Iyo Bank, LTD.
Iyo Bank, Ltd. is a major regional bank headquartered in Matsuyama, Ehime Prefecture, Japan. Founded in 1878, the bank offers comprehensive retail and commercial banking services, including deposit accounts, loans, leasing, insurance, foreign currency services, and investment trusts. It has a significant regional presence with thousands of employees and serves both individuals and businesses across Ehime, Tokyo, Nagoya, and ASEAN regions. The company restructured into a holding company structure in 2022 to further diversify its offerings, including digital financial solutions.
Investment Strategy
Iyo Bank’s strategy centers on supporting regional revitalization and business development through a combination of traditional lending, asset management, and consulting services. The bank strives to enrich local economies by providing risk capital, management support, and partnership in regional development projects. It pursues a balanced approach between risk and return, emphasizing community integration and sustainability. The bank is also focused on digital innovation, launching apps and services to improve customer access and operational efficiency, and strategically builds its marketable securities portfolio to optimize returns amid changing economic conditions.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORPORATION | 15.52% | $38.4M | 77,222 | $330.02 | $497.41 | +$9.4M |
G GOOGL | ALPHABET INC (CLASS A) | 8.53% | $21.1M | 119,740 | $144.85 | $176.23 | +$2.6M |
A AAPL | APPLE INC | 6.52% | $16.1M | 78,680 | $184.36 | $205.17 | -$1.3M |
A ADBE | ADOBE INC | 5.39% | $13.3M | 34,475 | $512.81 | $386.88 | +$115.7K |
V V | VISA INC | 4.90% | $12.1M | 34,176 | $234.14 | $355.05 | +$157.2K |