Bank of Japan to Gradually Sell ETF Holdings From 2026; Yen Holdings Near 83 Trillion Yen to Avoid Market Disruption

COINOTAG News, citing Bloomberg, reports that the Bank of Japan intends a staged roll-off of its ETF holdings, kicking off as early as January 2026. The plan envisages a multi-decade process to minimize market disruption and avoid liquidity shocks across equities and bonds.

At the close of September, the central bank’s ETF portfolio carried a market value near 83 trillion yen (roughly $753 billion) and a book value around 37.1 trillion yen. The disclosed figures underscore the scale guiding the unwind program.

Those disposal principles were formalized at the September policy meeting, outlining how the central bank will unwind its exposure while preserving market stability.