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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 9.83%
5.6%
$217.274M
378,685 shares@ $573.77 avg price
AGGIshares Tr
Recent Activity
Increased 7.33%
2.5%
$96.837M
956,225 shares@ $101.28 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 16.62%
2.3%
$89.175M
366,885 shares@ $243.06 avg price
IEFIshares Tr
Recent Activity
Increased 2.87%
1.8%
$69.88M
712,188 shares@ $98.13 avg price
HYGIshares Tr
Recent Activity
Increased 4.57%
1.27%
$49.302M
613,976 shares@ $80.31 avg price
IGSBIshares Tr
Recent Activity
Increased 0.03%
1.15%
$44.399M
843,135 shares@ $52.66 avg price
AVGOBroadcom Inc
Recent Activity
Increased 914.75%
1.12%
$43.201M
250,439 shares@ $172.51 avg price
ANETArista Networks Inc
Recent Activity
Increased 4.49%
1.01%
$39.067M
101,784 shares@ $383.83 avg price
MBBIshares Tr
Recent Activity
Increased 2.58%
0.96%
$36.94M
385,559 shares@ $95.82 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.43%
0.95%
$36.546M
84,931 shares@ $430.3 avg price