KKR & Co. Announces $2 Billion Investment Partnership with Japan Post Insurance, Enhancing Global Insurance and Investment Capabilities.

KKR & Co Inc has announced a $2 billion investment partnership with Japan Post Insurance, with Japan Post investing over 50% in a new vehicle sponsored by Global Atlantic, a KKR subsidiary. The partnership aims to bolster Japan Post's global growth strategy and diversify its revenue streams. The investment is expected to have minimal impact on Japan Post's consolidated financial results for the fiscal year ending March 31, 2026, and regulatory approvals are required before the vehicle can commence operations.

KKR & Co. Inc. has announced a significant investment partnership with Japan Post Insurance, with Japan Post investing over 50% in a new vehicle sponsored by Global Atlantic, a KKR subsidiary. The partnership aims to bolster Japan Post's global growth strategy and diversify its revenue streams. The investment is expected to have minimal impact on Japan Post's consolidated financial results for the fiscal year ending March 31, 2026, and regulatory approvals are required before the vehicle can commence operations.

Japan Post Insurance, KKR, and Global Atlantic have been in a strategic partnership since June 2023. The latest milestone involves Japan Post Insurance investing $2 billion in a new vehicle, which will have access to Global Atlantic’s insurance, reinsurance, and strategic activities. The investment reflects both parties' commitment to Japan and their shared goal of serving the expanding global insurance market.

According to Japan Post Insurance, the investment will enable the company to diversify its revenue sources by capturing revenues from the robust U.S. annuity market and reinsurance markets globally. The partnership also allows Japan Post Insurance to tap into the expertise and capabilities of Global Atlantic, a leading provider of retirement security and investment solutions.

KKR and Global Atlantic, both with a strong track record in the U.S. market, are expected to significantly advance Japan Post Insurance's global growth strategy. The collaboration enhances their ability to deliver tailored asset management and reinsurance solutions for insurance clients worldwide.

The investment will be made over time and is expected to have minimal impact on Japan Post Insurance's consolidated financial results for the fiscal year ending March 31, 2026. Japan Post Insurance will promptly make a market disclosure if it becomes clear that this investment will have an impact on its business performance.

References:
[1] https://www.bloomberg.com/news/articles/2025-07-30/kkr-s-global-atlantic-nets-2-billion-from-japan-post-insurance
[2] https://www.businesswire.com/news/home/20250729224140/en/Japan-Post-Insurance-Invests-%242-Billion-in-Global-Atlantic-Vehicle
[3] https://www.morningstar.com/news/business-wire/20250729224140/japan-post-insurance-invests-2-billion-in-global-atlantic-vehicle