{
  "timeline": [
    {
      "date": "1902/5",
      "category": "会社設立",
      "region": "",
      "importance": 3,
      "event": "藤本ビルブローカー創業",
      "detail": "大阪の米穀商・藤本商店5代目藤本清兵衛が大阪で開業。大和証券の源流",
      "significance": "コール市場の担い手を志向した日本の証券業の祖の一つ",
      "source": ""
    },
    {
      "date": "1906/10",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "株式会社藤本ビルブローカーを設立",
      "detail": "個人企業を改組",
      "significance": "個人企業から株式会社化",
      "source": ""
    },
    {
      "date": "1907/1",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "藤本ビルブローカー銀行に改称",
      "detail": "コール・銀行業・代弁業（証券業）の併営を定款に明記",
      "significance": "証券業を本格的な事業として位置付け",
      "source": ""
    },
    {
      "date": "1933/1",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "藤本ビルブローカー証券に改称",
      "detail": "金融恐慌と銀行法改正を契機に銀行業を廃止",
      "significance": "銀行兼営から証券専業への分離",
      "source": ""
    },
    {
      "date": "1937",
      "category": "",
      "region": "",
      "importance": 4,
      "event": "日本初の投資信託「藤本有価証券投資組合」を発足",
      "detail": "",
      "significance": "日本の投資信託の起源。同社の「パイオニアの大和」を象徴",
      "source": ""
    },
    {
      "date": "1942/7",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "藤本証券に改称",
      "detail": "",
      "significance": "戦時統制下の社名変更",
      "source": ""
    },
    {
      "date": "1943/12",
      "category": "組織再編",
      "region": "",
      "importance": 4,
      "event": "日本信託銀行と合併し大和証券誕生",
      "detail": "資本金1875万円",
      "significance": "現大和証券の発足。戦時統合の結果としての大型合併",
      "source": "",
      "amount": "資本金1875万円"
    },
    {
      "date": "1944/2",
      "category": "企業買収",
      "region": "",
      "importance": 1,
      "event": "松永定一商店を買収",
      "detail": "",
      "significance": "戦時統合期の規模拡大",
      "source": ""
    },
    {
      "date": "1944/7",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "吉川証券を合併",
      "detail": "",
      "significance": "戦時統合期の規模拡大",
      "source": ""
    },
    {
      "date": "1948/8",
      "category": "",
      "region": "",
      "importance": 3,
      "event": "日本初の転換社債（私募）を発行",
      "detail": "戦後再建のための資金調達",
      "significance": "日本の転換社債の起源",
      "source": ""
    },
    {
      "date": "1948/10",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "証券取引法による証券業者登録",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "1949/4",
      "category": "株式上場",
      "region": "",
      "importance": 2,
      "event": "東京証券取引所に会員として加入",
      "detail": "",
      "significance": "戦後の証券取引所再開と歩調を合わせた業界復帰",
      "source": "有価証券報告書"
    },
    {
      "date": "1952/6",
      "category": "",
      "region": "",
      "importance": 4,
      "event": "日本初のオープン型投資信託を発足",
      "detail": "",
      "significance": "日本の現行型投資信託の起源",
      "source": ""
    },
    {
      "date": "1954/6",
      "category": "",
      "region": "",
      "importance": 3,
      "event": "日本初の累積投資制度（積立オープン）を発足",
      "detail": "ドル平均法を適用",
      "significance": "個人の積立投資文化の先駆け",
      "source": ""
    },
    {
      "date": "1959/6",
      "category": "海外進出",
      "region": "",
      "importance": 1,
      "event": "ニューヨーク駐在員事務所開設",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "1959/12",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "大和証券投資信託委託（現大和アセットマネジメント）を設立",
      "detail": "投資信託業の分離",
      "significance": "投信業務の分社化",
      "source": "有価証券報告書"
    },
    {
      "date": "1960/2",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "大和証券投資信託販売（現ユニバーサル証券）を設立",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1961/10",
      "category": "株式上場",
      "region": "",
      "importance": 2,
      "event": "東京・大阪・名古屋各証券取引所市場第二部に上場",
      "detail": "",
      "significance": "証券会社自身の株式公開",
      "source": "有価証券報告書"
    },
    {
      "date": "1964/4",
      "category": "海外進出",
      "region": "",
      "importance": 1,
      "event": "ロンドン駐在員事務所開設",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "1964/12",
      "category": "海外進出",
      "region": "米州",
      "importance": 1,
