31
iShares MSCI Japan ETF iShares, Inc.	25,178,900	$22.1m	0.104%	2026-05-31
Fidelity International Index Fund Fidelity Concord Street Trust	22,862,819	$20.1m	0.024%	2026-05-31

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/8729
GET /v1/companies/8729/financials
GET /v1/companies/8729/details
GET /v1/companies/8729/segments
GET /v1/companies/8729/voting
GET /v1/companies/8729/tender-offers
GET /v1/companies/8729/indicators
GET /v1/companies/8729/earnings-releases
GET /v1/events?ticker=8729
GET /v1/companies/8729/trades         
GET /v1/companies/8729/cross-holdings 
GET /v1/companies/8729/brief

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