受取利息及び配当金、現金及び現金同等物の増減額（△は減少）、役員退職慰労引当金他2件
- 【期間】
| 年度 | 受取利息及び配当金 | 現金及び現金同等物の増減額（△は減少） | 役員退職慰労引当金 | 従業員数 - アセットマネジメントカンパニー | 特定取引負債 |
|---|
| 2008/03 | - | | -1.03兆 | | 70.6億 | | - | | 8.31兆 | |
| 2009/03 | - | | 2.99兆 | 黒転 | 19.8億 | -72% | - | | 8兆 | -3.8% |
| 2010/03 | - | | -0.49兆 | 赤転 | 21.1億 | +6.8% | - | | 7.58兆 | -5.2% |
| 2011/03 | - | | 4.5兆 | 黒転 | 22.4億 | +6% | - | | 7.65兆 | +1% |
| 2012/03 | - | | -2.7兆 | 赤転 | 22.6億 | +0.8% | - | | 8.22兆 | +7.4% |
| 2013/03 | 16.1億 | | 4.86兆 | 黒転 | 16.1億 | -28.5% | - | | 7.69兆 | -6.4% |
| 2014/03 | 21.7億 | +34.7% | 8.08兆 | +66.2% | 15.5億 | -4% | - | | 8.18兆 | +6.5% |
| 2015/03 | 27.8億 | +27.9% | 8.41兆 | +4% | 15.3億 | -1.3% | - | | 8.74兆 | +6.8% |
| 2016/03 | 32.5億 | +17.1% | 7.25兆 | -13.8% | 16.9億 | +10.3% | - | | 10.3兆 | +17.5% |
| 2017/03 | 31.4億 | -3.4% | 10.4兆 | +44% | 13.3億 | -21.2% | - | | 7.92兆 | -22.9% |
| 2018/03 | 35.3億 | +12.3% | 0.81兆 | -92.2% | 14.6億 | +10% | - | | 8.12兆 | +2.5% |
| 2019/03 | 42.6億 | +20.6% | 2.8兆 | +245.4% | 13.9億 | -4.9% | 1,602 | | 8.33兆 | +2.5% |
| 2020/03 | 0.17億 | -99.6% | -4.39兆 | 赤転 | 9.44億 | -32% | 1,592 | -0.62% | 9.6兆 | +15.4% |
| 2021/03 | - | | 7.12兆 | 黒転 | 6.83億 | -27.6% | 1,567 | -1.57% | 8.12兆 | -15.5% |
| 2022/03 | - | | 3.15兆 | -55.7% | 5.57億 | -18.4% | 1,484 | -5.3% | 9.61兆 | +18.4% |
| 2023/03 | - | | 15.7兆 | +397.3% | 5.39億 | -3.2% | 1,468 | -1.08% | 12.7兆 | +32.1% |
| 2024/03 | - | | 5.34兆 | -66% | 5.41億 | +0.4% | - | | 13.8兆 | +9% |