      "event": "NYに大和セキュリティーズアメリカInc.設立",
      "detail": "現大和証券キャピタル・マーケッツアメリカInc.",
      "significance": "米国本格進出",
      "source": "有価証券報告書"
    },
    {
      "date": "1968/4",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "改正証券取引法による総合証券会社として大蔵大臣の免許取得",
      "detail": "",
      "significance": "総合証券会社制度のスタートと共に新体制発足",
      "source": "有価証券報告書"
    },
    {
      "date": "1970/2",
      "category": "株式上場",
      "region": "",
      "importance": 2,
      "event": "東京・大阪・名古屋各証券取引所市場第一部に指定替え",
      "detail": "",
      "significance": "業界二強の地位を裏付ける",
      "source": "有価証券報告書"
    },
    {
      "date": "1970/12",
      "category": "海外進出",
      "region": "中国",
      "importance": 1,
      "event": "香港に大和証券国際（香港）有限公司を設立",
      "detail": "現大和証券キャピタル・マーケッツ香港リミテッド",
      "significance": "アジア拠点拡張",
      "source": "有価証券報告書"
    },
    {
      "date": "1971",
      "category": "",
      "region": "東南アジア",
      "importance": 3,
      "event": "初のアジアダラー債を代表幹事として引受",
      "detail": "シンガポール開銀債",
      "significance": "アジア債券市場での日本勢の先行",
      "source": ""
    },
    {
      "date": "1972/6",
      "category": "海外進出",
      "region": "東南アジア",
      "importance": 1,
      "event": "DBS・大和セキュリティーズインターナショナルLtd.をシンガポールに設立",
      "detail": "現大和証券キャピタル・マーケッツシンガポールリミテッド",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "1973",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "ドレイファスファンドを国内販売",
      "detail": "外国投信国内販売の第1号",
      "significance": "日本における外国投信販売の先駆け",
      "source": ""
    },
    {
      "date": "1973/6",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "大和投資顧問を設立",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1975/8",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "大和コンピューターサービス設立",
      "detail": "現大和総研ホールディングス",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "1977",
      "category": "",
      "region": "欧州",
      "importance": 3,
      "event": "初のユーロ円債（欧州投資銀行債）を発行",
      "detail": "",
      "significance": "ユーロ円債市場の創設に貢献",
      "source": ""
    },
    {
      "date": "1981/3",
      "category": "海外進出",
      "region": "欧州",
      "importance": 1,
      "event": "ロンドンに大和ヨーロッパリミテッド設立",
      "detail": "現大和証券キャピタル・マーケッツヨーロッパリミテッド",
      "significance": "欧州拠点拡大",
      "source": "有価証券報告書"
    },
    {
      "date": "1982/5",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "大和証券経済研究所を設立",
      "detail": "現大和総研ホールディングス",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "1982/8",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "日本インベストメント・ファイナンスを設立",
      "detail": "現大和キャピタル・ホールディングス",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "1983/8",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "大和システムサービスを設立",
      "detail": "現大和総研ホールディングス",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "1983/10",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "大和ファイナンスを設立",
      "detail": "現大和キャピタル・ホールディングス",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "1986",
      "category": "海外進出",
      "region": "米州",
      "importance": 1,
      "event": "米国に信託会社を設立",
      "detail": "",
      "significance": "総合金融サービスへの布石",
      "source": ""
    },
    {
      "date": "1987",
      "category": "",
      "region": "",
      "importance": 3,
      "event": "世銀の主幹事で大名債を発行",
      "detail": "円建外債（サムライ債）とユーロ債の長所を組み合わせた自社開発商品",
      "significance": "商品開発力で国際資本市場に存在感",
      "source": ""
    },
    {
      "date": "1987",
      "category": "海外進出",
      "region": "欧州",
      "importance": 1,
      "event": "イギリス銀行現地法人を設立",
      "detail": "",
      "significance": "欧州での総合金融サービス展開",
      "source": ""
    },
    {
      "date": "1989/8",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "大和コンピューターサービス・大和証券経済研究所・大和システムサービスが合併し大和総研発足",
      "detail": "",
      "significance": "シンクタンク・システム機能の集約",
      "source": "有価証券報告書"
    },
    {
      "date": "1990/3",
      "category": "海外進出",
      "region": "米州",
      "importance": 1,
      "event": "NYに大和アメリカCorporation設立",
