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Osahiro Yamamoto

@Sumitomo Mitsui Financial Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$3.883BTotal holdings168
Assets growth rate20.79%Assets growth rate (2-Q avg)10.19%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sumitomo Mitsui Financial Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Sumitomo Mitsui Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.883B in assets, with a quarterly growth rate of 20.79% and a 2-quarter average growth rate of 10.19%. The portfolio is managed by Osahiro Yamamoto, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLKSelect Sector Spdr Tr
Recent Activity
New Position
1.78%
$68.857M
305,000 shares@ $225.76 avg price
TSLATesla Inc
Recent Activity
New Position
0.05%
$1.667M
6,400 shares@ $260.46 avg price
8816⤦Tesla Inc
Recent Activity
New Position
0.02%
$460,750↓ Put
20,000 shares@ $23.04 avg price
ARMArm Holdings Plc
Recent Activity
New Position
0.01%
$380,983
2,617 shares@ $145.59 avg price
8816⤦Tesla Inc
Recent Activity
New Position
0.01%
$289,443↑ Call
5,000 shares@ $57.89 avg price
1113⤦Broadcom Inc
Recent Activity
New Position
0.01%
$176,434↓ Put
16,000 shares@ $11.03 avg price
0420⤦Arm Holdings Plc
Recent Activity
New Position
0.01%
$166,400↓ Put
30,000 shares@ $5.55 avg price
1113⤦Broadcom Inc
Recent Activity
New Position
0.01%
$164,701↑ Call
8,000 shares@ $20.59 avg price
5951⤦Micron Technology Inc
Recent Activity
New Position
0.01%
$140,798↓ Put
12,000 shares@ $11.74 avg price
4609⤦Invesco Qqq Tr
Recent Activity
New Position
0.01%
$103,523↑ Call
4,500 shares@ $23.01 avg price