Osahiro Yamamoto

@Sumitomo Mitsui Financial Group, Inc.

Latest period2024 - Q3

Reported2mo 11d ago

Managed Assets$3.883B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
8522⤦Block Inc Recent Activity New Position	0.01%	$59,806↑ Call 19,911 shares@ $3.01 avg price	New Position
0679⤦Barrick Gold Corp Recent Activity New Position	0.01%	$39,752↑ Call 48,100 shares@ $0.83 avg price	New Position
8250⤦Shopify Inc Recent Activity New Position	0.01%	$21,700↓ Put 20,000 shares@ $1.09 avg price	New Position
0126⤦Albemarle Corp Recent Activity New Position	0.01%	$14,466↑ Call 1,810 shares@ $8.0 avg price	New Position
LMTLockheed Martin Corp Recent Activity New Position	0.01%	$9,318 16 shares@ $582.38 avg price	New Position
UUnity Software Inc Recent Activity New Position	0.01%	$1,333 59 shares@ $22.6 avg price	New Position
AMCAmc Entmt Hldgs Inc Recent Activity New Position	0.01%	$9 2 shares@ $4.5 avg price	New Position