      "detail": "現大和証券キャピタル・マーケッツアメリカホールディングスInc.",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "1990/4",
      "category": "株式上場",
      "region": "欧州",
      "importance": 2,
      "event": "欧州主要7取引所に同社株式を一斉上場",
      "detail": "",
      "significance": "日本の証券会社による欧州市場での同時上場",
      "source": ""
    },
    {
      "date": "1993/8",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "大和インターナショナル信託銀行を設立",
      "detail": "金融制度改革への対応",
      "significance": "業態間参入を通じた総合金融サービス志向",
      "source": ""
    },
    {
      "date": "1995/3",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "営業赤字を計上",
      "detail": "1993/3期に続く2度目の営業赤字",
      "significance": "長引く証券不況下の構造危機",
      "source": ""
    },
    {
      "date": "1999/1",
      "category": "海外進出",
      "region": "",
      "importance": 1,
      "event": "台北に大和全球証券設立",
      "detail": "現大和國泰證券",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "1999/4",
      "category": "組織再編",
      "region": "",
      "importance": 4,
      "event": "持株会社化、大和証券グループ本社へ商号変更",
      "detail": "ホールセール証券業務を大和証券エスビーキャピタル・マーケッツへ、リテール証券業務を新・大和証券へ譲渡。旧・大和証券は持株会社化",
      "significance": "証券業界初の純粋持株会社化。リテールとホールセールを分社する業態革新",
      "source": "有価証券報告書"
    },
    {
      "date": "2000/4",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "大和ファイナンスと日本インベストメント・ファイナンスが合併、エヌ・アイ・エフ ベンチャーズに商号変更",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2001/4",
      "category": "合弁設立",
      "region": "",
      "importance": 3,
      "event": "さくら証券から営業全部を譲受、大和証券エスエムビーシーに商号変更",
      "detail": "",
      "significance": "三井住友フィナンシャルグループとの本格的合弁体制構築",
      "source": "有価証券報告書"
    },
    {
      "date": "2001/10",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "大和証券エスエムビーシープリンシパル・インベストメンツ設立",
      "detail": "現大和PIパートナーズ",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2002/3",
      "category": "株式上場",
      "region": "",
      "importance": 1,
      "event": "エヌ・アイ・エフ ベンチャーズ株式をジャスダックに上場",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2005/10",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "エヌ・アイ・エフ ベンチャーズがSMBCキャピタルと合併、エヌ・アイ・エフSMBCベンチャーズに商号変更",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2008/10",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "大和総研が会社分割し大和総研ホールディングス体制へ",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2009/7",
      "category": "企業買収",
      "region": "",
      "importance": 2,
      "event": "ダヴィンチ・セレクト（現大和リアル・エステート・アセット・マネジメント）の全株式取得",
      "detail": "不動産アセットマネジメント業務に参入",
      "significance": "証券に次ぐ第二の収益源として不動産アセマネに参入",
      "source": "有価証券報告書"
    },
    {
      "date": "2010/1",
      "category": "組織再編",
      "region": "",
      "importance": 4,
      "event": "三井住友FGとのホールセール証券事業合弁を解消、大和証券キャピタル・マーケッツに商号変更",
      "detail": "",
      "significance": "SMBCとの合弁解消による独立路線への転換",
      "source": "有価証券報告書"
    },
    {
      "date": "2010/4",
      "category": "社長交代",
      "region": "",
      "importance": 2,
      "event": "鈴木茂晴から日比野隆司へ社長交代",
      "detail": "13代→14代",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2011/3",
      "category": "",
      "region": "",
      "importance": 3,
      "event": "親会社株主帰属当期純損失▲373億円で赤字転落",
      "detail": "経常損失▲326億円",
      "significance": "リーマン後の市況低迷による業績悪化",
      "source": "有価証券報告書",
      "amount": "純損失▲373億円"
    },
    {
      "date": "2011/5",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "大和ネクスト銀行が顧客向けサービス開始",
      "detail": "",
      "significance": "証券グループ内に銀行機能を内製化",
      "source": "有価証券報告書"
    },
    {
      "date": "2012/1",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "海外3社を大和インターナショナル・ホールディングス傘下へ移管",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2012/3",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "純損失▲394億円で2期連続赤字",
      "detail": "経常損失▲122億円",
      "significance": "業績低迷期の継続",
      "source": "有価証券報告書",
      "amount": "純損失▲394億円"
    },
    {
      "date": "2012/4",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "大和証券が大和証券キャピタル・マーケッツを吸収合併",
      "detail": "",
      "significance": "リテールとホールセールの再統合",
      "source": "有価証券報告書"
    },
    {
      "date": "2015/12",
      "category": "企業買収",
      "region": "",
      "importance": 1,
      "event": "ミカサ・アセット・マネジメントを子会社化",
      "detail": "",
      "significance": "不動産アセマネ強化",
      "source": "有価証券報告書"
    },
    {
      "date": "2016/4",
      "category": "社長交代",
      "region": "",
      "importance": 2,
      "event": "日比野隆司から中田誠司へ社長交代",
      "detail": "14代→15代",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2017/9",
      "category": "企業買収",
      "region": "その他",
      "importance": 2,
      "event": "米Sagent Holdings, Inc.の全株式を取得し子会社化",
      "detail": "M&Aアドバイザリー",
      "significance": "海外M&Aアドバイザリー機能の拡充",
      "source": "有価証券報告書"
    },
    {
      "date": "2017/10",
      "category": "企業買収",
      "region": "その他",
      "importance": 2,
      "event": "米Signal Hill Holdings LLCの全株式を取得し子会社化",
      "detail": "M&Aアドバイザリー",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2018/2",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "KDDIとの合弁会社KDDIアセットマネジメント（現auアセットマネジメント）発足",
      "detail": "",
      "significance": "通信会社との連携によるリテール接点拡大",
      "source": "有価証券報告書"
    },
    {
      "date": "2018/3",
      "category": "組織再編",
      "region": "その他",
      "importance": 1,
      "event": "Sagent HoldingsとSignal Hill Holdingsを統合しDCS Advisory Holdings（現Daiwa Corporate Advisory Holdings）に商号変更",
      "detail": "",
      "significance": "海外M&Aアドバイザリー統合",
      "source": "有価証券報告書"
    },
    {
      "date": "2018/4",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "Fintertechを設立",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2018/7",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "大和エナジー・インフラを設立",
      "detail": "",
      "significance": "インフラ投資領域への参入",
      "source": "有価証券報告書"
    },
    {
      "date": "2018/10",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "ミカサ・アセット・マネジメントが大和リアル・エステート・アセット・マネジメントと合併",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2019/4",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "CONNECTを設立",
      "detail": "スマホ証券",
      "significance": "若年層・新規投資家獲得のためのスマホ証券立ち上げ",
      "source": "有価証券報告書"
    },
    {
      "date": "2021/3",
      "category": "企業買収",
      "region": "",
      "importance": 1,
      "event": "サムティ・レジデンシャル投資法人に追加出資し子会社化",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2021/3",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "大和証券投資信託委託が大和アセットマネジメントに商号変更",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2021/3",
      "category": "企業買収",
      "region": "",
      "importance": 1,
      "event": "大和証券オフィス投資法人を自己投資口取得により子会社化",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2021/4",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "大和総研HD・大和総研・大和総研ビジネス・イノベーションを大和総研に統合",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2023/4",
      "category": "社長交代",
      "region": "",
      "importance": 2,
      "event": "中田誠司から荻野明彦へ社長交代",
      "detail": "15代→16代",
      "significance": "資産管理型ビジネスへの大転換を主導する経営者への交代",
      "source": "有価証券報告書"
    },
    {
      "date": "2023/5",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "CONNECTが大和コネクト証券に商号変更",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2024/5",
      "category": "業務提携",
      "region": "",
      "importance": 4,
      "event": "あおぞら銀行と資本業務提携契約を締結し持分法適用関連会社化",
      "detail": "",
      "significance": "銀行機能の補完によりメガバンク系証券に対抗する戦略の柱",
      "source": "有価証券報告書"
    },
    {
      "date": "2024/5",
      "category": "業務提携",
      "region": "",
      "importance": 2,
      "event": "かんぽ生命と資産運用分野で資本業務提携、大和アセットマネジメントへ資本受入れ",
      "detail": "",
      "significance": "資産運用ビジネスの規模拡大",
      "source": "有価証券報告書"
    },
    {
      "date": "2025/1",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "Airborne Capital Limitedとの合弁会社・大和エアボーンを発足",
      "detail": "航空機リース",
      "significance": "",
      "source": "有価証券報告書"
    }
  ]
}